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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, Q4 2021

Institutional positions in Shift4 Payments, Inc. as of Dec 31, 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
229
+5 vs. Q3 2021
Shares held
58.0M
+2.44M (+4.4%) vs. Q3 2021
Total value
$3.36B
−$947.0M (−22.0%) vs. Q3 2021
New holders
60
95 more added
Sold out
55
60 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 229 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 heldQ4 2021: $3.36B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2021.

Institutions holding FOUR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macquarie Group Ltd5,496,119$318.4M0.27%+1,618,614+41.7%Added
Wellington Management Group LLP4,957,102$287.2M0.05%+1,342,019+37.1%Added
Vanguard Group Inc4,626,417$268.0M0.01%+379,740+8.9%Added
BlackRock Inc.3,550,187$205.7M0.01%−85,673−2.4%Reduced
Ameriprise Financial Inc3,255,857$188.6M0.05%+1,269,010+63.9%Added
Southpoint Capital Advisors LP2,900,000$168.0M3.22%+1,300,000+81.3%Added
Alliancebernstein L.P.2,684,162$155.5M0.06%+45,285+1.7%Added
FMR LLC2,435,024$141.1M0.01%+2,159,680+784.4%Added
JPMorgan Chase & Co2,056,240$119.1M0.01%+392,162+23.6%Added
Goldman Sachs Group Inc1,993,335$115.5M0.03%+359,978+22.0%Added
Durable Capital Partners LP1,516,938$87.9M0.69%−1,617,881−51.6%Reduced
Senator Investment Group LP1,350,000$78.2M1.51%+150,000+12.5%Added
Clearbridge Investments, LLC1,297,114$75.1M0.05%+496,344+62.0%Added
Bank of New York Mellon Corp1,078,278$62.5M0.01%+177,449+19.7%Added
Citadel Advisors LLC1,078,100$62.5M0.07%+896,451+493.5%Added
Jennison Associates LLC945,990$54.8M0.03%+212,922+29.0%Added
Franklin Resources Inc779,192$45.1M0.02%+260,940+50.4%Added
Susquehanna International Group, LLP724,122$41.9M0.03%+589,736+438.8%Added
State Street Corp671,593$38.9M0.00%+16,223+2.5%Added
Summit Partners Public Asset Management, LLC648,667$37.6M1.80%−30,418−4.5%Reduced
Putnam Investments LLC575,843$33.4M0.05%−8,318−1.4%Reduced
Nishkama Capital, LLC572,672$33.2M9.62%+299,965+110.0%Added
Royce & Associates LP570,486$33.0M0.25%+197,328+52.9%Added
Morgan Stanley564,808$32.7M0.00%+434,821+334.5%Added
Geode Capital Management, LLC561,649$32.5M0.00%+24,013+4.5%Added
FIL Ltd506,111$29.3M0.03%+38,500+8.2%Added
Public Sector Pension Investment Board432,600$25.1M0.14%+96,000+28.5%Added
Westfield Capital Management Co LP424,138$24.6M0.15%−17,802−4.0%Reduced
Ratan Capital Management LP417,579$24.2M3.69%+88,442+26.9%Added
LPL Financial LLC361,519$20.9M0.02%−4,295−1.2%Reduced
Millennium Management LLC326,300$18.9M0.02%−305,958−48.4%Reduced
UBS Asset Management Americas Inc317,062$18.4M0.01%−34,735−9.9%Reduced
Voloridge Investment Management, LLC286,525$16.6M0.09%−33,477−10.5%Reduced
Victory Capital Management Inc282,105$16.3M0.02%−229,631−44.9%Reduced
Adage Capital Partners GP, L.L.C.275,200$15.9M0.03%+275,200New
Federated Hermes, Inc.250,000$14.5M0.03%00.0%Unchanged
Bamco Inc250,000$14.5M0.03%−387,089−60.8%Reduced
ETF Managers Group, LLC238,369$14.1M0.28%+34,742+17.1%Added
AXA S.A.241,338$14.0M0.04%−14,758−5.8%Reduced
Charles Schwab Investment Management Inc236,394$13.7M0.00%+3,727+1.6%Added
WCM Investment Management, LLC220,270$12.8M0.03%+106,227+93.1%Added
Bank of America Corp218,642$12.7M0.00%+46,081+26.7%Added
Janus Henderson Group PLC215,613$12.5M0.01%+21,642+11.2%Added
Point72 Asset Management, L.P.212,300$12.3M0.05%−672,389−76.0%Reduced
