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Oppenheimer & Co’s Shift4 FOUR Stock Holding History

Oppenheimer & Co’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 		$335K Sell
6,882
-8,523
-55% -$368K ﹤0.01% 1431
2026
Q1 		$674K Buy
15,405
+2,822
+22% +$156K 0.01% 1059
2025
Q4 		$792K Buy
12,583
+401
+3% +$28.3K 0.01% 891
2025
Q3 		$943K Buy
12,182
+2,095
+21% +$195K 0.01% 919
2025
Q2 		$1,000K Sell
10,087
-27,361
-73% -$2.39M 0.01% 854
2025
Q1 		$3.06M Sell
37,448
-2,823
-7% -$291K 0.05% 423
2024
Q4 		$4.18M Buy
40,271
+2,691
+7% +$267K 0.06% 330
2024
Q3 		$3.33M Buy
37,580
+7,905
+27% +$599K 0.05% 386
2024
Q2 		$2.18M Buy
+29,675
New +$1.97M 0.03% 513
2023
Q2 		– Sell
-8,912
Closed -$676K – 1437
2023
Q1 		$676K Buy
+8,912
New +$574K 0.01% 836

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

Oppenheimer & Co's FOUR Position: Q2 2026 in Review

Oppenheimer & Co reduced its Shift4 (FOUR) stake by 55% in Q2 2026, selling an estimated $368K and leaving 6,882 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Oppenheimer & Co first reported a position in FOUR in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.18M in Q4 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Oppenheimer & Co held 6,882 shares of Shift4 worth $335K as of Q2 2026.
  • Oppenheimer & Co sold 8,523 Shift4 shares in Q2 2026, an estimated $368K.
  • Shift4 made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1431 holding.
  • Oppenheimer & Co first reported a position in Shift4 in Q1 2023 and has held it in 10 quarters since.
  • Oppenheimer & Co's Shift4 position peaked at $4.18M in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.