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, Q3 2023
Institutional positions in Shift4 Payments, Inc. as of Sep 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
- 252
- −17 vs. Q2 2023
- Shares held
- 58.8M
- +699.5K (+1.2%) vs. Q2 2023
- Total value
- $3.26B
- −$700.5M (−17.7%) vs. Q2 2023
- New holders
- 40
- 90 more added
- Sold out
- 57
- 87 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,358,697 | $296.7M | 0.01% | −136,713−2.5% | Reduced |
| Wellington Management Group LLP | 5,040,341 | $279.1M | 0.06% | −71,991−1.4% | Reduced |
| Durable Capital Partners LP | 4,167,388 | $230.7M | 2.11% | +474,794+12.9% | Added |
| FMR LLC | 2,612,336 | $144.6M | 0.01% | +198,091+8.2% | Added |
| BlackRock Inc. | 2,532,918 | $140.2M | 0.00% | −507,916−16.7% | Reduced |
| Jennison Associates LLC | 2,343,311 | $129.7M | 0.11% | −61,125−2.5% | Reduced |
| Millennium Management LLC | 2,303,511 | $127.5M | 0.13% | +1,863,751+423.8% | Added |
| Clearbridge Investments, LLC | 2,025,558 | $112.2M | 0.11% | +149,783+8.0% | Added |
| Alliancebernstein L.P. | 1,963,370 | $108.7M | 0.05% | −412,666−17.4% | Reduced |
| Wasatch Advisors Inc | 1,953,693 | $108.2M | 0.68% | +551,279+39.3% | Added |
| Morgan Stanley | 1,548,229 | $85.7M | 0.01% | +566,896+57.8% | Added |
| Marshall Wace, LLP | 1,428,380 | $79.1M | 0.17% | +1,314,784+1,157.4% | Added |
| Neuberger Berman Group LLC | 1,312,862 | $72.7M | 0.07% | +252,121+23.8% | Added |
| Senator Investment Group LP | 1,000,000 | $55.4M | 3.12% | +50,000+5.3% | Added |
| Invesco Ltd. | 983,367 | $54.4M | 0.01% | −224,775−18.6% | Reduced |
| State Street Corp | 864,953 | $47.9M | 0.00% | +29,264+3.5% | Added |
| Geode Capital Management, LLC | 824,033 | $45.6M | 0.01% | +21,600+2.7% | Added |
| Spyglass Capital Management LLC | 803,901 | $44.5M | 3.49% | +803,901 | New |
| Westfield Capital Management Co LP | 693,578 | $38.4M | 0.26% | +18,803+2.8% | Added |
| Franklin Resources Inc | 655,712 | $36.3M | 0.02% | −518−0.1% | Reduced |
| Price T Rowe Associates Inc | 631,573 | $35.0M | 0.01% | +33,150+5.5% | Added |
| Nomura Asset Management Co Ltd | 597,600 | $33.1M | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 581,994 | $32.2M | 0.02% | −895−0.2% | Reduced |
| Victory Capital Management Inc | 556,328 | $30.8M | 0.04% | −89,722−13.9% | Reduced |
| Dimensional Fund Advisors LP | 555,804 | $30.8M | 0.01% | +160,513+40.6% | Added |
| American Century Companies Inc | 552,288 | $30.6M | 0.02% | +36,511+7.1% | Added |
| Emerald Advisers, LLC | 503,498 | $27.9M | 1.35% | +19,487+4.0% | Added |
| Ophir Asset Management Pty Ltd | 446,992 | $24.7M | 5.84% | +43,391+10.8% | Added |
| Goldman Sachs Group Inc | 431,151 | $23.9M | 0.01% | −64,690−13.0% | Reduced |
| Bank of America Corp | 429,578 | $23.8M | 0.00% | +87,854+25.7% | Added |
| Macquarie Group Ltd | 416,614 | $23.1M | 0.03% | −1,386,666−76.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 401,235 | $22.2M | 1.34% | +1,841+0.5% | Added |
| Citadel Advisors LLC | 388,096 | $21.5M | 0.02% | −308,949−44.3% | Reduced |
| Ameriprise Financial Inc | 369,629 | $20.5M | 0.01% | −81,850−18.1% | Reduced |
| Azora Capital LP | 351,292 | $19.5M | 2.14% | +351,292 | New |
| Kornitzer Capital Management Inc | 349,506 | $19.4M | 0.40% | +75,493+27.6% | Added |
| First Trust Advisors LP | 339,125 | $18.8M | 0.02% | −50,950−13.1% | Reduced |
| State of Michigan Retirement System | 318,400 | $17.6M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 314,977 | $17.4M | 0.00% | +9,908+3.2% | Added |
| Cinctive Capital Management LP | 288,072 | $16.0M | 0.88% | +221,259+331.2% | Added |
| Schonfeld Strategic Advisors LLC | 281,011 | $15.6M | 0.14% | +162,192+136.5% | Added |
| Summit Partners Public Asset Management, LLC | 277,439 | $15.4M | 0.97% | −768,688−73.5% | Reduced |
| Nuveen Asset Management, LLC | 277,145 | $15.3M | 0.01% | +67,031+31.9% | Added |
| Palisade Capital Management LLC | 276,315 | $15.3M | 0.43% | +3,975+1.5% | Added |
| UBS Asset Management Americas Inc | 256,927 | $14.2M | 0.01% | −45,500−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 251,532 | $13.9M | 0.02% | −546,763−68.5% | Reduced |
| Alyeska Investment Group, L.P. | 245,525 | $13.6M | 0.09% | +145,525+145.5% | Added |
