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, Q2 2023
Institutional positions in Shift4 Payments, Inc. as of Jun 30, 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
- 271
- −17 vs. Q1 2023
- Shares held
- 58.1M
- +2.43M (+4.4%) vs. Q1 2023
- Total value
- $3.96B
- −$253.8M (−6.0%) vs. Q1 2023
- New holders
- 41
- 97 more added
- Sold out
- 58
- 96 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,495,410 | $373.2M | 0.01% | +516,480+10.4% | Added |
| Wellington Management Group LLP | 5,112,332 | $347.2M | 0.07% | −561,758−9.9% | Reduced |
| Durable Capital Partners LP | 3,692,594 | $250.8M | 2.20% | −598,378−13.9% | Reduced |
| BlackRock Inc. | 3,040,834 | $206.5M | 0.01% | +20,315+0.7% | Added |
| FMR LLC | 2,414,245 | $164.0M | 0.01% | −528,766−18.0% | Reduced |
| Jennison Associates LLC | 2,404,436 | $163.3M | 0.13% | +506,539+26.7% | Added |
| Alliancebernstein L.P. | 2,376,036 | $161.4M | 0.07% | −6,691−0.3% | Reduced |
| Clearbridge Investments, LLC | 1,875,775 | $127.4M | 0.11% | +240,543+14.7% | Added |
| Macquarie Group Ltd | 1,803,280 | $122.5M | 0.14% | −357,362−16.5% | Reduced |
| Wasatch Advisors Inc | 1,402,414 | $95.2M | 0.58% | +622,985+79.9% | Added |
| Invesco Ltd. | 1,208,142 | $82.0M | 0.02% | +996,394+470.6% | Added |
| Neuberger Berman Group LLC | 1,060,741 | $72.0M | 0.06% | +1,049,433+9,280.4% | Added |
| Summit Partners Public Asset Management, LLC | 1,046,127 | $71.0M | 3.61% | +126,199+13.7% | Added |
| Morgan Stanley | 981,333 | $66.6M | 0.01% | +73,556+8.1% | Added |
| Senator Investment Group LP | 950,000 | $64.5M | 2.93% | +300,000+46.2% | Added |
| State Street Corp | 835,689 | $56.8M | 0.00% | +40,157+5.0% | Added |
| Lord, Abbett & Co. LLC | 804,528 | $54.6M | 0.19% | +5,672+0.7% | Added |
| Geode Capital Management, LLC | 802,433 | $54.5M | 0.01% | +79,810+11.0% | Added |
| Allspring Global Investments Holdings, LLC | 798,295 | $54.2M | 0.09% | +112,380+16.4% | Added |
| Citadel Advisors LLC | 697,045 | $47.3M | 0.05% | +442,411+173.7% | Added |
| Westfield Capital Management Co LP | 674,775 | $45.8M | 0.29% | −6,396−0.9% | Reduced |
| Franklin Resources Inc | 656,230 | $44.6M | 0.02% | +471+0.1% | Added |
| Victory Capital Management Inc | 646,050 | $43.9M | 0.05% | +332,545+106.1% | Added |
| Driehaus Capital Management LLC | 622,611 | $42.3M | 0.53% | +20,949+3.5% | Added |
| Price T Rowe Associates Inc | 598,423 | $40.6M | 0.01% | +56,742+10.5% | Added |
| Nomura Asset Management Co Ltd | 597,600 | $40.6M | 0.19% | +130,800+28.0% | Added |
| Janus Henderson Group PLC | 582,889 | $39.6M | 0.02% | +15,311+2.7% | Added |
| American Century Companies Inc | 515,777 | $35.0M | 0.03% | +510,781+10,223.8% | Added |
| Goldman Sachs Group Inc | 495,841 | $33.7M | 0.01% | −85,997−14.8% | Reduced |
| Emerald Advisers, LLC | 484,011 | $32.9M | 1.44% | −56,629−10.5% | Reduced |
| Ameriprise Financial Inc | 451,479 | $30.7M | 0.01% | −473,804−51.2% | Reduced |
| Millennium Management LLC | 439,760 | $29.9M | 0.03% | +234,084+113.8% | Added |
| Ophir Asset Management Pty Ltd | 403,601 | $27.4M | 5.71% | +99,202+32.6% | Added |
| Emerald Mutual Fund Advisers Trust | 399,394 | $27.1M | 1.47% | −41,875−9.5% | Reduced |
| Dimensional Fund Advisors LP | 395,291 | $26.8M | 0.01% | +87,199+28.3% | Added |
| First Trust Advisors LP | 390,075 | $26.5M | 0.03% | −121,423−23.7% | Reduced |
| Hodges Capital Management Inc. | 248,515 | $24.9M | 1.46% | +248,515 | New |
| Bank of America Corp | 341,724 | $23.2M | 0.00% | −39,218−10.3% | Reduced |
| UBS Asset Management Americas Inc | 302,427 | $22.9M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 318,400 | $21.6M | 0.13% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 314,000 | $21.3M | 3.91% | +145,000+85.8% | Added |
| Charles Schwab Investment Management Inc | 305,069 | $20.7M | 0.01% | +23,738+8.4% | Added |
| Kornitzer Capital Management Inc | 274,013 | $18.6M | 0.37% | −81,615−22.9% | Reduced |
| Palisade Capital Management LLC | 272,340 | $18.5M | 0.49% | +12,845+4.9% | Added |
| Two Sigma Investments, LP | 252,439 | $17.1M | 0.05% | −242,107−49.0% | Reduced |
| Voya Investment Management LLC | 238,192 | $16.2M | 0.02% | +217,867+1,071.9% | Added |
| Northern Trust Corp | 230,284 | $15.6M | 0.00% | +13,460+6.2% | Added |
