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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
+8.97M (+19.2%) vs. Q2 2021
Total value
$4.32B
−$62.1M (−1.4%) vs. Q2 2021
New holders
46
102 more added
Sold out
32
54 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: $4.32B
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, 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
Cutler Group LP16,727$1.30M0.10%+16,587+11,847.9%Added
Wolf Group Capital Advisors16,829$1.30M0.71%−161−0.9%Reduced
Baird Financial Group, Inc.17,423$1.35M0.00%+6,605+61.1%Added
Cna Financial Corp17,874$1.39M0.38%−700−3.8%Reduced
Quantbot Technologies LP18,031$1.40M0.10%−4,461−19.8%Reduced
Salem Investment Counselors Inc20,164$1.56M0.09%+2,580+14.7%Added
Renaissance Capital LLC20,572$1.59M0.32%+20,572New
AtonRa Partners21,790$1.69M0.56%+3,178+17.1%Added
Russell Investments Group, Ltd.22,529$1.74M0.00%−9,546−29.8%Reduced
Jupiter Asset Management Ltd22,700$1.76M0.02%+19,073+525.9%Added
SG Americas Securities, LLC23,680$1.84M0.01%−15,628−39.8%Reduced
Parallax Volatility Advisers, L.P.23,715$1.84M0.02%+22,592+2,011.8%Added
Moore Capital Management, LP25,000$1.94M0.04%+25,000New
Riggs Asset Managment Co. Inc.25,434$1.97M0.59%+313+1.2%Added
Paloma Partners Management Co25,746$2.00M0.09%+19,086+286.6%Added
Maven Securities LTD26,500$2.05M0.24%+26,500New
Interval Partners, LP27,437$2.13M0.12%−357−1.3%Reduced
Intel Corp27,761$2.15M0.29%00.0%Unchanged
Wolverine Trading, LLC28,614$2.27M0.05%+16,945+145.2%Added
Weiss Multi-Strategy Advisers LLC30,865$2.39M0.05%−8,270−21.1%Reduced
Sandler Capital Management32,677$2.53M0.29%−49,190−60.1%Reduced
Parametric Portfolio Associates LLC33,411$2.59M0.00%−2,956−8.1%Reduced
State of New Jersey Common Pension Fund D33,586$2.60M0.01%+5,390+19.1%Added
Oribel Capital Management, LP33,790$2.62M0.32%−112,310−76.9%Reduced
Three Peaks Capital Management, LLC33,928$2.63M0.87%+5,598+19.8%Added
Legal & General Group Plc35,802$2.77M0.00%+25,845+259.6%Added
State Board of Administration of Florida Retirement System37,501$2.91M0.01%+255+0.7%Added
Citigroup Inc37,675$2.92M0.00%+10,799+40.2%Added
Rhumbline Advisers38,335$2.97M0.00%−145−0.4%Reduced
Pentwater Capital Management LP40,000$3.10M0.04%+20,000+100.0%Added
J. Goldman & Co LP40,153$3.11M0.28%+40,153New
Bullseye Asset Management LLC43,878$3.40M1.18%−156−0.4%Reduced
HBK Investments L P44,300$3.43M0.05%+44,300New
Taylor Wealth Management Partners45,893$3.56M1.27%+1,944+4.4%Added
Waratah Capital Advisors Ltd.47,131$3.65M0.19%+47,131New
Calamos Advisors LLC47,606$3.69M0.02%−18,296−27.8%Reduced
Public Employees Retirement System of Ohio48,168$3.73M0.01%+23,660+96.5%Added
Eventide Asset Management, LLC49,614$3.85M0.05%+3,454+7.5%Added
Avalon Global Asset Management LLC50,000$3.88M1.33%00.0%Unchanged
Bank of Montreal50,083$4.03M0.00%+41,370+474.8%Added
ExodusPoint Capital Management, LP54,177$4.20M0.06%+54,177New
Royal Bank of Canada55,738$4.32M0.00%−3,818−6.4%Reduced
Teachers Retirement System of the State of Kentucky55,864$4.33M0.04%+1,828+3.4%Added
STRS Ohio61,800$4.79M0.02%−9,911−13.8%Reduced
New York State Common Retirement Fund63,065$4.89M0.01%+22,065+53.8%Added
Brookfield Asset Management Inc.68,303$5.29M0.02%+68,303New
California State Teachers Retirement System69,234$5.37M0.01%−5,479−7.3%Reduced
