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VELA Investment Management’s Shift4 FOUR Stock Holding History

VELA Investment 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 		$319K Sell
6,567
-49,530
-88% -$2.14M 0.07% 153
2026
Q1 		$2.45M Buy
56,097
+3,345
+6% +$185K 0.56% 59
2025
Q4 		$3.32M Buy
52,752
+24,346
+86% +$1.72M 0.78% 43
2025
Q3 		$2.2M Buy
28,406
+11,501
+68% +$1.07M 0.54% 61
2025
Q2 		$1.68M Buy
+16,905
New +$1.47M 0.45% 70

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VELA Investment Management's FOUR Position: Q2 2026 in Review

VELA Investment Management reduced its Shift4 (FOUR) stake by 88% in Q2 2026, selling an estimated $2.14M and leaving 6,567 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #153.

VELA Investment Management first reported a position in FOUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q4 2025. 99 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • VELA Investment Management held 6,567 shares of Shift4 worth $319K as of Q2 2026.
  • VELA Investment Management sold 49,530 Shift4 shares in Q2 2026, an estimated $2.14M.
  • Shift4 made up 0.07% of VELA Investment Management's portfolio in Q2 2026, its #153 holding.
  • VELA Investment Management first reported a position in Shift4 in Q2 2025 and has held it in 5 quarters since.
  • VELA Investment Management's Shift4 position peaked at $3.32M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.