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 2023
Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2023. 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
- 291
- +57 vs. Q4 2022
- Shares held
- 55.9M
- −1.67M (−2.9%) vs. Q4 2022
- Total value
- $4.22B
- +$1.01B (+31.3%) vs. Q4 2022
- New holders
- 87
- 93 more added
- Sold out
- 30
- 85 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 5,674,090 | $430.1M | 0.09% | −1,255,843−18.1% | Reduced |
| Vanguard Group Inc | 4,978,930 | $377.4M | 0.01% | +167,525+3.5% | Added |
| Durable Capital Partners LP | 4,290,972 | $325.3M | 3.05% | −285,038−6.2% | Reduced |
| BlackRock Inc. | 3,020,519 | $229.0M | 0.01% | −160,279−5.0% | Reduced |
| FMR LLC | 2,943,011 | $223.1M | 0.02% | −111,936−3.7% | Reduced |
| Alliancebernstein L.P. | 2,382,727 | $180.6M | 0.08% | −789,195−24.9% | Reduced |
| Macquarie Group Ltd | 2,160,642 | $163.8M | 0.19% | −3,028,355−58.4% | Reduced |
| Jennison Associates LLC | 1,897,897 | $143.9M | 0.13% | −364,182−16.1% | Reduced |
| Clearbridge Investments, LLC | 1,635,232 | $124.0M | 0.12% | +39,006+2.4% | Added |
| Ameriprise Financial Inc | 925,283 | $70.1M | 0.02% | −179,104−16.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 919,928 | $69.7M | 3.92% | +385,573+72.2% | Added |
| Morgan Stanley | 907,777 | $68.8M | 0.01% | +597,106+192.2% | Added |
| Lord, Abbett & Co. LLC | 798,856 | $60.6M | 0.22% | +501,523+168.7% | Added |
| State Street Corp | 795,532 | $60.3M | 0.00% | +18,564+2.4% | Added |
| Wasatch Advisors Inc | 779,429 | $59.1M | 0.37% | +779,429 | New |
| Geode Capital Management, LLC | 722,623 | $54.8M | 0.01% | +22,867+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 685,915 | $52.0M | 0.09% | +261,254+61.5% | Added |
| Westfield Capital Management Co LP | 681,171 | $51.6M | 0.36% | −181,860−21.1% | Reduced |
| Franklin Resources Inc | 655,759 | $49.7M | 0.02% | −195,236−22.9% | Reduced |
| Senator Investment Group LP | 650,000 | $49.3M | 2.71% | +400,000+160.0% | Added |
| Driehaus Capital Management LLC | 601,662 | $45.6M | 0.64% | +601,662 | New |
| Goldman Sachs Group Inc | 581,838 | $44.1M | 0.01% | −364,404−38.5% | Reduced |
| Marshall Wace, LLP | 581,003 | $44.0M | 0.11% | +316,331+119.5% | Added |
| Janus Henderson Group PLC | 567,578 | $43.0M | 0.03% | +13,357+2.4% | Added |
| Price T Rowe Associates Inc | 541,681 | $41.1M | 0.01% | +518,909+2,278.7% | Added |
| Emerald Advisers, LLC | 540,640 | $41.0M | 1.97% | −7,728−1.4% | Reduced |
| First Trust Advisors LP | 511,498 | $38.8M | 0.04% | +176,805+52.8% | Added |
| Two Sigma Investments, LP | 494,546 | $37.5M | 0.11% | +474,525+2,370.1% | Added |
| Nomura Asset Management Co Ltd | 466,800 | $35.4M | 0.19% | +466,800 | New |
| Emerald Mutual Fund Advisers Trust | 441,269 | $33.4M | 1.98% | +25,413+6.1% | Added |
| Sylebra Capital Ltd | 400,060 | $30.3M | 1.35% | +400,060 | New |
| Bank of America Corp | 380,942 | $28.9M | 0.00% | −197,031−34.1% | Reduced |
| Kornitzer Capital Management Inc | 355,628 | $27.0M | 0.54% | 00.0% | Unchanged |
| State of Michigan Retirement System | 318,400 | $24.1M | 0.16% | +129,400+68.5% | Added |
| Victory Capital Management Inc | 313,505 | $23.8M | 0.03% | −186,749−37.3% | Reduced |
| Dimensional Fund Advisors LP | 308,092 | $23.4M | 0.01% | +74,093+31.7% | Added |
| Ophir Asset Management Pty Ltd | 304,399 | $23.1M | 4.29% | +304,399 | New |
| UBS Asset Management Americas Inc | 302,427 | $22.9M | 0.01% | −7,278−2.3% | Reduced |
| Franchise Capital Ltd | 302,095 | $22.9M | 5.97% | −86,913−22.3% | Reduced |
| Charles Schwab Investment Management Inc | 281,331 | $21.3M | 0.01% | −1,032−0.4% | Reduced |
| Voloridge Investment Management, LLC | 279,621 | $21.2M | 0.11% | +135,446+93.9% | Added |
| Palisade Capital Management LLC | 259,495 | $19.7M | 0.53% | +4,843+1.9% | Added |
| Citadel Advisors LLC | 254,634 | $19.3M | 0.02% | −780,222−75.4% | Reduced |
| Balyasny Asset Management LLC | 248,908 | $18.9M | 0.06% | +248,908 | New |
| WCM Investment Management, LLC | 239,438 | $18.1M | 0.06% | −12,521−5.0% | Reduced |
| Northern Trust Corp | 216,824 | $16.4M | 0.00% | −847−0.4% | Reduced |
| Invesco Ltd. | 211,748 | $16.1M | 0.00% | +158,912+300.8% | Added |
