ClearBridge Investments
FOUR icon

ClearBridge Investments’s Shift4 FOUR Stock Holding History

ClearBridge Investments’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 		$58.2M Sell
1,196,187
-623,192
-34% -$26.9M 0.05% 314
2026
Q1 		$79.6M Sell
1,819,379
-206,150
-10% -$11.4M 0.07% 237
2025
Q4 		$128M Buy
2,025,529
+31,245
+2% +$2.21M 0.1% 197
2025
Q3 		$154M Buy
1,994,284
+62,234
+3% +$5.79M 0.12% 180
2025
Q2 		$191M Buy
1,932,050
+217,729
+13% +$19M 0.16% 138
2025
Q1 		$140M Sell
1,714,321
-30,763
-2% -$3.17M 0.12% 174
2024
Q4 		$181M Sell
1,745,084
-444,588
-20% -$44.1M 0.15% 147
2024
Q3 		$194M Sell
2,189,672
-125,256
-5% -$9.49M 0.15% 142
2024
Q2 		$170M Buy
2,314,928
+235,355
+11% +$15.6M 0.14% 156
2024
Q1 		$137M Sell
2,079,573
-3,451
-0.2% -$260K 0.11% 201
2023
Q4 		$155M Buy
2,083,024
+57,466
+3% +$3.43M 0.13% 173
2023
Q3 		$112M Buy
2,025,558
+149,783
+8% +$9.13M 0.11% 194
2023
Q2 		$127M Buy
1,875,775
+240,543
+15% +$15.8M 0.12% 182
2023
Q1 		$124M Buy
1,635,232
+39,006
+2% +$2.51M 0.12% 177
2022
Q4 		$89.3M Buy
1,596,226
+14,525
+0.9% +$687K 0.09% 224
2022
Q3 		$70.6M Buy
1,581,701
+8,712
+0.6% +$366K 0.07% 254
2022
Q2 		$52M Buy
1,572,989
+1,693
+0.1% +$79.9K 0.05% 309
2022
Q1 		$97.3M Buy
1,571,296
+274,182
+21% +$14.5M 0.07% 249
2021
Q4 		$75.1M Buy
1,297,114
+496,344
+62% +$31.5M 0.05% 289
2021
Q3 		$62.1M Sell
800,770
-1,855
-0.2% -$160K 0.04% 315
2021
Q2 		$75.2M Buy
802,625
+1,935
+0.2% +$183K 0.05% 291
2021
Q1 		$65.7M Buy
800,690
+127,602
+19% +$9.94M 0.05% 297
2020
Q4 		$50.8M Buy
673,088
+99,083
+17% +$5.93M 0.04% 330
2020
Q3 		$27.8M Buy
574,005
+274,075
+91% +$12.2M 0.02% 365
2020
Q2 		$10.6M Buy
+299,930
New +$11M 0.01% 504

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ClearBridge Investments's FOUR Position: Q2 2026 in Review

ClearBridge Investments reduced its Shift4 (FOUR) stake by 34% in Q2 2026, selling an estimated $26.9M and leaving 1,196,187 shares worth $58.2M. The position accounts for 0.05% of the portfolio, ranked #314.

ClearBridge Investments first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $194M in Q3 2024. 257 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • ClearBridge Investments held 1,196,187 shares of Shift4 worth $58.2M as of Q2 2026.
  • ClearBridge Investments sold 623,192 Shift4 shares in Q2 2026, an estimated $26.9M.
  • Shift4 made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #314 holding.
  • ClearBridge Investments first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • ClearBridge Investments's Shift4 position peaked at $194M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.