JY
FOUR icon

Jeff Yass’s Shift4 FOUR Stock Holding History

Jeff Yass’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 		$31.6M Buy
649,853
+543,378
+510% +$23.5M ﹤0.01% 1960
2026
Q1 		$4.66M Sell
106,475
-145,920
-58% -$8.05M ﹤0.01% 4363
2025
Q4 		$15.9M Sell
252,395
-173,060
-41% -$12.2M ﹤0.01% 2473
2025
Q3 		$32.9M Buy
425,455
+316,056
+289% +$29.4M ﹤0.01% 1701
2025
Q2 		$10.8M Buy
109,399
+49,150
+82% +$4.28M ﹤0.01% 2713
2025
Q1 		$4.92M Buy
60,249
+54,484
+945% +$5.61M ﹤0.01% 3683
2024
Q4 		$598K Sell
5,765
-120,003
-95% -$11.9M ﹤0.01% 8234
2024
Q3 		$11.1M Sell
125,768
-91,130
-42% -$6.91M ﹤0.01% 2477
2024
Q2 		$15.9M Sell
216,898
-14,184
-6% -$940K ﹤0.01% 1972
2024
Q1 		$15.3M Buy
231,082
+125,081
+118% +$9.41M ﹤0.01% 2088
2023
Q4 		$7.88M Sell
106,001
-102,289
-49% -$6.1M ﹤0.01% 2985
2023
Q3 		$11.5M Buy
208,290
+100,439
+93% +$6.12M ﹤0.01% 2373
2023
Q2 		$7.32M Sell
107,851
-60,088
-36% -$3.94M ﹤0.01% 2935
2023
Q1 		$12.7M Buy
167,939
+34,887
+26% +$2.25M ﹤0.01% 2160
2022
Q4 		$7.44M Buy
133,052
+128,281
+2,689% +$6.06M ﹤0.01% 2674
2022
Q3 		$213K Sell
4,771
-31,248
-87% -$1.31M ﹤0.01% 10683
2022
Q2 		$1.19M Buy
36,019
+29,432
+447% +$1.39M ﹤0.01% 6102
2022
Q1 		$408K Sell
6,587
-355,474
-98% -$18.7M ﹤0.01% 9490
2021
Q4 		$21M Buy
362,061
+227,675
+169% +$14.5M ﹤0.01% 1810
2021
Q3 		$10.4M Buy
+134,386
New +$11.6M ﹤0.01% 2808
2021
Q1 		– Sell
-76,593
Closed -$5.96M – 12430
2020
Q4 		$5.78M Buy
76,593
+31,024
+68% +$1.86M ﹤0.01% 3205
2020
Q3 		$2.2M Buy
45,569
+24,272
+114% +$1.08M ﹤0.01% 4434
2020
Q2 		$756K Buy
+21,297
New +$778K ﹤0.01% 6502

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
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

Jeff Yass's FOUR Position: Q2 2026 in Review

Jeff Yass increased its Shift4 (FOUR) stake by 510% in Q2 2026, buying an estimated $23.5M and bringing the position to 649,853 shares worth $31.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Jeff Yass first reported a position in FOUR in Q2 2020 and has held it in 23 quarters since. The position peaked at $32.9M in Q3 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Jeff Yass held 649,853 shares of Shift4 worth $31.6M as of Q2 2026.
  • Jeff Yass bought 543,378 Shift4 shares in Q2 2026, an estimated $23.5M.
  • Shift4 made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1960 holding.
  • Jeff Yass first reported a position in Shift4 in Q2 2020 and has held it in 23 quarters since.
  • Jeff Yass's Shift4 position peaked at $32.9M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.