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 2022
Institutional positions in Shift4 Payments, Inc. as of Dec 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
- 234
- +27 vs. Q3 2022
- Shares held
- 57.5M
- +957.8K (+1.7%) vs. Q3 2022
- Total value
- $3.22B
- +$693.5M (+27.5%) vs. Q3 2022
- New holders
- 64
- 79 more added
- Sold out
- 37
- 64 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 359 | $3.38B |
| Q1 2026 | 353 | $3.09B |
| Q4 2025 | 404 | $5.12B |
| Q3 2025 | 451 | $6.56B |
| Q2 2025 | 459 | $8.56B |
| Q1 2025 | 442 | $6.49B |
| Q4 2024 | 441 | $7.88B |
| Q3 2024 | 358 | $6.28B |
| Q2 2024 | 342 | $4.97B |
| Q1 2024 | 325 | $4.01B |
| Q4 2023 | 308 | $4.39B |
| Q3 2023 | 252 | $3.26B |
| Q2 2023 | 271 | $3.96B |
| Q1 2023 | 291 | $4.22B |
| Q4 2022 | 234 | $3.22B |
| Q3 2022 | 210 | $2.52B |
| Q2 2022 | 207 | $1.90B |
| Q1 2022 | 222 | $3.76B |
| Q4 2021 | 229 | $3.34B |
| Q3 2021 | 228 | $4.32B |
| Q2 2021 | 216 | $4.38B |
| Q1 2021 | 201 | $3.55B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 6,929,933 | $387.6M | 0.08% | −997,981−12.6% | Reduced |
| Macquarie Group Ltd | 5,188,997 | $290.2M | 0.34% | −178,013−3.3% | Reduced |
| Vanguard Group Inc | 4,811,405 | $269.1M | 0.01% | +204,571+4.4% | Added |
| Durable Capital Partners LP | 4,576,010 | $255.9M | 2.66% | +301,452+7.1% | Added |
| BlackRock Inc. | 3,180,798 | $177.9M | 0.01% | −144,124−4.3% | Reduced |
| Alliancebernstein L.P. | 3,171,922 | $177.4M | 0.08% | +179,965+6.0% | Added |
| FMR LLC | 3,054,947 | $170.9M | 0.02% | +1,356,389+79.9% | Added |
| Jennison Associates LLC | 2,262,079 | $126.5M | 0.13% | +314,734+16.2% | Added |
| Clearbridge Investments, LLC | 1,596,226 | $89.3M | 0.09% | +14,525+0.9% | Added |
| Ameriprise Financial Inc | 1,104,387 | $61.8M | 0.02% | +8,052+0.7% | Added |
| Citadel Advisors LLC | 1,034,856 | $57.9M | 0.07% | −213,671−17.1% | Reduced |
| Goldman Sachs Group Inc | 946,242 | $52.9M | 0.02% | −378,936−28.6% | Reduced |
| Millennium Management LLC | 906,035 | $50.7M | 0.06% | −102,717−10.2% | Reduced |
| Westfield Capital Management Co LP | 863,031 | $48.3M | 0.37% | +32,788+3.9% | Added |
| Franklin Resources Inc | 850,995 | $47.6M | 0.02% | −11,846−1.4% | Reduced |
| State Street Corp | 776,968 | $43.5M | 0.00% | −39,224−4.8% | Reduced |
| Geode Capital Management, LLC | 699,756 | $39.1M | 0.01% | +53,283+8.2% | Added |
| JPMorgan Chase & Co | 583,147 | $32.6M | 0.00% | −414,501−41.5% | Reduced |
| Bank of America Corp | 577,973 | $32.3M | 0.00% | +22,155+4.0% | Added |
| Janus Henderson Group PLC | 554,221 | $31.0M | 0.02% | +97,333+21.3% | Added |
| Emerald Advisers, LLC | 548,368 | $30.7M | 1.48% | −2,277−0.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 534,355 | $29.9M | 2.18% | +534,355 | New |
| Victory Capital Management Inc | 500,254 | $28.0M | 0.03% | +338,963+210.2% | Added |
| Allspring Global Investments Holdings, LLC | 424,661 | $23.8M | 0.04% | +12,013+2.9% | Added |
| Emerald Mutual Fund Advisers Trust | 415,856 | $23.3M | 1.44% | −20,269−4.6% | Reduced |
