Spyglass Capital Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
1,027,983
+25,653
| +3% | +$2.54M | 6.01% | 3 |
|
|
2025
Q1 | $81.9M | Buy |
1,002,330
+20,471
| +2% | +$1.67M | 5.62% | 3 |
|
|
2024
Q4 | $102M | Buy |
981,859
+181,539
| +23% | +$18.8M | 5.73% | 3 |
|
|
2024
Q3 | $70.9M | Sell |
800,320
-403,757
| -34% | -$35.8M | 4.66% | 7 |
|
|
2024
Q2 | $88.3M | Buy |
1,204,077
+101,977
| +9% | +$7.48M | 6.47% | 2 |
|
|
2024
Q1 | $72.8M | Buy |
1,102,100
+195,311
| +22% | +$12.9M | 4.85% | 6 |
|
|
2023
Q4 | $67.4M | Buy |
906,789
+102,888
| +13% | +$7.65M | 4.85% | 3 |
|
|
2023
Q3 | $44.5M | Buy |
+803,901
| New | +$44.5M | 3.49% | 15 |
|