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Shift4 Payments, Inc.

FOUR
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; 359 institutions reported holding it in 13F filings for Q2 2026, worth $3.38B in total; no superinvestor holds it.

Other share classesFOUR.PA

13F holders, Q2 2021

Institutional positions in Shift4 Payments, Inc. as of Jun 30, 2021. 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
216
+16 vs. Q1 2021
Shares held
46.8M
+4.92M (+11.8%) vs. Q1 2021
Total value
$4.38B
+$953.5M (+27.8%) vs. Q1 2021
New holders
51
79 more added
Sold out
35
63 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FOUR 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 holdersQ2 2021: 216 institutions
Q1 2021: 201 institutionsQ2 2021: 216 institutionsQ3 2021: 228 institutionsQ4 2021: 229 institutionsQ1 2022: 222 institutionsQ2 2022: 207 institutionsQ3 2022: 210 institutionsQ4 2022: 234 institutionsQ1 2023: 291 institutionsQ2 2023: 271 institutionsQ3 2023: 252 institutionsQ4 2023: 308 institutionsQ1 2024: 325 institutionsQ2 2024: 342 institutionsQ3 2024: 358 institutionsQ4 2024: 441 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 451 institutionsQ4 2025: 404 institutionsQ1 2026: 353 institutionsQ2 2026: 359 institutions
Value heldQ2 2021: $4.38B
Q1 2021: $3.55BQ2 2021: $4.38BQ3 2021: $4.32BQ4 2021: $3.34BQ1 2022: $3.76BQ2 2022: $1.90BQ3 2022: $2.52BQ4 2022: $3.22BQ1 2023: $4.22BQ2 2023: $3.96BQ3 2023: $3.26BQ4 2023: $4.39BQ1 2024: $4.01BQ2 2024: $4.97BQ3 2024: $6.28BQ4 2024: $7.88BQ1 2025: $6.49BQ2 2025: $8.56BQ3 2025: $6.56BQ4 2025: $5.12BQ1 2026: $3.09BQ2 2026: $3.38B
Institutions holding FOUR and their total value by quarter
QuarterHoldersValue
Q2 2026359$3.38B
Q1 2026353$3.09B
Q4 2025404$5.12B
Q3 2025451$6.56B
Q2 2025459$8.56B
Q1 2025442$6.49B
Q4 2024441$7.88B
Q3 2024358$6.28B
Q2 2024342$4.97B
Q1 2024325$4.01B
Q4 2023308$4.39B
Q3 2023252$3.26B
Q2 2023271$3.96B
Q1 2023291$4.22B
Q4 2022234$3.22B
Q3 2022210$2.52B
Q2 2022207$1.90B
Q1 2022222$3.76B
Q4 2021229$3.34B
Q3 2021228$4.32B
Q2 2021216$4.38B
Q1 2021201$3.55B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2021.

