Legato Capital Management’s Shift4 FOUR Stock Holding History

Legato 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
2026 Q1	$416K	Buy	9,508 +390	+4%	+$21.5K	0.04%	565
2025 Q4	$574K	Sell	9,118 -2,717	-23%	-$192K	0.05%	504
2025 Q3	$916K	Sell	11,835 -3,504	-23%	-$326K	0.1%	310
2025 Q2	$1.52M	Buy	15,339 +11,926	+349%	+$1.04M	0.18%	168
2025 Q1	$279K	Buy	3,413 +1,006	+42%	+$104K	0.04%	496
2024 Q4	$250K	Buy	+2,407	New	+$239K	0.03%	512
2023 Q3	–	Sell	-6,730	Closed	-$457K	–	579
2023 Q2	$457K	Buy	+6,730	New	+$441K	0.06%	443

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legato Capital Management's FOUR Position: Q1 2026 in Review

Legato Capital Management increased its Shift4 (FOUR) stake by 4.3% in Q1 2026, buying an estimated $21.5K and bringing the position to 9,508 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #565.

Legato Capital Management first reported a position in FOUR in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

Legato Capital Management held 9,508 shares of Shift4 worth $416K as of Q1 2026.
Legato Capital Management bought 390 Shift4 shares in Q1 2026, an estimated $21.5K.
Shift4 made up 0.04% of Legato Capital Management's portfolio in Q1 2026, its #565 holding.
Legato Capital Management first reported a position in Shift4 in Q2 2023 and has held it in 7 quarters since.
Legato Capital Management's Shift4 position peaked at $1.52M in Q2 2025.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.