J. Goldman & Co’s Shift4 FOUR Stock Holding History

J. Goldman & Co’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 Q2	–	Sell	-240,757	Closed	-$19.7M	–	516
2025 Q1	$19.7M	Buy	+240,757	New	+$24.8M	0.49%	58
2024 Q1	–	Sell	-22,471	Closed	-$1.67M	–	437
2023 Q4	$1.67M	Sell	22,471 -32,697	-59%	-$1.95M	0.07%	200
2023 Q3	$3.05M	Buy	55,168 +40,572	+278%	+$2.47M	0.11%	168
2023 Q2	$991K	Sell	14,596 -61,706	-81%	-$4.05M	0.04%	251
2023 Q1	$5.78M	Buy	76,302 +53,967	+242%	+$3.48M	0.23%	129
2022 Q4	$1.25M	Buy	+22,335	New	+$1.06M	0.06%	209
2022 Q3	–	Sell	-274,201	Closed	-$9.06M	–	419
2022 Q2	$9.06M	Buy	274,201 +171,966	+168%	+$8.12M	0.44%	61
2022 Q1	$6.33M	Buy	102,235 +65,836	+181%	+$3.47M	0.29%	101
2021 Q4	$2.11M	Sell	36,399 -3,754	-9%	-$239K	0.12%	198
2021 Q3	$3.11M	Buy	+40,153	New	+$3.46M	0.16%	154

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J. Goldman & Co's FOUR Position: Q2 2025 in Review

J. Goldman & Co sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 240,757 shares — an estimated $19.7M sold.

J. Goldman & Co first reported a position in FOUR in Q3 2021 and held it in 10 quarters. The position peaked at $19.7M in Q1 2025. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

J. Goldman & Co reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
J. Goldman & Co sold 240,757 Shift4 shares in Q2 2025, an estimated $19.7M.
J. Goldman & Co first reported a position in Shift4 in Q3 2021 and held it in 10 quarters.
J. Goldman & Co's Shift4 position peaked at $19.7M in Q1 2025.
458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.