Darlington Partners Capital Management’s Shift4 FOUR Stock Holding History

Darlington Partners 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	$348M	Buy	7,161,844 +585,335	+9%	+$25.3M	15.38%	2
2026 Q1	$288M	Buy	6,576,509 +1,004,784	+18%	+$55.5M	12.92%	3
2025 Q4	$351M	Buy	5,571,725 +500,000	+10%	+$35.3M	14.03%	1
2025 Q3	$393M	Buy	5,071,725 +105,320	+2%	+$9.79M	13.25%	2
2025 Q2	$492M	Buy	4,966,405 +200,000	+4%	+$17.4M	15.67%	1
2025 Q1	$389M	Buy	4,766,405 +2,256,391	+90%	+$233M	13.02%	1
2024 Q4	$260M	Buy	2,510,014 +367,500	+17%	+$36.5M	9.73%	6
2024 Q3	$190M	Buy	+2,142,514	New	+$162M	7.68%	7

Other funds holding FOUR

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

Jupiter Topco New York $245B AUM

Darlington Partners Capital Management's FOUR Position: Q2 2026 in Review

Darlington Partners Capital Management increased its Shift4 (FOUR) stake by 8.9% in Q2 2026, buying an estimated $25.3M and bringing the position to 7,161,844 shares worth $348M. The position accounts for 15.38% of the portfolio, ranked #2.

Darlington Partners Capital Management first reported a position in FOUR in Q3 2024 and has held it in 8 quarters since. The position peaked at $492M in Q2 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Darlington Partners Capital Management held 7,161,844 shares of Shift4 worth $348M as of Q2 2026.
Darlington Partners Capital Management bought 585,335 Shift4 shares in Q2 2026, an estimated $25.3M.
Shift4 made up 15.38% of Darlington Partners Capital Management's portfolio in Q2 2026, its #2 holding.
Darlington Partners Capital Management first reported a position in Shift4 in Q3 2024 and has held it in 8 quarters since.
Darlington Partners Capital Management's Shift4 position peaked at $492M in Q2 2025.
358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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