Position in FOUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,187,028
+$3,589,677 QoQ
Shares Held
86,082
+530.2% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026READYSTATE ASSET MANAGEMENT LP holds $32,835,233 across 10 Software - Infrastructure names. FOUR ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAMP |
LiveRamp Holdings, Inc.
|
334,115 | $12,576,088 | |
| 2 | TENB |
Tenable Holdings, Inc.
|
200,000 | $7,376,000 | |
| 3 | FOUR |
Shift4 Payments, Inc.
This page
|
86,082 | $4,187,028 | |
| 4 | TWLO |
Twilio Inc
|
13,962 | $2,880,779 | |
| 5 | MSFT |
Microsoft Corp
|
4,153 | $1,549,152 | |
| 6 | CRWV |
CoreWeave, Inc.
|
12,117 | $1,206,126 | |
| 7 | NSTR |
Viking Acquisition Corp I
|
104,732 | $1,070,361 | |
| 8 | ORCL |
Oracle Corp
|
5,190 | $760,594 |
All Filings in FOUR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,187,028 | 86,082 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $597,351 | 13,660 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $761,433 | 7,337 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||