Position in FOUR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$142,758
-$185,916 QoQ
Shares Held
2,935
-60.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 356 holders
Holding Since
Dec 2020
22 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, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. FOUR ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in FOUR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,758 | 2,935 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $328,674 | 7,516 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $432,540 | 6,869 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $364,786 | 4,713 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $284,247 | 2,868 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $209,749 | 2,567 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $241,288 | 2,325 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $70,437 | 795 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $42,763 | 583 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $22,860 | 346 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $12,786 | 172 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $11,683 | 211 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $76,738 | 1,130 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,763 | 142 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13 | 374 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,461 | 100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,306 | 100 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $11,023 | 178 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $10,311 | 178 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $48,256 | 640 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||