Bill Miller’s Shift4 FOUR Stock Holding History

Bill Miller’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	$1.46M	Sell	29,965 -70	-0.2%	-$3.03K	0.34%	46
2026 Q1	$1.31M	Buy	+30,035	New	+$1.66M	0.34%	45

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bill Miller's FOUR Position: Q2 2026 in Review

Bill Miller reduced its Shift4 (FOUR) stake by 0.23% in Q2 2026, selling an estimated $3.03K and leaving 29,965 shares worth $1.46M. The position accounts for 0.34% of the portfolio, ranked #46.

Bill Miller first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Bill Miller held 29,965 shares of Shift4 worth $1.46M as of Q2 2026.
Bill Miller sold 70 Shift4 shares in Q2 2026, an estimated $3.03K.
Shift4 made up 0.34% of Bill Miller's portfolio in Q2 2026, its #46 holding.
Bill Miller first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
357 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.