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Silvercrest Asset Management’s Shift4 FOUR Stock Holding History

Silvercrest 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
2026
Q1 		$4.3M Buy
98,299
+87,226
+788% +$4.81M 0.03% 444
2025
Q4 		$697K Buy
11,073
+831
+8% +$58.7K ﹤0.01% 660
2025
Q3 		$793K Buy
10,242
+157
+2% +$14.6K 0.01% 641
2025
Q2 		$1,000K Sell
10,085
-1,469
-13% -$128K 0.01% 630
2025
Q1 		$944K Buy
11,554
+437
+4% +$45K 0.01% 626
2024
Q4 		$1.15M Buy
11,117
+925
+9% +$91.8K 0.01% 597
2024
Q3 		$903K Buy
10,192
+81
+0.8% +$6.14K 0.01% 577
2024
Q2 		$742K Buy
+10,111
New +$670K 0.01% 657
2021
Q2 		– Sell
-4,111
Closed -$337K – 852
2021
Q1 		$337K Buy
4,111
+368
+10% +$28.7K ﹤0.01% 729
2020
Q4 		$282K Buy
+3,743
New +$224K ﹤0.01% 723

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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 $53.7B AUM 29.47% 1-Year Est. Return
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