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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
Royce & Associates LP584,993$36.2M0.31%+14,507+2.5%Added
Geode Capital Management, LLC604,628$37.4M0.00%+42,979+7.7%Added
Westfield Capital Management Co LP630,619$39.1M0.25%+206,481+48.7%Added
State Street Corp702,322$43.5M0.00%+30,729+4.6%Added
Franklin Resources Inc853,078$52.8M0.02%+73,886+9.5%Added
Bank of New York Mellon Corp1,039,122$64.4M0.01%−39,156−3.6%Reduced
Tremblant Capital Group1,194,944$74.0M2.82%+1,194,944New
Senator Investment Group LP1,250,000$77.4M2.40%−100,000−7.4%Reduced
Price T Rowe Associates Inc1,375,810$85.2M0.01%+1,364,924+12,538.3%Added
Jennison Associates LLC1,552,453$96.1M0.07%+606,463+64.1%Added
Clearbridge Investments, LLC1,571,296$97.3M0.07%+274,182+21.1%Added
Ameriprise Financial Inc1,711,581$105.9M0.03%−1,544,276−47.4%Reduced
Goldman Sachs Group Inc1,730,377$107.2M0.03%−262,958−13.2%Reduced
JPMorgan Chase & Co2,038,551$126.2M0.02%−17,689−0.9%Reduced
Durable Capital Partners LP2,305,940$142.8M1.25%+789,002+52.0%Added
Alliancebernstein L.P.2,969,838$183.9M0.07%+285,676+10.6%Added
Southpoint Capital Advisors LP3,000,000$185.8M3.60%+100,000+3.4%Added
FMR LLC3,116,483$193.0M0.02%+681,459+28.0%Added
BlackRock Inc.3,545,698$219.6M0.01%−4,489−0.1%Reduced
Vanguard Group Inc4,493,689$278.3M0.01%−132,728−2.9%Reduced
Macquarie Group Ltd5,910,965$366.1M0.33%+414,846+7.5%Added
Wellington Management Group LLP6,099,955$377.8M0.06%+1,142,853+23.1%Added
Voloridge Investment Management, LLC0$00.00%−286,525−100.0%Sold out
Bamco Inc0$00.00%−250,000−100.0%Sold out
Islet Management, LP0$00.00%−175,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−113,481−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−107,347−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−101,000−100.0%Sold out
Cinctive Capital Management LP0$00.00%−55,764−100.0%Sold out
BlueMar Capital Management, LLC0$00.00%−49,672−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−48,950−100.0%Sold out
Ergoteles LLC0$00.00%−47,712−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−42,043−100.0%Sold out
PEAK6 Investments LLC0$00.00%−38,702−100.0%Sold out
Walleye Trading LLC0$00.00%−33,751−100.0%Sold out
Lee Capital Holdings LLC0$00.00%−29,590−100.0%Sold out
Atom Investors LP0$00.00%−29,122−100.0%Sold out
Freemont Management S.A.0$00.00%−28,400−100.0%Sold out
Two Sigma Investments, LP0$00.00%−26,590−100.0%Sold out
Maltese Capital Management LLC0$00.00%−23,700−100.0%Sold out
Oribel Capital Management, LP0$00.00%−23,600−100.0%Sold out
Trexquant Investment LP0$00.00%−22,755−100.0%Sold out
Connacht Asset Management LP0$00.00%−20,320−100.0%Sold out
Caption Management, LLC0$00.00%−20,000−100.0%Sold out
HRT Financial LP0$00.00%−17,659−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−15,319−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−15,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,734−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−12,086−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,943−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−8,698−100.0%Sold out
FORA Capital, LLC0$00.00%−8,475−100.0%Sold out
Shay Capital LLC0$00.00%−5,000−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−4,500−100.0%Sold out
Oak Thistle LLC0$00.00%−4,328−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,321−100.0%Sold out
Golden Green, Inc.0$00.00%−3,718−100.0%Sold out
First Hawaiian Bank0$00.00%−3,456−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−2,856−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Spire Wealth Management0$00.00%−523−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−500−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−200−100.0%Sold out
Neo Ivy Capital Management0$00.00%−60−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−37−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−51−100.0%Sold out
Lee Financial Co0$00.00%−18−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−9−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−11−100.0%Sold out
Ellevest, Inc.0$00.00%−3−100.0%Sold out
Burleson & Company, LLC0$00.00%−3−100.0%Sold out
Castle Financial & Retirement Planning Associates, Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed
Bell Investment Advisors, Inc––––Not filed