OQS
FOUR icon

Occudo Quantitative Strategies’s Shift4 FOUR Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-8,247
Closed -$817K – 729
2025
Q2 		$817K Buy
+8,247
New +$719K 0.09% 269
2022
Q1 		– Sell
-8,698
Closed -$504K – 1193
2021
Q4 		$504K Buy
8,698
+4,913
+130% +$312K 0.04% 604
2021
Q3 		$293K Buy
+3,785
New +$326K 0.04% 738

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Occudo Quantitative Strategies's FOUR Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 8,247 shares — an estimated $817K sold.

Occudo Quantitative Strategies first reported a position in FOUR in Q3 2021 and held it in 3 quarters. The position peaked at $817K in Q2 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,247 Shift4 shares in Q3 2025, an estimated $817K.
  • Occudo Quantitative Strategies first reported a position in Shift4 in Q3 2021 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Shift4 position peaked at $817K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.