SummitTX Capital’s Shift4 FOUR Stock Holding History

SummitTX Capital’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	–	Sell	-10,483	Closed	-$458K	–	859
2026 Q1	$458K	Sell	10,483 -974	-9%	-$53.8K	0.01%	580
2025 Q4	$721K	Buy	11,457 +2,079	+22%	+$147K	0.02%	467
2025 Q3	$726K	Buy	+9,378	New	+$872K	0.03%	450

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

SummitTX Capital's FOUR Position: Q2 2026 in Review

SummitTX Capital sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 10,483 shares — an estimated $458K sold.

SummitTX Capital first reported a position in FOUR in Q3 2025 and held it in 3 quarters. The position peaked at $726K in Q3 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

SummitTX Capital reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 10,483 Shift4 shares in Q2 2026, an estimated $458K.
SummitTX Capital first reported a position in Shift4 in Q3 2025 and held it in 3 quarters.
SummitTX Capital's Shift4 position peaked at $726K in Q3 2025.
358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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