Corsair Capital Management’s Shift4 FOUR Stock Holding History

Corsair Capital 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	$584K	Buy	+12,000	New	+$519K	0.07%	101
2026 Q1	–	Sell	-10,059	Closed	-$633K	–	163
2025 Q4	$633K	Sell	10,059 -5,000	-33%	-$353K	0.1%	76
2025 Q3	$1.17M	Buy	15,059 +8,500	+130%	+$790K	0.19%	46
2025 Q2	$650K	Hold	6,559	–	–	0.12%	59
2025 Q1	$536K	Buy	6,559 +1,000	+18%	+$103K	0.14%	60
2024 Q4	$577K	Hold	5,559	–	–	0.12%	60
2024 Q3	$493K	Buy	5,559 +5,486	+7,515%	+$416K	0.12%	69
2024 Q2	$5.96M	Buy	+73	New	+$4.84K	0.97%	22
2021 Q1	–	Sell	-3,902	Closed	-$294K	–	99
2020 Q4	$294K	Buy	+3,902	New	+$233K	0.07%	60

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

Corsair Capital Management's FOUR Position: Q2 2026 in Review

Corsair Capital Management opened a new position in Shift4 (FOUR) in Q2 2026: 12,000 shares worth $584K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Corsair Capital Management previously reported a position in FOUR as recently as Q4 2025.

Corsair Capital Management first reported a position in FOUR in Q4 2020 and has held it in 9 quarters since. The position peaked at $5.96M in Q2 2024. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Corsair Capital Management held 12,000 shares of Shift4 worth $584K as of Q2 2026.
Shift4 was a new Corsair Capital Management position in Q2 2026.
Shift4 made up 0.07% of Corsair Capital Management's portfolio in Q2 2026, its #101 holding.
Corsair Capital Management first reported a position in Shift4 in Q4 2020 and has held it in 9 quarters since.
Corsair Capital Management's Shift4 position peaked at $5.96M in Q2 2024.
358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Corsair Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.