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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, Q4 2025

Institutional positions in Shift4 Payments, Inc. as of Dec 31, 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
42
+3 vs. Q3 2025
Shares held
8.16M
+770.6K (+10.4%) vs. Q3 2025
Total value
$655.6M
−$45.7M (−6.5%) vs. Q3 2025
New holders
9
14 more added
Sold out
6
9 more reduced

Compare with Q3 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.

Institutional holdersQ4 2025: 42 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 45 institutionsQ3 2025: 39 institutionsQ4 2025: 42 institutionsQ1 2026: 46 institutionsQ2 2026: 47 institutions
Value heldQ4 2025: $655.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $923.9MQ3 2025: $701.3MQ4 2025: $655.6MQ1 2026: $477.0MQ2 2026: $546.0M
Institutions holding FOUR.PA and their total value by quarter
QuarterHoldersValue
Q2 202647$546.0M
Q1 202646$477.0M
Q4 202542$655.6M
Q3 202539$701.3M
Q2 202545$923.9M
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2025.

Institutions holding FOUR.PA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
D. E. Shaw & Co., Inc.1,550,707$124.0M0.09%−210,000−11.9%Reduced
Voya Investment Management LLC746,395$59.7M0.06%−320,645−30.0%Reduced
Magnetar Financial LLC685,000$54.8M0.54%+150,000+28.0%Added
Two Sigma Investments, LP606,373$48.5M0.07%+74,298+14.0%Added
Wolverine Asset Management LLC505,482$40.4M0.57%+121,134+31.5%Added
Shaolin Capital Management LLC500,000$39.9M1.51%+500,000New
Calamos Advisors LLC451,296$36.1M0.15%+452+0.1%Added
Franklin Resources Inc375,000$30.0M0.01%00.0%Unchanged
Morgan Stanley352,242$28.2M0.00%+310,369+741.2%Added
Advent Capital Management323,380$25.9M0.60%+39,350+13.9%Added
Ameriprise Financial Inc255,000$20.4M0.00%+35,000+15.9%Added
Mirae Asset Global ETFs Holdings Ltd.222,963$17.8M0.03%+222,963New
Wells Fargo & Company197,645$15.8M0.00%+135,421+217.6%Added
Susquehanna Advisors Group, Inc.160,000$12.8M0.41%+160,000New
Portman Square Capital LLP155,000$12.4M2.15%00.0%Unchanged
State Street Corp132,388$10.6M0.00%−2,387−1.8%Reduced
Credit Industriel Et Commercial125,000$10.3M1.50%+125,000New
BlueCrest Capital Management Ltd105,709$8.46M0.33%+4,245+4.2%Added
CNH Partners LLC101,000$8.07M0.17%00.0%Unchanged
Context Capital Management, LLC100,000$8.00M0.21%00.0%Unchanged
Gabelli Funds LLC77,298$6.18M0.04%+8,000+11.5%Added
Ssi Investment Management LLC70,800$5.65M0.38%00.0%Unchanged
Angelo Gordon & Co., L.P.60,000$4.79M0.45%00.0%Unchanged
Barclays PLC50,947$4.08M0.00%+33,548+192.8%Added
Citigroup Inc39,268$3.14M0.00%+5,000+14.6%Added
Sculptor Capital LP–$2.69M0.03%–New
Invesco Ltd.31,400$2.51M0.00%−30,000−48.9%Reduced
Westwood Holdings Group Inc.30,000$2.40M0.02%00.0%Unchanged
Kornitzer Capital Management Inc30,000$2.39M0.05%00.0%Unchanged
Schroder Investment Management Group28,556$2.32M0.00%+1,100+4.0%Added
CSS LLC27,910$2.23M0.13%+27,910New
JPMorgan Chase & Co21,251$1.70M0.00%−21,168−49.9%Reduced
Janus Henderson Group PLC20,400$1.63M0.00%−87,100−81.0%Reduced
Palisade Capital Management LLC9,676$773.0K0.02%−324−3.2%Reduced
1620 Investment Advisors, Inc.4,508$360.7K0.24%−408−8.3%Reduced
Gamco Investors, Inc. Et Al4,000$320.0K0.00%+1,000+33.3%Added
VELA Investment Management, LLC3,000$240.0K0.07%+3,000New
Central Pacific Bank - Trust Division1,530$122.4K0.02%00.0%Unchanged
Pier 88 Investment Partners LLC1,000$80.0K0.02%−33,600−97.1%Reduced
Advisor Group Holdings, Inc.100$8.00K0.00%+100New
NBC Securities, Inc.75$6.00K0.00%00.0%Unchanged
Lazard Asset Management LLC–$7060.00%–New
Clearbridge Investments, LLC0$00.00%−330,394−100.0%Sold out
FMR LLC0$00.00%−104,800−100.0%Sold out
Bank of America Corp0$00.00%−36,687−100.0%Sold out
Laffer Tengler Investments0$00.00%−4,945−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−4,839−100.0%Sold out
Royal Bank of Canada0$00.00%–Sold out