Institutions holding FOUR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,689,340$345.8M0.01%+432,532+13.3%Added
Macquarie Group Ltd3,445,859$322.9M0.27%+2,280,176+195.6%Added
BlackRock Inc.3,374,469$316.3M0.01%+1,030,013+43.9%Added
Wellington Management Group LLP3,122,751$292.7M0.05%+639,840+25.8%Added
Durable Capital Partners LP2,729,570$255.8M1.89%−152,382−5.3%Reduced
Alliancebernstein L.P.2,718,272$254.8M0.10%+77,207+2.9%Added
Southpoint Capital Advisors LP1,700,000$159.3M2.76%+180,000+11.8%Added
Ameriprise Financial Inc1,674,545$156.9M0.05%−175,067−9.5%Reduced
Manufacturers Life Insurance Company, The1,322,752$124.0M0.10%−30,333−2.2%Reduced
Lord, Abbett & Co. LLC1,157,609$108.5M0.26%−43,960−3.7%Reduced
Senator Investment Group LP1,000,000$93.7M1.78%00.0%Unchanged
Wells Fargo & Company936,218$87.7M0.02%+863,024+1,179.1%Added
Bank of New York Mellon Corp899,153$84.3M0.02%+86,441+10.6%Added
JPMorgan Chase & Co895,425$83.9M0.01%+339,408+61.0%Added
Clearbridge Investments, LLC802,625$75.2M0.05%+1,935+0.2%Added
Bain Capital Public Equity Management II, LLC667,341$62.5M2.68%+667,341New
State Street Corp613,330$57.5M0.00%+445,841+266.2%Added
Citadel Advisors LLC613,117$57.5M0.06%+175,357+40.1%Added
Bamco Inc612,170$57.4M0.13%00.0%Unchanged
Goldman Sachs Group Inc570,978$53.5M0.01%−685,474−54.6%Reduced
FMR LLC560,119$52.5M0.00%−72,087−11.4%Reduced
Franklin Resources Inc520,148$48.7M0.02%−535−0.1%Reduced
Summit Partners Public Asset Management, LLC504,854$47.3M2.37%−54,932−9.8%Reduced
Jennison Associates LLC499,108$46.8M0.03%−150,074−23.1%Reduced
Putnam Investments LLC484,573$45.4M0.07%+231,305+91.3%Added
Geode Capital Management, LLC471,080$44.1M0.01%+177,984+60.7%Added
FIL Ltd426,280$40.0M0.04%+408,304+2,271.4%Added
Westfield Capital Management Co LP425,534$39.9M0.24%−22,596−5.0%Reduced
Junto Capital Management LP412,808$38.7M1.23%+412,808New
Invesco Ltd.394,446$37.0M0.01%+31,039+8.5%Added
LPL Financial LLC375,300$35.2M0.04%+360,915+2,509.0%Added
UBS Asset Management Americas Inc356,071$33.4M0.01%−9,242−2.5%Reduced
Royce & Associates LP334,128$31.3M0.22%−14,072−4.0%Reduced
Balyasny Asset Management LLC333,021$31.2M0.17%+145,038+77.2%Added
Victory Capital Management Inc316,937$29.7M0.03%−315,718−49.9%Reduced
First Trust Advisors LP291,970$27.4M0.03%+45,273+18.4%Added
Nishkama Capital, LLC280,350$26.3M9.60%−63,453−18.5%Reduced
Federated Hermes, Inc.250,000$23.4M0.04%−30,000−10.7%Reduced
AXA S.A.237,129$22.2M0.06%−94,303−28.5%Reduced
Voloridge Investment Management, LLC233,246$21.9M0.15%+92,436+65.6%Added
Allianz Asset Management GmbH230,592$21.6M0.02%+2,796+1.2%Added
ETF Managers Group, LLC225,560$21.4M0.35%−23,925−9.6%Reduced
Ratan Capital Management LP226,862$21.3M1.84%00.0%Unchanged
Northern Trust Corp201,305$18.9M0.00%+87,287+76.6%Added
Charles Schwab Investment Management Inc190,403$17.8M0.01%+23,684+14.2%Added
Vista Equity Partners Management, LLC178,745$16.8M0.18%+67,167+60.2%Added
Janus Henderson Group PLC151,820$14.2M0.01%−26,782−15.0%Reduced
Mirae Asset Global Investments Co., Ltd.149,046$14.0M0.04%+6,048+4.2%Added
Oribel Capital Management, LP146,100$13.7M1.69%+29,478+25.3%Added
