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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 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.

Institutional holdersQ1 2023: 291 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 2023: $4.22B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2022.

Institutions holding FOUR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Prospera Financial Services Inc6,213$470.9K0.02%−494−7.4%Reduced
HighTower Advisors, LLC6,215$472.0K0.00%−275−4.2%Reduced
Verition Fund Management LLC6,408$485.7K0.01%+6,408New
Mariner, LLC6,412$486.0K0.00%−10,671−62.5%Reduced
Virginia Retirement Systems Et Al6,500$492.7K0.01%−2,600−28.6%Reduced
American Trust6,501$492.8K0.03%+6,501New
Zurcher Kantonalbank (Zurich Cantonalbank)6,516$493.9K0.00%+580+9.8%Added
Parallax Volatility Advisers, L.P.6,660$504.8K0.02%−697−9.5%Reduced
Sigma Planning Corp6,725$509.8K0.02%+1,283+23.6%Added
Xponance, Inc.6,735$510.5K0.01%−18−0.3%Reduced
Handelsbanken Fonder AB7,200$546.0K0.00%00.0%Unchanged
Keybank National Association7,248$549.4K0.00%−1,824−20.1%Reduced
Level Four Advisory Services, LLC7,363$558.1K0.04%+7,363New
Renaissance Technologies LLC7,400$561.0K0.00%+7,400New
FORA Capital, LLC7,404$561.2K0.06%+7,404New
Point72 Middle East FZE7,458$565.3K0.03%+7,025+1,622.4%Added
The PNC Financial Services Group, Inc.7,528$570.6K0.00%−2,785−27.0%Reduced
Commonwealth Equity Services, LLC7,694$583.0K0.00%+1,666+27.6%Added
J.W. Cole Advisors, Inc.8,008$607.0K0.04%+8,008New
Dynamic Technology Lab Private Ltd8,110$615.0K0.06%+8,110New
Group One Trading, L.P.8,595$651.5K0.03%+8,595New
Oppenheimer & Co Inc8,912$675.5K0.01%+8,912New
Winton Group Ltd8,962$679.3K0.04%+8,962New
Cutler Group LP8,993$681.0K0.11%+7,085+371.3%Added
STRS Ohio9,098$689.0K0.00%+9,098New
Oppenheimer Asset Management Inc.10,216$774.4K0.01%+10,216New
Kula Investments, LLC10,444$791.7K0.20%+10,444New
Amalgamated Bank10,587$802.0K0.01%−1,240−10.5%Reduced
Neuberger Berman Group LLC11,308$857.1K0.00%+398+3.6%Added
EdgeRock Capital LLC11,986$909.0K0.47%+11,986New
AE Wealth Management LLC12,121$918.8K0.01%−2,295−15.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.12,429$942.1K0.01%+12,429New
Teacher Retirement System of Texas13,450$1.02M0.01%+7,283+118.1%Added
Bank of Montreal13,485$1.02M0.00%+13,485New
ClariVest Asset Management LLC13,509$1.02M0.05%+13,509New
Deutsche Bank AG13,651$1.03M0.00%−3,860−22.0%Reduced
FIL Ltd14,000$1.06M0.00%−6,000−30.0%Reduced
JCSD Capital, LLC14,009$1.06M1.75%−13,000−48.1%Reduced
Aquatic Capital Management LLC14,200$1.08M0.07%+14,200New
Arizona State Retirement System14,590$1.11M0.01%+893+6.5%Added
Natixis Advisors, L.P.15,063$1.14M0.00%+15,063New
Independent Financial Group, LLC15,350$1.16M0.09%−1,100−6.7%Reduced
SG Americas Securities, LLC16,006$1.21M0.02%+16,006New
Envestnet Asset Management Inc146,713$1.26M0.00%+131,016+834.7%Added
Renaissance Capital LLC16,782$1.27M0.94%−1,775−9.6%Reduced
Ensign Peak Advisors, Inc17,360$1.32M0.00%+350+2.1%Added
Squarepoint Ops LLC17,738$1.34M0.01%−21,506−54.8%Reduced
Quantbot Technologies LP17,906$1.36M0.10%+17,906New
Cookson Peirce & Co Inc17,963$1.36M0.09%+17,963New
