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Broadcrest Asset Management’s Shift4 FOUR Stock Holding History

Broadcrest Asset Management’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
2025
Q3 		$1.16M Buy
+15,000
New +$1.39M 2.63% 7

Other funds holding FOUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadcrest Asset Management's FOUR Position: Q3 2025 in Review

Broadcrest Asset Management opened a new position in Shift4 (FOUR) in Q3 2025: 15,000 shares worth $1.16M. The stake represents 2.63% of the portfolio and ranks #7 among its holdings.

450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Broadcrest Asset Management held 15,000 shares of Shift4 worth $1.16M as of Q3 2025.
  • Shift4 was a new Broadcrest Asset Management position in Q3 2025.
  • Shift4 made up 2.63% of Broadcrest Asset Management's portfolio in Q3 2025, its #7 holding.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Broadcrest Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.