Skip to main content
Equibles

Portolan Capital Management, LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 1350290 BOSTON, MA
Back to FOUR Full portfolio

Position in FOUR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$54,190,602
+$44,819,963 QoQ
Shares Held
1,114,116
+419.9% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#19
of 359 holders
Holding Since
Sep 2023
12 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, 2026

Portolan Capital Management, LLC holds $345,186,039 across 13 Software - Infrastructure names. FOUR ranks #2 (15.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 QLYS
Qualys, Inc.
 529,807 $72,843,164
2 FOUR
Shift4 Payments, Inc.
This page 		1,114,116 $54,190,602
3 AKAM
Akamai Technologies Inc
 310,361 $36,687,773
4 ZETA
Zeta Global Holdings Corp.
 1,502,738 $29,573,883
5 CLBT
Cellebrite DI Ltd.
 1,932,514 $28,214,704
6 BAND
Bandwidth Inc.
 412,701 $26,123,973
7 TWLO
Twilio Inc
 115,397 $23,809,863
8 RELY
Remitly Global, Inc.
 1,017,592 $22,804,236

All Filings in FOUR

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $54,190,602 1,114,116
2026-03-31 $9,370,639 214,284
2025-12-31 $29,473,927 468,063
2025-09-30 $14,610,101 188,761
2025-06-30 $43,130,194 435,175
2025-03-31 $33,215,033 406,499
2024-12-31 $14,629,970 140,971
2024-09-30 $11,926,623 134,612
2024-06-30 $13,753,125 187,500
2024-03-31 $15,811,145 239,309
2023-12-31 $16,037,145 215,727
2023-09-30 $5,522,991 99,747