Shift4 Payments, Inc.
FOUR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001794669
Other share classesFOUR.PA
13F holders, Q2 2026
Positions as of Jun 30, 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
- 359
- +6 vs. Q1 2026
- Shares held
- 69.12M
- −1.54M (−2.2%) vs. Q1 2026
- Total value
- $3.38B
- +$290.99M (+9.4%) vs. Q1 2026
Compare with Q1 2026: new holders and sold out
Holders over time
228 in Q3 2021 → 359 in Q2 2026
Institutions
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7,161,844 | $348.35M | 15.38% | +585,335+8.9% | Added |
| BlackRock, Inc. | 5,584,763 | $271.64M | 0.00% | −869,069−13.5% | Reduced |
| Durable Capital Partners LP | 4,423,633 | $215.17M | 2.09% | −1,742,160−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,058,581 | $148.77M | 0.24% | −47,860−1.5% | Reduced |
| Neuberger Berman Group LLC | 2,649,220 | $128.86M | 0.09% | +129,315+5.1% | Added |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,557,320 | $124.39M | 0.00% | +271,136+11.9% | Added |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,324,424 | $113.06M | 0.01% | +300,492+14.8% | Added |
| WASATCH ADVISORS INC | 2,169,197 | $105.51M | 0.69% | −2,037,047−48.4% | Reduced |
| MARSHALL WACE, LLP | 2,031,890 | $98.83M | 0.08% | +115,218+6.0% | Added |
| STATE STREET CORP | 1,974,769 | $96.04M | 0.00% | −92,193−4.5% | Reduced |
| Jupiter Topco LLC | 1,847,588 | $89.87M | 0.04% | +1,847,588 | New |
| Spyglass Capital Management LLC | 1,833,803 | $89.2M | 4.83% | +82,663+4.7% | Added |
| FMR LLC | 1,693,517 | $82.37M | 0.00% | +805,905+90.8% | Added |
| GEODE CAPITAL MANAGEMENT, LLC | 1,226,603 | $80.8M | 0.00% | −194,361−13.7% | Reduced |
| CITADEL ADVISORS LLC | 1,246,944 | $60.65M | 0.03% | +1,246,944 | New |
| Clearbridge Investments, LLC | 1,196,187 | $58.18M | 0.05% | −623,192−34.3% | Reduced |
| Point72 Asset Management, L.P. | 1,171,428 | $56.98M | 0.09% | +746,913+175.9% | Added |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,149,918 | $55.93M | 0.15% | −40,023−3.4% | Reduced |
| Portolan Capital Management, LLC | 1,114,116 | $54.19M | 2.03% | +899,832+419.9% | Added |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,082,866 | $52.67M | 0.01% | −50,447−4.5% | Reduced |
| GOODNOW INVESTMENT GROUP, LLC | 1,047,530 | $50.95M | 5.29% | +193,300+22.6% | Added |
| UBS Group AG | 1,035,766 | $50.38M | 0.01% | −1,115,202−51.8% | Reduced |
| RICE HALL JAMES & ASSOCIATES, LLC | 874,492 | $42.54M | 2.07% | +26,766+3.2% | Added |
| Long Focus Capital Management, LLC | 812,000 | $39.5M | 1.61% | +137,000+20.3% | Added |
| PRIVATE MANAGEMENT GROUP INC | 735,225 | $35.76M | 0.94% | +280,983+61.9% | Added |
| GOLDMAN SACHS GROUP INC | 703,783 | $34.23M | 0.00% | +281,626+66.7% | Added |
| NORGES BANK | 687,363 | $33.43M | 0.00% | +687,363 | New |
| NOMURA ASSET MANAGEMENT CO LTD | 666,450 | $32.42M | 0.07% | −22,100−3.2% | Reduced |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 649,853 | $31.61M | 0.03% | +543,378+510.3% | Added |
