Palisade Capital Management’s Shift4 FOUR Stock Holding History

Palisade 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	$15.3M	Sell	349,041 -28,369	-8%	-$1.57M	0.51%	74
2025 Q4	$23.8M	Buy	377,410 +43,647	+13%	+$3.08M	0.7%	51
2025 Q3	$25.8M	Sell	333,763 -841	-0.3%	-$78.2K	0.7%	48
2025 Q2	$33.2M	Sell	334,604 -9,263	-3%	-$808K	0.94%	29
2025 Q1	$28.1M	Buy	343,867 +28,534	+9%	+$2.94M	0.81%	40
2024 Q4	$32.7M	Buy	315,333 +4,519	+1%	+$449K	0.87%	35
2024 Q3	$27.5M	Buy	310,814 +15,621	+5%	+$1.18M	0.73%	48
2024 Q2	$21.7M	Buy	295,193 +41,212	+16%	+$2.73M	0.59%	65
2024 Q1	$16.8M	Sell	253,981 -3,202	-1%	-$241K	0.44%	84
2023 Q4	$19.1M	Sell	257,183 -19,132	-7%	-$1.14M	0.51%	72
2023 Q3	$15.3M	Buy	276,315 +3,975	+1%	+$242K	0.43%	84
2023 Q2	$18.5M	Buy	272,340 +12,845	+5%	+$842K	0.49%	75
2023 Q1	$19.7M	Buy	259,495 +4,843	+2%	+$312K	0.53%	66
2022 Q4	$14.2M	Buy	254,652 +90,123	+55%	+$4.26M	0.38%	86
2022 Q3	$7.34M	Buy	164,529 +553	+0.3%	+$23.2K	0.21%	135
2022 Q2	$5.42M	Buy	+163,976	New	+$7.74M	0.15%	172

Other funds holding FOUR

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM