Smith Group Asset Management’s Shift4 FOUR Stock Holding History

Smith Group 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
2025 Q4	–	Sell	-3,305	Closed	-$256K	–	178
2025 Q3	$256K	Sell	3,305 -25	-0.8%	-$2.32K	0.01%	169
2025 Q2	$330K	Buy	+3,330	New	+$290K	0.02%	151
2024 Q1	–	Sell	-225,535	Closed	-$16.8M	–	185
2023 Q4	$16.8M	Buy	+225,535	New	+$13.5M	0.98%	42

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Smith Group Asset Management's FOUR Position: Q4 2025 in Review

Smith Group Asset Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3,305 shares — an estimated $256K sold.

Smith Group Asset Management first reported a position in FOUR in Q4 2023 and held it in 3 quarters. The position peaked at $16.8M in Q4 2023. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Smith Group Asset Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Smith Group Asset Management sold 3,305 Shift4 shares in Q4 2025, an estimated $256K.
Smith Group Asset Management first reported a position in Shift4 in Q4 2023 and held it in 3 quarters.
Smith Group Asset Management's Shift4 position peaked at $16.8M in Q4 2023.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Smith Group Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.