| MORGAN STANLEY | 615,940 | $29.96M | 0.00% | −22,220−3.5% | Reduced |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 515,500 | $25.07M | 0.00% | −22,435−4.2% | Reduced |
| BROWN BROTHERS HARRIMAN & CO | 501,121 | $24.37M | 0.11% | −187,381−27.2% | Reduced |
| BANK OF AMERICA CORP /DE/ | 477,535 | $23.23M | 0.00% | +194,358+68.6% | Added |
| NORTHERN TRUST CORP | 473,032 | $23.01M | 0.00% | −31,026−6.2% | Reduced |
| SCHWARTZ INVESTMENT COUNSEL INC | 460,941 | $22.42M | 0.74% | +15,250+3.4% | Added |
| Maestria Partners LLC | 451,186 | $21.95M | 7.63% | −65,000−12.6% | Reduced |
| SNYDER CAPITAL MANAGEMENT L P | 384,250 | $18.69M | 0.32% | +94,073+32.4% | Added |
| VANGUARD FIDUCIARY TRUST CO | 371,168 | $18.05M | 0.00% | −38,900−9.5% | Reduced |
| DIMENSIONAL FUND ADVISORS LP | 340,440 | $16.56M | 0.00% | +5,435+1.6% | Added |
| DEUTSCHE BANK AG\ | 335,202 | $16.3M | 0.00% | +125,950+60.2% | Added |
| SG Americas Securities, LLC | 329,674 | $16.04M | 0.01% | +326,836+11,516.4% | Added |
| Bank of New York Mellon Corp | 315,954 | $15.37M | 0.00% | −86,763−21.5% | Reduced |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 283,747 | $13.8M | 0.73% | −137,355−32.6% | Reduced |
| Emeth Value Capital, LLC | 265,971 | $12.94M | 44.84% | +158,955+148.5% | Added |
| Occam Crest Management LP | 201,345 | $11.29M | 6.22% | −17,000−7.8% | Reduced |
| Walleye Capital LLC | 227,005 | $11.04M | 0.05% | +226,645+62,956.9% | Added |
| Quantinno Capital Management LP | 225,825 | $10.98M | 0.01% | +187,137+483.7% | Added |
| RAYMOND JAMES FINANCIAL INC | 196,136 | $9.54M | 0.00% | −604,237−75.5% | Reduced |
| Invesco Ltd. | 169,413 | $8.24M | 0.00% | +16,926+11.1% | Added |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | 167,072 | $8.13M | 0.35% | −181,969−52.1% | Reduced |
| RHUMBLINE ADVISERS | 156,344 | $7.6M | 0.01% | −30,968−16.5% | Reduced |
| NEW YORK STATE COMMON RETIREMENT FUND | 149,744 | $7.28M | 0.01% | −7,400−4.7% | Reduced |
| Gotham Asset Management, LLC | 140,882 | $6.85M | 0.02% | −347,669−71.2% | Reduced |
| Pathstone Holdings, LLC | 139,809 | $6.8M | 0.02% | +139,809 | New |
| STATE OF WISCONSIN INVESTMENT BOARD | 139,626 | $6.79M | 0.01% | −21,409−13.3% | Reduced |
| JPMORGAN CHASE & CO | 135,154 | $6.65M | 0.00% | +122+0.1% | Added |
| PRINCIPAL FINANCIAL GROUP INC | 133,051 | $6.47M | 0.00% | −18,903−12.4% | Reduced |
| GRANAHAN INVESTMENT MANAGEMENT INC/MA | 132,151 | $6.43M | 0.23% | +132,151 | New |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 131,472 | $6.4M | 0.74% | +583+0.4% | Added |
| Prana Capital Management, LP | 130,707 | $6.36M | 0.19% | +59,808+84.4% | Added |
| INGALLS & SNYDER LLC | 128,104 | $6.23M | 0.17% | +6,764+5.6% | Added |
| Nuveen, LLC | 125,738 | $6.12M | 0.00% | −7,946−5.9% | Reduced |
| Wealthspire Advisors, LLC | 116,825 | $5.68M | 0.03% | +116,825 | New |
| SEI INVESTMENTS CO | 115,255 | $5.61M | 0.00% | −30,741−21.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,248 | $5.27M | 0.01% | +68,103+169.6% | Added |
