MORGAN STANLEY

Position in FOUR — Shift4 Payments, Inc.

CIK 895421 NEW YORK, NY

Back to FOUR Full portfolio

Position in FOUR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$29,959,318

+$2,052,587 QoQ

Shares Held

615,940

-3.5% QoQ

Ownership

0.780%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#30

of 356 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in FOUR Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. FOUR ranks #53 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc.	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

All Filings in FOUR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,959,318	615,940	-3.5%	Shares	Defined	2026-08-13
2026-03-31	$27,906,731	638,160	-42.1%	Shares	Defined	2026-05-15
2025-12-31	$69,372,218	1,101,671	-52.1%	Shares	Defined	2026-05-27
2025-09-30	$178,057,843	2,300,489	+8.4%	Shares	Defined	2026-05-27
2025-06-30	$210,331,334	2,122,201	-9.9%	Shares	Defined	2025-08-15
2025-03-31	$192,385,044	2,354,486	+4.9%	Shares	Defined	2025-05-15
2024-12-31	$232,824,401	2,243,442	+25.3%	Shares	Defined	2025-05-15
2024-09-30	$158,677,191	1,790,939	-9.0%	Shares	Defined	2025-05-14
2024-06-30	$144,297,194	1,967,242	+16.3%	Shares	Defined	2025-05-14
2024-03-31	$111,752,311	1,691,423	+23.7%	Shares	Defined	2024-10-17
2023-12-31	$101,628,276	1,367,074	-11.7%	Shares	Defined	2024-08-16
2023-09-30	$85,725,433	1,548,229	+57.8%	Shares	Defined	2023-11-15
2023-06-30	$66,642,318	981,333	+8.1%	Shares	Defined	2023-08-14
2023-03-31	$68,809,492	907,777	+192.2%	Shares	Defined	2023-05-15
2022-12-31	$17,375,825	310,671	-19.3%	Shares	Defined	2023-02-14
2022-09-30	$17,169,628	384,883	+15.1%	Shares	Defined	2022-11-14
2022-06-30	$11,058,763	334,506	-19.1%	Shares	Defined	2022-10-27
2022-03-31	$25,597,522	413,330	-26.8%	Shares	Defined	2022-10-27
2021-12-31	$32,719,323	564,808	+334.5%	Shares	Defined	2022-02-14
2021-09-30	$10,076,589	129,987	-4.6%	Shares	Defined	2021-11-15
2021-06-30	$12,763,818	136,191	+63.8%	Shares	Defined	2021-08-23
2021-03-31	$6,817,736	83,133	+3.0%	Shares	Defined	2021-05-17
2020-12-31	$6,087,494	80,736	+15.6%	Shares	Defined	2021-02-16
2020-09-30	$3,378,767	69,867	+221.3%	Shares	Defined	2020-11-13
2020-06-30	$771,947	21,745	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.