Occam Crest Management LP

Position in FOUR — Shift4 Payments, Inc.

CIK 2085909 Darien, CT

Position in FOUR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,793,420

+$245,194 QoQ

Shares Held

201,345

-7.8% QoQ

Ownership

0.255%

of shares outstanding

% of Portfolio

4.88%

of 13F equity value

Holder Rank

#47

of 356 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Occam Crest Management LP holds $18,458,635 across 3 Software - Infrastructure names. FOUR ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FOUR	Shift4 Payments, Inc. This page	201,345	$9,793,420
2	TWLO	Twilio Inc	35,500	$7,324,715
3	AIOT	Powerfleet, Inc.	350,000	$1,340,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,793,420	201,345	-7.8%	Shares	Sole	2026-08-14
2026-03-31	$9,548,226	218,345	+129.8%	Shares	Sole	2026-05-15
2025-12-31	$5,982,150	95,000	+31.9%	Shares	Sole	2026-02-13
2025-09-30	$5,572,800	72,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.