Position in FOUR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$667,232
+$185,638 QoQ
Shares Held
15,258
+99.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Triumph Capital Management holds $15,013,325 across 36 Software - Infrastructure names. FOUR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,603 | $4,665,252 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
19,370 | $2,833,443 | |
| 3 | ORCL |
Oracle Corp
|
11,265 | $1,657,194 | |
| 4 | ZS |
Zscaler, Inc.
|
7,490 | $1,050,772 | |
| 5 | OKTA |
Okta, Inc.
|
11,990 | $943,732 | |
| 6 | FOUR |
Shift4 Payments, Inc.
This page
|
15,258 | $667,232 | |
| 7 | NTSK |
Netskope Inc
|
68,528 | $581,802 | |
| 8 | PANW |
Palo Alto Networks Inc
|
3,397 | $544,607 |
All Filings in FOUR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $667,232 | 15,258 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $481,594 | 7,648 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $454,802 | 5,876 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $489,306 | 4,937 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $374,395 | 4,582 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $452,480 | 4,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $374,157 | 4,223 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $287,165 | 3,915 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||