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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $706 | 0.00% | – | New |
| NBC Securities, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $8.00K | 0.00% | +100 | New |
| Pier 88 Investment Partners LLC | 1,000 | $80.0K | 0.02% | −33,600−97.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,530 | $122.4K | 0.02% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 3,000 | $240.0K | 0.07% | +3,000 | New |
| Gamco Investors, Inc. Et Al | 4,000 | $320.0K | 0.00% | +1,000+33.3% | Added |
| 1620 Investment Advisors, Inc. | 4,508 | $360.7K | 0.24% | −408−8.3% | Reduced |
| Palisade Capital Management LLC | 9,676 | $773.0K | 0.02% | −324−3.2% | Reduced |
| Janus Henderson Group PLC | 20,400 | $1.63M | 0.00% | −87,100−81.0% | Reduced |
| JPMorgan Chase & Co | 21,251 | $1.70M | 0.00% | −21,168−49.9% | Reduced |
| CSS LLC | 27,910 | $2.23M | 0.13% | +27,910 | New |
| Schroder Investment Management Group | 28,556 | $2.32M | 0.00% | +1,100+4.0% | Added |
| Kornitzer Capital Management Inc | 30,000 | $2.39M | 0.05% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 30,000 | $2.40M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 31,400 | $2.51M | 0.00% | −30,000−48.9% | Reduced |
| Sculptor Capital LP | – | $2.69M | 0.03% | – | New |
| Citigroup Inc | 39,268 | $3.14M | 0.00% | +5,000+14.6% | Added |
| Barclays PLC | 50,947 | $4.08M | 0.00% | +33,548+192.8% | Added |
| Angelo Gordon & Co., L.P. | 60,000 | $4.79M | 0.45% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 70,800 | $5.65M | 0.38% | 00.0% | Unchanged |
| Gabelli Funds LLC | 77,298 | $6.18M | 0.04% | +8,000+11.5% | Added |
| Context Capital Management, LLC | 100,000 | $8.00M | 0.21% | 00.0% | Unchanged |
| CNH Partners LLC | 101,000 | $8.07M | 0.17% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 105,709 | $8.46M | 0.33% | +4,245+4.2% | Added |
| Credit Industriel Et Commercial | 125,000 | $10.3M | 1.50% | +125,000 | New |
| State Street Corp | 132,388 | $10.6M | 0.00% | −2,387−1.8% | Reduced |
| Portman Square Capital LLP | 155,000 | $12.4M | 2.15% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 160,000 | $12.8M | 0.41% | +160,000 | New |
| Wells Fargo & Company | 197,645 | $15.8M | 0.00% | +135,421+217.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 222,963 | $17.8M | 0.03% | +222,963 | New |
| Ameriprise Financial Inc | 255,000 | $20.4M | 0.00% | +35,000+15.9% | Added |
| Advent Capital Management | 323,380 | $25.9M | 0.60% | +39,350+13.9% | Added |
| Morgan Stanley | 352,242 | $28.2M | 0.00% | +310,369+741.2% | Added |
| Franklin Resources Inc | 375,000 | $30.0M | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 451,296 | $36.1M | 0.15% | +452+0.1% | Added |
| Shaolin Capital Management LLC | 500,000 | $39.9M | 1.51% | +500,000 | New |
| Wolverine Asset Management LLC | 505,482 | $40.4M | 0.57% | +121,134+31.5% | Added |
| Two Sigma Investments, LP | 606,373 | $48.5M | 0.07% | +74,298+14.0% | Added |
| Magnetar Financial LLC | 685,000 | $54.8M | 0.54% | +150,000+28.0% | Added |
| Voya Investment Management LLC | 746,395 | $59.7M | 0.06% | −320,645−30.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,550,707 | $124.0M | 0.09% | −210,000−11.9% | Reduced |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −330,394−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −104,800−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −36,687−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | – | Sold out |