Spyglass Capital Management LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 1654344 San Francisco, CA

Position in FOUR

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$76,577,352

-$30,340,670 QoQ

Shares Held

1,751,140

+3.1% QoQ

Ownership

2.21%

of shares outstanding

% of Portfolio

5.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

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

Technology · as of Mar 31, 2026

Spyglass Capital Management LLC holds $231,925,962 across 3 Software - Infrastructure names. FOUR ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IOT	Samsara Inc.	2,946,646	$93,379,211
2	FOUR	Shift4 Payments, Inc. This page	1,751,140	$76,577,352
3	MDB	MongoDB, Inc.	253,174	$61,969,399

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,577,352	1,751,140	+3.1%	Shares	Sole	2026-05-18
2025-12-31	$106,918,022	1,697,920	+36.7%	Shares	Sole	2026-02-17
2025-09-30	$96,147,286	1,242,213	+20.8%	Shares	Sole	2025-11-14
2025-06-30	$101,883,395	1,027,983	+2.6%	Shares	Sole	2025-08-13
2025-03-31	$81,900,384	1,002,330	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$101,897,327	981,859	+22.7%	Shares	Sole	2025-02-14
2024-09-30	$70,908,352	800,320	-33.5%	Shares	Sole	2024-11-14
2024-06-30	$88,319,047	1,204,077	+9.3%	Shares	Sole	2024-08-14
2024-03-31	$72,815,747	1,102,100	+21.5%	Shares	Sole	2024-05-15
2023-12-31	$67,410,694	906,789	+12.8%	Shares	Sole	2024-02-14
2023-09-30	$44,511,998	803,901	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.