HVCM
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Hel Ved Capital Management’s Shift4 FOUR Stock Holding History

Hel Ved 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
2025
Q3 		– Sell
-11,860
Closed -$1.18M – 87
2025
Q2 		$1.18M Sell
11,860
-23,400
-66% -$2.04M 0.31% 55
2025
Q1 		$2.88M Buy
35,260
+24,100
+216% +$2.48M 1.04% 23
2024
Q4 		$1.16M Buy
+11,160
New +$1.11M 0.34% 70

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hel Ved Capital Management's FOUR Position: Q3 2025 in Review

Hel Ved Capital Management sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 11,860 shares — an estimated $1.18M sold.

Hel Ved Capital Management first reported a position in FOUR in Q4 2024 and held it in 3 quarters. The position peaked at $2.88M in Q1 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Hel Ved Capital Management reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 11,860 Shift4 shares in Q3 2025, an estimated $1.18M.
  • Hel Ved Capital Management first reported a position in Shift4 in Q4 2024 and held it in 3 quarters.
  • Hel Ved Capital Management's Shift4 position peaked at $2.88M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Hel Ved Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.