Position in FOUR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$78,904,093
-$31,069,674 QoQ
Shares Held
1,804,347
+3.3% QoQ
Ownership
2.27%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 97.16562279871887.ToString("F0")%
None 2.834377201281128.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $12,460,635,173 across 69 Software - Infrastructure names. FOUR ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,878,982 | $8,839,282,764 | |
| 2 | ORCL |
Oracle Corp
|
12,046,414 | $1,772,147,961 | |
| 3 | WEX |
WEX Inc.
|
3,916,073 | $599,315,809 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,323,141 | $486,109,064 | |
| 5 | PANW |
Palo Alto Networks Inc
|
731,857 | $117,331,313 | |
| 6 | EEFT |
Euronet Worldwide, Inc.
|
1,406,556 | $93,353,121 | |
| 7 | FOUR |
Shift4 Payments, Inc.
This page
|
1,804,347 | $78,904,093 | |
| 8 | ZS |
Zscaler, Inc.
|
541,671 | $75,991,023 |
All Filings in FOUR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,904,093 | 1,804,347 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $109,973,767 | 1,746,447 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $140,967,690 | 1,821,288 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $183,571,342 | 1,852,198 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $141,469,342 | 1,731,359 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $151,103,886 | 1,456,002 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $128,806,679 | 1,453,800 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $106,703,271 | 1,454,714 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $94,803,181 | 1,434,890 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $87,657,935 | 1,179,149 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $32,225,005 | 581,994 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,583,990 | 582,889 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $43,022,411 | 567,578 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $30,997,578 | 554,221 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,381,772 | 456,888 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $15,050,067 | 455,235 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $22,374,441 | 361,286 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,490,461 | 215,613 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,036,631 | 193,971 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $14,228,570 | 151,820 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,647,150 | 178,602 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,928,657 | 158,205 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,513,281 | 114,005 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,005,284 | 281,839 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||