EP
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Edgestream Partners’s Shift4 FOUR Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-25,279
Closed -$1.96M – 1019
2025
Q3 		$1.96M Buy
+25,279
New +$2.35M 0.06% 532
2025
Q2 		– Sell
-29,794
Closed -$2.43M – 914
2025
Q1 		$2.43M Buy
29,794
+10,718
+56% +$1.1M 0.08% 436
2024
Q4 		$1.98M Buy
+19,076
New +$1.89M 0.08% 403
2024
Q2 		– Sell
-14,705
Closed -$972K – 914
2024
Q1 		$972K Sell
14,705
-4,360
-23% -$328K 0.05% 509
2023
Q4 		$1.42M Buy
19,065
+7,190
+61% +$429K 0.1% 335
2023
Q3 		$658K Sell
11,875
-14,493
-55% -$884K 0.05% 522
2023
Q2 		$1.79M Buy
+26,368
New +$1.73M 0.16% 211

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgestream Partners's FOUR Position: Q4 2025 in Review

Edgestream Partners sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 25,279 shares — an estimated $1.96M sold.

Edgestream Partners first reported a position in FOUR in Q2 2023 and held it in 7 quarters. The position peaked at $2.43M in Q1 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Edgestream Partners reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 25,279 Shift4 shares in Q4 2025, an estimated $1.96M.
  • Edgestream Partners first reported a position in Shift4 in Q2 2023 and held it in 7 quarters.
  • Edgestream Partners's Shift4 position peaked at $2.43M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.