Shift4 Payments, Inc.
FOUR.PA- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001794669
No open-market purchases or sales by Shift4 Payments, Inc. insiders were filed in the last 90 days; 47 institutions reported holding it in 13F filings for Q2 2026, worth $546.0M in total; no superinvestor holds it.
Other share classesFOUR
13F holders, Q3 2025
Institutional positions in Shift4 Payments, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- −5 vs. Q2 2025
- Shares held
- 7.39M
- −759.5K (−9.3%) vs. Q2 2025
- Total value
- $701.3M
- −$222.3M (−24.1%) vs. Q2 2025
- New holders
- 8
- 12 more added
- Sold out
- 13
- 10 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FOUR.PA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 47 | $546.0M |
| Q1 2026 | 46 | $477.0M |
| Q4 2025 | 42 | $655.6M |
| Q3 2025 | 39 | $701.3M |
| Q2 2025 | 45 | $923.9M |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 1,760,707 | $167.3M | 0.13% | +1,163,207+194.7% | Added |
| Voya Investment Management LLC | 1,067,040 | $101.2M | 0.10% | +367,040+52.4% | Added |
| Magnetar Financial LLC | 535,000 | $50.8M | 0.31% | +485,000+970.0% | Added |
| Two Sigma Investments, LP | 532,075 | $50.5M | 0.08% | +32,333+6.5% | Added |
| Calamos Advisors LLC | 450,844 | $42.8M | 0.17% | −113,718−20.1% | Reduced |
| Wolverine Asset Management LLC | 384,348 | $36.5M | 0.53% | +117,327+43.9% | Added |
| Franklin Resources Inc | 375,000 | $35.6M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 330,394 | $31.3M | 0.02% | +57,338+21.0% | Added |
| Advent Capital Management | 284,030 | $26.5M | 0.60% | +109,492+62.7% | Added |
| Ameriprise Financial Inc | 220,000 | $20.8M | 0.00% | +52,500+31.3% | Added |
| Portman Square Capital LLP | 155,000 | $14.8M | 1.97% | 00.0% | Unchanged |
| State Street Corp | 134,775 | $12.8M | 0.00% | +8,775+7.0% | Added |
| Janus Henderson Group PLC | 107,500 | $10.3M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 104,800 | $9.99M | 0.00% | −14,600−12.2% | Reduced |
| BlueCrest Capital Management Ltd | 101,464 | $9.63M | 0.59% | −48,715−32.4% | Reduced |
| CNH Partners LLC | 101,000 | $9.55M | 0.24% | +101,000 | New |
| Context Capital Management, LLC | 100,000 | $9.49M | 0.29% | −200,000−66.7% | Reduced |
| Ssi Investment Management LLC | 70,800 | $6.68M | 0.46% | −1,950−2.7% | Reduced |
| Gabelli Funds LLC | 69,298 | $6.60M | 0.04% | +40,000+136.5% | Added |
| Wells Fargo & Company | 62,224 | $5.90M | 0.00% | +32,651+110.4% | Added |
| Invesco Ltd. | 61,400 | $5.83M | 0.00% | 00.0% | Unchanged |
| Angelo Gordon & Co., L.P. | 60,000 | $5.66M | 0.69% | +50,000+500.0% | Added |
| JPMorgan Chase & Co | 42,419 | $4.02M | 0.00% | −2,581−5.7% | Reduced |
| Morgan Stanley | 41,873 | $3.97M | 0.00% | −290,657−87.4% | Reduced |
| Bank of America Corp | 36,687 | $3.48M | 0.00% | −176,174−82.8% | Reduced |
| Pier 88 Investment Partners LLC | 34,600 | $3.28M | 0.62% | 00.0% | Unchanged |
| Citigroup Inc | 34,268 | $3.25M | 0.00% | −32,534−48.7% | Reduced |
| Westwood Holdings Group Inc. | 30,000 | $2.85M | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 30,000 | $2.83M | 0.06% | 00.0% | Unchanged |
| Schroder Investment Management Group | 27,456 | $2.66M | 0.00% | +27,456 | New |
| Barclays PLC | 17,399 | $1.65M | 0.00% | −55,138−76.0% | Reduced |
| Palisade Capital Management LLC | 10,000 | $950.2K | 0.03% | +10,000 | New |
| Laffer Tengler Investments | 4,945 | $469.7K | 0.07% | +4,945 | New |
| 1620 Investment Advisors, Inc. | 4,916 | $466.4K | 0.32% | +4,916 | New |
| Morningstar Investment Management LLC | 4,839 | $459.0K | 0.02% | +4,839 | New |
| Gamco Investors, Inc. Et Al | 3,000 | $285.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,530 | $145.2K | 0.02% | +1,530 | New |
| Royal Bank of Canada | – | $9.00K | 0.00% | – | – |
| NBC Securities, Inc. | 75 | $7.12K | 0.00% | +75 | New |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −707,300−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −372,985−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −237,500−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −122,844−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −113,458−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −86,533−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −61,491−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −38,005−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Kohlberg Kravis Roberts & Co. L.P. | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |