Formula Growth’s Shift4 FOUR Stock Holding History

Formula Growth’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	-15,326	Closed	-$1.19M	–	134
2025 Q3	$1.19M	Sell	15,326 -2,000	-12%	-$186K	0.42%	82
2025 Q2	$1.72M	Buy	+17,326	New	+$1.51M	0.65%	63

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Formula Growth's FOUR Position: Q4 2025 in Review

Formula Growth sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 15,326 shares — an estimated $1.19M sold.

Formula Growth first reported a position in FOUR in Q2 2025 and held it in 2 quarters. The position peaked at $1.72M in Q2 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Formula Growth reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Formula Growth sold 15,326 Shift4 shares in Q4 2025, an estimated $1.19M.
Formula Growth first reported a position in Shift4 in Q2 2025 and held it in 2 quarters.
Formula Growth's Shift4 position peaked at $1.72M in Q2 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Formula Growth's 13F filing for Q4 2025, filed 13 Feb 2026.