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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
57.7M
+2.17M (+3.9%) vs. Q3 2021
Total value
$3.34B
−$960.8M (−22.3%) vs. Q3 2021
New holders
60
96 more added
Sold out
55
59 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: $3.34B
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, 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
Susquehanna International Group, LLP362,061$21.0M0.03%+227,675+169.4%Added
Ratan Capital Management LP417,579$24.2M3.69%+88,442+26.9%Added
Westfield Capital Management Co LP424,138$24.6M0.15%−17,802−4.0%Reduced
Public Sector Pension Investment Board432,600$25.1M0.14%+96,000+28.5%Added
FIL Ltd506,111$29.3M0.03%+38,500+8.2%Added
Geode Capital Management, LLC561,649$32.5M0.00%+24,013+4.5%Added
Morgan Stanley564,808$32.7M0.00%+434,821+334.5%Added
Royce & Associates LP570,486$33.0M0.25%+197,328+52.9%Added
Nishkama Capital, LLC572,672$33.2M9.62%+299,965+110.0%Added
Putnam Investments LLC575,843$33.4M0.05%−8,318−1.4%Reduced
Summit Partners Public Asset Management, LLC648,667$37.6M1.80%−30,418−4.5%Reduced
State Street Corp671,593$38.9M0.00%+16,223+2.5%Added
Franklin Resources Inc779,192$45.1M0.02%+260,940+50.4%Added
Jennison Associates LLC945,990$54.8M0.03%+212,922+29.0%Added
Citadel Advisors LLC1,078,100$62.5M0.07%+896,451+493.5%Added
Bank of New York Mellon Corp1,078,278$62.5M0.01%+177,449+19.7%Added
Clearbridge Investments, LLC1,297,114$75.1M0.05%+496,344+62.0%Added
Senator Investment Group LP1,350,000$78.2M1.51%+150,000+12.5%Added
Durable Capital Partners LP1,516,938$87.9M0.69%−1,617,881−51.6%Reduced
Goldman Sachs Group Inc1,993,335$115.5M0.03%+359,978+22.0%Added
JPMorgan Chase & Co2,056,240$119.1M0.01%+392,162+23.6%Added
FMR LLC2,435,024$141.1M0.01%+2,159,680+784.4%Added
Alliancebernstein L.P.2,684,162$155.5M0.06%+45,285+1.7%Added
Southpoint Capital Advisors LP2,900,000$168.0M3.22%+1,300,000+81.3%Added
Ameriprise Financial Inc3,255,857$188.6M0.05%+1,269,010+63.9%Added
BlackRock Inc.3,550,187$205.7M0.01%−85,673−2.4%Reduced
Vanguard Group Inc4,626,417$268.0M0.01%+379,740+8.9%Added
Wellington Management Group LLP4,957,102$287.2M0.05%+1,342,019+37.1%Added
Macquarie Group Ltd5,496,119$318.4M0.27%+1,618,614+41.7%Added
Bain Capital Public Equity Management II, LLC0$00.00%−1,295,950−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−863,482−100.0%Sold out
Kerrisdale Advisers, LLC0$00.00%−488,201−100.0%Sold out
Maplelane Capital, LLC0$00.00%−381,128−100.0%Sold out
Blackstone Group Inc.0$00.00%−353,667−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−232,370−100.0%Sold out
Vista Equity Partners Management, LLC0$00.00%−215,725−100.0%Sold out
Artemis Investment Management LLP0$00.00%−209,522−100.0%Sold out
Thames Capital Management LLC0$00.00%−151,533−100.0%Sold out
Eaton Vance Management0$00.00%−95,500−100.0%Sold out
Brant Point Investment Management LLC0$00.00%−76,296−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−68,303−100.0%Sold out
STRS Ohio0$00.00%−61,800−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−54,177−100.0%Sold out
Avalon Global Asset Management LLC0$00.00%−50,000−100.0%Sold out
Calamos Advisors LLC0$00.00%−47,606−100.0%Sold out
HBK Investments L P0$00.00%−44,300−100.0%Sold out
Sandler Capital Management0$00.00%−32,677−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−30,865−100.0%Sold out
Intel Corp0$00.00%−27,761−100.0%Sold out
Interval Partners, LP0$00.00%−27,437−100.0%Sold out
Maven Securities LTD0$00.00%−26,500−100.0%Sold out
Paloma Partners Management Co0$00.00%−25,746−100.0%Sold out
Moore Capital Management, LP0$00.00%−25,000−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−22,700−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−22,529−100.0%Sold out
Renaissance Capital LLC0$00.00%−20,572−100.0%Sold out
Quantbot Technologies LP0$00.00%−18,031−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−14,964−100.0%Sold out
JCSD Capital, LLC0$00.00%−12,000−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,597−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,594−100.0%Sold out
DuPont Capital Management Corp0$00.00%−8,630−100.0%Sold out
Versor Investments LP0$00.00%−8,000−100.0%Sold out
Pearl River Capital, LLC0$00.00%−6,626−100.0%Sold out
Group One Trading, L.P.0$00.00%−5,006−100.0%Sold out
Squarepoint Ops LLC0$00.00%−4,097−100.0%Sold out
Virtu Financial LLC0$00.00%−3,550−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−3,252−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−3,130−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−3,056−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−3,000−100.0%Sold out
Creative Financial Designs Inc0$00.00%−1,385−100.0%Sold out
SG3 Management, LLC0$00.00%−750−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−600−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−268−100.0%Sold out
Simplex Trading, LLC0$00.00%−159−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−65−100.0%Sold out
Agf Investments Inc.0$00.00%−70−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−60−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−60−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−54−100.0%Sold out
Hudock, Inc.0$00.00%−33−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−20−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−2−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Three Peaks Capital Management, LLC––––Not filed
Psagot Investment House Ltd.––––Not filed
Berman Capital Advisors, LLC––––Not filed