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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, 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.

Institutional holdersQ2 2023: 271 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 heldQ2 2023: $3.96B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2023.

Institutions holding FOUR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Swiss National Bank107,700$7.31M0.00%−1,000−0.9%Reduced
Susquehanna International Group, LLP107,851$7.32M0.01%−60,088−35.8%Reduced
Marshall Wace, LLP113,596$7.71M0.02%−467,407−80.4%Reduced
Nicholas Company, Inc.115,015$7.81M0.15%−90−0.1%Reduced
Weiss Multi-Strategy Advisers LLC116,917$7.94M0.17%+25,685+28.2%Added
Teachers Retirement System of the State of Kentucky117,664$7.99M0.08%+8,744+8.0%Added
Schonfeld Strategic Advisors LLC118,819$8.07M0.07%−20,781−14.9%Reduced
Cantor Fitzgerald, L. P.118,945$8.08M0.19%−350.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.119,786$8.13M0.02%−940−0.8%Reduced
Kennedy Capital Management, Inc.125,963$8.55M0.20%+78,821+167.2%Added
Dark Forest Capital Management LP130,345$8.85M0.91%+130,345New
State of Wisconsin Investment Board130,566$8.87M0.02%+3,469+2.7%Added
D. E. Shaw & Co., Inc.132,602$9.01M0.01%−52,416−28.3%Reduced
AXA S.A.133,475$9.06M0.03%−29,716−18.2%Reduced
Norges Bank153,536$10.4M0.00%−14,500−8.6%Reduced
Bessemer Group Inc154,338$10.5M0.02%+7,061+4.8%Added
Fuller & Thaler Asset Management, Inc.176,045$12.0M0.07%+18,186+11.5%Added
WCM Investment Management, LLC180,975$12.3M0.04%−58,463−24.4%Reduced
Qube Research & Technologies Ltd185,994$12.6M0.05%+185,994New
New York State Common Retirement Fund191,749$13.0M0.02%−12,633−6.2%Reduced
Bank of New York Mellon Corp193,522$13.1M0.00%+9,387+5.1%Added
Nuveen Asset Management, LLC210,114$14.3M0.00%+71,575+51.7%Added
SEI Investments Co223,354$15.2M0.03%+46,468+26.3%Added
Artisan Partners Limited Partnership226,746$15.4M0.02%+107,493+90.1%Added
Northern Trust Corp230,284$15.6M0.00%+13,460+6.2%Added
Voya Investment Management LLC238,192$16.2M0.02%+217,867+1,071.9%Added
Two Sigma Investments, LP252,439$17.1M0.05%−242,107−49.0%Reduced
Palisade Capital Management LLC272,340$18.5M0.49%+12,845+4.9%Added
Kornitzer Capital Management Inc274,013$18.6M0.37%−81,615−22.9%Reduced
Charles Schwab Investment Management Inc305,069$20.7M0.01%+23,738+8.4%Added
Honeycomb Asset Management LP314,000$21.3M3.91%+145,000+85.8%Added
State of Michigan Retirement System318,400$21.6M0.13%00.0%Unchanged
UBS Asset Management Americas Inc302,427$22.9M0.01%00.0%Unchanged
Bank of America Corp341,724$23.2M0.00%−39,218−10.3%Reduced
Hodges Capital Management Inc.248,515$24.9M1.46%+248,515New
First Trust Advisors LP390,075$26.5M0.03%−121,423−23.7%Reduced
Dimensional Fund Advisors LP395,291$26.8M0.01%+87,199+28.3%Added
Emerald Mutual Fund Advisers Trust399,394$27.1M1.47%−41,875−9.5%Reduced
Ophir Asset Management Pty Ltd403,601$27.4M5.71%+99,202+32.6%Added
Millennium Management LLC439,760$29.9M0.03%+234,084+113.8%Added
Ameriprise Financial Inc451,479$30.7M0.01%−473,804−51.2%Reduced
Emerald Advisers, LLC484,011$32.9M1.44%−56,629−10.5%Reduced
Goldman Sachs Group Inc495,841$33.7M0.01%−85,997−14.8%Reduced
American Century Companies Inc515,777$35.0M0.03%+510,781+10,223.8%Added
Janus Henderson Group PLC582,889$39.6M0.02%+15,311+2.7%Added
Nomura Asset Management Co Ltd597,600$40.6M0.19%+130,800+28.0%Added
Price T Rowe Associates Inc598,423$40.6M0.01%+56,742+10.5%Added
Driehaus Capital Management LLC622,611$42.3M0.53%+20,949+3.5%Added
Victory Capital Management Inc646,050$43.9M0.05%+332,545+106.1%Added
Franklin Resources Inc656,230$44.6M0.02%+471+0.1%Added
Westfield Capital Management Co LP674,775$45.8M0.29%−6,396−0.9%Reduced
Citadel Advisors LLC697,045$47.3M0.05%+442,411+173.7%Added
Allspring Global Investments Holdings, LLC798,295$54.2M0.09%+112,380+16.4%Added
Geode Capital Management, LLC802,433$54.5M0.01%+79,810+11.0%Added
Lord, Abbett & Co. LLC804,528$54.6M0.19%+5,672+0.7%Added
State Street Corp835,689$56.8M0.00%+40,157+5.0%Added
Senator Investment Group LP950,000$64.5M2.93%+300,000+46.2%Added
Morgan Stanley981,333$66.6M0.01%+73,556+8.1%Added
Summit Partners Public Asset Management, LLC1,046,127$71.0M3.61%+126,199+13.7%Added
Neuberger Berman Group LLC1,060,741$72.0M0.06%+1,049,433+9,280.4%Added
Invesco Ltd.1,208,142$82.0M0.02%+996,394+470.6%Added
Wasatch Advisors Inc1,402,414$95.2M0.58%+622,985+79.9%Added
Macquarie Group Ltd1,803,280$122.5M0.14%−357,362−16.5%Reduced
Clearbridge Investments, LLC1,875,775$127.4M0.11%+240,543+14.7%Added
Alliancebernstein L.P.2,376,036$161.4M0.07%−6,691−0.3%Reduced
Jennison Associates LLC2,404,436$163.3M0.13%+506,539+26.7%Added
FMR LLC2,414,245$164.0M0.01%−528,766−18.0%Reduced
BlackRock Inc.3,040,834$206.5M0.01%+20,315+0.7%Added
Durable Capital Partners LP3,692,594$250.8M2.20%−598,378−13.9%Reduced
Wellington Management Group LLP5,112,332$347.2M0.07%−561,758−9.9%Reduced
Vanguard Group Inc5,495,410$373.2M0.01%+516,480+10.4%Added
Franchise Capital Ltd0$00.00%−302,095−100.0%Sold out
Gillson Capital LP0$00.00%−153,971−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−106,591−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−96,200−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−96,118−100.0%Sold out
EAM Global Investors LLC0$00.00%−62,989−100.0%Sold out
Shannon River Fund Management LLC0$00.00%−62,947−100.0%Sold out
PEAK6 Investments LLC0$00.00%−60,678−100.0%Sold out
Walleye Trading LLC0$00.00%−38,869−100.0%Sold out
Schroder Investment Management Group0$00.00%−33,904−100.0%Sold out
Jetstream Capital LLC0$00.00%−30,000−100.0%Sold out
EAM Investors, LLC0$00.00%−25,077−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−22,190−100.0%Sold out
Aigen Investment Management, LP0$00.00%−22,028−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−17,963−100.0%Sold out
Squarepoint Ops LLC0$00.00%−17,738−100.0%Sold out
Renaissance Capital LLC0$00.00%−16,782−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−12,429−100.0%Sold out
AE Wealth Management LLC0$00.00%−12,121−100.0%Sold out
Winton Group Ltd0$00.00%−8,962−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−8,912−100.0%Sold out
Group One Trading, L.P.0$00.00%−8,595−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,110−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−8,008−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−6,660−100.0%Sold out
HighTower Advisors, LLC0$00.00%−6,215−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−5,965−100.0%Sold out
Shay Capital LLC0$00.00%−5,744−100.0%Sold out
Stephens Inc0$00.00%−5,288−100.0%Sold out