Westfield Capital Management
FOUR icon

Westfield Capital Management’s Shift4 FOUR Stock Holding History

Westfield 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
2025
Q4 		– Sell
-653,828
Closed -$50.6M – 249
2025
Q3 		$50.6M Sell
653,828
-22,400
-3% -$2.08M 0.21% 148
2025
Q2 		$67M Sell
676,228
-509,921
-43% -$44.5M 0.28% 107
2025
Q1 		$96.9M Sell
1,186,149
-365,400
-24% -$37.7M 0.47% 61
2024
Q4 		$161M Buy
1,551,549
+96,464
+7% +$9.58M 0.7% 34
2024
Q3 		$129M Buy
1,455,085
+12,804
+0.9% +$970K 0.58% 46
2024
Q2 		$106M Buy
1,442,281
+109,029
+8% +$7.23M 0.52% 56
2024
Q1 		$88.1M Buy
1,333,252
+561,707
+73% +$42.2M 0.46% 70
2023
Q4 		$57.4M Buy
771,545
+77,967
+11% +$4.65M 0.33% 118
2023
Q3 		$38.4M Buy
693,578
+18,803
+3% +$1.15M 0.26% 139
2023
Q2 		$45.8M Sell
674,775
-6,396
-0.9% -$419K 0.29% 128
2023
Q1 		$51.6M Sell
681,171
-181,860
-21% -$11.7M 0.36% 111
2022
Q4 		$48.3M Buy
863,031
+32,788
+4% +$1.55M 0.37% 107
2022
Q3 		$37M Sell
830,243
-10,822
-1% -$455K 0.29% 131
2022
Q2 		$27.8M Buy
841,065
+210,446
+33% +$9.93M 0.22% 147
2022
Q1 		$39.1M Buy
630,619
+206,481
+49% +$10.9M 0.25% 131
2021
Q4 		$24.6M Sell
424,138
-17,802
-4% -$1.13M 0.15% 161
2021
Q3 		$34.3M Buy
441,940
+16,406
+4% +$1.41M 0.21% 154
2021
Q2 		$39.9M Sell
425,534
-22,596
-5% -$2.13M 0.24% 141
2021
Q1 		$36.8M Sell
448,130
-32,679
-7% -$2.54M 0.23% 135
2020
Q4 		$36.3M Buy
480,809
+57,970
+14% +$3.47M 0.22% 146
2020
Q3 		$20.4M Buy
+422,839
New +$18.8M 0.13% 172

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westfield Capital Management's FOUR Position: Q4 2025 in Review

Westfield Capital Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 653,828 shares — an estimated $50.6M sold.

Westfield Capital Management first reported a position in FOUR in Q3 2020 and held it in 21 quarters. The position peaked at $161M in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Westfield Capital Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Westfield Capital Management sold 653,828 Shift4 shares in Q4 2025, an estimated $50.6M.
  • Westfield Capital Management first reported a position in Shift4 in Q3 2020 and held it in 21 quarters.
  • Westfield Capital Management's Shift4 position peaked at $161M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Westfield Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.