Rafferty Asset Management
FOUR icon

Rafferty Asset Management’s Shift4 FOUR Stock Holding History

Rafferty Asset 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
2025
Q4 		– Sell
-3,126
Closed -$242K – 1147
2025
Q3 		$242K Buy
3,126
+591
+23% +$54.9K ﹤0.01% 1036
2025
Q2 		$251K Buy
+2,535
New +$221K ﹤0.01% 1012
2025
Q1 		– Sell
-3,067
Closed -$318K – 1098
2024
Q4 		$318K Buy
+3,067
New +$304K ﹤0.01% 1017

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rafferty Asset Management's FOUR Position: Q4 2025 in Review

Rafferty Asset Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3,126 shares — an estimated $242K sold.

Rafferty Asset Management first reported a position in FOUR in Q4 2024 and held it in 3 quarters. The position peaked at $318K in Q4 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Rafferty Asset Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 3,126 Shift4 shares in Q4 2025, an estimated $242K.
  • Rafferty Asset Management first reported a position in Shift4 in Q4 2024 and held it in 3 quarters.
  • Rafferty Asset Management's Shift4 position peaked at $318K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Rafferty Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.