Goodnow Investment Group’s Shift4 FOUR Stock Holding History

Goodnow Investment Group’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	$37.4M	Buy	854,230 +3,030	+0.4%	+$167K	4.09%	10
2025 Q4	$53.6M	Sell	851,200 -16,892	-2%	-$1.19M	5%	8
2025 Q3	$67.2M	Buy	868,092 +11,670	+1%	+$1.08M	6.43%	4
2025 Q2	$84.9M	Buy	856,422 +49,040	+6%	+$4.28M	7.91%	3
2025 Q1	$66M	Buy	807,382 +138,170	+21%	+$14.2M	7.11%	4
2024 Q4	$69.5M	Sell	669,212 -11,550	-2%	-$1.15M	6.84%	4
2024 Q3	$60.3M	Buy	680,762 +73,060	+12%	+$5.54M	6.4%	4
2024 Q2	$44.6M	Buy	607,702 +567,892	+1,427%	+$37.6M	5.16%	6
2024 Q1	$2.63M	Buy	+39,810	New	+$2.99M	0.32%	24

Other funds holding FOUR

DPCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

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 Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goodnow Investment Group's FOUR Position: Q1 2026 in Review

Goodnow Investment Group increased its Shift4 (FOUR) stake by 0.36% in Q1 2026, buying an estimated $167K and bringing the position to 854,230 shares worth $37.4M. The position accounts for 4.09% of the portfolio, ranked #10.

Goodnow Investment Group first reported a position in FOUR in Q1 2024 and has held it in 9 quarters since. The position peaked at $84.9M in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

Goodnow Investment Group held 854,230 shares of Shift4 worth $37.4M as of Q1 2026.
Goodnow Investment Group bought 3,030 Shift4 shares in Q1 2026, an estimated $167K.
Shift4 made up 4.09% of Goodnow Investment Group's portfolio in Q1 2026, its #10 holding.
Goodnow Investment Group first reported a position in Shift4 in Q1 2024 and has held it in 9 quarters since.
Goodnow Investment Group's Shift4 position peaked at $84.9M in Q2 2025.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Goodnow Investment Group's 13F filing for Q1 2026, filed 15 May 2026.