| Hodges Capital Management Inc. | 238,662 | $13.2M | 1.57% | −9,853−4.0% | Reduced |
| Northern Trust Corp | 237,350 | $13.1M | 0.00% | +7,066+3.1% | Added |
| Artisan Partners Limited Partnership | 220,111 | $12.2M | 0.02% | −6,635−2.9% | Reduced |
| Norges Bank | 210,179 | $11.6M | 0.00% | +56,643+36.9% | Added |
| Susquehanna International Group, LLP | 208,290 | $11.5M | 0.02% | +100,439+93.1% | Added |
| Jupiter Asset Management Ltd | 206,882 | $11.5M | 0.13% | +206,882 | New |
| Bank of New York Mellon Corp | 200,128 | $11.1M | 0.00% | +6,606+3.4% | Added |
| Loup Funds, LLC | 194,061 | $10.7M | 4.93% | +127,329+190.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 189,867 | $10.5M | 0.06% | +13,822+7.9% | Added |
| SEI Investments Co | 186,548 | $10.3M | 0.02% | −36,806−16.5% | Reduced |
| WCM Investment Management, LLC | 184,935 | $10.2M | 0.03% | +3,960+2.2% | Added |
| State of Wisconsin Investment Board | 182,913 | $10.1M | 0.03% | +52,347+40.1% | Added |
| First Dallas Securities Inc. | 173,753 | $9.62M | 2.21% | +173,753 | New |
| Bessemer Group Inc | 161,908 | $8.96M | 0.02% | +7,570+4.9% | Added |
| New York State Common Retirement Fund | 150,855 | $8.35M | 0.01% | −40,894−21.3% | Reduced |
| Qube Research & Technologies Ltd | 147,414 | $8.16M | 0.02% | −38,580−20.7% | Reduced |
| Brown Brothers Harriman & Co | 145,125 | $8.04M | 0.07% | +44,674+44.5% | Added |
| AXA S.A. | 132,028 | $7.31M | 0.03% | −1,447−1.1% | Reduced |
| Kennedy Capital Management, Inc. | 130,480 | $7.22M | 0.18% | +4,517+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119,522 | $6.62M | 0.01% | −264−0.2% | Reduced |
| Cantor Fitzgerald, L. P. | 117,755 | $6.52M | 0.18% | −1,190−1.0% | Reduced |
| Nicholas Company, Inc. | 115,015 | $6.37M | 0.13% | 00.0% | Unchanged |
| Swiss National Bank | 113,300 | $6.27M | 0.00% | +5,600+5.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 112,523 | $6.23M | 0.15% | −4,394−3.8% | Reduced |
| Ratan Capital Management LP | 103,702 | $5.74M | 4.35% | +82,727+394.4% | Added |
| Honeycomb Asset Management LP | 100,000 | $5.54M | 1.35% | −214,000−68.2% | Reduced |
| Portolan Capital Management, LLC | 99,747 | $5.52M | 0.52% | +99,747 | New |
| Portman Square Capital LLP | 94,667 | $5.24M | 0.72% | +54,872+137.9% | Added |
| Thornburg Investment Management Inc | 93,274 | $5.17M | 0.08% | −2,441−2.6% | Reduced |
| Verition Fund Management LLC | 85,908 | $4.76M | 0.06% | +48,577+130.1% | Added |
| Wells Fargo & Company | 84,846 | $4.70M | 0.00% | +5,660+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 82,084 | $4.54M | 0.01% | −1,267−1.5% | Reduced |
| Squarepoint Ops LLC | 78,681 | $4.36M | 0.02% | +78,681 | New |
| AQR Capital Management LLC | 76,504 | $4.24M | 0.01% | +28,142+58.2% | Added |
| CastleKnight Management LP | 75,600 | $4.19M | 0.71% | +42,800+130.5% | Added |
| Bailard, Inc. | 74,482 | $4.12M | 0.14% | +12,640+20.4% | Added |
| Aquatic Capital Management LLC | 73,100 | $4.05M | 0.17% | +57,300+362.7% | Added |
| Nordea Investment Management AB | 69,749 | $3.94M | 0.01% | +34,052+95.4% | Added |
| Rhumbline Advisers | 70,706 | $3.91M | 0.00% | +2,380+3.5% | Added |
| Canada Pension Plan Investment Board | 67,800 | $3.75M | 0.01% | −8,700−11.4% | Reduced |
| JPMorgan Chase & Co | 64,668 | $3.58M | 0.00% | +2,850+4.6% | Added |
| Bullseye Asset Management LLC | 64,211 | $3.56M | 1.98% | 00.0% | Unchanged |
| Pier Capital, LLC | 63,413 | $3.51M | 0.57% | −1,074−1.7% | Reduced |
| Great Lakes Advisors, LLC | 58,565 | $3.24M | 0.03% | −1,790−3.0% | Reduced |
| Baird Financial Group, Inc. | 58,049 | $3.21M | 0.01% | −8,182−12.4% | Reduced |
| California State Teachers Retirement System | 57,702 | $3.19M | 0.00% | −4,084−6.6% | Reduced |
| LPL Financial LLC | 57,566 | $3.19M | 0.00% | −1,806−3.0% | Reduced |
| Legal & General Group Plc | 57,500 | $3.18M | 0.00% | −308−0.5% | Reduced |
| Royal Bank of Canada | 56,172 | $3.11M | 0.00% | −9,478−14.4% | Reduced |
| J. Goldman & Co LP | 55,168 | $3.05M | 0.15% | +40,572+278.0% | Added |
| Credit Suisse AG | 53,357 | $2.95M | 0.00% | +836+1.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 53,290 | $2.95M | 0.04% | −41,106−43.5% | Reduced |
| Stifel Financial Corp | 51,375 | $2.84M | 0.00% | −1,978−3.7% | Reduced |