SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in FOUR — Shift4 Payments, Inc.
CIK 1232395
NEW YORK, NY
Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,298,615
+$3,601,349 QoQ
Shares Held
98,299
+787.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 68.51137854912054.ToString("F0")%
Shared 0.ToString("F0")%
None 31.48862145087946.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $405,360,619 across 21 Software - Infrastructure names. FOUR ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
649,012 | $240,244,772 | |
| 2 | ORCL |
Oracle Corp
|
254,107 | $37,381,680 | |
| 3 | PANW |
Palo Alto Networks Inc
|
152,869 | $24,507,958 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
265,213 | $22,749,971 | |
| 5 | PAY |
Paymentus Holdings, Inc.
|
641,230 | $16,287,242 | |
| 6 | ZS |
Zscaler, Inc.
|
114,383 | $16,046,791 | |
| 7 | RELY |
Remitly Global, Inc.
|
569,651 | $8,926,431 | |
| 8 | CLBT |
Cellebrite DI Ltd.
|
528,728 | $7,285,871 |
All Filings in FOUR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,298,615 | 98,299 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $697,266 | 11,073 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $792,730 | 10,242 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $999,524 | 10,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $944,077 | 11,554 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,153,722 | 11,117 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $903,011 | 10,192 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $741,641 | 10,111 | Shares | Sole | 2024-08-15 | |
| 2021-03-31 | $337,143 | 4,111 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $282,222 | 3,743 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||