Emerald Advisers’s Shift4 FOUR Stock Holding History

Emerald Advisers’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	$1.05M	Sell	24,044 -256,262	-91%	-$14.1M	0.03%	142
2025 Q4	$17.7M	Buy	280,306 +2,631	+0.9%	+$186K	0.54%	86
2025 Q3	$21.5M	Sell	277,675 -5,329	-2%	-$495K	0.69%	61
2025 Q2	$28M	Buy	283,004 +17,582	+7%	+$1.53M	1.03%	32
2025 Q1	$21.7M	Sell	265,422 -48,423	-15%	-$4.99M	0.98%	38
2024 Q4	$32.6M	Sell	313,845 -84,962	-21%	-$8.43M	1.26%	24
2024 Q3	$35.3M	Buy	398,807 +5,627	+1%	+$426K	1.37%	17
2024 Q2	$28.8M	Sell	393,180 -10,575	-3%	-$701K	1.21%	26
2024 Q1	$26.7M	Sell	403,755 -97,102	-19%	-$7.3M	1.07%	31
2023 Q4	$37.2M	Sell	500,857 -2,641	-0.5%	-$158K	1.59%	12
2023 Q3	$27.9M	Buy	503,498 +19,487	+4%	+$1.19M	1.35%	17
2023 Q2	$32.9M	Sell	484,011 -56,629	-10%	-$3.71M	1.44%	10
2023 Q1	$41M	Sell	540,640 -7,728	-1%	-$498K	1.97%	5
2022 Q4	$30.7M	Sell	548,368 -2,277	-0.4%	-$108K	1.48%	12
2022 Q3	$24.6M	Buy	550,645 +98,735	+22%	+$4.15M	1.27%	23
2022 Q2	$14.9M	Buy	451,910 +35,930	+9%	+$1.7M	0.77%	53
2022 Q1	$25.8M	Buy	+415,980	New	+$21.9M	0.98%	36

Other funds holding FOUR

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM