Kodai Capital Management’s Shift4 FOUR Stock Holding History

Kodai Capital Management’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 Q1	$14.3M	Buy	+174,749	New	+$18M	0.56%	67
2024 Q3	–	Sell	-734,109	Closed	-$53.8M	–	178
2024 Q2	$53.8M	Buy	+734,109	New	+$48.7M	1.02%	32
2024 Q1	–	Sell	-800,651	Closed	-$59.5M	–	115
2023 Q4	$59.5M	Buy	+800,651	New	+$47.8M	1.21%	26

Other funds holding FOUR

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

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

DCP

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

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

DPCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kodai Capital Management's FOUR Position: Q1 2025 in Review

Kodai Capital Management opened a new position in Shift4 (FOUR) in Q1 2025: 174,749 shares worth $14.3M. The stake represents 0.56% of the portfolio and ranks #67 among its holdings. This is a return to the name: Kodai Capital Management previously reported a position in FOUR as recently as Q2 2024.

Kodai Capital Management first reported a position in FOUR in Q4 2023 and has held it in 3 quarters since. The position peaked at $59.5M in Q4 2023. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

Kodai Capital Management held 174,749 shares of Shift4 worth $14.3M as of Q1 2025.
Shift4 was a new Kodai Capital Management position in Q1 2025.
Shift4 made up 0.56% of Kodai Capital Management's portfolio in Q1 2025, its #67 holding.
Kodai Capital Management first reported a position in Shift4 in Q4 2023 and has held it in 3 quarters since.
Kodai Capital Management's Shift4 position peaked at $59.5M in Q4 2023.
441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.