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, Q4 2023
Institutional positions in Shift4 Payments, Inc. as of Dec 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
- 308
- +59 vs. Q3 2023
- Shares held
- 60.6M
- +1.80M (+3.1%) vs. Q3 2023
- Total value
- $4.50B
- +$1.25B (+38.4%) vs. Q3 2023
- New holders
- 89
- 85 more added
- Sold out
- 30
- 105 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $5.20B |
| Q3 2025 | 451 | $6.57B |
| Q2 2025 | 459 | $8.60B |
| Q1 2025 | 442 | $6.54B |
| Q4 2024 | 441 | $7.88B |
| Q3 2024 | 358 | $6.28B |
| Q2 2024 | 342 | $4.99B |
| Q1 2024 | 325 | $4.24B |
| Q4 2023 | 308 | $4.50B |
| Q3 2023 | 252 | $3.26B |
| Q2 2023 | 271 | $4.01B |
| Q1 2023 | 291 | $4.51B |
| Q4 2022 | 234 | $3.23B |
| Q3 2022 | 210 | $2.55B |
| Q2 2022 | 207 | $1.90B |
| Q1 2022 | 222 | $3.78B |
| Q4 2021 | 229 | $3.36B |
| Q3 2021 | 228 | $4.33B |
| Q2 2021 | 216 | $4.41B |
| Q1 2021 | 201 | $3.67B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,314,673 | $395.1M | 0.01% | −44,024−0.8% | Reduced |
| Durable Capital Partners LP | 4,768,807 | $354.5M | 2.80% | +601,419+14.4% | Added |
| Wellington Management Group LLP | 4,138,160 | $307.6M | 0.06% | −902,181−17.9% | Reduced |
| Jennison Associates LLC | 2,945,060 | $218.9M | 0.16% | +601,749+25.7% | Added |
| Morgan Stanley | 2,734,148 | $203.3M | 0.01% | +1,185,919+76.6% | Added |
| Wasatch Advisors Inc | 2,570,145 | $191.1M | 1.05% | +616,452+31.6% | Added |
| BlackRock Inc. | 2,484,961 | $184.7M | 0.00% | −47,957−1.9% | Reduced |
| Clearbridge Investments, LLC | 2,083,024 | $154.9M | 0.13% | +57,466+2.8% | Added |
| Alliancebernstein L.P. | 1,963,963 | $146.0M | 0.06% | +5930.0% | Added |
| Millennium Management LLC | 1,665,879 | $123.8M | 0.12% | −637,632−27.7% | Reduced |
| FMR LLC | 1,364,428 | $101.4M | 0.01% | −1,247,908−47.8% | Reduced |
| Neuberger Berman Group LLC | 1,275,456 | $94.8M | 0.08% | −37,406−2.8% | Reduced |
| Janus Henderson Group PLC | 1,179,149 | $87.7M | 0.05% | +597,155+102.6% | Added |
| Invesco Ltd. | 945,532 | $70.3M | 0.02% | −37,835−3.8% | Reduced |
| State Street Corp | 928,405 | $69.0M | 0.00% | +63,452+7.3% | Added |
| Spyglass Capital Management LLC | 906,789 | $67.4M | 4.85% | +102,888+12.8% | Added |
| Geode Capital Management, LLC | 856,082 | $63.7M | 0.01% | +32,049+3.9% | Added |
| Kodai Capital Management LP | 800,651 | $59.5M | 1.21% | +800,651 | New |
| Westfield Capital Management Co LP | 771,545 | $57.4M | 0.33% | +77,967+11.2% | Added |
| Marshall Wace, LLP | 710,524 | $52.8M | 0.10% | −717,856−50.3% | Reduced |
| Nomura Asset Management Co Ltd | 696,200 | $51.8M | 0.21% | +98,600+16.5% | Added |
| Price T Rowe Associates Inc | 677,783 | $50.4M | 0.01% | +46,210+7.3% | Added |
| Franklin Resources Inc | 620,850 | $46.2M | 0.02% | −34,862−5.3% | Reduced |
| Dimensional Fund Advisors LP | 611,617 | $45.5M | 0.01% | +55,813+10.0% | Added |
| Senator Investment Group LP | 587,961 | $43.7M | 1.87% | −412,039−41.2% | Reduced |
