Marshall Wace
FOUR icon

Marshall Wace’s Shift4 FOUR Stock Holding History

Marshall Wace’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 		$83.8M Buy
1,916,672
+261,187
+16% +$14.4M 0.09% 213
2025
Q4 		$104M Buy
1,655,485
+816,155
+97% +$57.7M 0.1% 163
2025
Q3 		$65M Buy
839,330
+771,007
+1,128% +$71.7M 0.07% 258
2025
Q2 		$6.77M Sell
68,323
-236,530
-78% -$20.6M 0.01% 1003
2025
Q1 		$24.9M Buy
304,853
+156,227
+105% +$16.1M 0.03% 459
2024
Q4 		$15.4M Buy
148,626
+143,285
+2,683% +$14.2M 0.02% 635
2024
Q3 		$473K Sell
5,341
-185,634
-97% -$14.1M ﹤0.01% 1940
2024
Q2 		$14M Buy
190,975
+181,475
+1,910% +$12M 0.02% 607
2024
Q1 		$628K Sell
9,500
-701,024
-99% -$52.7M ﹤0.01% 1845
2023
Q4 		$52.8M Sell
710,524
-717,856
-50% -$42.8M 0.1% 223
2023
Q3 		$79.1M Buy
1,428,380
+1,314,784
+1,157% +$80.2M 0.17% 121
2023
Q2 		$7.71M Sell
113,596
-467,407
-80% -$30.6M 0.02% 847
2023
Q1 		$44M Buy
581,003
+316,331
+120% +$20.4M 0.11% 240
2022
Q4 		$14.8M Buy
264,672
+207,179
+360% +$9.79M 0.04% 595
2022
Q3 		$2.57M Sell
57,493
-162,269
-74% -$6.82M 0.01% 1849
2022
Q2 		$7.27M Buy
+219,762
New +$10.4M 0.02% 1095
2022
Q1 		– Sell
-14,734
Closed -$854K – 3589
2021
Q4 		$854K Buy
+14,734
New +$936K ﹤0.01% 2543
2021
Q2 		– Sell
-37,323
Closed -$3.06M – 2799
2021
Q1 		$3.06M Buy
+37,323
New +$2.91M 0.02% 1101

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM