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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
Q2 		$289K Sell
5,935
-2,150
-27% -$92.9K 0.09% 128
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 $2.27B 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

Orion Capital Management's FOUR Position: Q2 2026 in Review

Orion Capital Management reduced its Shift4 (FOUR) stake by 27% in Q2 2026, selling an estimated $92.9K and leaving 5,935 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #128.

Orion Capital Management first reported a position in FOUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $835K in Q3 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Orion Capital Management held 5,935 shares of Shift4 worth $289K as of Q2 2026.
  • Orion Capital Management sold 2,150 Shift4 shares in Q2 2026, an estimated $92.9K.
  • Shift4 made up 0.09% of Orion Capital Management's portfolio in Q2 2026, its #128 holding.
  • Orion Capital Management first reported a position in Shift4 in Q1 2024 and has held it in 10 quarters since.
  • Orion Capital Management's Shift4 position peaked at $835K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.