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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, Q1 2022

Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2022. 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
222
−4 vs. Q4 2021
Shares held
60.7M
+3.02M (+5.2%) vs. Q4 2021
Total value
$3.76B
+$416.4M (+12.5%) vs. Q4 2021
New holders
45
85 more added
Sold out
49
72 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 222 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 heldQ1 2022: $3.76B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2021.

Institutions holding FOUR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP6,099,955$377.8M0.06%+1,142,853+23.1%Added
Macquarie Group Ltd5,910,965$366.1M0.33%+414,846+7.5%Added
Vanguard Group Inc4,493,689$278.3M0.01%−132,728−2.9%Reduced
BlackRock Inc.3,545,698$219.6M0.01%−4,489−0.1%Reduced
FMR LLC3,116,483$193.0M0.02%+681,459+28.0%Added
Southpoint Capital Advisors LP3,000,000$185.8M3.60%+100,000+3.4%Added
Alliancebernstein L.P.2,969,838$183.9M0.07%+285,676+10.6%Added
Durable Capital Partners LP2,305,940$142.8M1.25%+789,002+52.0%Added
JPMorgan Chase & Co2,038,551$126.2M0.02%−17,689−0.9%Reduced
Goldman Sachs Group Inc1,730,377$107.2M0.03%−262,958−13.2%Reduced
Ameriprise Financial Inc1,711,581$105.9M0.03%−1,544,276−47.4%Reduced
Clearbridge Investments, LLC1,571,296$97.3M0.07%+274,182+21.1%Added
Jennison Associates LLC1,552,453$96.1M0.07%+606,463+64.1%Added
Price T Rowe Associates Inc1,375,810$85.2M0.01%+1,364,924+12,538.3%Added
Senator Investment Group LP1,250,000$77.4M2.40%−100,000−7.4%Reduced
Tremblant Capital Group1,194,944$74.0M2.82%+1,194,944New
Bank of New York Mellon Corp1,039,122$64.4M0.01%−39,156−3.6%Reduced
Franklin Resources Inc853,078$52.8M0.02%+73,886+9.5%Added
State Street Corp702,322$43.5M0.00%+30,729+4.6%Added
Westfield Capital Management Co LP630,619$39.1M0.25%+206,481+48.7%Added
Geode Capital Management, LLC604,628$37.4M0.00%+42,979+7.7%Added
Royce & Associates LP584,993$36.2M0.31%+14,507+2.5%Added
Nishkama Capital, LLC525,451$32.5M9.91%−47,221−8.2%Reduced
Putnam Investments LLC514,918$31.9M0.05%−60,925−10.6%Reduced
Adage Capital Partners GP, L.L.C.450,686$27.9M0.05%+175,486+63.8%Added
Public Sector Pension Investment Board432,600$26.8M0.17%00.0%Unchanged
Emerald Advisers, LLC415,980$25.8M0.98%+415,980New
Morgan Stanley413,330$25.6M0.00%−151,478−26.8%Reduced
Point72 Asset Management, L.P.399,800$24.8M0.11%+187,500+88.3%Added
Emerald Mutual Fund Advisers Trust377,109$23.4M1.03%+377,109New
Victory Capital Management Inc376,578$23.1M0.02%+94,473+33.5%Added
Janus Henderson Group PLC361,286$22.4M0.01%+145,673+67.6%Added
UBS Asset Management Americas Inc339,380$21.0M0.01%+22,318+7.0%Added
Millennium Management LLC279,073$17.3M0.02%−47,227−14.5%Reduced
Charles Schwab Investment Management Inc265,276$16.4M0.00%+28,882+12.2%Added
ETF Managers Group, LLC246,600$16.0M0.32%+8,231+3.5%Added
Pier Capital, LLC252,975$15.7M2.00%+131,488+108.2%Added
WCM Investment Management, LLC249,692$15.5M0.04%+29,422+13.4%Added
Bank of America Corp247,640$15.3M0.00%+28,998+13.3%Added
AXA S.A.238,753$14.8M0.04%−2,585−1.1%Reduced
Citadel Advisors LLC235,084$14.6M0.02%−843,016−78.2%Reduced
Allianz Asset Management GmbH222,080$13.8M0.01%+84,283+61.2%Added
Summit Partners Public Asset Management, LLC217,249$13.5M0.74%−431,418−66.5%Reduced
Northern Trust Corp214,193$13.3M0.00%+10,976+5.4%Added
FIL Ltd213,500$13.2M0.01%−292,611−57.8%Reduced