| Shannon River Fund Management LLC | 408,860 | $22.9M | 7.27% | +408,860 | New |
| Schonfeld Strategic Advisors LLC | 392,469 | $22.0M | 0.18% | +374,454+2,078.6% | Added |
| Franchise Capital Ltd | 389,008 | $21.8M | 6.67% | +23,572+6.5% | Added |
| Kornitzer Capital Management Inc | 355,628 | $19.9M | 0.40% | +118,476+50.0% | Added |
| First Trust Advisors LP | 334,693 | $18.7M | 0.02% | +302,823+950.2% | Added |
| Morgan Stanley | 310,671 | $17.4M | 0.00% | −74,212−19.3% | Reduced |
| UBS Asset Management Americas Inc | 309,705 | $17.3M | 0.01% | +23,285+8.1% | Added |
| Lord, Abbett & Co. LLC | 297,333 | $16.6M | 0.06% | +297,333 | New |
| Charles Schwab Investment Management Inc | 282,363 | $15.8M | 0.01% | +16,662+6.3% | Added |
| Public Sector Pension Investment Board | 265,472 | $14.8M | 0.12% | −370,928−58.3% | Reduced |
| Marshall Wace, LLP | 264,672 | $14.8M | 0.04% | +207,179+360.4% | Added |
| Palisade Capital Management LLC | 254,652 | $14.2M | 0.38% | +90,123+54.8% | Added |
| WCM Investment Management, LLC | 251,959 | $14.1M | 0.05% | −4,088−1.6% | Reduced |
| Senator Investment Group LP | 250,000 | $14.0M | 1.26% | +250,000 | New |
| Dimensional Fund Advisors LP | 233,999 | $13.1M | 0.00% | −11,385−4.6% | Reduced |
| Bessemer Group Inc | 222,852 | $12.5M | 0.03% | +10,014+4.7% | Added |
| AXA S.A. | 222,018 | $12.4M | 0.04% | −9,140−4.0% | Reduced |
| Northern Trust Corp | 217,671 | $12.2M | 0.00% | −4,811−2.2% | Reduced |
| Norges Bank | 208,056 | $11.6M | 0.00% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 200,000 | $11.2M | 3.40% | +200,000 | New |
| Pier Capital, LLC | 193,800 | $10.8M | 1.78% | +975+0.5% | Added |
| State of Michigan Retirement System | 189,000 | $10.6M | 0.07% | +93,000+96.9% | Added |
| Bank of New York Mellon Corp | 178,752 | $10.0M | 0.00% | −350,375−66.2% | Reduced |
| ETF Managers Group, LLC | 154,680 | $8.65M | 0.41% | −14,268−8.4% | Reduced |
| Voloridge Investment Management, LLC | 144,175 | $8.06M | 0.04% | −32,253−18.3% | Reduced |
| Nuveen Asset Management, LLC | 144,023 | $8.05M | 0.00% | −1,920−1.3% | Reduced |
| Royal Bank of Canada | 143,043 | $8.00M | 0.00% | −479−0.3% | Reduced |
| State of Wisconsin Investment Board | 142,850 | $7.99M | 0.03% | −3,393−2.3% | Reduced |
| Susquehanna International Group, LLP | 133,052 | $7.44M | 0.01% | +128,281+2,688.8% | Added |
| Lisanti Capital Growth, LLC | 132,595 | $7.42M | 1.01% | +132,595 | New |
| Ratan Capital Management LP | 130,883 | $7.32M | 5.88% | +81,601+165.6% | Added |
| Schroder Investment Management Group | 128,376 | $7.18M | 0.01% | +48,033+59.8% | Added |
| Susquehanna Fundamental Investments, LLC | 123,695 | $6.92M | 0.12% | +32,073+35.0% | Added |
| Beck Bode, LLC | 121,791 | $6.81M | 1.53% | −5,875−4.6% | Reduced |
| Credit Suisse AG | 119,215 | $6.67M | 0.01% | +1,336+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 118,881 | $6.65M | 0.07% | −2,259−1.9% | Reduced |
| New York State Common Retirement Fund | 118,331 | $6.62M | 0.01% | +21,491+22.2% | Added |