Two Sigma Advisers, LP18,400$1.39M0.00%+18,400New
CastleKnight Management LP19,100$1.45M0.37%+14,100+282.0%Added
Jacobs Levy Equity Management, Inc20,104$1.52M0.01%+20,104New
Voya Investment Management LLC20,325$1.54M0.00%−594−2.8%Reduced
Interval Partners, LP20,787$1.58M0.09%+14,787+246.5%Added
Ratan Capital Management LP20,975$1.59M4.30%−109,908−84.0%Reduced
Two Sigma Securities, LLC21,086$1.60M0.13%+15,412+271.6%Added
Russell Investments Group, Ltd.21,768$1.65M0.00%+21,768New
Premier Fund Managers Ltd22,676$1.65M0.07%+22,676New
AtonRa Partners21,965$1.66M2.43%−5,619−20.4%Reduced
Aigen Investment Management, LP22,028$1.67M0.23%+22,028New
Treasurer of the State of North Carolina22,061$1.67M0.01%+150+0.7%Added
Penserra Capital Management LLC22,063$1.67M0.03%+7,970+56.6%Added
Barometer Capital Management Inc.22,190$1.68M0.43%+22,190New
First Republic Investment Management, Inc.22,335$1.69M0.00%+18,193+439.2%Added
IMA Wealth, Inc.25,055$1.90M0.49%−32,170−56.2%Reduced
EAM Investors, LLC25,077$1.90M0.37%+25,077New
Public Employees Retirement System of Ohio25,092$1.90M0.01%−779−3.0%Reduced
PFS Investments Inc.27,808$1.97M0.03%+27,808New
Riggs Asset Managment Co. Inc.26,949$2.04M0.79%+2,007+8.0%Added
Portman Square Capital LLP27,170$2.06M0.52%+27,170New
Jetstream Capital LLC30,000$2.27M5.44%+30,000New
Citigroup Inc32,211$2.44M0.00%−20,602−39.0%Reduced
EFG Asset Management (North America) Corp.32,738$2.48M0.55%−1,833−5.3%Reduced
Schroder Investment Management Group33,904$2.57M0.00%−94,472−73.6%Reduced
Bayesian Capital Management, LP35,308$2.68M0.33%+23,700+204.2%Added
Hickory Lane Capital Management LP36,000$2.73M3.34%−1,500−4.0%Reduced
ExodusPoint Capital Management, LP36,311$2.75M0.03%+36,311New
B. Metzler seel. Sohn & Co. AG38,597$2.93M0.05%+5,698+17.3%Added
Walleye Trading LLC38,869$2.95M0.10%+38,869New
State of New Jersey Common Pension Fund D40,311$3.06M0.01%−11,337−22.0%Reduced
Centiva Capital, LP40,717$3.09M0.17%+29,268+255.6%Added
JPMorgan Chase & Co41,155$3.12M0.00%−541,992−92.9%Reduced
State Board of Administration of Florida Retirement System43,353$3.29M0.01%00.0%Unchanged
Barclays PLC43,887$3.33M0.00%−38,596−46.8%Reduced
UBS Group AG45,763$3.47M0.00%+17,586+62.4%Added
Kennedy Capital Management, Inc.47,142$3.57M0.11%+764+1.6%Added
Private Management Group Inc48,179$3.65M0.16%−11,485−19.2%Reduced
Canada Pension Plan Investment Board49,200$3.73M0.01%+27,100+122.6%Added
Royce & Associates LP50,000$3.79M0.04%+50,000New
Legal & General Group Plc50,243$3.81M0.00%+5,002+11.1%Added
Stifel Financial Corp53,616$4.06M0.01%+1,468+2.8%Added
Brown Brothers Harriman & Co57,360$4.35M0.04%+47,779+498.7%Added
Cubist Systematic Strategies, LLC58,408$4.43M0.04%+22,931+64.6%Added
Lazard Asset Management LLC58,721$4.45M0.01%+57,747+5,928.9%Added
Rhumbline Advisers58,773$4.46M0.01%+4,699+8.7%Added
PEAK6 Investments LLC60,678$4.60M0.29%+23,599+63.6%Added
LPL Financial LLC61,253$4.64M0.00%+6,945+12.8%Added
Susquehanna Fundamental Investments, LLC61,439$4.66M0.11%−62,256−50.3%Reduced
Shannon River Fund Management LLC62,947$4.77M1.08%−345,913−84.6%Reduced
EAM Global Investors LLC62,989$4.77M1.34%+62,989New