UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FOUR — Shift4 Payments, Inc.
CIK 1463217
IRVING, TX
Position in FOUR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$202,050
-$250,097 QoQ
Shares Held
4,154
-30.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 356 holders
Holding Since
Mar 2022
5 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. FOUR ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in FOUR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,050 | 4,154 | Shares | Defined | 2026-08-17 | |
| 2023-03-31 | $452,147 | 5,965 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $333,678 | 5,966 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $258,247 | 5,789 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $355,230 | 5,736 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||