| Millennium Management LLC | 205,676 | $15.6M | 0.02% | −700,359−77.3% | Reduced |
| New York State Common Retirement Fund | 204,382 | $15.5M | 0.02% | +86,051+72.7% | Added |
| Lisanti Capital Growth, LLC | 196,490 | $14.9M | 2.08% | +63,895+48.2% | Added |
| D. E. Shaw & Co., Inc. | 185,018 | $14.0M | 0.02% | +185,018 | New |
| Bank of New York Mellon Corp | 184,135 | $14.0M | 0.00% | +5,383+3.0% | Added |
| SEI Investments Co | 176,886 | $13.4M | 0.02% | +176,886 | New |
| Honeycomb Asset Management LP | 169,000 | $12.8M | 3.00% | −31,000−15.5% | Reduced |
| Norges Bank | 168,036 | $12.7M | 0.00% | −40,020−19.2% | Reduced |
| Susquehanna International Group, LLP | 167,939 | $12.7M | 0.02% | +34,887+26.2% | Added |
| AXA S.A. | 163,191 | $12.4M | 0.04% | −58,827−26.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 157,859 | $12.0M | 0.07% | +157,859 | New |
| Gillson Capital LP | 153,971 | $11.7M | 0.97% | +38,668+33.5% | Added |
| Royal Bank of Canada | 151,805 | $11.5M | 0.00% | +8,762+6.1% | Added |
| Bessemer Group Inc | 147,277 | $11.2M | 0.03% | −75,575−33.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 139,600 | $10.6M | 0.10% | −252,869−64.4% | Reduced |
| Nuveen Asset Management, LLC | 138,539 | $10.5M | 0.00% | −5,484−3.8% | Reduced |
| State of Wisconsin Investment Board | 127,097 | $9.63M | 0.03% | −15,753−11.0% | Reduced |
| Castleark Management LLC | 123,870 | $9.39M | 0.46% | +123,870 | New |
| Credit Suisse AG | 121,093 | $9.18M | 0.01% | +1,878+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,726 | $9.15M | 0.02% | +243+0.2% | Added |
| Artisan Partners Limited Partnership | 119,253 | $9.04M | 0.01% | +119,253 | New |
| Cantor Fitzgerald, L. P. | 118,980 | $9.02M | 0.19% | +9,700+8.9% | Added |
| Nicholas Company, Inc. | 115,105 | $8.72M | 0.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 108,920 | $8.26M | 0.08% | −9,961−8.4% | Reduced |
| Swiss National Bank | 108,700 | $8.24M | 0.01% | −8,500−7.3% | Reduced |
| ETF Managers Group, LLC | 106,728 | $8.09M | 0.26% | −47,952−31.0% | Reduced |
| O'Neil Global Advisors, Inc. | 106,591 | $8.08M | 4.17% | +25,359+31.2% | Added |
| Walleye Capital LLC | 105,684 | $8.01M | 0.16% | +105,684 | New |
| Point72 Asset Management, L.P. | 96,200 | $7.29M | 0.03% | +96,200 | New |
| Tudor Investment Corp Et Al | 96,118 | $7.29M | 0.14% | +61,457+177.3% | Added |
| Thornburg Investment Management Inc | 91,899 | $6.97M | 0.12% | −14,917−14.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 91,232 | $6.92M | 0.17% | −10,498−10.3% | Reduced |
| Raymond James & Associates | 88,793 | $6.73M | 0.01% | +61,334+223.4% | Added |
| Advisor Group Holdings, Inc. | 81,700 | $6.18M | 0.01% | +76,901+1,602.4% | Added |
| J. Goldman & Co LP | 76,302 | $5.78M | 0.34% | +53,967+241.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 75,000 | $5.68M | 0.29% | −22,500−23.1% | Reduced |
| Agf Management Ltd | 74,082 | $5.62M | 0.04% | +74,082 | New |
| Wells Fargo & Company | 73,292 | $5.56M | 0.00% | +2,729+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,815 | $5.44M | 0.01% | +499+0.7% | Added |
| Jane Street Group, LLC | 69,544 | $5.27M | 0.01% | −6,208−8.2% | Reduced |
| Baird Financial Group, Inc. | 67,056 | $5.08M | 0.01% | +11,350+20.4% | Added |
| Pier Capital, LLC | 66,162 | $5.02M | 0.76% | −127,638−65.9% | Reduced |
| Bullseye Asset Management LLC | 64,211 | $4.87M | 2.48% | 00.0% | Unchanged |
| California State Teachers Retirement System | 63,129 | $4.79M | 0.01% | +626+1.0% | Added |
| EAM Global Investors LLC | 62,989 | $4.77M | 1.34% | +62,989 | New |
| Shannon River Fund Management LLC | 62,947 | $4.77M | 1.08% | −345,913−84.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,439 | $4.66M | 0.11% | −62,256−50.3% | Reduced |
| LPL Financial LLC | 61,253 | $4.64M | 0.00% | +6,945+12.8% | Added |
| PEAK6 Investments LLC | 60,678 | $4.60M | 0.29% | +23,599+63.6% | Added |
| Rhumbline Advisers | 58,773 | $4.46M | 0.01% | +4,699+8.7% | Added |
| Lazard Asset Management LLC | 58,721 | $4.45M | 0.01% | +57,747+5,928.9% | Added |
| Cubist Systematic Strategies, LLC | 58,408 | $4.43M | 0.04% | +22,931+64.6% | Added |
| Brown Brothers Harriman & Co | 57,360 | $4.35M | 0.04% | +47,779+498.7% | Added |