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FOUR icon

Henry Ellenbogen’s Shift4 FOUR Stock Holding History

Henry Ellenbogen’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 		$215M Sell
4,423,633
-1,742,160
-28% -$75.3M 2.09% 21
2026
Q1 		$270M Sell
6,165,793
-441,176
-7% -$24.4M 2.78% 13
2025
Q4 		$416M Buy
6,606,969
+980,485
+17% +$69.3M 3.94% 8
2025
Q3 		$435M Sell
5,626,484
-1,038,959
-16% -$96.6M 3.23% 11
2025
Q2 		$661M Buy
6,665,443
+745,650
+13% +$65M 5% 3
2025
Q1 		$484M Buy
5,919,793
+788,952
+15% +$81.3M 4.32% 5
2024
Q4 		$532M Sell
5,130,841
-970,122
-16% -$96.3M 4.34% 6
2024
Q3 		$541M Buy
6,100,963
+1,132,008
+23% +$85.8M 3.95% 9
2024
Q2 		$364M Buy
4,968,955
+200,148
+4% +$13.3M 2.99% 11
2024
Q1 		$315M Hold
4,768,807
– – 2.44% 16
2023
Q4 		$355M Buy
4,768,807
+601,419
+14% +$35.9M 2.8% 13
2023
Q3 		$231M Buy
4,167,388
+474,794
+13% +$28.9M 2.11% 19
2023
Q2 		$251M Sell
3,692,594
-598,378
-14% -$39.2M 2.2% 18
2023
Q1 		$325M Sell
4,290,972
-285,038
-6% -$18.4M 3.05% 13
2022
Q4 		$256M Buy
4,576,010
+301,452
+7% +$14.2M 2.66% 16
2022
Q3 		$191M Buy
4,274,558
+1,103,925
+35% +$46.4M 2.1% 19
2022
Q2 		$105M Buy
3,170,633
+864,693
+37% +$40.8M 1.2% 27
2022
Q1 		$143M Buy
2,305,940
+789,002
+52% +$41.6M 1.25% 30
2021
Q4 		$87.9M Sell
1,516,938
-1,617,881
-52% -$103M 0.69% 40
2021
Q3 		$243M Buy
3,134,819
+405,249
+15% +$34.9M 1.84% 22
2021
Q2 		$256M Sell
2,729,570
-152,382
-5% -$14.4M 1.89% 19
2021
Q1 		$236M Sell
2,881,952
-59,369
-2% -$4.62M 2% 21
2020
Q4 		$222M Buy
2,941,321
+323,252
+12% +$19.3M 1.97% 20
2020
Q3 		$127M Buy
2,618,069
+1,288,921
+97% +$57.2M 1.39% 30
2020
Q2 		$47.2M Buy
+1,329,148
New +$48.6M 0.59% 39

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Henry Ellenbogen's FOUR Position: Q2 2026 in Review

Henry Ellenbogen reduced its Shift4 (FOUR) stake by 28% in Q2 2026, selling an estimated $75.3M and leaving 4,423,633 shares worth $215M. The position accounts for 2.09% of the portfolio, ranked #21.

Henry Ellenbogen first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $661M in Q2 2025. 357 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Henry Ellenbogen held 4,423,633 shares of Shift4 worth $215M as of Q2 2026.
  • Henry Ellenbogen sold 1,742,160 Shift4 shares in Q2 2026, an estimated $75.3M.
  • Shift4 made up 2.09% of Henry Ellenbogen's portfolio in Q2 2026, its #21 holding.
  • Henry Ellenbogen first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • Henry Ellenbogen's Shift4 position peaked at $661M in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.