Position in FOUR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,971,212
+$1,934,794 QoQ
Shares Held
81,645
+75.3% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 356 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. FOUR ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in FOUR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,971,212 | 81,645 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,036,418 | 46,568 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,720,615 | 154,369 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,974,353 | 206,387 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,499,614 | 156,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,337,639 | 89,801 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,511,979 | 101,291 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,160,031 | 80,813 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,142,788 | 70,113 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,789,871 | 42,226 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,068,628 | 54,730 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,187,429 | 57,566 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,031,952 | 59,372 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,642,977 | 61,253 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,037,446 | 54,308 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,402,739 | 53,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,779,024 | 53,812 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,226,553 | 52,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,942,795 | 361,519 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,357,901 | 365,814 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,173,116 | 375,300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,179,713 | 14,385 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $373,230 | 4,950 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $201,129 | 4,159 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||