Ratan Capital Management LP208,963$12.9M8.98%−208,616−50.0%Reduced
Citigroup Inc200,297$12.4M0.01%+150,327+300.8%Added
Blackstone Group Inc.200,000$12.4M0.03%+200,000New
Credit Suisse AG193,777$12.0M0.01%−18,516−8.7%Reduced
Thornburg Investment Management Inc176,255$10.9M0.14%−20,030−10.2%Reduced
Segall Bryant & Hamill, LLC144,252$8.93M0.09%+341+0.2%Added
Brown Advisory Inc140,903$8.73M0.01%+1,651+1.2%Added
State of Wisconsin Investment Board140,102$8.68M0.02%+125,893+886.0%Added
Royal Bank of Canada123,929$7.67M0.00%+112,679+1,001.6%Added
Jane Street Group, LLC122,174$7.57M0.01%−24,641−16.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.121,775$7.54M0.03%−58,000−32.3%Reduced
Nuveen Asset Management, LLC121,394$7.05M0.00%+185+0.2%Added
Hudson Bay Capital Management LP110,000$6.81M0.10%+50,000+83.3%Added
Swiss National Bank109,600$6.79M0.00%+16,100+17.2%Added
Mirae Asset Global Investments Co., Ltd.104,681$6.48M0.01%−22,274−17.5%Reduced
Wells Fargo & Company104,084$6.45M0.00%+32,812+46.0%Added
Allspring Global Investments Holdings, LLC103,502$6.41M0.01%+7,184+7.5%Added
J. Goldman & Co LP102,235$6.33M0.48%+65,836+180.9%Added
Teachers Retirement System of the State of Kentucky99,562$6.17M0.06%+18,176+22.3%Added
Parametric Portfolio Associates LLC95,426$5.91M0.00%−6,800−6.7%Reduced
Nellore Capital Management LLC79,518$4.92M1.11%−59,446−42.8%Reduced
IMA Wealth, Inc.76,076$4.71M1.08%+32,374+74.1%Added
Osterweis Capital Management Inc70,675$4.38M0.24%+70,675New
Eventide Asset Management, LLC70,000$4.33M0.07%−19,000−21.3%Reduced
Schonfeld Strategic Advisors LLC67,834$4.20M0.05%+67,834New
Taylor Wealth Management Partners66,531$4.12M1.67%−4,705−6.6%Reduced
Bullseye Asset Management LLC64,962$4.02M1.85%00.0%Unchanged
Natixis64,716$4.01M0.01%+16,956+35.5%Added
Susquehanna Fundamental Investments, LLC62,256$3.86M0.08%+62,256New
Pentwater Capital Management LP60,000$3.72M0.07%−25,000−29.4%Reduced
Beck Bode, LLC58,935$3.65M0.82%+58,935New
California State Teachers Retirement System57,985$3.59M0.00%−1,418−2.4%Reduced
Hickory Lane Capital Management LP55,000$3.41M2.57%−35,000−38.9%Reduced
LPL Financial LLC52,100$3.23M0.00%−309,419−85.6%Reduced
State of New Jersey Common Pension Fund D52,000$3.22M0.01%+3,808+7.9%Added
New York State Common Retirement Fund48,972$3.03M0.00%+36+0.1%Added
Invesco Ltd.40,117$2.48M0.00%+10,433+35.1%Added
Intrinsic Edge Capital Management LLC40,000$2.48M0.20%+40,000New
State Board of Administration of Florida Retirement System39,819$2.47M0.00%+1,420+3.7%Added
Legal & General Group Plc38,352$2.38M0.00%+1,655+4.5%Added
Neuberger Berman Group LLC37,268$2.31M0.00%−5,124−12.1%Reduced
Rhumbline Advisers37,066$2.29M0.00%−2,120−5.4%Reduced
TD Asset Management Inc35,124$2.17M0.00%+35,124New
B. Metzler seel. Sohn & Co. AG32,314$2.00M0.03%+32,314New
Full18 Capital LLC37,868$2.00M0.46%−30,535−44.6%Reduced
Baird Financial Group, Inc.31,524$1.95M0.00%+24,329+338.1%Added
Riggs Asset Managment Co. Inc.27,703$1.72M0.50%+2,005+7.8%Added
Kennedy Capital Management, Inc.27,063$1.68M0.04%+27,063New
AtonRa Partners24,996$1.55M0.84%−1,828−6.8%Reduced
Balyasny Asset Management LLC22,400$1.39M0.01%+1,775+8.6%Added
Public Employees Retirement System of Ohio22,313$1.38M0.00%−842−3.6%Reduced
Voya Investment Management LLC20,986$1.30M0.00%−413−1.9%Reduced
Raymond James & Associates20,774$1.29M0.00%−3,232−13.5%Reduced
DeepCurrents Investment Group LLC20,591$1.27M0.04%+20,591New
Norges Bank19,232$1.19M0.00%−14,836−43.5%Reduced