| CastleKnight Management LP | 102,984 | $5.01M | 0.18% | 00.0% | Unchanged |
| Swiss National Bank | 101,900 | $4.96M | 0.00% | −18,300−15.2% | Reduced |
| Freestone Grove Partners LP | 99,408 | $4.84M | 0.03% | +99,408 | New |
| BARCLAYS PLC | 99,311 | $4.83M | 0.00% | +8,357+9.2% | Added |
| CAPITAL FUND MANAGEMENT S.A. | 99,162 | $4.82M | 0.03% | +99,162 | New |
| BNP PARIBAS ARBITRAGE, SA | 98,327 | $4.78M | 0.00% | −345,789−77.9% | Reduced |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 97,622 | $4.75M | 0.10% | −79,882−45.0% | Reduced |
| LB Partners LLC | 96,000 | $4.67M | 3.18% | +66,000+220.0% | Added |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 94,689 | $4.61M | 0.03% | −3,610−3.7% | Reduced |
| NICHOLAS COMPANY, INC. | 93,963 | $4.57M | 0.08% | 00.0% | Unchanged |
| READYSTATE ASSET MANAGEMENT LP | 86,082 | $4.19M | 0.17% | +72,422+530.2% | Added |
| LPL Financial LLC | 81,645 | $3.97M | 0.00% | +35,077+75.3% | Added |
| Legal & General Group Plc | 80,636 | $3.92M | 0.00% | −4,731−5.5% | Reduced |
| ALLIANCEBERNSTEIN L.P. | 86,302 | $3.77M | 0.00% | −96,610−52.8% | Reduced |
| Axxion S.A. | 76,284 | $3.71M | 0.27% | +76,284 | New |
| Main Street Financial Solutions, LLC | 75,643 | $3.68M | 0.24% | +36,943+95.5% | Added |
| KENNEDY CAPITAL MANAGEMENT, INC. | 75,307 | $3.66M | 0.06% | +9,325+14.1% | Added |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 74,697 | $3.63M | 0.04% | −2,685−3.5% | Reduced |
| NORDEA INVESTMENT MANAGEMENT AB | 75,566 | $3.54M | 0.00% | −294−0.4% | Reduced |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 67,152 | $3.27M | 0.00% | −14,681−17.9% | Reduced |
| Bullseye Asset Management LLC | 66,687 | $3.24M | 1.65% | +694+1.1% | Added |
| MILLENNIUM MANAGEMENT LLC | 65,898 | $3.21M | 0.00% | +42,064+176.5% | Added |
| Cander Asset Management LP | 61,256 | $2.98M | 0.55% | +8,456+16.0% | Added |
| PRICE T ROWE ASSOCIATES INC /MD/ | 61,159 | $2.98M | 0.00% | +145+0.2% | Added |
| Retirement Systems of Alabama | 60,716 | $2.95M | 0.01% | −22,114−26.7% | Reduced |
| ROYAL BANK OF CANADA | 59,422 | $2.89M | 0.00% | −12,149−17.0% | Reduced |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 58,047 | $2.82M | 0.00% | −12,144−17.3% | Reduced |
| OPPENHEIMER ASSET MANAGEMENT INC. | 57,278 | $2.79M | 0.03% | −1,728−2.9% | Reduced |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 52,866 | $2.57M | 0.00% | +147+0.3% | Added |
| VANGUARD ASSET MANAGEMENT, Ltd | 51,059 | $2.48M | 0.00% | −3,779−6.9% | Reduced |
| MARINER INVESTMENT GROUP LLC | 50,000 | $2.43M | 0.57% | −95,000−65.5% | Reduced |
| Creative Planning | 49,689 | $2.42M | 0.00% | +26,820+117.3% | Added |
| Penserra Capital Management LLC | 47,938 | $2.33M | 0.02% | −96,499−66.8% | Reduced |
| AMERIPRISE FINANCIAL INC | 47,266 | $2.3M | 0.00% | −10,371−18.0% | Reduced |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 45,849 | $2.23M | 0.00% | −700−1.5% | Reduced |