KORNITZER CAPITAL MANAGEMENT INC /KS
Position in FOUR — Shift4 Payments, Inc.
CIK 898358
SHAWNEE MISSION, KS
Position in FOUR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$7,762,249
-$4,749,008 QoQ
Shares Held
177,504
-10.7% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $232,471,323 across 14 Software - Infrastructure names. FOUR ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
538,638 | $199,387,628 | |
| 2 | FOUR |
Shift4 Payments, Inc.
This page
|
177,504 | $7,762,249 | |
| 3 | PAY |
Paymentus Holdings, Inc.
|
167,310 | $4,249,674 | |
| 4 | SNPS |
Synopsys Inc
|
8,898 | $3,527,879 | |
| 5 | CPAY |
Corpay, Inc.
|
11,289 | $3,284,986 | |
| 6 | ZS |
Zscaler, Inc.
|
22,700 | $3,184,583 | |
| 7 | VRNS |
Varonis Systems Inc
|
122,139 | $2,622,324 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
139,050 | $2,352,726 |
All Filings in FOUR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,762,249 | 177,504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,511,257 | 198,686 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $19,319,504 | 249,606 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $32,148,409 | 324,371 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $26,504,354 | 324,371 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $37,244,151 | 358,876 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $32,195,113 | 363,376 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $29,013,665 | 395,551 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $24,492,545 | 370,706 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $27,357,566 | 368,006 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,352,147 | 349,506 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,608,222 | 274,013 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $26,956,602 | 355,628 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,890,274 | 355,628 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,579,350 | 237,152 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||