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Wasatch Advisors’s Shift4 FOUR Stock Holding History

Wasatch Advisors’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 		$106M Sell
2,169,197
-2,037,047
-48% -$88.1M 0.69% 52
2026
Q1 		$184M Sell
4,206,244
-2,572,681
-38% -$142M 1.22% 31
2025
Q4 		$427M Buy
6,778,925
+621,797
+10% +$43.9M 2.54% 5
2025
Q3 		$477M Sell
6,157,128
-181,439
-3% -$16.9M 2.56% 6
2025
Q2 		$628M Buy
6,338,567
+890,990
+16% +$77.7M 3.29% 2
2025
Q1 		$445M Sell
5,447,577
-364,180
-6% -$37.5M 2.48% 3
2024
Q4 		$603M Sell
5,811,757
-71,429
-1% -$7.09M 2.99% 3
2024
Q3 		$521M Buy
5,883,186
+1,980,940
+51% +$150M 2.55% 3
2024
Q2 		$286M Buy
3,902,246
+450,885
+13% +$29.9M 1.53% 17
2024
Q1 		$228M Buy
3,451,361
+881,216
+34% +$66.3M 1.19% 28
2023
Q4 		$191M Buy
2,570,145
+616,452
+32% +$36.8M 1.05% 34
2023
Q3 		$108M Buy
1,953,693
+551,279
+39% +$33.6M 0.68% 49
2023
Q2 		$95.2M Buy
1,402,414
+622,985
+80% +$40.8M 0.58% 56
2023
Q1 		$59.1M Buy
+779,429
New +$50.2M 0.37% 73

Other funds holding FOUR

HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wasatch Advisors's FOUR Position: Q2 2026 in Review

Wasatch Advisors reduced its Shift4 (FOUR) stake by 48% in Q2 2026, selling an estimated $88.1M and leaving 2,169,197 shares worth $106M. The position accounts for 0.69% of the portfolio, ranked #52.

Wasatch Advisors first reported a position in FOUR in Q1 2023 and has held it in 14 quarters since. The position peaked at $628M in Q2 2025. 60 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Wasatch Advisors held 2,169,197 shares of Shift4 worth $106M as of Q2 2026.
  • Wasatch Advisors sold 2,037,047 Shift4 shares in Q2 2026, an estimated $88.1M.
  • Shift4 made up 0.69% of Wasatch Advisors's portfolio in Q2 2026, its #52 holding.
  • Wasatch Advisors first reported a position in Shift4 in Q1 2023 and has held it in 14 quarters since.
  • Wasatch Advisors's Shift4 position peaked at $628M in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.