Is Shift4 Technologies (FOUR) too Cheap to Ignore?
Greystone Capital Management, an investment management company, released its second-quarter 2026 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Darlington Partners Capital Scott W. Clark | 7,161,844 | $348,352,092 | +9% | 15.38% |
| 2. | Durable Capital Partners Henry Ellenbogen | 4,423,633 | $215,165,509 | -29% | 2.09% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,031,890 | $98,831,127 | +7% | 0.08% |
| 4. | D E Shaw D. E. Shaw | 1,235,207 | $76,753,399 | 0.04% | |
| 5. | Citadel Investment Group Ken Griffin | 1,246,944 | $60,651,356 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.66 | 193,000 | $7,848,267.80 | 1,787,455 | 2026-05-12 | Filing | |
| $41.41 | 195,500 | $8,094,833.90 | 1,594,455 | 2026-05-11 | Filing | |
| $45.75 | 43,827 | $2,004,879.26 | 1,410,727 | 2026-03-10 | Filing | |
| $43.83 | 45,693 | $2,002,948.09 | 1,366,900 | 2026-03-02 | Filing | |
| $44.15 | 159,244 | $7,030,415.58 | 1,321,207 | 2026-02-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.50 | 5,000 | $347,500.00 | 130,420 | 2025-12-11 | Filing | |
| $69.77 | 1,319 | $92,020.43 | 273,588 | 2025-12-11 | Filing | |
| $68.91 | 10,681 | $736,010.62 | 274,907 | 2025-12-11 | Filing | |
| $71.50 | 1,438 | $102,817.00 | 54,736 | 2025-11-12 | Filing | |
| $87.28 | 5,000 | $436,404.00 | 135,420 | 2025-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,584,763 | $271,642,871 | 0% | |
| 2. | 3,058,581 | $148,769,380 | 0.24% | |
| 3. | 141,370,000 | $135,008,350 | 0.12% | |
| 4. | 2,649,220 | $128,858,061 | 0.09% | |
| 5. | 2,557,320 | $124,388,045 | 0% |