| Swiss National Bank | 117,200 | $6.55M | 0.00% | −3,600−3.0% | Reduced |
| Gillson Capital LP | 115,303 | $6.45M | 0.49% | +115,303 | New |
| Nicholas Company, Inc. | 115,105 | $6.44M | 0.14% | +115,105 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,483 | $6.31M | 0.02% | −632−0.5% | Reduced |
| Cantor Fitzgerald, L. P. | 109,280 | $6.11M | 0.13% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 106,816 | $5.97M | 0.10% | −35,087−24.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 101,730 | $5.69M | 0.16% | +101,730 | New |
| Lombard Odier Asset Management (Europe) Ltd | 97,500 | $5.45M | 0.23% | +27,500+39.3% | Added |
| Barclays PLC | 82,483 | $4.61M | 0.00% | −34,807−29.7% | Reduced |
| O'Neil Global Advisors, Inc. | 81,232 | $4.54M | 20.97% | +81,232 | New |
| Brookfield Asset Management Inc. | 77,786 | $4.35M | 0.02% | −84,315−52.0% | Reduced |
| Jane Street Group, LLC | 75,752 | $4.24M | 0.01% | +25,463+50.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,316 | $3.99M | 0.01% | −11,735−14.1% | Reduced |
| Wells Fargo & Company | 70,563 | $3.95M | 0.00% | −164−0.2% | Reduced |
| 1832 Asset Management L.P. | 68,500 | $3.83M | 0.01% | +68,500 | New |
| Bullseye Asset Management LLC | 64,211 | $3.59M | 1.94% | 00.0% | Unchanged |
| California State Teachers Retirement System | 62,503 | $3.50M | 0.01% | −1,387−2.2% | Reduced |
| Private Management Group Inc | 59,664 | $3.34M | 0.15% | −9,066−13.2% | Reduced |
| IMA Wealth, Inc. | 57,225 | $3.20M | 0.85% | −17,639−23.6% | Reduced |
| Baird Financial Group, Inc. | 55,706 | $3.12M | 0.01% | +8,263+17.4% | Added |
| LPL Financial LLC | 54,308 | $3.04M | 0.00% | +447+0.8% | Added |
| Rhumbline Advisers | 54,074 | $3.02M | 0.00% | +2,816+5.5% | Added |
| Invesco Ltd. | 52,836 | $2.96M | 0.00% | +5,734+12.2% | Added |
| Citigroup Inc | 52,813 | $2.95M | 0.00% | +439+0.8% | Added |
| Stifel Financial Corp | 52,148 | $2.92M | 0.00% | +47,673+1,065.3% | Added |
| State of New Jersey Common Pension Fund D | 51,648 | $2.89M | 0.01% | +3,610+7.5% | Added |
| Kennedy Capital Management, Inc. | 46,378 | $2.59M | 0.07% | +5,768+14.2% | Added |
| Legal & General Group Plc | 45,241 | $2.53M | 0.00% | +514+1.1% | Added |
| HRT Financial LP | 44,607 | $2.49M | 0.04% | −26,586−37.3% | Reduced |
| State Board of Administration of Florida Retirement System | 43,353 | $2.42M | 0.01% | +340+0.8% | Added |
| Squarepoint Ops LLC | 39,244 | $2.19M | 0.02% | +22,906+140.2% | Added |
| Hickory Lane Capital Management LP | 37,500 | $2.10M | 2.78% | −8,000−17.6% | Reduced |
| PEAK6 Investments LLC | 37,079 | $2.07M | 0.11% | +36,784+12,469.2% | Added |
| Cubist Systematic Strategies, LLC | 35,477 | $1.98M | 0.02% | −11,701−24.8% | Reduced |
| EFG Asset Management (North America) Corp. | 34,571 | $1.95M | 0.44% | +10,433+43.2% | Added |
| Tudor Investment Corp Et Al | 34,661 | $1.94M | 0.05% | +34,661 | New |
| B. Metzler seel. Sohn & Co. AG | 32,899 | $1.84M | 0.03% | 00.0% | Unchanged |
| Morgens Waterfall Vintiadis & Co Inc | 30,000 | $1.68M | 1.45% | +30,000 | New |