| Goldman Sachs Group Inc | 561,571 | $41.7M | 0.01% | +130,420+30.2% | Added |
| American Century Companies Inc | 551,605 | $41.0M | 0.03% | −683−0.1% | Reduced |
| Foxhaven Asset Management, LP | 522,993 | $38.9M | 1.12% | +522,993 | New |
| Emerald Advisers, LLC | 500,857 | $37.2M | 1.59% | −2,641−0.5% | Reduced |
| Victory Capital Management Inc | 480,305 | $35.7M | 0.04% | −76,023−13.7% | Reduced |
| Hodges Capital Management Inc. | 447,275 | $33.3M | 1.76% | +208,613+87.4% | Added |
| Macquarie Group Ltd | 409,513 | $30.4M | 0.04% | −7,101−1.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 402,554 | $29.9M | 1.58% | +1,319+0.3% | Added |
| Ameriprise Financial Inc | 394,076 | $29.3M | 0.01% | +24,447+6.6% | Added |
| 14B Captial Management LP | 370,000 | $27.5M | 16.61% | +370,000 | New |
| Kornitzer Capital Management Inc | 368,006 | $27.4M | 0.53% | +18,500+5.3% | Added |
| Norges Bank | 362,320 | $26.9M | 0.00% | +152,141+72.4% | Added |
| Ophir Asset Management Pty Ltd | 348,576 | $25.9M | 5.15% | −98,416−22.0% | Reduced |
| Artisan Partners Limited Partnership | 340,700 | $25.3M | 0.04% | +120,589+54.8% | Added |
| Charles Schwab Investment Management Inc | 329,326 | $24.5M | 0.01% | +14,349+4.6% | Added |
| Bank of America Corp | 300,609 | $22.3M | 0.00% | −128,969−30.0% | Reduced |
| Nuveen Asset Management, LLC | 277,103 | $20.6M | 0.01% | −420.0% | Reduced |
| Jane Street Group, LLC | 271,294 | $20.2M | 0.02% | +247,311+1,031.2% | Added |
| Palisade Capital Management LLC | 257,183 | $19.1M | 0.51% | −19,132−6.9% | Reduced |
| UBS Asset Management Americas Inc | 255,914 | $19.0M | 0.01% | −1,013−0.4% | Reduced |
| Northern Trust Corp | 252,877 | $18.8M | 0.00% | +15,527+6.5% | Added |
| Dark Forest Capital Management LP | 250,044 | $18.6M | 2.79% | +250,044 | New |
| Thematics Asset Management | 240,000 | $17.8M | 0.78% | +240,000 | New |
| Smith Group Asset Management, LLC | 225,535 | $16.8M | 0.98% | +225,535 | New |
| Portolan Capital Management, LLC | 215,727 | $16.0M | 1.40% | +115,980+116.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 213,629 | $15.9M | 0.08% | +23,762+12.5% | Added |
| Bank of New York Mellon Corp | 209,717 | $15.6M | 0.00% | +9,589+4.8% | Added |
| Bessemer Group Inc | 204,483 | $15.2M | 0.03% | +42,575+26.3% | Added |
| WCM Investment Management, LLC | 203,171 | $15.2M | 0.04% | +18,236+9.9% | Added |
| Brown Brothers Harriman & Co | 201,101 | $14.9M | 0.12% | +55,976+38.6% | Added |
| State of Wisconsin Investment Board | 186,199 | $13.8M | 0.04% | +3,286+1.8% | Added |
| SEI Investments Co | 181,849 | $13.5M | 0.02% | −4,699−2.5% | Reduced |
| State of Michigan Retirement System | 175,000 | $13.0M | 0.08% | −143,400−45.0% | Reduced |
| New York State Common Retirement Fund | 170,694 | $12.7M | 0.02% | +19,839+13.2% | Added |
| Loup Funds, LLC | 167,289 | $12.4M | 4.93% | −26,772−13.8% | Reduced |
| Voss Capital, LLC | 150,000 | $11.2M | 1.09% | +150,000 | New |
| AXA S.A. | 144,374 | $10.7M | 0.02% | +12,346+9.4% | Added |
