Granahan Investment Management’s Shift4 FOUR Stock Holding History

Granahan Investment 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	$6.43M	Buy	+132,151	New	+$5.71M	0.23%	101
2025 Q4	–	Sell	-196,810	Closed	-$15.2M	–	161
2025 Q3	$15.2M	Sell	196,810 -60,264	-23%	-$5.6M	0.62%	45
2025 Q2	$25.5M	Buy	257,074 +18,932	+8%	+$1.65M	1.04%	26
2025 Q1	$19.5M	Sell	238,142 -281,414	-54%	-$29M	0.97%	30
2024 Q4	$53.9M	Sell	519,556 -7,274	-1%	-$722K	2.25%	11
2024 Q3	$46.7M	Sell	526,830 -70,470	-12%	-$5.34M	1.84%	12
2024 Q2	$43.8M	Buy	597,300 +289,908	+94%	+$19.2M	1.75%	11
2024 Q1	$20.3M	Buy	+307,392	New	+$23.1M	0.71%	46

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

Granahan Investment Management's FOUR Position: Q2 2026 in Review

Granahan Investment Management opened a new position in Shift4 (FOUR) in Q2 2026: 132,151 shares worth $6.43M. The stake represents 0.23% of the portfolio and ranks #101 among its holdings. This is a return to the name: Granahan Investment Management previously reported a position in FOUR as recently as Q3 2025.

Granahan Investment Management first reported a position in FOUR in Q1 2024 and has held it in 8 quarters since. The position peaked at $53.9M in Q4 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Granahan Investment Management held 132,151 shares of Shift4 worth $6.43M as of Q2 2026.
Shift4 was a new Granahan Investment Management position in Q2 2026.
Shift4 made up 0.23% of Granahan Investment Management's portfolio in Q2 2026, its #101 holding.
Granahan Investment Management first reported a position in Shift4 in Q1 2024 and has held it in 8 quarters since.
Granahan Investment Management's Shift4 position peaked at $53.9M in Q4 2024.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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