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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
Franklin Resources Inc518,252$40.2M0.02%−1,896−0.4%Reduced
Geode Capital Management, LLC537,636$41.7M0.01%+66,556+14.1%Added
Invesco Ltd.554,165$43.0M0.01%+159,719+40.5%Added
Putnam Investments LLC584,161$45.3M0.07%+99,588+20.6%Added
Millennium Management LLC632,258$49.0M0.06%+539,088+578.6%Added
Bamco Inc637,089$49.4M0.11%+24,919+4.1%Added
State Street Corp655,370$50.8M0.00%+42,040+6.9%Added
Summit Partners Public Asset Management, LLC679,085$52.6M2.38%+174,231+34.5%Added
Jennison Associates LLC733,068$56.8M0.04%+233,960+46.9%Added
Clearbridge Investments, LLC800,770$62.1M0.04%−1,855−0.2%Reduced
Voya Investment Management LLC844,131$65.4M0.13%+762,859+938.6%Added
Lord, Abbett & Co. LLC863,482$66.9M0.16%−294,127−25.4%Reduced
Point72 Asset Management, L.P.884,689$68.6M0.33%+837,389+1,770.4%Added
Bank of New York Mellon Corp900,829$69.8M0.01%+1,676+0.2%Added
Senator Investment Group LP1,200,000$93.0M1.59%+200,000+20.0%Added
Wells Fargo & Company1,206,537$93.5M0.02%+270,319+28.9%Added
Bain Capital Public Equity Management II, LLC1,295,950$100.5M4.09%+628,609+94.2%Added
Southpoint Capital Advisors LP1,600,000$124.0M2.65%−100,000−5.9%Reduced
Goldman Sachs Group Inc1,633,357$126.6M0.03%+1,062,379+186.1%Added
JPMorgan Chase & Co1,664,078$129.0M0.02%+768,653+85.8%Added
Ameriprise Financial Inc1,986,847$154.1M0.05%+312,302+18.6%Added
Alliancebernstein L.P.2,638,877$204.6M0.08%−79,395−2.9%Reduced
Durable Capital Partners LP3,134,819$243.0M1.84%+405,249+14.8%Added
Wellington Management Group LLP3,615,083$280.2M0.05%+492,332+15.8%Added
BlackRock Inc.3,635,860$281.9M0.01%+261,391+7.7%Added
Macquarie Group Ltd3,877,505$300.6M0.26%+431,646+12.5%Added
Vanguard Group Inc4,246,677$329.2M0.01%+557,337+15.1%Added
Newbridge Financial Services Group, Inc.2––+2New
Manufacturers Life Insurance Company, The0$00.00%−1,322,752−100.0%Sold out
Junto Capital Management LP0$00.00%−412,808−100.0%Sold out
Atika Capital Management LLC0$00.00%−144,000−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−100,000−100.0%Sold out
Morgens Waterfall Vintiadis & Co Inc0$00.00%−87,700−100.0%Sold out
Cinctive Capital Management LP0$00.00%−57,725−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−50,944−100.0%Sold out
Man Group plc0$00.00%−46,158−100.0%Sold out
Six Columns Capital, LP0$00.00%−44,620−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−30,470−100.0%Sold out
Amtrust Financial Services, Inc.0$00.00%−29,000−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−19,223−100.0%Sold out
EAM Investors, LLC0$00.00%−17,266−100.0%Sold out
Aigen Investment Management, LP0$00.00%−16,348−100.0%Sold out
Twin Tree Management, LP0$00.00%−15,803−100.0%Sold out
MYDA Advisors LLC0$00.00%−5,000−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−4,775−100.0%Sold out
Cetera Investment Advisers0$00.00%−4,263−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,842−100.0%Sold out
Spire Wealth Management0$00.00%−3,700−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−2,989−100.0%Sold out
FORA Capital, LLC0$00.00%−2,919−100.0%Sold out
Vivid Financial Management, Inc.0$00.00%−2,864−100.0%Sold out
Morse Asset Management, Inc0$00.00%−2,750−100.0%Sold out
JustInvest LLC0$00.00%−2,555−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−2,500−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,258−100.0%Sold out
Utah Retirement Systems0$00.00%−2,200−100.0%Sold out
Pinz Capital Management, LP0$00.00%−1,000−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−411−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−250−100.0%Sold out
Advisory Services Network, LLC0$00.00%−116−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed