Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,760,561
-$1,858,566 QoQ
Shares Held
85,995
-3.6% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 4.535345419825107.ToString("F0")%
Shared 0.ToString("F0")%
None 95.4646545801749.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $2,651,554,378 across 61 Software - Infrastructure names. FOUR ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,668,485 | $2,098,303,091 | |
| 2 | ORCL |
Oracle Corp
|
1,197,426 | $176,153,338 | |
| 3 | PANW |
Palo Alto Networks Inc
|
804,278 | $128,941,848 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
548,683 | $80,261,348 | |
| 5 | CPAY |
Corpay, Inc.
|
55,454 | $16,136,558 | |
| 6 | FFIV |
F5, Inc.
|
50,043 | $14,478,941 | |
| 7 | TWLO |
Twilio Inc
|
105,259 | $13,243,686 | |
| 8 | OKTA |
Okta, Inc.
|
152,883 | $12,033,420 |
All Filings in FOUR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,760,561 | 85,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,619,127 | 89,235 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $8,082,649 | 104,427 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,050,664 | 111,499 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $7,951,363 | 97,312 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,925,080 | 86,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,670,996 | 18,860 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $383,693 | 5,231 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||