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
2026
Q3 		$3.81M Sell
105,200
-24,600
-19% -$1.13M ﹤0.01% 1378
2026
Q2 		$6.31M Sell
129,800
-30,300
-19% -$1.31M ﹤0.01% 1041
2026
Q1 		$7M Buy
160,100
+28,600
+22% +$1.58M ﹤0.01% 883
2025
Q4 		$8.28M Buy
131,500
+14,300
+12% +$1.01M ﹤0.01% 963
2025
Q3 		$9.07M Buy
117,200
+39,900
+52% +$3.71M ﹤0.01% 1034
2025
Q2 		$7.66M Sell
77,300
-63,200
-45% -$5.51M ﹤0.01% 1053
2025
Q1 		$11.5M Buy
140,500
+88,600
+171% +$9.13M 0.01% 806
2024
Q4 		$5.39M Sell
51,900
-5,300
-9% -$526K ﹤0.01% 1433
2024
Q3 		$5.07M Sell
57,200
-128,400
-69% -$9.7M ﹤0.01% 1481
2024
Q2 		$13.6M Buy
185,600
+18,700
+11% +$1.24M 0.01% 813
2024
Q1 		$11M Sell
166,900
-56,700
-25% -$4.26M 0.01% 1069
2023
Q4 		$16.6M Buy
223,600
+135,400
+154% +$8.08M 0.01% 802
2023
Q3 		$4.88M Buy
88,200
+13,000
+17% +$793K ﹤0.01% 1371
2023
Q2 		$5.11M Sell
75,200
-118,200
-61% -$7.75M ﹤0.01% 1297
2023
Q1 		$14.7M Buy
193,400
+126,200
+188% +$8.13M 0.01% 720
2022
Q4 		$3.76M Buy
67,200
+55,700
+484% +$2.63M ﹤0.01% 1401
2022
Q3 		$513K Sell
11,500
-20,600
-64% -$865K ﹤0.01% 3439
2022
Q2 		$1.06M Sell
32,100
-4,500
-12% -$212K ﹤0.01% 2549
2022
Q1 		$2.27M Sell
36,600
-46,300
-56% -$2.44M ﹤0.01% 1980
2021
Q4 		$4.8M Buy
82,900
+72,900
+729% +$4.63M ﹤0.01% 1232
2021
Q3 		$951K Hold
10,000
– – ﹤0.01% 3144
2021
Q2 		$937K Buy
10,000
+9,149
+1,075% +$864K ﹤0.01% 3218
2021
Q1 		$6.98M Buy
851
+294
+53% +$22.9K 0.01% 602
2020
Q4 		$4.2M Buy
557
+321
+136% +$19.2K 0.01% 1114
2020
Q3 		$1.14M Buy
+236
New +$10.5K ﹤0.01% 2084

Other funds holding FOUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Emeth Value Capital
Emeth Value Capital New Orleans, Louisiana $24.1M AUM 37.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading's FOUR Position: Q3 2026 in Review

Simplex Trading increased its Shift4 (FOUR) stake by 207% in Q3 2026, buying an estimated $691K and bringing the position to 22,243 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Simplex Trading first reported a position in FOUR in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2025. 166 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Simplex Trading held 22,243 shares of Shift4 worth $805K as of Q3 2026.
  • Simplex Trading bought 14,997 Shift4 shares in Q3 2026, an estimated $691K.
  • Shift4 made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #2991 holding.
  • Simplex Trading first reported a position in Shift4 in Q3 2020 and has held it in 9 quarters since.
  • Simplex Trading's Shift4 position peaked at $1.21M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.