JO
FOUR.PRA

John Overdeck’s Shift4 Payments Inc 6.00% Series A Preferred Stock FOUR.PRA Stock Holding History

John Overdeck’s Portfolio FOUR.PRA Stock Details FOUR.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.4M Buy
969,939
+130,749
+16% +$7.26M 0.04% 486
2026
Q1 		$45M Buy
839,190
+232,817
+38% +$16.1M 0.04% 540
2025
Q4 		$48.5M Buy
606,373
+74,298
+14% +$6.51M 0.07% 363
2025
Q3 		$50.5M Buy
532,075
+32,333
+6% +$3.52M 0.08% 327
2025
Q2 		$57.6M Buy
+499,742
New +$54.8M 0.1% 254

Other funds holding FOUR.PRA

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
SM
Skaana Management Brooklyn, New York $465M AUM 58.97% 1-Year Est. Return

John Overdeck's FOUR.PRA Position: Q2 2026 in Review

John Overdeck increased its Shift4 Payments Inc 6.00% Series A Preferred Stock (FOUR.PRA) stake by 16% in Q2 2026, buying an estimated $7.26M and bringing the position to 969,939 shares worth $60.4M. The position accounts for 0.04% of the portfolio, ranked #486.

John Overdeck first reported a position in FOUR.PRA in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold FOUR.PRA as of Q2 2026.

  • John Overdeck held 969,939 shares of Shift4 Payments Inc 6.00% Series A Preferred Stock worth $60.4M as of Q2 2026.
  • John Overdeck bought 130,749 Shift4 Payments Inc 6.00% Series A Preferred Stock shares in Q2 2026, an estimated $7.26M.
  • Shift4 Payments Inc 6.00% Series A Preferred Stock made up 0.04% of John Overdeck's portfolio in Q2 2026, its #486 holding.
  • John Overdeck first reported a position in Shift4 Payments Inc 6.00% Series A Preferred Stock in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Shift4 Payments Inc 6.00% Series A Preferred Stock as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.