Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,355,477
-$16,244,587 QoQ
Shares Held
854,230
+0.4% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
5.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026GOODNOW INVESTMENT GROUP, LLC holds $98,962,731 across 2 Software - Infrastructure names. FOUR ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDDY |
GoDaddy Inc.
|
745,219 | $61,607,254 | |
| 2 | FOUR |
Shift4 Payments, Inc.
This page
|
854,230 | $37,355,477 |
All Filings in FOUR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,355,477 | 854,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,600,064 | 851,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,190,320 | 868,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $84,879,984 | 856,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $65,971,183 | 807,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,450,821 | 669,212 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,315,513 | 680,762 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,574,941 | 607,702 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,630,246 | 39,810 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||