VELA Investment Management, LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 1895612 NEW ALBANY, OH

Position in FOUR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,453,121

-$868,672 QoQ

Shares Held

56,097

+6.3% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

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

Technology · as of Mar 31, 2026

VELA Investment Management, LLC holds $18,888,217 across 4 Software - Infrastructure names. FOUR ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WIX	Wix.com Ltd.	126,065	$11,354,674
2	MSFT	Microsoft Corp	9,199	$3,405,193
3	FOUR	Shift4 Payments, Inc. This page	56,097	$2,453,121
4	CPAY	Corpay, Inc.	5,757	$1,675,229

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,453,121	56,097	+6.3%	Shares	Sole	2026-05-08
2025-12-31	$3,321,793	52,752	+85.7%	Shares	Sole	2026-02-02
2025-09-30	$2,198,624	28,406	+68.0%	Shares	Sole	2025-10-30
2025-06-30	$1,675,454	16,905	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.