SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in FOUR — Shift4 Payments, Inc.
CIK 1232395
NEW YORK, NY
Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,605,672
+$307,057 QoQ
Shares Held
94,689
-3.7% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 356 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $394,686,319 across 21 Software - Infrastructure names. FOUR ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
634,750 | $236,774,445 | |
| 2 | ORCL |
Oracle Corp
|
204,397 | $29,954,380 | |
| 3 | PANW |
Palo Alto Networks Inc
|
86,740 | $29,580,074 | |
| 4 | ZS |
Zscaler, Inc.
|
114,383 | $16,145,160 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
747,320 | $14,707,257 | |
| 6 | PAY |
Paymentus Holdings, Inc.
|
589,423 | $14,240,459 | |
| 7 | RELY |
Remitly Global, Inc.
|
542,704 | $12,161,996 | |
| 8 | NTAP |
NetApp, Inc.
|
62,244 | $9,632,881 |
All Filings in FOUR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,605,672 | 94,689 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||