Gotham Asset Management, LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 1510387 NEW YORK, NY

Position in FOUR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$21,364,335

+$18,439,820 QoQ

Shares Held

488,551

+951.9% QoQ

Ownership

0.616%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Gotham Asset Management, LLC holds $809,590,415 across 55 Software - Infrastructure names. FOUR ranks #13 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	305,854	$113,217,975
2	PLTR	Palantir Technologies Inc.	535,996	$78,405,494
3	NTAP	NetApp, Inc.	613,644	$62,831,009
4	WEX	WEX Inc.	375,048	$57,397,345
5	FFIV	F5, Inc.	162,229	$46,937,716
6	GDDY	GoDaddy Inc.	448,698	$37,093,863
7	VRSN	Verisign Inc/Ca	136,015	$33,780,685
8	TDC	Teradata Corp /De/	1,317,601	$33,770,113

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,364,335	488,551	+951.9%	Shares	Sole	2026-05-15
2025-12-31	$2,924,515	46,443	+9.3%	Shares	Sole	2026-02-17
2025-09-30	$3,290,196	42,509	-25.9%	Shares	Sole	2025-11-14
2025-06-30	$5,686,039	57,371	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$4,666,539	57,111	+20.2%	Shares	Sole	2025-05-15
2024-12-31	$4,931,106	47,515	-10.1%	Shares	Sole	2025-02-14
2024-09-30	$4,683,839	52,865	-15.1%	Shares	Sole	2024-11-14
2024-06-30	$4,569,044	62,291	+6.0%	Shares	Sole	2024-08-14
2024-03-31	$3,881,810	58,753	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$4,340,415	58,386	+1344.5%	Shares	Sole	2024-02-14
2023-03-31	$306,383	4,042	-61.3%	Shares	Sole	2023-05-15
2022-12-31	$584,860	10,457	-83.1%	Shares	Sole	2023-02-14
2022-09-30	$2,759,842	61,866	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.