Credit Suisse AG212,293$12.3M0.01%+44,046+26.2%Added
Northern Trust Corp203,217$11.8M0.00%+3,290+1.6%Added
Thornburg Investment Management Inc196,285$11.4M0.13%+47,966+32.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.179,775$10.7M0.04%+942+0.5%Added
Islet Management, LP175,000$10.1M0.56%+25,000+16.7%Added
Jane Street Group, LLC146,815$8.51M0.02%−221,212−60.1%Reduced
Segall Bryant & Hamill, LLC143,911$8.34M0.08%−42,881−23.0%Reduced
Ci Investments Inc.143,377$8.31M0.03%+143,375+7,168,750.0%Added
Brown Advisory Inc139,252$8.07M0.01%+7,273+5.5%Added
Nellore Capital Management LLC138,964$8.05M2.18%+42,335+43.8%Added
Allianz Asset Management GmbH137,797$7.98M0.01%−85,053−38.2%Reduced
Mirae Asset Global Investments Co., Ltd.126,955$7.35M0.02%+4,977+4.1%Added
Pier Capital, LLC121,487$7.04M0.74%+121,487New
Nuveen Asset Management, LLC121,209$7.02M0.00%−28,810−19.2%Reduced
Nomura Holdings Inc113,481$6.58M0.04%+113,481New
Industrial Alliance Investment Management Inc.107,347$6.22M0.14%+107,347New
Parametric Portfolio Associates LLC102,226$5.92M0.00%+68,815+206.0%Added
Ghisallo Capital Management LLC101,000$5.85M0.29%−149,000−59.6%Reduced
Allspring Global Investments Holdings, LLC96,318$5.58M0.01%+96,318New
Swiss National Bank93,500$5.42M0.00%+7,600+8.8%Added
Hickory Lane Capital Management LP90,000$5.21M3.49%−5,000−5.3%Reduced
Eventide Asset Management, LLC89,000$5.16M0.07%+39,386+79.4%Added
Pentwater Capital Management LP85,000$4.92M0.08%+45,000+112.5%Added
Teachers Retirement System of the State of Kentucky81,386$4.71M0.04%+25,522+45.7%Added
Full18 Capital LLC68,403$4.32M1.83%−22,814−25.0%Reduced
Wells Fargo & Company71,272$4.13M0.00%−1,135,265−94.1%Reduced
Taylor Wealth Management Partners71,236$4.13M1.45%+25,343+55.2%Added
Bullseye Asset Management LLC64,962$3.72M1.48%+21,084+48.1%Added
Wolverine Trading, LLC61,267$3.63M0.05%+32,653+114.1%Added
Hudson Bay Capital Management LP60,000$3.48M0.04%+60,000New
California State Teachers Retirement System59,403$3.44M0.00%−9,831−14.2%Reduced
Cinctive Capital Management LP55,764$3.23M0.15%+55,764New
Wolf Group Capital Advisors53,610$3.11M0.51%+36,781+218.6%Added
Citigroup Inc49,970$2.89M0.00%+12,295+32.6%Added
BlueMar Capital Management, LLC49,672$2.88M0.80%−57,284−53.6%Reduced
Tudor Investment Corp Et Al48,950$2.84M0.05%+48,950New
New York State Common Retirement Fund48,936$2.83M0.00%−14,129−22.4%Reduced
State of New Jersey Common Pension Fund D48,192$2.79M0.01%+14,606+43.5%Added
Natixis47,760$2.77M0.01%+47,760New
Ergoteles LLC47,712$2.76M0.11%+47,712New
IMA Wealth, Inc.43,702$2.53M0.56%+43,702New
Mutual of America Capital Management LLC42,043$2.44M0.02%+42,043New
Neuberger Berman Group LLC42,392$2.42M0.00%−202,897−82.7%Reduced
Rhumbline Advisers39,186$2.27M0.00%+851+2.2%Added
PEAK6 Investments LLC38,702$2.24M0.06%+38,702New
State Board of Administration of Florida Retirement System38,399$2.22M0.00%+898+2.4%Added
Legal & General Group Plc36,697$2.13M0.00%+895+2.5%Added
J. Goldman & Co LP36,399$2.11M0.19%−3,754−9.3%Reduced
Norges Bank34,068$1.97M0.00%−94,378−73.5%Reduced
Walleye Trading LLC33,751$1.96M0.03%+26,137+343.3%Added
Invesco Ltd.29,684$1.72M0.00%−524,481−94.6%Reduced
Lee Capital Holdings LLC29,590$1.71M0.90%+29,590New
Atom Investors LP29,122$1.69M0.47%+29,122New
Freemont Management S.A.28,400$1.65M0.43%+28,400New
AtonRa Partners26,824$1.55M0.54%+5,034+23.1%Added
Two Sigma Investments, LP26,590$1.54M0.00%+22,094+491.4%Added