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. | 29,000,000 | $27,695,000 | +142% | 0.1% | |
| 2. | 12,500,000 | $11,939,750 | 0.9% | ||
| 3. | Walleye Capital Will England | 227,005 | $11,041,523 | +62957% | 0.04% |
| 4. | Mariner Investment Group William Michaelcheck | 55,000 | $3,424,850 | 0.74% | |
| 5. | Mariner Investment Group William Michaelcheck | 50,000 | $2,432,000 | -66% | 0.53% |
| 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. | 2,169,197 | $105,509,742 | 0.69% | |
| 2. | 735,225 | $35,761,344 | 0.94% | |
| 3. | 452,106 | $28,152,641 | 0.09% | |
| 4. | 27,620,000 | $26,377,100 | 0.51% | |
| 5. | 460,941 | $22,420,170 | 0.74% |