Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,370,639
-$20,103,288 QoQ
Shares Held
214,284
-54.2% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Portolan Capital Management, LLC holds $151,564,926 across 10 Software - Infrastructure names. FOUR ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
423,442 | $48,632,313 | |
| 2 | CLBT |
Cellebrite DI Ltd.
|
2,180,924 | $30,053,132 | |
| 3 | QLYS |
Qualys, Inc.
|
239,028 | $20,998,609 | |
| 4 | RELY |
Remitly Global, Inc.
|
698,166 | $10,940,261 | |
| 5 | TWLO |
Twilio Inc
|
74,769 | $9,407,435 | |
| 6 | FOUR |
Shift4 Payments, Inc.
This page
|
214,284 | $9,370,639 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
486,271 | $7,741,434 | |
| 8 | RPAY |
Repay Holdings Corp
|
2,856,178 | $7,426,062 |
All Filings in FOUR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,370,639 | 214,284 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,473,927 | 468,063 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,610,101 | 188,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,130,194 | 435,175 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,215,033 | 406,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,629,970 | 140,971 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,926,623 | 134,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,753,125 | 187,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,811,145 | 239,309 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,037,145 | 215,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,522,991 | 99,747 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||