Position in FOUR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$110,195,445
-$59,663,232 QoQ
Shares Held
2,519,905
-6.6% QoQ
Ownership
3.18%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 75.53276810038474.ToString("F0")%
Shared 0.ToString("F0")%
None 24.467231899615264.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $6,713,445,761 across 55 Software - Infrastructure names. FOUR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,385,383 | $4,214,527,224 | |
| 2 | ORCL |
Oracle Corp
|
4,559,105 | $670,689,935 | |
| 3 | SNPS |
Synopsys Inc
|
503,273 | $199,537,678 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,110,799 | $178,083,294 | |
| 5 | DOX |
Amdocs Ltd
|
1,806,542 | $117,894,930 | |
| 6 | MDB |
MongoDB, Inc.
|
474,483 | $116,139,203 | |
| 7 | FOUR |
Shift4 Payments, Inc.
This page
|
2,519,905 | $110,195,445 | |
| 8 | NET |
Cloudflare, Inc.
|
506,756 | $104,564,032 |
All Filings in FOUR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||