| Artisan Partners Limited Partnership | 226,746 | $15.4M | 0.02% | +107,493+90.1% | Added |
| SEI Investments Co | 223,354 | $15.2M | 0.03% | +46,468+26.3% | Added |
| Nuveen Asset Management, LLC | 210,114 | $14.3M | 0.00% | +71,575+51.7% | Added |
| Bank of New York Mellon Corp | 193,522 | $13.1M | 0.00% | +9,387+5.1% | Added |
| New York State Common Retirement Fund | 191,749 | $13.0M | 0.02% | −12,633−6.2% | Reduced |
| Qube Research & Technologies Ltd | 185,994 | $12.6M | 0.05% | +185,994 | New |
| WCM Investment Management, LLC | 180,975 | $12.3M | 0.04% | −58,463−24.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 176,045 | $12.0M | 0.07% | +18,186+11.5% | Added |
| Bessemer Group Inc | 154,338 | $10.5M | 0.02% | +7,061+4.8% | Added |
| Norges Bank | 153,536 | $10.4M | 0.00% | −14,500−8.6% | Reduced |
| AXA S.A. | 133,475 | $9.06M | 0.03% | −29,716−18.2% | Reduced |
| D. E. Shaw & Co., Inc. | 132,602 | $9.01M | 0.01% | −52,416−28.3% | Reduced |
| State of Wisconsin Investment Board | 130,566 | $8.87M | 0.02% | +3,469+2.7% | Added |
| Dark Forest Capital Management LP | 130,345 | $8.85M | 0.91% | +130,345 | New |
| Kennedy Capital Management, Inc. | 125,963 | $8.55M | 0.20% | +78,821+167.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119,786 | $8.13M | 0.02% | −940−0.8% | Reduced |
| Cantor Fitzgerald, L. P. | 118,945 | $8.08M | 0.19% | −350.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 118,819 | $8.07M | 0.07% | −20,781−14.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 117,664 | $7.99M | 0.08% | +8,744+8.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 116,917 | $7.94M | 0.17% | +25,685+28.2% | Added |
| Nicholas Company, Inc. | 115,015 | $7.81M | 0.15% | −90−0.1% | Reduced |
| Marshall Wace, LLP | 113,596 | $7.71M | 0.02% | −467,407−80.4% | Reduced |
| Susquehanna International Group, LLP | 107,851 | $7.32M | 0.01% | −60,088−35.8% | Reduced |
| Swiss National Bank | 107,700 | $7.31M | 0.00% | −1,000−0.9% | Reduced |
| Lisanti Capital Growth, LLC | 105,115 | $7.14M | 0.99% | −91,375−46.5% | Reduced |
| Brown Brothers Harriman & Co | 100,451 | $6.82M | 0.05% | +43,091+75.1% | Added |
| Alyeska Investment Group, L.P. | 100,000 | $6.79M | 0.05% | +100,000 | New |
| Thornburg Investment Management Inc | 95,715 | $6.50M | 0.11% | +3,816+4.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 95,228 | $6.47M | 0.03% | +95,228 | New |
| B. Metzler seel. Sohn & Co. AG | 94,396 | $6.41M | 0.09% | +55,799+144.6% | Added |
| Castleark Management LLC | 94,140 | $6.39M | 0.29% | −29,730−24.0% | Reduced |
| Advisor Group Holdings, Inc. | 93,345 | $6.34M | 0.01% | +11,645+14.3% | Added |
| Jane Street Group, LLC | 84,143 | $5.71M | 0.01% | +14,599+21.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 83,351 | $5.66M | 0.01% | +11,536+16.1% | Added |
| Wells Fargo & Company | 79,186 | $5.38M | 0.00% | +5,894+8.0% | Added |
| Brookfield Asset Management Inc. | 79,071 | $5.37M | 0.02% | +73,328+1,276.8% | Added |
| Canada Pension Plan Investment Board | 76,500 | $5.20M | 0.01% | +27,300+55.5% | Added |
| Agf Management Ltd | 74,082 | $5.03M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 68,326 | $4.64M | 0.01% | +9,553+16.3% | Added |
| Cinctive Capital Management LP | 66,813 | $4.54M | 0.18% | +66,813 | New |
| Loup Funds, LLC | 66,732 | $4.53M | 1.93% | +66,732 | New |
| UBS Group AG | 66,582 | $4.52M | 0.00% | +20,819+45.5% | Added |
| Baird Financial Group, Inc. | 66,231 | $4.50M | 0.01% | −825−1.2% | Reduced |
| Royal Bank of Canada | 65,650 | $4.46M | 0.00% | −86,155−56.8% | Reduced |
| Pier Capital, LLC | 64,487 | $4.38M | 0.63% | −1,675−2.5% | Reduced |
| Bullseye Asset Management LLC | 64,211 | $4.36M | 2.19% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 64,070 | $4.35M | 0.02% | −215,551−77.1% | Reduced |
| Bailard, Inc. | 61,842 | $4.20M | 0.15% | +61,842 | New |
| JPMorgan Chase & Co | 61,818 | $4.20M | 0.00% | +20,663+50.2% | Added |
| California State Teachers Retirement System | 61,786 | $4.20M | 0.01% | −1,343−2.1% | Reduced |
| Great Lakes Advisors, LLC | 60,355 | $4.10M | 0.04% | +60,355 | New |
| Renaissance Technologies LLC | 60,200 | $4.09M | 0.01% | +52,800+713.5% | Added |
| LPL Financial LLC | 59,372 | $4.03M | 0.00% | −1,881−3.1% | Reduced |