Bank of America Corp144,244$13.5M0.00%−29,824−17.1%Reduced
Atika Capital Management LLC144,000$13.5M1.12%−59,000−29.1%Reduced
Credit Suisse AG140,348$13.3M0.01%−19,800−12.4%Reduced
Thornburg Investment Management Inc140,180$13.1M0.15%+13,481+10.6%Added
Morgan Stanley136,191$12.8M0.00%+53,058+63.8%Added
Nuveen Asset Management, LLC128,654$12.1M0.00%+128,654New
Artemis Investment Management LLP125,599$11.8M0.10%+5,133+4.3%Added
Neuberger Berman Group LLC124,188$11.6M0.01%+16,815+15.7%Added
Kingdon Capital Management, L.L.C.119,870$11.2M1.71%−38,951−24.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.116,933$11.0M0.06%+9,654+9.0%Added
Brown Advisory Inc112,810$10.6M0.02%−49,235−30.4%Reduced
Kerrisdale Advisers, LLC108,903$10.2M0.92%+108,903New
BlueMar Capital Management, LLC106,546$9.98M2.32%+2,891+2.8%Added
Islet Management, LP100,000$9.37M0.49%−100,000−50.0%Reduced
Segantii Capital Management Ltd100,000$9.37M0.30%+100,000New
Ghisallo Capital Management LLC99,488$9.32M0.36%−203,114−67.1%Reduced
Hickory Lane Capital Management LP97,000$9.09M5.65%−24,000−19.8%Reduced
Eaton Vance Management96,800$9.07M0.01%−8,100−7.7%Reduced
Thames Capital Management LLC93,496$8.76M2.05%+20,694+28.4%Added
Millennium Management LLC93,170$8.73M0.01%−28,768−23.6%Reduced
Segall Bryant & Hamill, LLC90,895$8.52M0.08%+5,538+6.5%Added
Morgens Waterfall Vintiadis & Co Inc87,700$8.22M4.20%00.0%Unchanged
Sandler Capital Management81,867$7.67M0.68%−78,363−48.9%Reduced
Voya Investment Management LLC81,272$7.62M0.01%+81,272New
Swiss National Bank78,800$7.38M0.00%+4,000+5.3%Added
California State Teachers Retirement System74,713$7.00M0.01%+74,713New
STRS Ohio71,711$6.72M0.02%+27,611+62.6%Added
Calamos Advisors LLC65,902$6.18M0.03%−8,255−11.1%Reduced
Royal Bank of Canada59,556$5.58M0.00%−32,132−35.0%Reduced
Norges Bank58,446$5.48M0.00%−21,324−26.7%Reduced
Cinctive Capital Management LP57,725$5.41M0.29%+48,215+507.0%Added
Nellore Capital Management LLC56,629$5.31M1.68%+41,000+262.3%Added
Teachers Retirement System of the State of Kentucky54,036$5.06M0.05%+1,792+3.4%Added
Assenagon Asset Management S.A.50,944$4.77M0.02%+50,944New
Avalon Global Asset Management LLC50,000$4.69M1.54%00.0%Unchanged
Point72 Asset Management, L.P.47,300$4.43M0.02%+40,500+595.6%Added
Man Group plc46,158$4.33M0.02%−7,488−14.0%Reduced
Eventide Asset Management, LLC46,160$4.33M0.06%00.0%Unchanged
Six Columns Capital, LP44,620$4.18M1.37%+44,620New
Bullseye Asset Management LLC44,034$4.13M1.39%00.0%Unchanged
Taylor Wealth Management Partners43,949$4.12M1.45%+203+0.5%Added
New York State Common Retirement Fund41,000$3.84M0.00%+41,000New
Boothbay Fund Management, LLC39,600$3.71M0.15%+6,737+20.5%Added
SG Americas Securities, LLC39,308$3.68M0.02%+25,425+183.1%Added
Weiss Multi-Strategy Advisers LLC39,135$3.67M0.08%−61,095−61.0%Reduced
Rhumbline Advisers38,480$3.61M0.00%+38,480New
State Board of Administration of Florida Retirement System37,246$3.49M0.01%+37,246New
Parametric Portfolio Associates LLC36,367$3.41M0.00%+28,199+345.2%Added
Russell Investments Group, Ltd.32,075$3.00M0.01%−9,722−23.3%Reduced
D. E. Shaw & Co., Inc.30,528$2.86M0.00%−25,609−45.6%Reduced
Lisanti Capital Growth, LLC30,470$2.86M0.35%+30,470New