Position in FOUR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,051,444
-$16,599,424 QoQ
Shares Held
24,044
-91.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $43,843,901 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
|
841,193 | $35,296,458 | |
| 2 | MSFT |
Microsoft Corp
|
12,893 | $4,809,346 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,183 | $1,085,466 | |
| 4 | NET |
Cloudflare, Inc.
|
4,196 | $1,029,194 | |
| 5 | MDB |
MongoDB, Inc.
|
2,911 | $977,804 | |
| 6 | TWLO |
Twilio Inc
|
1,737 | $358,395 | |
| 7 | ORCL |
Oracle Corp
|
1,960 | $287,238 |
All Filings in FOUR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,051,444 | 24,044 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,650,868 | 280,306 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $21,492,045 | 277,675 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $28,048,526 | 283,004 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,687,631 | 265,422 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $32,570,834 | 313,845 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $35,334,300 | 398,807 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $28,839,753 | 393,180 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $26,676,092 | 403,755 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $37,233,709 | 500,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $27,878,684 | 503,498 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $32,869,187 | 484,011 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $40,980,512 | 540,640 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $30,670,222 | 548,368 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,564,273 | 550,645 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,940,144 | 451,910 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $25,761,641 | 415,980 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||