RCM
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Ratan Capital Management’s Shift4 FOUR Stock Holding History

Ratan 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 		$1.22M Sell
25,053
-20,587
-45% -$890K 0.39% 30
2026
Q1 		$2M Sell
45,640
-40,063
-47% -$2.21M 0.74% 21
2025
Q4 		$4.6M Hold
85,703
– – 1.26% 23
2025
Q3 		$6.63M Sell
85,703
-65,199
-43% -$6.06M 3.58% 14
2025
Q2 		$12.3M Hold
150,902
– – 5.65% 9
2025
Q1 		$12.3M Buy
150,902
+80,000
+113% +$8.24M 3.98% 11
2024
Q4 		$7.78M Hold
70,902
– – 1.19% 21
2024
Q3 		$6.28M Sell
70,902
-45,981
-39% -$3.48M 1.69% 17
2024
Q2 		$8.57M Sell
116,883
-20,000
-15% -$1.33M 2.6% 10
2024
Q1 		$9.04M Buy
136,883
+65,981
+93% +$4.96M 4.81% 6
2023
Q4 		$5.27M Sell
70,902
-32,800
-32% -$1.96M 3.44% 10
2023
Q3 		$5.74M Buy
103,702
+82,727
+394% +$5.04M 4.35% 7
2023
Q2 		$1.42M Hold
20,975
– – 1.97% 14
2023
Q1 		$1.59M Sell
20,975
-109,908
-84% -$7.08M 4.23% 6
2022
Q4 		$7.32M Buy
130,883
+81,601
+166% +$3.86M 5.09% 6
2022
Q3 		$2.2M Sell
49,282
-223,851
-82% -$9.4M 5.21% 7
2022
Q2 		$9.03M Buy
273,133
+64,170
+31% +$3.03M 7.59% 5
2022
Q1 		$12.9M Sell
208,963
-208,616
-50% -$11M 8.98% 3
2021
Q4 		$24.2M Buy
417,579
+88,442
+27% +$5.62M 3.69% 9
2021
Q3 		$25.5M Buy
329,137
+102,275
+45% +$8.82M 3.3% 8
2021
Q2 		$21.3M Hold
226,862
– – 1.84% 18
2021
Q1 		$18.6M Buy
226,862
+7,500
+3% +$584K 2.04% 16
2020
Q4 		$16.5M Hold
219,362
– – 1.93% 16
2020
Q3 		$10.6M Sell
219,362
-32,139
-13% -$1.43M 1.56% 22
2020
Q2 		$8.93M Buy
+251,501
New +$9.19M 2.98% 12

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

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

Ratan Capital Management reduced its Shift4 (FOUR) stake by 45% in Q2 2026, selling an estimated $890K and leaving 25,053 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #30.

Ratan Capital Management first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $25.5M in Q3 2021. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Ratan Capital Management held 25,053 shares of Shift4 worth $1.22M as of Q2 2026.
  • Ratan Capital Management sold 20,587 Shift4 shares in Q2 2026, an estimated $890K.
  • Shift4 made up 0.39% of Ratan Capital Management's portfolio in Q2 2026, its #30 holding.
  • Ratan Capital Management first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • Ratan Capital Management's Shift4 position peaked at $25.5M in Q3 2021.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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