Superinvestor Tracker
All Investors

SHIFT4 PAYMENTS INC

FOUR 0.5 08-01-27

Holders

1

Combined Value

$25M

Combined Shares

27,272,000

Investor Activity

$0.74$0.95$1.15$1.36Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'2622111111
BUYSELLImplied priceClick a quarter to see who traded

Held By

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Howard Marks - Oaktree Capital$25M0.41%~$0.94Bought Q1 2026Q1 2026

Recent Activity

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Howard Marks - Oaktree CapitalNEW BUY+$25M~$0.94
Q4 2025Howard Marks - Oaktree CapitalSOLD OUT−$14M~$0.99
Q3 2025Howard Marks - Oaktree CapitalBUY+$2M~$0.99
Q2 2025Howard Marks - Oaktree CapitalSELL−$104K~$1.07
Q1 2025Howard Marks - Oaktree CapitalBUY+$2M~$1.01
Q4 2024Howard Marks - Oaktree CapitalNEW BUY+$10M~$1.08
Q3 2024Howard Marks - Oaktree CapitalSOLD OUT−$3M~$0.95
Q3 2024Israel Englander - Millennium ManagementSOLD OUT−$1M~$0.95
Q2 2024Howard Marks - Oaktree CapitalNEW BUY+$3M~$0.95
Q2 2024Israel Englander - Millennium ManagementNEW BUY+$1M~$0.95

Ownership History

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026127,272,000+87.5%$25M$0.94
Q3 2025114,544,000+22.1%$14M$0.99
Q2 2025111,913,000−0.8%$12M$1.07
Q1 2025112,010,000+21.2%$12M$1.01
Q4 202419,910,000+105.0%$10M$1.08
Q2 202424,835,000$4M$0.95