Position in FOUR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$105,509,742
-$78,429,308 QoQ
Shares Held
2,169,197
-48.4% QoQ
Ownership
2.75%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#8
of 356 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WASATCH ADVISORS LP holds $466,832,272 across 11 Software - Infrastructure names. FOUR ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAY |
Paymentus Holdings, Inc.
|
6,188,196 | $149,506,815 | |
| 2 | FOUR |
Shift4 Payments, Inc.
This page
|
2,169,197 | $105,509,742 | |
| 3 | SAIL |
SailPoint, Inc.
|
4,519,996 | $66,172,741 | |
| 4 | FLYW |
Flywire Corp
|
2,505,756 | $44,026,132 | |
| 5 | EEFT |
Euronet Worldwide, Inc.
|
459,922 | $33,661,691 | |
| 6 | NTSK |
Netskope Inc
|
2,294,959 | $25,106,851 | |
| 7 | ATEN |
A10 Networks, Inc.
|
416,114 | $15,546,019 | |
| 8 | AIOT |
Powerfleet, Inc.
|
2,608,977 | $9,992,381 |
All Filings in FOUR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,509,742 | 2,169,197 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $105,509,742 | 2,169,197 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $183,939,050 | 4,206,244 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $426,868,907 | 6,778,925 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $476,561,707 | 6,157,128 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $628,215,375 | 6,338,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $445,121,516 | 5,447,577 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $603,144,141 | 5,811,757 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $521,250,279 | 5,883,186 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,229,744 | 3,902,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $228,031,421 | 3,451,361 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $191,064,579 | 2,570,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $108,175,981 | 1,953,693 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $95,237,934 | 1,402,414 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $59,080,718 | 779,429 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||