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Bayforest Capital’s Shift4 FOUR Stock Holding History

Bayforest Capital’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
2,485
+1,383
+125% +$59.8K 0.11% 365
2026
Q1 		$48.2K Buy
1,102
+581
+112% +$32.1K 0.05% 568
2025
Q4 		$32.8K Sell
521
-640
-55% -$45.2K 0.02% 643
2025
Q3 		$89.9K Buy
1,161
+1,051
+955% +$97.7K 0.04% 539
2025
Q2 		$10.9K Buy
110
+46
+72% +$4.01K ﹤0.01% 626
2025
Q1 		$5.23K Sell
64
-215
-77% -$22.2K ﹤0.01% 684
2024
Q4 		$29K Buy
+279
New +$27.7K 0.04% 541

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bayforest Capital's FOUR Position: Q2 2026 in Review

Bayforest Capital increased its Shift4 (FOUR) stake by 125% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,485 shares worth $121K. The position accounts for 0.11% of the portfolio, ranked #365.

Bayforest Capital first reported a position in FOUR in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Bayforest Capital held 2,485 shares of Shift4 worth $121K as of Q2 2026.
  • Bayforest Capital bought 1,383 Shift4 shares in Q2 2026, an estimated $59.8K.
  • Shift4 made up 0.11% of Bayforest Capital's portfolio in Q2 2026, its #365 holding.
  • Bayforest Capital first reported a position in Shift4 in Q4 2024 and has held it in 7 quarters since.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.