Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,769,379
+$12,924,715 QoQ
Shares Held
3,058,581
-1.5% QoQ
Ownership
3.87%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4
of 356 holders
Holding Since
Dec 2021
19 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, 2026Ensign Peak Advisors, Inc holds $4,130,980,542 across 55 Software - Infrastructure names. FOUR ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,750,733 | $2,518,158,423 | |
| 2 | ORCL |
Oracle Corp
|
3,581,192 | $524,823,687 | |
| 3 | PANW |
Palo Alto Networks Inc
|
650,811 | $221,939,567 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,447,334 | $168,860,457 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
807,968 | $154,148,174 | |
| 6 | FOUR |
Shift4 Payments, Inc.
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|
3,058,581 | $148,769,379 | |
| 7 | OKTA |
Okta, Inc.
|
484,423 | $66,099,518 | |
| 8 | MDB |
MongoDB, Inc.
|
196,687 | $66,067,163 |
All Filings in FOUR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,769,379 | 3,058,581 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $135,844,664 | 3,106,441 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $166,481,912 | 2,643,829 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $190,035,189 | 2,455,235 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $108,087,086 | 1,090,577 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $76,094,561 | 931,276 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $100,278,670 | 966,262 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $93,455,723 | 1,054,805 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,358,299 | 1,095,546 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,151,666 | 17,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,361,165 | 18,310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $961,223 | 17,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,178,917 | 17,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,315,888 | 17,360 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $951,369 | 17,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $549,149 | 12,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,127 | 9,290 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $537,552 | 8,680 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $485,453 | 8,380 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||