HCM
FOUR icon

HMS Capital Management’s Shift4 FOUR Stock Holding History

HMS 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
2026
Q1 		– Sell
-4,421
Closed -$278K – 118
2025
Q4 		$278K Hold
4,421
– – 0.12% 95
2025
Q3 		$342K Sell
4,421
-106
-2% -$9.85K 0.14% 92
2025
Q2 		$449K Sell
4,527
-30
-0.7% -$2.62K 0.2% 78
2025
Q1 		$341K Sell
4,557
-49
-1% -$5.05K 0.19% 82
2024
Q4 		$478K Sell
4,606
-7
-0.2% -$695 0.23% 72
2024
Q3 		$409K Buy
4,613
+1,203
+35% +$91.2K 0.2% 82
2024
Q2 		$250K Hold
3,410
– – 0.13% 97
2024
Q1 		$225K Buy
3,410
+175
+5% +$13.2K 0.12% 105
2023
Q4 		$240K Buy
+3,235
New +$193K 0.15% 97
2023
Q3 		– Sell
-3,393
Closed -$230K – 110
2023
Q2 		$230K Buy
3,393
+33
+1% +$2.16K 0.14% 104
2023
Q1 		$255K Buy
+3,360
New +$216K 0.16% 98

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HMS Capital Management's FOUR Position: Q1 2026 in Review

HMS Capital Management sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 4,421 shares — an estimated $278K sold.

HMS Capital Management first reported a position in FOUR in Q1 2023 and held it in 11 quarters. The position peaked at $478K in Q4 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • HMS Capital Management reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • HMS Capital Management sold 4,421 Shift4 shares in Q1 2026, an estimated $278K.
  • HMS Capital Management first reported a position in Shift4 in Q1 2023 and held it in 11 quarters.
  • HMS Capital Management's Shift4 position peaked at $478K in Q4 2024.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.