Brant Point Investment Management LLC76,296$5.91M1.09%+76,296New
Deutsche Bank AG76,728$5.95M0.00%+47,016+158.2%Added
Swiss National Bank85,900$6.66M0.00%+7,100+9.0%Added
Full18 Capital LLC91,217$7.07M2.85%+91,217New
Segall Bryant & Hamill, LLC93,396$7.24M0.07%+2,501+2.8%Added
Hickory Lane Capital Management LP95,000$7.36M5.35%−2,000−2.1%Reduced
Eaton Vance Management95,500$7.40M0.01%−1,300−1.3%Reduced
Nellore Capital Management LLC96,629$7.49M1.81%+40,000+70.6%Added
BlueMar Capital Management, LLC106,956$8.29M2.16%+410+0.4%Added
WCM Investment Management, LLC114,043$8.84M0.02%+114,043New
Mirae Asset Global Investments Co., Ltd.121,978$9.46M0.02%−27,068−18.2%Reduced
Norges Bank128,446$9.96M0.00%+70,000+119.8%Added
Morgan Stanley129,987$10.1M0.00%−6,204−4.6%Reduced
Brown Advisory Inc131,979$10.2M0.02%+19,169+17.0%Added
Susquehanna International Group, LLP134,386$10.4M0.01%+134,386New
Thornburg Investment Management Inc148,319$11.5M0.14%+8,139+5.8%Added
Islet Management, LP150,000$11.6M0.56%+50,000+50.0%Added
Nuveen Asset Management, LLC150,019$11.6M0.00%+21,365+16.6%Added
Thames Capital Management LLC151,533$11.7M2.56%+58,037+62.1%Added
Credit Suisse AG168,247$13.0M0.01%+27,899+19.9%Added
Bank of America Corp172,561$13.4M0.00%+28,317+19.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.178,833$13.9M0.07%+61,900+52.9%Added
Citadel Advisors LLC181,649$14.1M0.02%−431,468−70.4%Reduced
Janus Henderson Group PLC193,971$15.0M0.01%+42,151+27.8%Added
Northern Trust Corp199,927$15.5M0.00%−1,378−0.7%Reduced
ETF Managers Group, LLC203,627$16.2M0.30%−21,933−9.7%Reduced
Artemis Investment Management LLP209,522$16.3M0.13%+83,923+66.8%Added
Vista Equity Partners Management, LLC215,725$16.7M0.16%+36,980+20.7%Added
Marshall Wace North America L.P.216,470$16.8M0.07%+209,209+2,881.3%Added
Allianz Asset Management GmbH222,850$17.3M0.01%−7,742−3.4%Reduced
Kingdon Capital Management, L.L.C.232,370$18.0M3.16%+112,500+93.9%Added
Charles Schwab Investment Management Inc232,667$18.0M0.01%+42,264+22.2%Added
Neuberger Berman Group LLC245,289$18.8M0.02%+121,101+97.5%Added
Federated Hermes, Inc.250,000$19.4M0.04%00.0%Unchanged
Ghisallo Capital Management LLC250,000$19.4M0.74%+150,512+151.3%Added
AXA S.A.256,096$19.9M0.06%+18,967+8.0%Added
Nishkama Capital, LLC272,707$21.1M6.90%−7,643−2.7%Reduced
FMR LLC275,344$21.3M0.00%−284,775−50.8%Reduced
Balyasny Asset Management LLC281,859$21.9M0.10%−51,162−15.4%Reduced
Voloridge Investment Management, LLC320,002$24.8M0.16%+86,756+37.2%Added
Ratan Capital Management LP329,137$25.5M3.30%+102,275+45.1%Added
Public Sector Pension Investment Board336,600$26.1M0.15%+336,600New
UBS Asset Management Americas Inc351,797$27.3M0.01%−4,274−1.2%Reduced
Blackstone Group Inc.353,667$27.4M0.06%+353,667New
First Trust Advisors LP353,850$27.4M0.03%+61,880+21.2%Added
LPL Financial LLC365,814$28.4M0.03%−9,486−2.5%Reduced
Jane Street Group, LLC368,027$28.5M0.07%+360,832+5,015.0%Added
Royce & Associates LP373,158$28.9M0.22%+39,030+11.7%Added
Maplelane Capital, LLC381,128$29.5M2.08%+381,128New
Westfield Capital Management Co LP441,940$34.3M0.21%+16,406+3.9%Added
FIL Ltd467,611$36.2M0.04%+41,331+9.7%Added
Kerrisdale Advisers, LLC488,201$37.8M4.10%+379,298+348.3%Added
Victory Capital Management Inc511,736$39.7M0.04%+194,799+61.5%Added