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
2026 Q2	$959K	Buy	+19,721	New	+$852K	0.03%	677
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

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

Edgestream Partners's FOUR Position: Q2 2026 in Review

Edgestream Partners opened a new position in Shift4 (FOUR) in Q2 2026: 19,721 shares worth $959K. The stake represents 0.03% of the portfolio and ranks #677 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FOUR as recently as Q3 2025.

Edgestream Partners first reported a position in FOUR in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.43M in Q1 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Edgestream Partners held 19,721 shares of Shift4 worth $959K as of Q2 2026.
Shift4 was a new Edgestream Partners position in Q2 2026.
Shift4 made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #677 holding.
Edgestream Partners first reported a position in Shift4 in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's Shift4 position peaked at $2.43M in Q1 2025.
360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.