Position in FOUR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$128,858,060
+$18,662,615 QoQ
Shares Held
2,649,220
+5.1% QoQ
Ownership
3.36%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#5
of 356 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $7,392,203,733 across 61 Software - Infrastructure names. FOUR ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,608,282 | $3,957,101,351 | |
| 2 | ORCL |
Oracle Corp
|
4,119,442 | $603,704,224 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,285,800 | $436,096,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,077,767 | $367,540,102 | |
| 5 | SNPS |
Synopsys Inc
|
438,153 | $195,446,908 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,170,873 | $183,862,186 | |
| 7 | NET |
Cloudflare, Inc.
|
606,033 | $148,647,773 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,453,871 | $144,718,319 |
All Filings in FOUR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,858,060 | 2,649,220 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $110,195,445 | 2,519,905 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $169,858,677 | 2,697,454 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $181,481,636 | 2,344,724 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $179,457,683 | 1,810,692 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $101,787,616 | 1,245,718 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $129,287,359 | 1,245,783 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $103,004,145 | 1,162,575 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,114,358 | 1,283,086 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $87,042,930 | 1,317,435 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $94,817,399 | 1,275,456 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $72,693,168 | 1,312,862 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $72,034,920 | 1,060,741 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $857,146 | 11,308 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $610,196 | 10,910 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $405,994 | 9,101 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $751,156 | 22,721 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,308,006 | 37,268 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $2,455,768 | 42,392 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $19,014,802 | 245,289 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,638,899 | 124,188 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,805,659 | 107,373 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,108,681 | 81,017 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,183,563 | 107,187 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,418,435 | 208,970 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||