Treasurer of the State of North Carolina
Position in FOUR — Shift4 Payments, Inc.
CIK 1761054
RALEIGH, NC
Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,161,863
-$77,314 QoQ
Shares Held
23,887
-15.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 356 holders
Holding Since
Jun 2021
21 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, 2026Treasurer of the State of North Carolina holds $2,228,618,243 across 36 Software - Infrastructure names. FOUR ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,656,121 | $1,363,806,255 | |
| 2 | ORCL |
Oracle Corp
|
992,264 | $145,416,289 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,164,554 | $135,868,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
343,493 | $117,137,982 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
427,568 | $81,573,560 | |
| 6 | SNPS |
Synopsys Inc
|
126,991 | $56,646,875 | |
| 7 | FTNT |
Fortinet, Inc.
|
258,176 | $39,660,997 | |
| 8 | NET |
Cloudflare, Inc.
|
134,613 | $33,017,876 |
All Filings in FOUR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,863 | 23,887 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,239,177 | 28,337 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,746,535 | 27,736 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,271,999 | 29,354 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,073,103 | 31,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,290,658 | 28,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,796,248 | 26,944 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,372,176 | 26,774 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,917,662 | 26,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,581,781 | 23,941 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,767,879 | 23,781 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $1,321,737 | 23,871 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,612,930 | 23,751 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,672,223 | 22,061 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,225,482 | 21,911 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $964,958 | 21,631 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $740,907 | 22,411 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $979,546 | 15,817 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $901,912 | 15,569 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,198,381 | 15,459 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,400,176 | 14,940 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||