Rice Hall James & Associates’s Shift4 FOUR Stock Holding History

Rice Hall James & Associates’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	$42.5M	Buy	874,492 +26,766	+3%	+$1.16M	2.07%	8
2026 Q1	$37.1M	Buy	847,726 +183,938	+28%	+$10.2M	2.06%	7
2025 Q4	$41.8M	Buy	663,788 +79,557	+14%	+$5.62M	2.3%	7
2025 Q3	$45.2M	Buy	584,231 +243,161	+71%	+$22.6M	2.47%	6
2025 Q2	$33.8M	Sell	341,070 -2,681	-0.8%	-$234K	1.82%	12
2025 Q1	$28.1M	Buy	343,751 +112,717	+49%	+$11.6M	1.65%	15
2024 Q4	$24M	Buy	231,034 +205,361	+800%	+$20.4M	1.32%	21
2024 Q3	$2.27M	Sell	25,673 -6,693	-21%	-$507K	0.12%	163
2024 Q2	$2.37M	Buy	32,366 +7,891	+32%	+$523K	0.14%	151
2024 Q1	$1.62M	Sell	24,475 -5,629	-19%	-$423K	0.09%	187
2023 Q4	$2.24M	Buy	+30,104	New	+$1.8M	0.13%	163

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rice Hall James & Associates's FOUR Position: Q2 2026 in Review

Rice Hall James & Associates increased its Shift4 (FOUR) stake by 3.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 874,492 shares worth $42.5M. The position accounts for 2.07% of the portfolio, ranked #8.

Rice Hall James & Associates first reported a position in FOUR in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.2M in Q3 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Rice Hall James & Associates held 874,492 shares of Shift4 worth $42.5M as of Q2 2026.
Rice Hall James & Associates bought 26,766 Shift4 shares in Q2 2026, an estimated $1.16M.
Shift4 made up 2.07% of Rice Hall James & Associates's portfolio in Q2 2026, its #8 holding.
Rice Hall James & Associates first reported a position in Shift4 in Q4 2023 and has held it in 11 quarters since.
Rice Hall James & Associates's Shift4 position peaked at $45.2M in Q3 2025.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Rice Hall James & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.