NICHOLAS COMPANY, INC.

Position in FOUR — Shift4 Payments, Inc.

CIK 903949 MILWAUKEE, WI

Position in FOUR

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,109,001

-$7,260,232 QoQ

Shares Held

93,963

-48.0% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.7971222715324118.ToString("F0")% Shared 0.ToString("F0")% None 99.20287772846758.ToString("F0")%

Technology · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $379,780,125 across 14 Software - Infrastructure names. FOUR ranks #11 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	451,856	$167,263,535
2	PANW	Palo Alto Networks Inc	344,380	$55,211,001
3	SNPS	Synopsys Inc	135,202	$53,604,888
4	ZS	Zscaler, Inc.	227,842	$31,963,954
5	CPAY	Corpay, Inc.	71,005	$20,661,744
6	OKTA	Okta, Inc.	160,228	$12,611,545
7	MDB	MongoDB, Inc.	44,955	$11,003,635
8	IIIV	i3 Verticals, Inc.	293,827	$6,569,971

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,109,001	93,963	-48.0%	Shares	Sole	2026-05-04
2025-12-31	$11,369,233	180,550	+0.0%	Shares	Sole	2026-02-04
2025-09-30	$13,970,700	180,500	0.0%	Shares	Sole	2025-11-12
2025-06-30	$17,889,355	180,500	+0.8%	Shares	Sole	2025-08-05
2025-03-31	$14,632,953	179,084	+55.8%	Shares	Sole	2025-05-08
2024-12-31	$11,931,067	114,965	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$10,192,544	115,040	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$8,436,350	115,015	0.0%	Shares	Sole	2024-07-24
2024-03-31	$7,599,041	115,015	0.0%	Shares	Sole	2024-05-14
2023-12-31	$8,550,215	115,015	0.0%	Shares	Sole	2024-02-13
2023-09-30	$6,368,380	115,015	0.0%	Shares	Sole	2024-02-13
2023-06-30	$7,810,668	115,015	-0.1%	Shares	Sole	2024-02-13
2023-03-31	$8,724,959	115,105	0.0%	Shares	Sole	2024-02-13
2022-12-31	$6,437,822	115,105	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.