Position in FOUR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$59,661,969
-$2,476,785 QoQ
Shares Held
1,226,603
-13.7% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 356 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. FOUR ranks #46 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in FOUR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,661,969 | 1,226,603 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $62,138,754 | 1,420,964 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $86,135,466 | 1,367,881 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $101,440,361 | 1,310,599 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $125,614,094 | 1,267,421 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $100,649,234 | 1,231,786 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $120,860,734 | 1,164,586 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $93,771,493 | 1,058,369 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $73,699,072 | 1,004,759 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $58,998,395 | 892,968 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $63,641,135 | 856,082 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $45,626,707 | 824,033 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $54,493,225 | 802,433 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,774,823 | 722,623 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,137,353 | 699,756 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,839,160 | 646,473 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,872,991 | 661,615 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $37,444,612 | 604,628 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,536,326 | 561,649 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $41,677,542 | 537,636 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,149,617 | 471,080 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,036,802 | 293,096 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,431,409 | 257,711 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,344,469 | 172,549 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||