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
Q1 		$726K Sell
16,600
-31,100
-65% -$1.72M ﹤0.01% 2836
2025
Q4 		$3M Buy
47,700
+17,600
+58% +$1.24M ﹤0.01% 1658
2025
Q3 		$2.33M Buy
30,100
+11,700
+64% +$1.09M ﹤0.01% 2166
2025
Q2 		$1.82M Sell
18,400
-57,100
-76% -$4.98M ﹤0.01% 2201
2025
Q1 		$6.17M Buy
75,500
+7,100
+10% +$732K ﹤0.01% 1174
2024
Q4 		$7.1M Sell
68,400
-8,900
-12% -$884K ﹤0.01% 1227
2024
Q3 		$6.85M Sell
77,300
-88,300
-53% -$6.69M ﹤0.01% 1272
2024
Q2 		$12.1M Buy
165,600
+101,100
+157% +$6.7M 0.01% 894
2024
Q1 		$4.26M Buy
64,500
+37,400
+138% +$2.81M ﹤0.01% 1731
2023
Q4 		$2.01M Sell
27,100
-29,600
-52% -$1.77M ﹤0.01% 2351
2023
Q3 		$3.14M Buy
56,700
+39,500
+230% +$2.41M ﹤0.01% 1684
2023
Q2 		$1.17M Sell
17,200
-42,000
-71% -$2.75M ﹤0.01% 2464
2023
Q1 		$4.49M Buy
59,200
+53,600
+957% +$3.45M ﹤0.01% 1368
2022
Q4 		$313K Sell
5,600
-13,000
-70% -$615K ﹤0.01% 3683
2022
Q3 		$829K Sell
18,600
-25,100
-57% -$1.05M ﹤0.01% 2870
2022
Q2 		$1.44M Sell
43,700
-10,900
-20% -$515K ﹤0.01% 2205
2022
Q1 		$3.38M Buy
54,600
+13,400
+33% +$707K ﹤0.01% 1591
2021
Q4 		$2.39M Buy
41,200
+34,600
+524% +$2.2M ﹤0.01% 1856
2021
Q3 		$628K Buy
6,600
+500
+8% +$43.1K ﹤0.01% 3744
2021
Q2 		$571K Buy
6,100
+5,749
+1,638% +$543K ﹤0.01% 3937
2021
Q1 		$2.88M Sell
351
-202
-37% -$15.7K 0.01% 1254
2020
Q4 		$4.17M Buy
553
+348
+170% +$20.8K 0.01% 1124
2020
Q3 		$991K Buy
+205
New +$9.11K ﹤0.01% 2245

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.