FOUR position history
The shares of Shift4 Payments (FOUR) that Durable Capital Partners LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 3,134,819 shares, $243M, 1.8% of portfolio
- 2021 Q4: 1,516,938 shares, $88M, 0.69% of portfolio, Reduce −51.6%
- 2022 Q1: 2,305,940 shares, $143M, 1.3% of portfolio, Add +52.0%
- 2022 Q2: 3,170,633 shares, $105M, 1.2% of portfolio, Add +37.5%
- 2022 Q3: 4,274,558 shares, $191M, 2.1% of portfolio, Add +34.8%
- 2022 Q4: 4,576,010 shares, $256M, 2.7% of portfolio, Add +7.1%
- 2023 Q1: 4,290,972 shares, $325M, 3.1% of portfolio, Reduce −6.2%
- 2023 Q2: 7,385,188 shares, $502M, 4.4% of portfolio, Add +72.1%
- 2023 Q3: 4,167,388 shares, $231M, 2.1% of portfolio, Reduce −43.6%
- 2023 Q4: 4,768,807 shares, $355M, 2.8% of portfolio, Add +14.4%
- 2024 Q1: 4,768,807 shares, $315M, 2.4% of portfolio
- 2024 Q2: 4,968,955 shares, $364M, 3.0% of portfolio, Add +4.2%
- 2024 Q3: 6,100,963 shares, $541M, 4.0% of portfolio, Add +22.8%
- 2024 Q4: 5,130,841 shares, $532M, 4.3% of portfolio, Reduce −15.9%
- 2025 Q1: 5,919,793 shares, $484M, 4.3% of portfolio, Add +15.4%
- 2025 Q2: 6,665,443 shares, $661M, 5.0% of portfolio, Add +12.6%
- 2025 Q3: 5,626,484 shares, $435M, 3.2% of portfolio, Reduce −15.6%
- 2025 Q4: 6,606,969 shares, $416M, 3.9% of portfolio, Add +17.4%
- 2026 Q1: 6,165,793 shares, $270M, 2.8% of portfolio, Reduce −6.7%
- 2026 Q2: 4,423,633 shares, $215M, 2.1% of portfolio, Reduce −28.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|