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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, 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.

Institutional holdersQ3 2023: 252 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 heldQ3 2023: $3.26B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2023.

Institutions holding FOUR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Intech Investment Management LLC11,546$639.3K0.01%−3,472−23.1%Reduced
Edgestream Partners, L.P.11,875$657.5K0.05%−14,493−55.0%Reduced
Deutsche Bank AG12,058$667.7K0.00%−1,531−11.3%Reduced
Hunter Associates Investment Management LLC12,547$683.0K0.14%+12,547New
First Republic Investment Management, Inc.12,415$687.4K0.00%−6,572−34.6%Reduced
ClariVest Asset Management LLC12,609$698.0K0.04%00.0%Unchanged
STRS Ohio12,703$703.0K0.00%+2,338+22.6%Added
AtonRa Partners13,556$750.6K1.57%−2,302−14.5%Reduced
Mariner, LLC14,065$779.2K0.00%−984−6.5%Reduced
Arizona State Retirement System14,676$812.6K0.01%+777+5.6%Added
Harbour Capital Advisors, LLC14,885$824.2K0.25%+8,745+142.4%Added
FIL Ltd15,600$863.8K0.00%00.0%Unchanged
Amalgamated Bank15,614$865.0K0.01%+3,952+33.9%Added
Barclays PLC15,794$874.5K0.00%−19,096−54.7%Reduced
Teza Capital Management LLC16,187$896.3K0.15%+16,187New
SG Americas Securities, LLC16,355$906.0K0.01%+2,105+14.8%Added
Comerica Bank16,439$910.2K0.00%+16,439New
ExodusPoint Capital Management, LP16,497$913.0K0.01%−38,477−70.0%Reduced
The PNC Financial Services Group, Inc.16,617$920.1K0.00%+9,364+129.1%Added
Balyasny Asset Management LLC16,800$930.2K0.00%−35,900−68.1%Reduced
Ensign Peak Advisors, Inc17,360$961.2K0.00%00.0%Unchanged
Regal Investment Advisors LLC17,634$976.4K0.08%+17,634New
Envestnet Asset Management Inc18,203$1.01M0.00%−3,553−16.3%Reduced
Penserra Capital Management LLC19,674$1.09M0.02%+1,682+9.3%Added
EFG Asset Management (North America) Corp.20,987$1.16M0.28%−8,613−29.1%Reduced
D. E. Shaw & Co., Inc.21,369$1.18M0.00%−111,233−83.9%Reduced
Public Employees Retirement System of Ohio22,140$1.23M0.01%−2,454−10.0%Reduced
Truist Financial Corp22,370$1.24M0.00%+1,934+9.5%Added
Citigroup Inc22,377$1.24M0.00%−12,725−36.3%Reduced
Bokf, NA28,011$1.25M0.03%+28,011New
Independent Financial Group, LLC23,000$1.27M0.08%+4,400+23.7%Added
Treasurer of the State of North Carolina23,871$1.32M0.01%+120+0.5%Added
Jane Street Group, LLC23,983$1.33M0.00%−60,160−71.5%Reduced
Highland Capital Management, LLC24,104$1.33M0.09%−1,979−7.6%Reduced
Alberta Investment Management Corp24,352$1.35M0.01%−4,543−15.7%Reduced
Voya Investment Management LLC24,458$1.35M0.00%−213,734−89.7%Reduced
Boston Partners25,722$1.42M0.00%+25,722New
Two Sigma Investments, LP26,100$1.45M0.00%−226,339−89.7%Reduced
Captrust Financial Advisors26,255$1.45M0.01%−294−1.1%Reduced
JCSD Capital, LLC27,009$1.50M3.06%+8,000+42.1%Added
Oppenheimer Asset Management Inc.28,297$1.57M0.02%+11,542+68.9%Added
Riggs Asset Managment Co. Inc.28,513$1.58M0.56%+551+2.0%Added
IMA Wealth, Inc.29,214$1.62M0.42%−457−1.5%Reduced
Susquehanna Fundamental Investments, LLC31,524$1.75M0.11%−20,111−38.9%Reduced
Game Creek Capital, LP35,000$1.94M1.29%+35,000New
Prana Capital Management, LP36,863$2.04M0.13%+36,863New
State of New Jersey Common Pension Fund D43,924$2.43M0.01%+5,725+15.0%Added
State Board of Administration of Florida Retirement System45,710$2.53M0.01%+90+0.2%Added
UBS Group AG46,001$2.55M0.00%−20,581−30.9%Reduced
Lombard Odier Asset Management (Europe) Ltd48,500$2.69M0.14%−4,000−7.6%Reduced
Royce & Associates LP50,000$2.77M0.03%00.0%Unchanged
Raymond James & Associates51,157$2.83M0.00%−6,713−11.6%Reduced
Stifel Financial Corp51,375$2.84M0.00%−1,978−3.7%Reduced
B. Metzler seel. Sohn & Co. AG53,290$2.95M0.04%−41,106−43.5%Reduced
Credit Suisse AG53,357$2.95M0.00%+836+1.6%Added
J. Goldman & Co LP55,168$3.05M0.15%+40,572+278.0%Added
Royal Bank of Canada56,172$3.11M0.00%−9,478−14.4%Reduced
Legal & General Group Plc57,500$3.18M0.00%−308−0.5%Reduced
LPL Financial LLC57,566$3.19M0.00%−1,806−3.0%Reduced
California State Teachers Retirement System57,702$3.19M0.00%−4,084−6.6%Reduced
Baird Financial Group, Inc.58,049$3.21M0.01%−8,182−12.4%Reduced
Great Lakes Advisors, LLC58,565$3.24M0.03%−1,790−3.0%Reduced
Pier Capital, LLC63,413$3.51M0.57%−1,074−1.7%Reduced
Bullseye Asset Management LLC64,211$3.56M1.98%00.0%Unchanged
JPMorgan Chase & Co64,668$3.58M0.00%+2,850+4.6%Added
Canada Pension Plan Investment Board67,800$3.75M0.01%−8,700−11.4%Reduced
Rhumbline Advisers70,706$3.91M0.00%+2,380+3.5%Added
Nordea Investment Management AB69,749$3.94M0.01%+34,052+95.4%Added
Aquatic Capital Management LLC73,100$4.05M0.17%+57,300+362.7%Added
Bailard, Inc.74,482$4.12M0.14%+12,640+20.4%Added
CastleKnight Management LP75,600$4.19M0.71%+42,800+130.5%Added
AQR Capital Management LLC76,504$4.24M0.01%+28,142+58.2%Added
Squarepoint Ops LLC78,681$4.36M0.02%+78,681New
Mirae Asset Global Investments Co., Ltd.82,084$4.54M0.01%−1,267−1.5%Reduced
Wells Fargo & Company84,846$4.70M0.00%+5,660+7.1%Added
Verition Fund Management LLC85,908$4.76M0.06%+48,577+130.1%Added
Thornburg Investment Management Inc93,274$5.17M0.08%−2,441−2.6%Reduced
Portman Square Capital LLP94,667$5.24M0.72%+54,872+137.9%Added
Portolan Capital Management, LLC99,747$5.52M0.52%+99,747New
Honeycomb Asset Management LP100,000$5.54M1.35%−214,000−68.2%Reduced
Ratan Capital Management LP103,702$5.74M4.35%+82,727+394.4%Added
Weiss Multi-Strategy Advisers LLC112,523$6.23M0.15%−4,394−3.8%Reduced
Swiss National Bank113,300$6.27M0.00%+5,600+5.2%Added
Nicholas Company, Inc.115,015$6.37M0.13%00.0%Unchanged
Cantor Fitzgerald, L. P.117,755$6.52M0.18%−1,190−1.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.119,522$6.62M0.01%−264−0.2%Reduced
Kennedy Capital Management, Inc.130,480$7.22M0.18%+4,517+3.6%Added
AXA S.A.132,028$7.31M0.03%−1,447−1.1%Reduced
Brown Brothers Harriman & Co145,125$8.04M0.07%+44,674+44.5%Added
Qube Research & Technologies Ltd147,414$8.16M0.02%−38,580−20.7%Reduced
New York State Common Retirement Fund150,855$8.35M0.01%−40,894−21.3%Reduced
Bessemer Group Inc161,908$8.96M0.02%+7,570+4.9%Added
First Dallas Securities Inc.173,753$9.62M2.21%+173,753New
State of Wisconsin Investment Board182,913$10.1M0.03%+52,347+40.1%Added
WCM Investment Management, LLC184,935$10.2M0.03%+3,960+2.2%Added
SEI Investments Co186,548$10.3M0.02%−36,806−16.5%Reduced
Fuller & Thaler Asset Management, Inc.189,867$10.5M0.06%+13,822+7.9%Added
Loup Funds, LLC194,061$10.7M4.93%+127,329+190.8%Added
Bank of New York Mellon Corp200,128$11.1M0.00%+6,606+3.4%Added
Jupiter Asset Management Ltd206,882$11.5M0.13%+206,882New