FULLER & THALER ASSET MANAGEMENT, INC.
Position in FOUR — Shift4 Payments, Inc.
CIK 1082327
SAN MATEO, CA
Position in FOUR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,932,011
+$3,895,892 QoQ
Shares Held
1,149,918
-3.4% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#18
of 356 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,034,365,378 across 20 Software - Infrastructure names. FOUR ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
2,631,342 | $413,199,634 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
2,732,368 | $137,410,786 | |
| 3 | TDC |
Teradata Corp /De/
|
2,377,892 | $82,393,957 | |
| 4 | RAMP |
LiveRamp Holdings, Inc.
|
2,109,923 | $79,417,501 | |
| 5 | EVTC |
EVERTEC, Inc.
|
2,059,589 | $57,215,382 | |
| 6 | FOUR |
Shift4 Payments, Inc.
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|
1,149,918 | $55,932,011 | |
| 7 | PAY |
Paymentus Holdings, Inc.
|
1,946,392 | $47,024,830 | |
| 8 | RELY |
Remitly Global, Inc.
|
1,978,792 | $44,344,728 |
All Filings in FOUR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,932,011 | 1,149,918 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $52,036,119 | 1,189,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $76,735,619 | 1,218,606 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $104,254,471 | 1,346,957 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $66,470,698 | 670,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,256 | 150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,774 | 152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,467 | 152 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,151 | 302 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,535,907 | 295,685 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,881,179 | 213,629 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,512,935 | 189,867 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,955,215 | 176,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,965,712 | 157,859 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||