| JPMorgan Chase & Co | 136,804 | $10.2M | 0.00% | +72,136+111.5% | Added |
| North Reef Capital Management LP | 131,189 | $9.75M | 0.57% | +131,189 | New |
| Citigroup Inc | 130,129 | $9.67M | 0.01% | +107,752+481.5% | Added |
| Kennedy Capital Management, Inc. | 124,362 | $9.25M | 0.20% | −6,118−4.7% | Reduced |
| Nicholas Company, Inc. | 115,015 | $8.55M | 0.15% | 00.0% | Unchanged |
| Unisphere Establishment | 115,000 | $8.55M | 0.09% | +115,000 | New |
| Adage Capital Partners GP, L.L.C. | 114,900 | $8.54M | 0.02% | +114,900 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119,776 | $8.46M | 0.01% | +254+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 111,739 | $8.31M | 0.07% | −169,272−60.2% | Reduced |
| First Trust Advisors LP | 109,909 | $8.17M | 0.01% | −229,216−67.6% | Reduced |
| Susquehanna International Group, LLP | 106,001 | $7.88M | 0.01% | −102,289−49.1% | Reduced |
| M&G Investment Management Ltd | 106,450 | $7.88M | 0.03% | +106,450 | New |
| Schroder Investment Management Group | 101,131 | $7.52M | 0.01% | +101,131 | New |
| Swiss National Bank | 100,100 | $7.44M | 0.01% | −13,200−11.7% | Reduced |
| Pier Capital, LLC | 90,446 | $6.72M | 0.96% | +27,033+42.6% | Added |
| Sapience Investments, LLC | 87,730 | $6.52M | 1.55% | +87,730 | New |
| Wells Fargo & Company | 85,366 | $6.35M | 0.00% | +520+0.6% | Added |
| Thornburg Investment Management Inc | 84,425 | $6.28M | 0.09% | −8,849−9.5% | Reduced |
| Comerica Bank | 81,677 | $6.07M | 0.03% | +65,238+396.8% | Added |
| Peregrine Capital Management LLC | 81,243 | $6.04M | 0.18% | +81,243 | New |
| PEAK6 Investments LLC | 79,403 | $5.90M | 0.25% | +79,403 | New |
| Baird Financial Group, Inc. | 77,514 | $5.76M | 0.01% | +19,465+33.5% | Added |
| Rhumbline Advisers | 71,039 | $5.28M | 0.01% | +333+0.5% | Added |
| Ratan Capital Management LP | 70,902 | $5.27M | 3.44% | −32,800−31.6% | Reduced |
| Tabor Asset Management, LP | 70,687 | $5.25M | 2.46% | +70,687 | New |
| Cubist Systematic Strategies, LLC | 68,863 | $5.12M | 0.06% | +68,863 | New |
| Nordea Investment Management AB | 68,870 | $5.11M | 0.01% | −879−1.3% | Reduced |
| Beck Bode, LLC | 68,537 | $5.10M | 1.14% | +68,537 | New |
| CastleKnight Management LP | 66,100 | $4.91M | 0.79% | −9,500−12.6% | Reduced |
| Bullseye Asset Management LLC | 64,211 | $4.77M | 2.29% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 62,093 | $4.62M | 0.01% | −19,991−24.4% | Reduced |
| Royal Bank of Canada | 60,974 | $4.53M | 0.00% | +4,802+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 60,833 | $4.52M | 0.06% | +7,543+14.2% | Added |
| Bailard, Inc. | 60,482 | $4.50M | 0.13% | −14,000−18.8% | Reduced |
| Great Lakes Advisors, LLC | 60,293 | $4.48M | 0.04% | +1,728+3.0% | Added |
| Gotham Asset Management, LLC | 58,386 | $4.34M | 0.08% | +58,386 | New |
| Legal & General Group Plc | 57,034 | $4.24M | 0.00% | −466−0.8% | Reduced |
| Raymond James & Associates | 55,811 | $4.15M | 0.00% | +4,654+9.1% | Added |