Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$83,816,065
-$20,429,824 QoQ
Shares Held
1,916,672
+15.8% QoQ
Ownership
2.42%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MARSHALL WACE, LLP holds $3,374,792,798 across 87 Software - Infrastructure names. FOUR ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,370,398 | $1,247,620,226 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,957,372 | $432,604,375 | |
| 3 | NET |
Cloudflare, Inc.
|
986,607 | $203,576,486 | |
| 4 | RELY |
Remitly Global, Inc.
|
6,399,375 | $100,278,205 | |
| 5 | SNPS |
Synopsys Inc
|
237,917 | $94,329,331 | |
| 6 | PANW |
Palo Alto Networks Inc
|
575,068 | $92,194,901 | |
| 7 | ORCL |
Oracle Corp
|
588,225 | $86,533,778 | |
| 8 | FOUR |
Shift4 Payments, Inc.
This page
|
1,916,672 | $83,816,065 |
All Filings in FOUR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,816,065 | 1,916,672 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $104,245,889 | 1,655,485 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $64,964,141 | 839,330 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,771,491 | 68,323 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $24,909,537 | 304,853 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $15,424,405 | 148,626 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $473,212 | 5,341 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,008,016 | 190,975 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $627,665 | 9,500 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $52,820,353 | 710,524 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $79,089,399 | 1,428,380 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $7,714,303 | 113,596 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $44,040,026 | 581,003 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $14,803,104 | 264,672 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,564,762 | 57,493 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $7,265,331 | 219,762 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $853,540 | 14,734 | Shares | Other | 2022-02-14 | |
| 2021-03-31 | $3,060,859 | 37,323 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||