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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, Q3 2021

Institutional positions in Shift4 Payments, Inc. as of Sep 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
228
+14 vs. Q2 2021
Shares held
55.8M
+8.83M (+18.8%) vs. Q2 2021
Total value
$4.33B
−$77.1M (−1.7%) vs. Q2 2021
New holders
46
101 more added
Sold out
32
55 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 228 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 heldQ3 2021: $4.33B
Q1 2021: $3.67BQ2 2021: $4.41BQ3 2021: $4.33BQ4 2021: $3.36BQ1 2022: $3.78BQ2 2022: $1.90BQ3 2022: $2.55BQ4 2022: $3.23BQ1 2023: $4.51BQ2 2023: $4.01BQ3 2023: $3.26BQ4 2023: $4.50BQ1 2024: $4.24BQ2 2024: $4.99BQ3 2024: $6.28BQ4 2024: $7.88BQ1 2025: $6.54BQ2 2025: $8.60BQ3 2025: $6.57BQ4 2025: $5.20BQ1 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$5.20B
Q3 2025451$6.57B
Q2 2025459$8.60B
Q1 2025442$6.54B
Q4 2024441$7.88B
Q3 2024358$6.28B
Q2 2024342$4.99B
Q1 2024325$4.24B
Q4 2023308$4.50B
Q3 2023252$3.26B
Q2 2023271$4.01B
Q1 2023291$4.51B
Q4 2022234$3.23B
Q3 2022210$2.55B
Q2 2022207$1.90B
Q1 2022222$3.78B
Q4 2021229$3.36B
Q3 2021228$4.33B
Q2 2021216$4.41B
Q1 2021201$3.67B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2021.

Institutions holding FOUR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,246,677$329.2M0.01%+557,337+15.1%Added
Macquarie Group Ltd3,877,505$300.6M0.26%+431,646+12.5%Added
BlackRock Inc.3,635,860$281.9M0.01%+261,391+7.7%Added
Wellington Management Group LLP3,615,083$280.2M0.05%+492,332+15.8%Added
Durable Capital Partners LP3,134,819$243.0M1.84%+405,249+14.8%Added
Alliancebernstein L.P.2,638,877$204.6M0.08%−79,395−2.9%Reduced
Ameriprise Financial Inc1,986,847$154.1M0.05%+312,302+18.6%Added
JPMorgan Chase & Co1,664,078$129.0M0.02%+768,653+85.8%Added
Goldman Sachs Group Inc1,633,357$126.6M0.03%+1,062,379+186.1%Added
Southpoint Capital Advisors LP1,600,000$124.0M2.65%−100,000−5.9%Reduced
Bain Capital Public Equity Management II, LLC1,295,950$100.5M4.09%+628,609+94.2%Added
Wells Fargo & Company1,206,537$93.5M0.02%+270,319+28.9%Added
Senator Investment Group LP1,200,000$93.0M1.59%+200,000+20.0%Added
Bank of New York Mellon Corp900,829$69.8M0.01%+1,676+0.2%Added
Point72 Asset Management, L.P.884,689$68.6M0.33%+837,389+1,770.4%Added
Lord, Abbett & Co. LLC863,482$66.9M0.16%−294,127−25.4%Reduced
Voya Investment Management LLC844,131$65.4M0.13%+762,859+938.6%Added
Clearbridge Investments, LLC800,770$62.1M0.04%−1,855−0.2%Reduced
Jennison Associates LLC733,068$56.8M0.04%+233,960+46.9%Added
Summit Partners Public Asset Management, LLC679,085$52.6M2.38%+174,231+34.5%Added
State Street Corp655,370$50.8M0.00%+42,040+6.9%Added
Bamco Inc637,089$49.4M0.11%+24,919+4.1%Added
Millennium Management LLC632,258$49.0M0.06%+539,088+578.6%Added
Putnam Investments LLC584,161$45.3M0.07%+99,588+20.6%Added
Invesco Ltd.554,165$43.0M0.01%+159,719+40.5%Added
Geode Capital Management, LLC537,636$41.7M0.01%+66,556+14.1%Added
Franklin Resources Inc518,252$40.2M0.02%−1,896−0.4%Reduced
Victory Capital Management Inc511,736$39.7M0.04%+194,799+61.5%Added
Kerrisdale Advisers, LLC488,201$37.8M4.10%+379,298+348.3%Added
FIL Ltd467,611$36.2M0.04%+41,331+9.7%Added
Westfield Capital Management Co LP441,940$34.3M0.21%+16,406+3.9%Added
Maplelane Capital, LLC381,128$29.5M2.08%+381,128New
Royce & Associates LP373,158$28.9M0.22%+39,030+11.7%Added
Jane Street Group, LLC368,027$28.5M0.07%+360,832+5,015.0%Added
LPL Financial LLC365,814$28.4M0.03%−9,486−2.5%Reduced
First Trust Advisors LP353,850$27.4M0.03%+61,880+21.2%Added
Blackstone Group Inc.353,667$27.4M0.06%+353,667New
UBS Asset Management Americas Inc351,797$27.3M0.01%−4,274−1.2%Reduced
Public Sector Pension Investment Board336,600$26.1M0.15%+336,600New
