Wasatch Advisors
FOUR icon

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
Q3 		– Sell
-2,169,197
Closed -$106M – 234
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

Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Retirement Planning Company of New England
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Wasatch Advisors's FOUR Position: Q3 2026 in Review

Wasatch Advisors sold out of Shift4 (FOUR) in Q3 2026, closing a stake of 2,169,197 shares — an estimated $106M sold.

Wasatch Advisors first reported a position in FOUR in Q1 2023 and held it in 14 quarters. The position peaked at $628M in Q2 2025. 39 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Wasatch Advisors reported no remaining Shift4 position as of Q3 2026 after selling out during the quarter.
  • Wasatch Advisors sold 2,169,197 Shift4 shares in Q3 2026, an estimated $106M.
  • Wasatch Advisors first reported a position in Shift4 in Q1 2023 and held it in 14 quarters.
  • Wasatch Advisors's Shift4 position peaked at $628M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.