Skip to main content

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.

Institutional holdersQ4 2022: 234 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 2022: $3.22B
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 2022

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2022.

Institutions holding FOUR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Charles Schwab Investment Management Inc282,363$15.8M0.01%+16,662+6.3%Added
Lord, Abbett & Co. LLC297,333$16.6M0.06%+297,333New
UBS Asset Management Americas Inc309,705$17.3M0.01%+23,285+8.1%Added
Morgan Stanley310,671$17.4M0.00%−74,212−19.3%Reduced
First Trust Advisors LP334,693$18.7M0.02%+302,823+950.2%Added
Kornitzer Capital Management Inc355,628$19.9M0.40%+118,476+50.0%Added
Franchise Capital Ltd389,008$21.8M6.67%+23,572+6.5%Added
Schonfeld Strategic Advisors LLC392,469$22.0M0.18%+374,454+2,078.6%Added
Shannon River Fund Management LLC408,860$22.9M7.27%+408,860New
Emerald Mutual Fund Advisers Trust415,856$23.3M1.44%−20,269−4.6%Reduced
Allspring Global Investments Holdings, LLC424,661$23.8M0.04%+12,013+2.9%Added
Victory Capital Management Inc500,254$28.0M0.03%+338,963+210.2%Added
Summit Partners Public Asset Management, LLC534,355$29.9M2.18%+534,355New
Emerald Advisers, LLC548,368$30.7M1.48%−2,277−0.4%Reduced
Janus Henderson Group PLC554,221$31.0M0.02%+97,333+21.3%Added
Bank of America Corp577,973$32.3M0.00%+22,155+4.0%Added
JPMorgan Chase & Co583,147$32.6M0.00%−414,501−41.5%Reduced
Geode Capital Management, LLC699,756$39.1M0.01%+53,283+8.2%Added
State Street Corp776,968$43.5M0.00%−39,224−4.8%Reduced
Franklin Resources Inc850,995$47.6M0.02%−11,846−1.4%Reduced
Westfield Capital Management Co LP863,031$48.3M0.37%+32,788+3.9%Added
Millennium Management LLC906,035$50.7M0.06%−102,717−10.2%Reduced
Goldman Sachs Group Inc946,242$52.9M0.02%−378,936−28.6%Reduced
Citadel Advisors LLC1,034,856$57.9M0.07%−213,671−17.1%Reduced
Ameriprise Financial Inc1,104,387$61.8M0.02%+8,052+0.7%Added
Clearbridge Investments, LLC1,596,226$89.3M0.09%+14,525+0.9%Added
Jennison Associates LLC2,262,079$126.5M0.13%+314,734+16.2%Added
FMR LLC3,054,947$170.9M0.02%+1,356,389+79.9%Added
Alliancebernstein L.P.3,171,922$177.4M0.08%+179,965+6.0%Added
BlackRock Inc.3,180,798$177.9M0.01%−144,124−4.3%Reduced
Durable Capital Partners LP4,576,010$255.9M2.66%+301,452+7.1%Added
Vanguard Group Inc4,811,405$269.1M0.01%+204,571+4.4%Added
Macquarie Group Ltd5,188,997$290.2M0.34%−178,013−3.3%Reduced
Wellington Management Group LLP6,929,933$387.6M0.08%−997,981−12.6%Reduced
Tremblant Capital Group0$00.00%−1,421,792−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−385,686−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−207,934−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−105,224−100.0%Sold out
SEI Investments Co0$00.00%−100,902−100.0%Sold out
Royce & Associates LP0$00.00%−65,838−100.0%Sold out
Brown Advisory Inc0$00.00%−52,293−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−44,420−100.0%Sold out
Natixis0$00.00%−40,062−100.0%Sold out
Oribel Capital Management, LP0$00.00%−39,500−100.0%Sold out
Diker Management LLC0$00.00%−37,500−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−30,689−100.0%Sold out
Cinctive Capital Management LP0$00.00%−27,400−100.0%Sold out
Pentwater Capital Management LP0$00.00%−20,000−100.0%Sold out
SG Americas Securities, LLC0$00.00%−19,398−100.0%Sold out
Wolf Group Capital Advisors0$00.00%−18,800−100.0%Sold out
Cna Financial Corp0$00.00%−12,421−100.0%Sold out
EdgeRock Capital LLC0$00.00%−12,265−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,025−100.0%Sold out
Simplex Trading, LLC0$00.00%−10,371−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−10,000−100.0%Sold out
BIT Capital GmbH0$00.00%−8,893−100.0%Sold out
Verition Fund Management LLC0$00.00%−7,198−100.0%Sold out
Renaissance Technologies LLC0$00.00%−6,000−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,394−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−4,830−100.0%Sold out
Searchlight Capital Partners, L.P.0$00.00%−3,691−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,362−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−2,154−100.0%Sold out
Natixis Investment Managers International0$00.00%−1,556−100.0%Sold out
Elequin Capital LP0$00.00%−235−100.0%Sold out
Neo Ivy Capital Management0$00.00%−197−100.0%Sold out
Valley National Advisers Inc0$00.00%−35−100.0%Sold out
Meeder Asset Management Inc0$00.00%−13−100.0%Sold out
Worth Asset Management, LLC0$00.00%−15−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−13−100.0%Sold out
Community Bank, N.A.0$00.00%−10−100.0%Sold out
FourThought Financial, LLC––––Not filed
Covington Capital Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed