CAM
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Cresset Asset Management’s Shift4 FOUR Stock Holding History

Cresset 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
Q1 		$225K Buy
5,146
+653
+15% +$36K ﹤0.01% 1414
2025
Q4 		$283K Buy
4,493
+731
+19% +$51.6K ﹤0.01% 1327
2025
Q3 		$291K Buy
+3,762
New +$350K ﹤0.01% 1254
2024
Q4 		– Sell
-2,723
Closed -$241K – 1923
2024
Q3 		$241K Buy
+2,723
New +$206K ﹤0.01% 1906
2024
Q2 		– Sell
-5,128
Closed -$339K – 2125
2024
Q1 		$339K Buy
5,128
+1,155
+29% +$86.9K ﹤0.01% 1522
2023
Q4 		$295K Sell
3,973
-383
-9% -$22.8K ﹤0.01% 1498
2023
Q3 		$241K Buy
+4,356
New +$266K ﹤0.01% 1541

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM