Mariner

Mariner’s Shift4 FOUR Stock Holding History

Mariner’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	$1.43M	Buy	32,764 +12,320	+60%	+$680K	﹤0.01%	1720
2025 Q4	$1.29M	Buy	20,444 +1,124	+6%	+$79.4K	﹤0.01%	1765
2025 Q3	$1.5M	Buy	19,320 +1,285	+7%	+$119K	﹤0.01%	1622
2025 Q2	$1.79M	Sell	18,035 -4,302	-19%	-$375K	﹤0.01%	1412
2025 Q1	$1.83M	Sell	22,337 -1,654	-7%	-$170K	﹤0.01%	1289
2024 Q4	$2.49M	Buy	23,991 +630	+3%	+$62.5K	﹤0.01%	1100
2024 Q3	$2.07M	Buy	23,361 +79	+0.3%	+$5.99K	﹤0.01%	1167
2024 Q2	$1.71M	Buy	23,282 +4,546	+24%	+$301K	﹤0.01%	1192
2024 Q1	$1.24M	Buy	18,736 +3,953	+27%	+$297K	﹤0.01%	1366
2023 Q4	$1.1M	Buy	14,783 +718	+5%	+$42.8K	﹤0.01%	1367
2023 Q3	$779K	Sell	14,065 -984	-7%	-$60K	﹤0.01%	1478
2023 Q2	$1.02M	Buy	15,049 +8,637	+135%	+$566K	﹤0.01%	1298
2023 Q1	$486K	Sell	6,412 -10,671	-62%	-$687K	﹤0.01%	1711
2022 Q4	$955K	Buy	+17,083	New	+$808K	﹤0.01%	1267

Other funds holding FOUR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Neuberger Berman Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM