Simplex Trading
FOUR icon

Simplex Trading’s Shift4 FOUR Stock Holding History

Simplex Trading’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
Q2 		– Sell
-14,761
Closed -$1.29M – 8981
2025
Q1 		$1.21M Buy
14,761
+7,458
+102% +$769K ﹤0.01% 2521
2024
Q4 		$757K Buy
+7,303
New +$725K ﹤0.01% 3131
2022
Q4 		– Sell
-10,371
Closed -$490K – 9559
2022
Q3 		$462K Sell
10,371
-12,999
-56% -$546K ﹤0.01% 3553
2022
Q2 		$772K Buy
23,370
+4,730
+25% +$223K ﹤0.01% 2920
2022
Q1 		$1.15M Buy
+18,640
New +$983K ﹤0.01% 2743
2021
Q4 		– Sell
-159
Closed -$10.1K – 10770
2021
Q3 		$15K Buy
+159
New +$13.7K ﹤0.01% 8658
2020
Q4 		– Sell
-1,038
Closed -$62.1K – 8558
2020
Q3 		$50K Buy
+1,038
New +$46.1K ﹤0.01% 5599

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Simplex Trading's FOUR Position: Q2 2025 in Review

Simplex Trading sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 14,761 shares — an estimated $1.29M sold.

Simplex Trading first reported a position in FOUR in Q3 2020 and held it in 7 quarters. The position peaked at $1.21M in Q1 2025. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Simplex Trading reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 14,761 Shift4 shares in Q2 2025, an estimated $1.29M.
  • Simplex Trading first reported a position in Shift4 in Q3 2020 and held it in 7 quarters.
  • Simplex Trading's Shift4 position peaked at $1.21M in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.