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Disclosery

North Reef Capital Management LP: FOUR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Reef Capital Management LP on FOUR, newest first. How the timeline and the estimate are built.

North Reef Capital Management LP held 0 FOUR shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -155,929 shares

    13F-HR 0001214659-26-006407 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 155,929 shares
    Change vs previous 13F +52,873 shares

    0.4% of the 13F portfolio, value $9,818,849.

    13F-HR 0001214659-26-001902 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 103,056 shares
    Change vs previous 13F +78,056 shares

    0.37% of the 13F portfolio, value $7,976,534.

    13F-HR 0001214659-25-016568 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 25,000 shares
    Change vs previous 13F -55,000 shares

    0.11% of the 13F portfolio, value $2,477,750.

    13F-HR 0001214659-25-012175 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 80,000 shares
    Change vs previous 13F -44,998 shares

    0.28% of the 13F portfolio, value $6,536,800.

    13F-HR 0001214659-25-007829 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 124,998 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $12,972,292.

    13F-HR 0001214659-25-002739 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).