EdgeRock Capital’s Shift4 FOUR Stock Holding History

EdgeRock Capital’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	–	Sell	-12,502	Closed	-$787K	–	132
2025 Q4	$787K	Sell	12,502 -1	-0%	-$71	0.21%	48
2025 Q3	$968K	Buy	12,503 +5	+0%	+$465	0.27%	36
2025 Q2	$1.24M	Buy	12,498 +1	+0%	+$87	0.39%	33
2025 Q1	$1.02M	Hold	12,497	–	–	0.73%	22
2024 Q4	$1.3M	Hold	12,497	–	–	0.85%	20
2024 Q3	$1.11M	Hold	12,497	–	–	0.78%	17
2024 Q2	$917K	Buy	12,497 +1,881	+18%	+$125K	0.71%	16
2024 Q1	$701K	Hold	10,616	–	–	0.56%	21
2023 Q4	$806K	Sell	10,616 -592	-5%	-$35.3K	0.59%	18
2023 Q3	$621K	Hold	11,208	–	–	0.38%	21
2023 Q2	$761K	Sell	11,208 -778	-6%	-$51K	0.37%	23
2023 Q1	$909K	Buy	+11,986	New	+$772K	0.47%	20
2022 Q4	–	Sell	-12,265	Closed	-$547K	–	181
2022 Q3	$547K	Buy	12,265 +5,432	+79%	+$228K	0.31%	23
2022 Q2	$226K	Buy	+6,833	New	+$323K	0.15%	48

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EdgeRock Capital's FOUR Position: Q1 2026 in Review

EdgeRock Capital sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 12,502 shares — an estimated $787K sold.

EdgeRock Capital first reported a position in FOUR in Q2 2022 and held it in 14 quarters. The position peaked at $1.3M in Q4 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

EdgeRock Capital reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
EdgeRock Capital sold 12,502 Shift4 shares in Q1 2026, an estimated $787K.
EdgeRock Capital first reported a position in Shift4 in Q2 2022 and held it in 14 quarters.
EdgeRock Capital's Shift4 position peaked at $1.3M in Q4 2024.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.