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Evergreen Capital Management’s Shift4 FOUR Stock Holding History

Evergreen 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 		$585K Buy
12,020
+5,515
+85% +$238K 0.01% 820
2026
Q1 		$284K Buy
+6,505
New +$359K 0.01% 1159

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
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
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evergreen Capital Management's FOUR Position: Q2 2026 in Review

Evergreen Capital Management increased its Shift4 (FOUR) stake by 85% in Q2 2026, buying an estimated $238K and bringing the position to 12,020 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #820.

Evergreen Capital Management first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Evergreen Capital Management held 12,020 shares of Shift4 worth $585K as of Q2 2026.
  • Evergreen Capital Management bought 5,515 Shift4 shares in Q2 2026, an estimated $238K.
  • Shift4 made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #820 holding.
  • Evergreen Capital Management first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.