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, Q1 2026
Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2026. 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
- 46
- +5 vs. Q4 2025
- Shares held
- 8.95M
- +843.2K (+10.4%) vs. Q4 2025
- Total value
- $477.0M
- −$173.8M (−26.7%) vs. Q4 2025
- New holders
- 17
- 14 more added
- Sold out
- 12
- 7 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 1,235,207 | $67.7M | 0.05% | −315,500−20.3% | Reduced |
| Two Sigma Investments, LP | 839,190 | $45.0M | 0.04% | +232,817+38.4% | Added |
| BlackRock, Inc. | 812,659 | $43.6M | 0.00% | +812,659 | New |
| Wolverine Asset Management LLC | 706,580 | $39.0M | 0.61% | +201,098+39.8% | Added |
| Susquehanna Advisors Group, Inc. | 545,000 | $29.2M | 1.36% | +385,000+240.6% | Added |
| Calamos Advisors LLC | 451,458 | $24.2M | 0.09% | +1620.0% | Added |
| Wells Fargo & Company | 422,000 | $22.6M | 0.00% | +224,355+113.5% | Added |
| Morgan Stanley | 379,714 | $20.4M | 0.00% | +27,472+7.8% | Added |
| Context Capital Management, LLC | 350,000 | $18.8M | 0.43% | +250,000+250.0% | Added |
| Sculptor Capital LP | 335,416 | $18.6M | 0.21% | – | – |
| Mirae Asset Global ETFs Holdings Ltd. | 311,410 | $16.7M | 0.02% | +88,447+39.7% | Added |
| Franklin Resources Inc | 262,500 | $14.1M | 0.00% | −112,500−30.0% | Reduced |
| Advent Capital Management | 247,214 | $13.2M | 0.39% | −76,166−23.6% | Reduced |
| Skaana Management L.P. | 173,150 | $9.37M | 3.75% | +173,150 | New |
| Ameriprise Financial Inc | 165,000 | $8.78M | 0.00% | −90,000−35.3% | Reduced |
| Portman Square Capital LLP | 155,000 | $8.49M | 1.29% | 00.0% | Unchanged |
| Highbridge Capital Management LLC | 150,000 | $8.03M | 0.51% | +150,000 | New |
| Magnetar Financial LLC | 145,660 | $7.95M | 0.08% | −539,340−78.7% | Reduced |
| State Street Corp | 135,388 | $7.46M | 0.00% | +3,000+2.3% | Added |
| Janus Henderson Group PLC | 120,400 | $6.55M | 0.00% | +100,000+490.2% | Added |
| Stansberry Asset Management, LLC | 105,333 | $5.65M | 0.58% | +105,333 | New |
| Ssi Investment Management LLC | 100,000 | $5.32M | 0.37% | +29,200+41.2% | Added |
| BlueCrest Capital Management Ltd | 98,161 | $5.27M | 0.49% | −7,548−7.1% | Reduced |
| CSS LLC | 82,046 | $4.49M | 0.25% | +54,136+194.0% | Added |
| Gabelli Funds LLC | 77,298 | $4.15M | 0.03% | 00.0% | Unchanged |
| Aequim Alternative Investments LP | 70,000 | $3.81M | 0.07% | +70,000 | New |
| Jane Street Group, LLC | 60,951 | $3.27M | 0.00% | +60,951 | New |
| TPG GP A, LLC | 60,000 | $3.19M | 0.09% | +60,000 | New |
| Warberg Asset Management LLC | 49,991 | $2.72M | 0.79% | +49,991 | New |
| Goldman Sachs Group Inc | 50,000 | $2.68M | 0.00% | +50,000 | New |
| Invesco Ltd. | 31,400 | $1.68M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 28,400 | $1.52M | 0.02% | +28,400 | New |
| Bank of Montreal | 25,623 | $1.37M | 0.00% | +25,623 | New |
| Citigroup Inc | 9,068 | $486.4K | 0.00% | −30,200−76.9% | Reduced |
| VELA Investment Management, LLC | 6,000 | $321.8K | 0.08% | +3,000+100.0% | Added |
| Laffer Tengler Investments | 4,850 | $264.7K | 0.04% | +4,850 | New |
| Susquehanna International Group, LLP | 4,894 | $262.5K | 0.00% | +4,894 | New |
| 1620 Investment Advisors, Inc. | 4,720 | $253.2K | 0.17% | +212+4.7% | Added |
| Gamco Investors, Inc. Et Al | 4,000 | $214.6K | 0.00% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 125,000 | $125.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,325 | $124.7K | 0.00% | +2,325 | New |
| Ares Systematic Credit Ltd | 1,591 | $86.7K | 0.07% | +1,591 | New |
| Elequin Capital LP | 411 | $21.8K | 0.00% | +411 | New |
| Register Financial Advisors LLC | 400 | $21.5K | 0.01% | +400 | New |
| Advisor Group Holdings, Inc. | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $470 | 0.00% | – | – |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −746,395−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −50,947−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −28,556−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −21,251−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −9,676−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | – | – | – | – | Not filed |