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
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% -$9.73M ﹤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

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simplex Trading's FOUR Position: Q2 2026 in Review

Simplex Trading opened a new position in Shift4 (FOUR) in Q2 2026: 7,246 shares worth $352K. The stake represents ﹤0.01% of the portfolio and ranks #4033 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FOUR as recently as Q1 2025.

Simplex Trading first reported a position in FOUR in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Simplex Trading held 7,246 shares of Shift4 worth $352K as of Q2 2026.
  • Shift4 was a new Simplex Trading position in Q2 2026.
  • Shift4 made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4033 holding.
  • Simplex Trading first reported a position in Shift4 in Q3 2020 and has held it in 8 quarters since.
  • Simplex Trading's Shift4 position peaked at $1.21M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.