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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 63,129 | $4.79M | 0.01% | +626+1.0% | Added |
| Bullseye Asset Management LLC | 64,211 | $4.87M | 2.48% | 00.0% | Unchanged |
| Pier Capital, LLC | 66,162 | $5.02M | 0.76% | −127,638−65.9% | Reduced |
| Baird Financial Group, Inc. | 67,056 | $5.08M | 0.01% | +11,350+20.4% | Added |
| Jane Street Group, LLC | 69,544 | $5.27M | 0.01% | −6,208−8.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,815 | $5.44M | 0.01% | +499+0.7% | Added |
| Wells Fargo & Company | 73,292 | $5.56M | 0.00% | +2,729+3.9% | Added |
| Agf Management Ltd | 74,082 | $5.62M | 0.04% | +74,082 | New |
| Lombard Odier Asset Management (Europe) Ltd | 75,000 | $5.68M | 0.29% | −22,500−23.1% | Reduced |
| J. Goldman & Co LP | 76,302 | $5.78M | 0.34% | +53,967+241.6% | Added |
| Advisor Group Holdings, Inc. | 81,700 | $6.18M | 0.01% | +76,901+1,602.4% | Added |
| Raymond James & Associates | 88,793 | $6.73M | 0.01% | +61,334+223.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 91,232 | $6.92M | 0.17% | −10,498−10.3% | Reduced |
| Thornburg Investment Management Inc | 91,899 | $6.97M | 0.12% | −14,917−14.0% | Reduced |
| Tudor Investment Corp Et Al | 96,118 | $7.29M | 0.14% | +61,457+177.3% | Added |
| Point72 Asset Management, L.P. | 96,200 | $7.29M | 0.03% | +96,200 | New |
| Walleye Capital LLC | 105,684 | $8.01M | 0.16% | +105,684 | New |
| O'Neil Global Advisors, Inc. | 106,591 | $8.08M | 4.17% | +25,359+31.2% | Added |
| ETF Managers Group, LLC | 106,728 | $8.09M | 0.26% | −47,952−31.0% | Reduced |
| Swiss National Bank | 108,700 | $8.24M | 0.01% | −8,500−7.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 108,920 | $8.26M | 0.08% | −9,961−8.4% | Reduced |
| Nicholas Company, Inc. | 115,105 | $8.72M | 0.18% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 118,980 | $9.02M | 0.19% | +9,700+8.9% | Added |
| Artisan Partners Limited Partnership | 119,253 | $9.04M | 0.01% | +119,253 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120,726 | $9.15M | 0.02% | +243+0.2% | Added |
| Credit Suisse AG | 121,093 | $9.18M | 0.01% | +1,878+1.6% | Added |
| Castleark Management LLC | 123,870 | $9.39M | 0.46% | +123,870 | New |
| State of Wisconsin Investment Board | 127,097 | $9.63M | 0.03% | −15,753−11.0% | Reduced |
| Nuveen Asset Management, LLC | 138,539 | $10.5M | 0.00% | −5,484−3.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 139,600 | $10.6M | 0.10% | −252,869−64.4% | Reduced |
| Bessemer Group Inc | 147,277 | $11.2M | 0.03% | −75,575−33.9% | Reduced |
| Royal Bank of Canada | 151,805 | $11.5M | 0.00% | +8,762+6.1% | Added |
| Gillson Capital LP | 153,971 | $11.7M | 0.97% | +38,668+33.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 157,859 | $12.0M | 0.07% | +157,859 | New |
| AXA S.A. | 163,191 | $12.4M | 0.04% | −58,827−26.5% | Reduced |
| Susquehanna International Group, LLP | 167,939 | $12.7M | 0.02% | +34,887+26.2% | Added |
| Norges Bank | 168,036 | $12.7M | 0.00% | −40,020−19.2% | Reduced |
| Honeycomb Asset Management LP | 169,000 | $12.8M | 3.00% | −31,000−15.5% | Reduced |
| SEI Investments Co | 176,886 | $13.4M | 0.02% | +176,886 | New |
| Bank of New York Mellon Corp | 184,135 | $14.0M | 0.00% | +5,383+3.0% | Added |
| D. E. Shaw & Co., Inc. | 185,018 | $14.0M | 0.02% | +185,018 | New |
| Lisanti Capital Growth, LLC | 196,490 | $14.9M | 2.08% | +63,895+48.2% | Added |
| New York State Common Retirement Fund | 204,382 | $15.5M | 0.02% | +86,051+72.7% | Added |
| Millennium Management LLC | 205,676 | $15.6M | 0.02% | −700,359−77.3% | Reduced |
| Invesco Ltd. | 211,748 | $16.1M | 0.00% | +158,912+300.8% | Added |
| Northern Trust Corp | 216,824 | $16.4M | 0.00% | −847−0.4% | Reduced |
| WCM Investment Management, LLC | 239,438 | $18.1M | 0.06% | −12,521−5.0% | Reduced |
| Balyasny Asset Management LLC | 248,908 | $18.9M | 0.06% | +248,908 | New |
| Citadel Advisors LLC | 254,634 | $19.3M | 0.02% | −780,222−75.4% | Reduced |