Ratan Capital Management LP329,137$25.5M3.30%+102,275+45.1%Added
Voloridge Investment Management, LLC320,002$24.8M0.16%+86,756+37.2%Added
Balyasny Asset Management LLC281,859$21.9M0.10%−51,162−15.4%Reduced
FMR LLC275,344$21.3M0.00%−284,775−50.8%Reduced
Nishkama Capital, LLC272,707$21.1M6.90%−7,643−2.7%Reduced
AXA S.A.256,096$19.9M0.06%−218,162−46.0%Reduced
Federated Hermes, Inc.250,000$19.4M0.04%00.0%Unchanged
Ghisallo Capital Management LLC250,000$19.4M0.74%+150,512+151.3%Added
Neuberger Berman Group LLC245,289$18.8M0.02%+121,101+97.5%Added
Charles Schwab Investment Management Inc232,667$18.0M0.01%+42,264+22.2%Added
Kingdon Capital Management, L.L.C.232,370$18.0M3.16%+112,500+93.9%Added
Allianz Asset Management GmbH222,850$17.3M0.01%−7,742−3.4%Reduced
Marshall Wace North America L.P.216,470$16.8M0.07%+209,209+2,881.3%Added
Vista Equity Partners Management, LLC215,725$16.7M0.16%+36,980+20.7%Added
Artemis Investment Management LLP209,522$16.3M0.13%+83,923+66.8%Added
ETF Managers Group, LLC203,627$16.2M0.30%−21,933−9.7%Reduced
Northern Trust Corp199,927$15.5M0.00%−1,378−0.7%Reduced
Janus Henderson Group PLC193,971$15.0M0.01%+42,151+27.8%Added
Segall Bryant & Hamill, LLC186,792$14.5M0.07%+95,897+105.5%Added
Citadel Advisors LLC181,649$14.1M0.02%−431,468−70.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.178,833$13.9M0.07%+61,900+52.9%Added
Bank of America Corp172,561$13.4M0.00%+28,317+19.6%Added
Credit Suisse AG168,247$13.0M0.01%+27,899+19.9%Added
Thames Capital Management LLC151,533$11.7M2.56%+58,037+62.1%Added
Nuveen Asset Management, LLC150,019$11.6M0.00%+21,365+16.6%Added
Islet Management, LP150,000$11.6M0.56%+50,000+50.0%Added
Thornburg Investment Management Inc148,319$11.5M0.14%+8,139+5.8%Added
Susquehanna International Group, LLP134,386$10.4M0.01%+134,386New
Brown Advisory Inc131,979$10.2M0.02%+19,169+17.0%Added
Morgan Stanley129,987$10.1M0.00%−6,204−4.6%Reduced
Norges Bank128,446$9.96M0.00%+70,000+119.8%Added
Mirae Asset Global Investments Co., Ltd.121,978$9.46M0.02%−27,068−18.2%Reduced
WCM Investment Management, LLC114,043$8.84M0.02%+114,043New
BlueMar Capital Management, LLC106,956$8.29M2.16%+410+0.4%Added
Nellore Capital Management LLC96,629$7.49M1.81%+40,000+70.6%Added
Eaton Vance Management95,500$7.40M0.01%−1,300−1.3%Reduced
Hickory Lane Capital Management LP95,000$7.36M5.35%−2,000−2.1%Reduced
Full18 Capital LLC91,217$7.07M2.85%+91,217New
Swiss National Bank85,900$6.66M0.00%+7,100+9.0%Added
Deutsche Bank AG76,728$5.95M0.00%+47,016+158.2%Added
Brant Point Investment Management LLC76,296$5.91M1.09%+76,296New
California State Teachers Retirement System69,234$5.37M0.01%−5,479−7.3%Reduced
Brookfield Asset Management Inc.68,303$5.29M0.02%+68,303New
New York State Common Retirement Fund63,065$4.89M0.01%+22,065+53.8%Added
STRS Ohio61,800$4.79M0.02%−9,911−13.8%Reduced
Teachers Retirement System of the State of Kentucky55,864$4.33M0.04%+1,828+3.4%Added
Royal Bank of Canada55,738$4.32M0.00%−3,818−6.4%Reduced
ExodusPoint Capital Management, LP54,177$4.20M0.06%+54,177New
Bank of Montreal50,083$4.03M0.00%+41,370+474.8%Added
Avalon Global Asset Management LLC50,000$3.88M1.33%00.0%Unchanged
Eventide Asset Management, LLC49,614$3.85M0.05%+3,454+7.5%Added
Public Employees Retirement System of Ohio48,168$3.73M0.01%+23,660+96.5%Added
Calamos Advisors LLC47,606$3.69M0.02%−18,296−27.8%Reduced
Waratah Capital Advisors Ltd.47,131$3.65M0.19%+47,131New
Taylor Wealth Management Partners45,893$3.56M1.27%+1,944+4.4%Added
HBK Investments L P44,300$3.43M0.05%+44,300New
Bullseye Asset Management LLC43,878$3.40M1.18%−156−0.4%Reduced
J. Goldman & Co LP40,153$3.11M0.28%+40,153New
Pentwater Capital Management LP40,000$3.10M0.04%+20,000+100.0%Added
Rhumbline Advisers38,335$2.97M0.00%−145−0.4%Reduced
Citigroup Inc37,675$2.92M0.00%+10,799+40.2%Added