Position in FOUR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,243,335
+$39,930 QoQ
Shares Held
25,562
-7.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#128
of 356 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ALLSTATE CORP holds $364,404,624 across 41 Software - Infrastructure names. FOUR ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
559,959 | $208,875,906 | |
| 2 | PANW |
Palo Alto Networks Inc
|
74,818 | $25,514,434 | |
| 3 | ORCL |
Oracle Corp
|
162,487 | $23,812,469 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
195,599 | $22,820,535 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
93,104 | $17,762,845 | |
| 6 | FTNT |
Fortinet, Inc.
|
56,906 | $8,741,898 | |
| 7 | NET |
Cloudflare, Inc.
|
28,339 | $6,950,989 | |
| 8 | SNPS |
Synopsys Inc
|
13,010 | $5,803,369 |
All Filings in FOUR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,335 | 25,562 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,203,405 | 27,519 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||