Janus Henderson Group
FOUR icon

Janus Henderson Group’s Shift4 FOUR Stock Holding History

Janus Henderson Group’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 		$78.9M Buy
1,804,347
+57,900
+3% +$3.2M 0.04% 325
2025
Q4 		$110M Sell
1,746,447
-74,841
-4% -$5.29M 0.05% 269
2025
Q3 		$141M Sell
1,821,288
-30,910
-2% -$2.87M 0.06% 224
2025
Q2 		$184M Buy
1,852,198
+120,839
+7% +$10.5M 0.09% 193
2025
Q1 		$146M Buy
1,731,359
+275,357
+19% +$28.4M 0.08% 213
2024
Q4 		$151M Buy
1,456,002
+2,202
+0.2% +$219K 0.08% 222
2024
Q3 		$129M Sell
1,453,800
-914
-0.1% -$69.3K 0.07% 245
2024
Q2 		$107M Buy
1,454,714
+19,824
+1% +$1.31M 0.06% 253
2024
Q1 		$94.8M Buy
1,434,890
+255,741
+22% +$19.2M 0.05% 272
2023
Q4 		$87.7M Buy
1,179,149
+597,155
+103% +$35.6M 0.05% 269
2023
Q3 		$32.2M Sell
581,994
-895
-0.2% -$54.6K 0.02% 449
2023
Q2 		$39.6M Buy
582,889
+15,311
+3% +$1M 0.02% 434
2023
Q1 		$43M Buy
567,578
+13,357
+2% +$860K 0.03% 410
2022
Q4 		$31M Buy
554,221
+97,333
+21% +$4.6M 0.02% 475
2022
Q3 		$20.4M Buy
456,888
+1,653
+0.4% +$69.4K 0.02% 548
2022
Q2 		$15.1M Buy
455,235
+93,949
+26% +$4.43M 0.01% 618
2022
Q1 		$22.4M Buy
361,286
+145,673
+68% +$7.68M 0.01% 723
2021
Q4 		$12.5M Buy
215,613
+21,642
+11% +$1.38M 0.01% 878
2021
Q3 		$15M Buy
193,971
+42,151
+28% +$3.64M 0.01% 845
2021
Q2 		$14.2M Sell
151,820
-26,782
-15% -$2.53M 0.01% 865
2021
Q1 		$14.6M Buy
178,602
+20,397
+13% +$1.59M 0.01% 835
2020
Q4 		$11.9M Buy
158,205
+44,200
+39% +$2.64M 0.01% 839
2020
Q3 		$5.51M Sell
114,005
-167,834
-60% -$7.45M ﹤0.01% 912
2020
Q2 		$10M Buy
+281,839
New +$10.3M 0.01% 806

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

Janus Henderson Group's FOUR Position: Q1 2026 in Review

Janus Henderson Group increased its Shift4 (FOUR) stake by 3.3% in Q1 2026, buying an estimated $3.2M and bringing the position to 1,804,347 shares worth $78.9M. The position accounts for 0.04% of the portfolio, ranked #325.

Janus Henderson Group first reported a position in FOUR in Q2 2020 and has held it in 24 quarters since. The position peaked at $184M in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Janus Henderson Group held 1,804,347 shares of Shift4 worth $78.9M as of Q1 2026.
  • Janus Henderson Group bought 57,900 Shift4 shares in Q1 2026, an estimated $3.2M.
  • Shift4 made up 0.04% of Janus Henderson Group's portfolio in Q1 2026, its #325 holding.
  • Janus Henderson Group first reported a position in Shift4 in Q2 2020 and has held it in 24 quarters since.
  • Janus Henderson Group's Shift4 position peaked at $184M in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.