Position in FOUR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,182,535
-$21,378,908 QoQ
Shares Held
1,196,187
-34.3% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#16
of 356 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $6,269,726,638 across 20 Software - Infrastructure names. FOUR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,205,738 | $2,314,864,387 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,155,088 | $1,416,968,109 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,250,824 | $620,208,456 | |
| 4 | ORCL |
Oracle Corp
|
4,214,719 | $617,667,069 | |
| 5 | SNPS |
Synopsys Inc
|
819,127 | $365,387,980 | |
| 6 | NET |
Cloudflare, Inc.
|
912,622 | $223,847,924 | |
| 7 | XYZ |
Block, Inc.
|
1,851,568 | $140,719,168 | |
| 8 | RBRK |
Rubrik, Inc.
|
1,577,133 | $126,612,237 |
All Filings in FOUR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,182,535 | 1,196,187 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $79,561,443 | 1,819,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $127,547,561 | 2,025,529 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $154,357,581 | 1,994,284 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $191,485,475 | 1,932,050 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $140,077,168 | 1,714,321 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $181,104,817 | 1,745,084 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $194,004,939 | 2,189,672 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $169,799,968 | 2,314,928 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $137,397,388 | 2,079,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $154,852,004 | 2,083,024 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $112,155,146 | 2,025,558 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $127,383,880 | 1,875,775 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $123,950,585 | 1,635,232 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $89,276,920 | 1,596,226 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $70,559,681 | 1,581,701 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,003,016 | 1,572,989 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $97,310,361 | 1,571,296 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $75,141,814 | 1,297,114 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $62,075,690 | 800,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,222,015 | 802,625 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $65,664,586 | 800,690 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $50,750,835 | 673,088 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $27,758,881 | 574,005 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,647,515 | 299,930 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||