DEEPWATER ASSET MANAGEMENT, LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 1964171 Minneapolis, MN

Position in FOUR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,683,920

-$8,301,564 QoQ

Shares Held

107,110

-48.1% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

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

Technology · as of Mar 31, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $14,391,879 across 6 Software - Infrastructure names. FOUR ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FOUR	Shift4 Payments, Inc. This page	107,110	$4,683,920
2	RBRK	Rubrik, Inc.	88,506	$4,334,138
3	NET	Cloudflare, Inc.	7,425	$1,532,074
4	SNPS	Synopsys Inc	3,551	$1,407,900
5	TOST	Toast, Inc.	46,180	$1,224,231
6	CRWV	CoreWeave, Inc.	15,614	$1,209,616

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,683,920	107,110	-48.1%	Shares	Sole	2026-05-14
2025-12-31	$12,985,484	206,217	+25.4%	Shares	Sole	2026-02-11
2025-09-30	$12,730,906	164,482	+11.5%	Shares	Sole	2025-11-12
2025-06-30	$14,619,616	147,509	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$12,781,486	156,425	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$16,013,461	154,302	-14.4%	Shares	Sole	2025-01-24
2024-09-30	$15,979,896	180,360	-14.7%	Shares	Sole	2024-10-24
2024-06-30	$15,508,317	211,429	+2.2%	Shares	Sole	2024-08-13
2024-03-31	$13,668,429	206,878	+23.7%	Shares	Sole	2024-04-18
2023-12-31	$12,436,264	167,289	-13.8%	Shares	Sole	2024-01-17
2023-09-30	$10,745,157	194,061	+190.8%	Shares	Sole	2023-10-26
2023-06-30	$4,531,770	66,732	—	Shares	Sole	2023-07-18
No filing history on record for this holder in this stock.