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 Q2	$51M	Buy	1,047,530 +193,300	+23%	+$8.36M	5.29%	8
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 $2.27B 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

Goodnow Investment Group's FOUR Position: Q2 2026 in Review

Goodnow Investment Group increased its Shift4 (FOUR) stake by 23% in Q2 2026, buying an estimated $8.36M and bringing the position to 1,047,530 shares worth $51M. The position accounts for 5.29% of the portfolio, ranked #8.

Goodnow Investment Group first reported a position in FOUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $84.9M in Q2 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Goodnow Investment Group held 1,047,530 shares of Shift4 worth $51M as of Q2 2026.
Goodnow Investment Group bought 193,300 Shift4 shares in Q2 2026, an estimated $8.36M.
Shift4 made up 5.29% of Goodnow Investment Group's portfolio in Q2 2026, its #8 holding.
Goodnow Investment Group first reported a position in Shift4 in Q1 2024 and has held it in 10 quarters since.
Goodnow Investment Group's Shift4 position peaked at $84.9M in Q2 2025.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Goodnow Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.