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Orion Capital Management’s Shift4 FOUR Stock Holding History

Orion Capital Management’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 		$354K Sell
8,085
-310
-4% -$17.1K 0.12% 104
2025
Q4 		$529K Sell
8,395
-2,390
-22% -$169K 0.18% 81
2025
Q3 		$835K Buy
10,785
+3,140
+41% +$292K 0.29% 63
2025
Q2 		$758K Sell
7,645
-300
-4% -$26.2K 0.29% 65
2025
Q1 		$649K Buy
7,945
+200
+3% +$20.6K 0.27% 63
2024
Q4 		$804K Sell
7,745
-700
-8% -$69.5K 0.35% 52
2024
Q3 		$748K Buy
8,445
+800
+10% +$60.6K 0.36% 58
2024
Q2 		$561K Buy
7,645
+2,820
+58% +$187K 0.29% 65
2024
Q1 		$319K Buy
+4,825
New +$363K 0.17% 86

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Orion Capital Management's FOUR Position: Q1 2026 in Review

Orion Capital Management reduced its Shift4 (FOUR) stake by 3.7% in Q1 2026, selling an estimated $17.1K and leaving 8,085 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #104.

Orion Capital Management first reported a position in FOUR in Q1 2024 and has held it in 9 quarters since. The position peaked at $835K in Q3 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Orion Capital Management held 8,085 shares of Shift4 worth $354K as of Q1 2026.
  • Orion Capital Management sold 310 Shift4 shares in Q1 2026, an estimated $17.1K.
  • Shift4 made up 0.12% of Orion Capital Management's portfolio in Q1 2026, its #104 holding.
  • Orion Capital Management first reported a position in Shift4 in Q1 2024 and has held it in 9 quarters since.
  • Orion Capital Management's Shift4 position peaked at $835K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.