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
2023 Q3	–	Sell	-7,500	Closed	-$509K	–	397
2023 Q2	$509K	Buy	+7,500	New	+$492K	0.02%	291
2023 Q1	–	Sell	-100	Closed	-$5.59K	–	398
2022 Q4	$5.59K	Buy	+100	New	+$4.73K	﹤0.01%	346
2022 Q3	–	Sell	-5,300	Closed	-$175K	–	418
2022 Q2	$175K	Sell	5,300 -95,200	-95%	-$4.49M	0.01%	310
2022 Q1	$6.22M	Buy	+100,500	New	+$5.3M	0.28%	102

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.