Position in FOUR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,682,368
+$5,661,083 QoQ
Shares Held
116,825
+42381.8% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#63
of 351 holders
Holding Since
Sep 2025
2 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, 2026Wealthspire Advisors, LLC holds $171,742,260 across 20 Software - Infrastructure names. FOUR ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,372 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
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|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in FOUR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,682,368 | 116,825 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $21,285 | 275 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||