CAM
FOUR icon

Claret Asset Management’s Shift4 FOUR Stock Holding History

Claret 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
2026
Q2 		$228K Buy
+4,678
New +$202K 0.02% 303
2025
Q3 		– Sell
-2,369
Closed -$235K – 431
2025
Q2 		$235K Buy
+2,369
New +$207K 0.03% 243

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

Claret Asset Management's FOUR Position: Q2 2026 in Review

Claret Asset Management opened a new position in Shift4 (FOUR) in Q2 2026: 4,678 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in FOUR as recently as Q2 2025.

Claret Asset Management first reported a position in FOUR in Q2 2025 and has held it in 2 quarters since. The position peaked at $235K in Q2 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Claret Asset Management held 4,678 shares of Shift4 worth $228K as of Q2 2026.
  • Shift4 was a new Claret Asset Management position in Q2 2026.
  • Shift4 made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #303 holding.
  • Claret Asset Management first reported a position in Shift4 in Q2 2025 and has held it in 2 quarters since.
  • Claret Asset Management's Shift4 position peaked at $235K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.