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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 2022

Institutional positions in Shift4 Payments, Inc. as of Sep 30, 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
210
+5 vs. Q2 2022
Shares held
56.6M
−702.8K (−1.2%) vs. Q2 2022
Total value
$2.52B
+$629.2M (+33.2%) vs. Q2 2022
New holders
38
62 more added
Sold out
33
82 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 210 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 2022: $2.52B
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 2022

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2022.

Institutions holding FOUR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP7,927,914$353.7M0.08%+555,118+7.5%Added
Macquarie Group Ltd5,367,010$239.5M0.29%−124,528−2.3%Reduced
Vanguard Group Inc4,606,834$205.5M0.01%−134,081−2.8%Reduced
Durable Capital Partners LP4,274,558$190.7M2.10%+1,103,925+34.8%Added
BlackRock Inc.3,324,922$148.3M0.01%−259,006−7.2%Reduced
Alliancebernstein L.P.2,991,957$133.5M0.06%−129,974−4.2%Reduced
Jennison Associates LLC1,947,345$86.9M0.09%+331,352+20.5%Added
FMR LLC1,698,558$75.8M0.01%−1,325,753−43.8%Reduced
Clearbridge Investments, LLC1,581,701$70.6M0.07%+8,712+0.6%Added
Tremblant Capital Group1,421,792$63.4M4.02%+263,062+22.7%Added
Goldman Sachs Group Inc1,325,178$59.1M0.02%+761,244+135.0%Added
Citadel Advisors LLC1,248,527$55.7M0.07%−5,728−0.5%Reduced
Ameriprise Financial Inc1,096,335$48.9M0.02%+170,227+18.4%Added
Millennium Management LLC1,008,752$45.0M0.06%+1,008,752New
JPMorgan Chase & Co997,648$44.5M0.01%−818,477−45.1%Reduced
Franklin Resources Inc862,841$38.5M0.02%+10,958+1.3%Added
Westfield Capital Management Co LP830,243$37.0M0.29%−10,822−1.3%Reduced
State Street Corp816,192$36.4M0.00%+50,679+6.6%Added
Geode Capital Management, LLC646,473$28.8M0.00%−15,142−2.3%Reduced
Public Sector Pension Investment Board636,400$28.4M0.24%00.0%Unchanged
Bank of America Corp555,818$24.8M0.00%+330,245+146.4%Added
Emerald Advisers, LLC550,645$24.6M1.27%+98,735+21.8%Added
Bank of New York Mellon Corp529,127$23.6M0.01%−333,497−38.7%Reduced
Janus Henderson Group PLC456,888$20.4M0.02%+1,653+0.4%Added
Emerald Mutual Fund Advisers Trust436,125$19.5M1.23%+31,616+7.8%Added
Allspring Global Investments Holdings, LLC412,648$18.4M0.03%+105,352+34.3%Added
Adage Capital Partners GP, L.L.C.385,686$17.2M0.04%−442,291−53.4%Reduced
Morgan Stanley384,883$17.2M0.00%+50,377+15.1%Added
Franchise Capital Ltd365,436$16.3M7.09%+203,163+125.2%Added
UBS Asset Management Americas Inc286,420$12.8M0.01%−44,929−13.6%Reduced
Charles Schwab Investment Management Inc265,701$11.9M0.00%−3,580−1.3%Reduced
WCM Investment Management, LLC256,047$11.4M0.04%+6,010+2.4%Added
Dimensional Fund Advisors LP245,384$10.9M0.00%+198,102+419.0%Added
Kornitzer Capital Management Inc237,152$10.6M0.23%+237,152New
AXA S.A.231,158$10.3M0.04%−3,286−1.4%Reduced
Northern Trust Corp222,482$9.93M0.00%−4,396−1.9%Reduced
Bessemer Group Inc212,838$9.49M0.02%+41,095+23.9%Added
Norges Bank208,056$9.28M0.00%+108,224+108.4%Added
Intrinsic Edge Capital Management LLC207,934$9.28M1.03%+157,934+315.9%Added
Pier Capital, LLC192,825$8.60M1.48%+2,876+1.5%Added
Voloridge Investment Management, LLC176,428$7.87M0.04%+82,185+87.2%Added
ETF Managers Group, LLC168,948$7.54M0.24%−7,572−4.3%Reduced
Palisade Capital Management LLC164,529$7.34M0.21%+553+0.3%Added
Brookfield Asset Management Inc.162,101$7.23M0.03%+162,101New
