Granahan Investment Management, LLC
Position in FOUR — Shift4 Payments, Inc.
CIK 1026710
WALTHAM, MA
Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,427,824
-$8,805,270 QoQ
Shares Held
132,151
-32.9% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#58
of 356 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Granahan Investment Management, LLC holds $133,871,757 across 9 Software - Infrastructure names. FOUR ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZETA |
Zeta Global Holdings Corp.
|
1,758,212 | $34,601,612 | |
| 2 | CLBT |
Cellebrite DI Ltd.
|
1,661,163 | $24,252,979 | |
| 3 | TOST |
Toast, Inc.
|
685,751 | $19,077,592 | |
| 4 | NTNX |
Nutanix, Inc.
|
336,852 | $17,165,977 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
70,354 | $11,047,688 | |
| 6 | OKTA |
Okta, Inc.
|
68,271 | $9,315,577 | |
| 7 | NTSK |
Netskope Inc
|
607,060 | $6,641,236 | |
| 8 | FOUR |
Shift4 Payments, Inc.
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|
132,151 | $6,427,824 |
All Filings in FOUR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,427,824 | 132,151 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $15,233,094 | 196,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,478,604 | 257,074 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,458,582 | 238,142 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,919,521 | 519,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,677,138 | 526,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,811,955 | 597,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,309,389 | 307,392 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||