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Spyglass Capital Management’s Shift4 FOUR Stock Holding History

Spyglass Capital 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
2026
Q2 		$89.2M Buy
1,833,803
+82,663
+5% +$3.57M 4.83% 7
2026
Q1 		$76.6M Buy
1,751,140
+53,220
+3% +$2.94M 5.42% 4
2025
Q4 		$107M Buy
1,697,920
+455,707
+37% +$32.2M 5.35% 3
2025
Q3 		$96.1M Buy
1,242,213
+214,230
+21% +$19.9M 5.13% 7
2025
Q2 		$102M Buy
1,027,983
+25,653
+3% +$2.24M 6.01% 3
2025
Q1 		$81.9M Buy
1,002,330
+20,471
+2% +$2.11M 5.62% 3
2024
Q4 		$102M Buy
981,859
+181,539
+23% +$18M 5.73% 3
2024
Q3 		$70.9M Sell
800,320
-403,757
-34% -$30.6M 4.66% 7
2024
Q2 		$88.3M Buy
1,204,077
+101,977
+9% +$6.76M 6.47% 2
2024
Q1 		$72.8M Buy
1,102,100
+195,311
+22% +$14.7M 4.85% 6
2023
Q4 		$67.4M Buy
906,789
+102,888
+13% +$6.14M 4.85% 3
2023
Q3 		$44.5M Buy
+803,901
New +$49M 3.49% 15

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 $3.38T AUM 44.17% 1-Year Est. Return

Spyglass Capital Management's FOUR Position: Q2 2026 in Review

Spyglass Capital Management increased its Shift4 (FOUR) stake by 4.7% in Q2 2026, buying an estimated $3.57M and bringing the position to 1,833,803 shares worth $89.2M. The position accounts for 4.83% of the portfolio, ranked #7.

Spyglass Capital Management first reported a position in FOUR in Q3 2023 and has held it in 12 quarters since. The position peaked at $107M in Q4 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Spyglass Capital Management held 1,833,803 shares of Shift4 worth $89.2M as of Q2 2026.
  • Spyglass Capital Management bought 82,663 Shift4 shares in Q2 2026, an estimated $3.57M.
  • Shift4 made up 4.83% of Spyglass Capital Management's portfolio in Q2 2026, its #7 holding.
  • Spyglass Capital Management first reported a position in Shift4 in Q3 2023 and has held it in 12 quarters since.
  • Spyglass Capital Management's Shift4 position peaked at $107M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Spyglass Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.