PCM
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Portolan Capital Management’s Shift4 FOUR Stock Holding History

Portolan 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 		$9.37M Sell
214,284
-253,779
-54% -$14M 0.5% 60
2025
Q4 		$29.5M Buy
468,063
+279,302
+148% +$19.7M 1.58% 12
2025
Q3 		$14.6M Sell
188,761
-246,414
-57% -$22.9M 0.79% 40
2025
Q2 		$43.1M Buy
435,175
+28,676
+7% +$2.5M 2.7% 7
2025
Q1 		$33.2M Buy
406,499
+265,528
+188% +$27.4M 2.52% 6
2024
Q4 		$14.6M Buy
140,971
+6,359
+5% +$631K 0.98% 31
2024
Q3 		$11.9M Sell
134,612
-52,888
-28% -$4.01M 0.86% 38
2024
Q2 		$13.8M Sell
187,500
-51,809
-22% -$3.43M 1.13% 25
2024
Q1 		$15.8M Buy
239,309
+23,582
+11% +$1.77M 1.2% 29
2023
Q4 		$16M Buy
215,727
+115,980
+116% +$6.92M 1.4% 16
2023
Q3 		$5.52M Buy
+99,747
New +$6.08M 0.52% 63

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DCP
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WA
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Ensign Peak Advisors
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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 $564B 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