Victory Capital Management Inc161,291$7.20M0.01%−263,495−62.0%Reduced
State of Wisconsin Investment Board146,243$6.52M0.02%−2,899−1.9%Reduced
Nuveen Asset Management, LLC145,943$6.51M0.00%+2,882+2.0%Added
Royal Bank of Canada143,522$6.40M0.00%+98,669+220.0%Added
Thornburg Investment Management Inc141,903$6.33M0.11%+20,202+16.6%Added
Beck Bode, LLC127,666$5.70M1.23%+35,379+38.3%Added
Teachers Retirement System of the State of Kentucky121,140$5.40M0.06%+121,140New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.121,115$5.40M0.02%+277+0.2%Added
Swiss National Bank120,800$5.39M0.00%+5,500+4.8%Added
Credit Suisse AG117,879$5.26M0.01%+650+0.6%Added
Barclays PLC117,290$5.23M0.01%−10,304−8.1%Reduced
Cantor Fitzgerald, L. P.109,280$4.88M0.11%+109,280New
Segall Bryant & Hamill, LLC105,224$4.69M0.06%−100,067−48.7%Reduced
SEI Investments Co100,902$4.50M0.01%+27,159+36.8%Added
New York State Common Retirement Fund96,840$4.32M0.01%+1,055+1.1%Added
State of Michigan Retirement System96,000$4.28M0.03%+96,000New
Susquehanna Fundamental Investments, LLC91,622$4.09M0.07%+91,622New
Mirae Asset Global Investments Co., Ltd.83,051$3.71M0.01%−22,083−21.0%Reduced
Schroder Investment Management Group80,343$3.58M0.01%+80,343New
IMA Wealth, Inc.74,864$3.34M0.90%−4,734−5.9%Reduced
HRT Financial LP71,193$3.17M0.03%+71,193New
Wells Fargo & Company70,727$3.15M0.00%−9,573−11.9%Reduced
Lombard Odier Asset Management (Europe) Ltd70,000$3.12M0.16%00.0%Unchanged
Private Management Group Inc68,730$3.07M0.14%+25,785+60.0%Added
Royce & Associates LP65,838$2.94M0.03%+65,838New
Bullseye Asset Management LLC64,211$2.87M1.66%−799−1.2%Reduced
California State Teachers Retirement System63,890$2.85M0.00%−856−1.3%Reduced
Gotham Asset Management, LLC61,866$2.76M0.08%+61,866New
Marshall Wace, LLP57,493$2.57M0.01%−162,269−73.8%Reduced
LPL Financial LLC53,861$2.40M0.00%+49+0.1%Added
Citigroup Inc52,374$2.34M0.00%−137,461−72.4%Reduced
Brown Advisory Inc52,293$2.33M0.00%−61,974−54.2%Reduced
Rhumbline Advisers51,258$2.29M0.00%+862+1.7%Added
Jane Street Group, LLC50,289$2.24M0.00%−92,949−64.9%Reduced
Ratan Capital Management LP49,282$2.20M5.21%−223,851−82.0%Reduced
State of New Jersey Common Pension Fund D48,038$2.14M0.01%00.0%Unchanged
Baird Financial Group, Inc.47,443$2.12M0.01%−6,166−11.5%Reduced
Cubist Systematic Strategies, LLC47,178$2.10M0.02%+38,407+437.9%Added
Invesco Ltd.47,102$2.10M0.00%−579−1.2%Reduced
Hickory Lane Capital Management LP45,500$2.03M2.87%−7,000−13.3%Reduced
Legal & General Group Plc44,727$2.00M0.00%+2,047+4.8%Added
ExodusPoint Capital Management, LP44,420$1.98M0.03%+26,391+146.4%Added
State Board of Administration of Florida Retirement System43,013$1.92M0.00%00.0%Unchanged
UBS Group AG42,593$1.90M0.00%+35,484+499.1%Added
Kennedy Capital Management, Inc.40,610$1.81M0.05%+50.0%Added
Natixis40,062$1.79M0.01%−352−0.9%Reduced
Oribel Capital Management, LP39,500$1.76M0.45%+39,500New
Diker Management LLC37,500$1.67M2.16%+37,500New
AtonRa Partners35,322$1.58M1.55%−671−1.9%Reduced
B. Metzler seel. Sohn & Co. AG32,899$1.47M0.03%+585+1.8%Added
First Trust Advisors LP31,870$1.42M0.00%−79,236−71.3%Reduced
Graham Capital Management, L.P.30,689$1.37M0.06%+17,311+129.4%Added
Riggs Asset Managment Co. Inc.27,854$1.24M0.49%+1,055+3.9%Added
Cinctive Capital Management LP27,400$1.22M0.06%−221,858−89.0%Reduced
Public Employees Retirement System of Ohio25,328$1.13M0.01%−1,048−4.0%Reduced
EFG Asset Management (North America) Corp.24,138$1.08M0.25%+5,516+29.6%Added