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FOUR icon

ShawSpring Partners’s Shift4 FOUR Stock Holding History

ShawSpring Partners’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 		– Sell
-1,148,861
Closed -$72.3M – 14
2025
Q4 		$72.3M Sell
1,148,861
-102,513
-8% -$7.24M 13.62% 2
2025
Q3 		$96.9M Buy
1,251,374
+472,652
+61% +$43.9M 14.4% 1
2025
Q2 		$77.2M Sell
778,722
-120,152
-13% -$10.5M 9.74% 7
2025
Q1 		$73.4M Sell
898,874
-70,874
-7% -$7.3M 10.09% 7
2024
Q4 		$101M Sell
969,748
-350,131
-27% -$34.8M 13.33% 1
2024
Q3 		$117M Sell
1,319,879
-82,554
-6% -$6.26M 14.77% 1
2024
Q2 		$103M Sell
1,402,433
-193,988
-12% -$12.9M 14.84% 2
2024
Q1 		$105M Buy
+1,596,421
New +$120M 13.55% 3

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
WA
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 $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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ShawSpring Partners's FOUR Position: Q1 2026 in Review

ShawSpring Partners sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 1,148,861 shares — an estimated $72.3M sold.

ShawSpring Partners first reported a position in FOUR in Q1 2024 and held it in 8 quarters. The position peaked at $117M in Q3 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • ShawSpring Partners reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • ShawSpring Partners sold 1,148,861 Shift4 shares in Q1 2026, an estimated $72.3M.
  • ShawSpring Partners first reported a position in Shift4 in Q1 2024 and held it in 8 quarters.
  • ShawSpring Partners's Shift4 position peaked at $117M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on ShawSpring Partners's 13F filing for Q1 2026, filed 14 May 2026.