Cambridge Investment Research Advisors, Inc.
Position in FOUR — Shift4 Payments, Inc.
CIK 1419186
FAIRFIELD, IA
Position in FOUR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,632,591
+$877,051 QoQ
Shares Held
54,124
+34.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 356 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $914,544,587 across 51 Software - Infrastructure names. FOUR ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,291,017 | $481,575,161 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,067,013 | $124,488,406 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
580,832 | $110,814,033 | |
| 4 | PANW |
Palo Alto Networks Inc
|
182,099 | $62,099,400 | |
| 5 | ORCL |
Oracle Corp
|
325,612 | $47,718,438 | |
| 6 | NET |
Cloudflare, Inc.
|
80,439 | $19,730,077 | |
| 7 | CRWV |
CoreWeave, Inc.
|
84,164 | $8,377,684 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,015 | $7,990,544 |
All Filings in FOUR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,632,591 | 54,124 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,755,540 | 40,145 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,141,420 | 34,007 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,770,223 | 35,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,629,507 | 36,621 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,592,086 | 31,723 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,827,046 | 17,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,581,864 | 17,854 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,242,549 | 16,940 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $317,796 | 4,810 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||