| Palisade Capital Management LLC | 259,495 | $19.7M | 0.53% | +4,843+1.9% | Added |
| Voloridge Investment Management, LLC | 279,621 | $21.2M | 0.11% | +135,446+93.9% | Added |
| Charles Schwab Investment Management Inc | 281,331 | $21.3M | 0.01% | −1,032−0.4% | Reduced |
| Franchise Capital Ltd | 302,095 | $22.9M | 5.97% | −86,913−22.3% | Reduced |
| UBS Asset Management Americas Inc | 302,427 | $22.9M | 0.01% | −7,278−2.3% | Reduced |
| Ophir Asset Management Pty Ltd | 304,399 | $23.1M | 4.29% | +304,399 | New |
| Dimensional Fund Advisors LP | 308,092 | $23.4M | 0.01% | +74,093+31.7% | Added |
| Victory Capital Management Inc | 313,505 | $23.8M | 0.03% | −186,749−37.3% | Reduced |
| State of Michigan Retirement System | 318,400 | $24.1M | 0.16% | +129,400+68.5% | Added |
| Kornitzer Capital Management Inc | 355,628 | $27.0M | 0.54% | 00.0% | Unchanged |
| Bank of America Corp | 380,942 | $28.9M | 0.00% | −197,031−34.1% | Reduced |
| Sylebra Capital Ltd | 400,060 | $30.3M | 1.35% | +400,060 | New |
| Emerald Mutual Fund Advisers Trust | 441,269 | $33.4M | 1.98% | +25,413+6.1% | Added |
| Nomura Asset Management Co Ltd | 466,800 | $35.4M | 0.19% | +466,800 | New |
| Two Sigma Investments, LP | 494,546 | $37.5M | 0.11% | +474,525+2,370.1% | Added |
| First Trust Advisors LP | 511,498 | $38.8M | 0.04% | +176,805+52.8% | Added |
| Emerald Advisers, LLC | 540,640 | $41.0M | 1.97% | −7,728−1.4% | Reduced |
| Price T Rowe Associates Inc | 541,681 | $41.1M | 0.01% | +518,909+2,278.7% | Added |
| Janus Henderson Group PLC | 567,578 | $43.0M | 0.03% | +13,357+2.4% | Added |
| Marshall Wace, LLP | 581,003 | $44.0M | 0.11% | +316,331+119.5% | Added |
| Goldman Sachs Group Inc | 581,838 | $44.1M | 0.01% | −364,404−38.5% | Reduced |
| Driehaus Capital Management LLC | 601,662 | $45.6M | 0.64% | +601,662 | New |
| Senator Investment Group LP | 650,000 | $49.3M | 2.71% | +400,000+160.0% | Added |
| Franklin Resources Inc | 655,759 | $49.7M | 0.02% | −195,236−22.9% | Reduced |
| Westfield Capital Management Co LP | 681,171 | $51.6M | 0.36% | −181,860−21.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 685,915 | $52.0M | 0.09% | +261,254+61.5% | Added |
| Geode Capital Management, LLC | 722,623 | $54.8M | 0.01% | +22,867+3.3% | Added |
| Wasatch Advisors Inc | 779,429 | $59.1M | 0.37% | +779,429 | New |
| State Street Corp | 795,532 | $60.3M | 0.00% | +18,564+2.4% | Added |
| Lord, Abbett & Co. LLC | 798,856 | $60.6M | 0.22% | +501,523+168.7% | Added |
| Morgan Stanley | 907,777 | $68.8M | 0.01% | +597,106+192.2% | Added |
| Summit Partners Public Asset Management, LLC | 919,928 | $69.7M | 3.92% | +385,573+72.2% | Added |
| Ameriprise Financial Inc | 925,283 | $70.1M | 0.02% | −179,104−16.2% | Reduced |
| Clearbridge Investments, LLC | 1,635,232 | $124.0M | 0.12% | +39,006+2.4% | Added |
| Jennison Associates LLC | 1,897,897 | $143.9M | 0.13% | −364,182−16.1% | Reduced |
| Macquarie Group Ltd | 2,160,642 | $163.8M | 0.19% | −3,028,355−58.4% | Reduced |
| Alliancebernstein L.P. | 2,382,727 | $180.6M | 0.08% | −789,195−24.9% | Reduced |
| FMR LLC | 2,943,011 | $223.1M | 0.02% | −111,936−3.7% | Reduced |
| BlackRock Inc. | 3,020,519 | $229.0M | 0.01% | −160,279−5.0% | Reduced |
| Durable Capital Partners LP | 4,290,972 | $325.3M | 3.05% | −285,038−6.2% | Reduced |
| Vanguard Group Inc | 4,978,930 | $377.4M | 0.01% | +167,525+3.5% | Added |
| Wellington Management Group LLP | 5,674,090 | $430.1M | 0.09% | −1,255,843−18.1% | Reduced |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −265,472−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −121,791−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −68,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,607−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −20,775−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −20,375−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,957−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −13,967−100.0% | Sold out |