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Maestria Partners’s Shift4 FOUR Stock Holding History

Maestria Partners’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 		$21.9M Sell
451,186
-65,000
-13% -$2.81M 7.63% 6
2026
Q1 		$22.6M Hold
516,186
– – 8.24% 6
2025
Q4 		$32.5M Buy
516,186
+143,763
+39% +$10.2M 9.52% 3
2025
Q3 		$28.8M Buy
372,423
+99,723
+37% +$9.27M 9.11% 4
2025
Q2 		$27M Buy
272,700
+7,500
+3% +$654K 9.39% 5
2025
Q1 		$21.7M Buy
265,200
+76,200
+40% +$7.85M 9.16% 4
2024
Q4 		$19.6M Buy
+189,000
New +$18.8M 7.77% 5

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

Maestria Partners's FOUR Position: Q2 2026 in Review

Maestria Partners reduced its Shift4 (FOUR) stake by 13% in Q2 2026, selling an estimated $2.81M and leaving 451,186 shares worth $21.9M. The position accounts for 7.63% of the portfolio, ranked #6.

Maestria Partners first reported a position in FOUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5M in Q4 2025. 357 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Maestria Partners held 451,186 shares of Shift4 worth $21.9M as of Q2 2026.
  • Maestria Partners sold 65,000 Shift4 shares in Q2 2026, an estimated $2.81M.
  • Shift4 made up 7.63% of Maestria Partners's portfolio in Q2 2026, its #6 holding.
  • Maestria Partners first reported a position in Shift4 in Q4 2024 and has held it in 7 quarters since.
  • Maestria Partners's Shift4 position peaked at $32.5M in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Maestria Partners's 13F filing for Q2 2026, filed 5 Aug 2026.