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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

Q4 2023 vs. Q3 2023

How the institutions holding Shift4 Payments, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of FOUR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2523308+59
Shares58.8M22.7K59.1M+292.6K (+0.5%)
Value$3.26B$1.26M$4.39B+$1.14B (+34.9%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Shift4 Payments, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to FOUR in Q4 2023
InstitutionSharesValue% of portfolio
Kodai Capital Management LP800,651$59.5M1.21%
Foxhaven Asset Management, LP522,993$38.9M1.12%
14B Captial Management LP370,000$27.5M16.61%
Dark Forest Capital Management LP250,044$18.6M2.79%
Thematics Asset Management240,000$17.8M0.78%
Smith Group Asset Management, LLC225,535$16.8M0.98%
Voss Capital, LLC150,000$11.2M1.09%
North Reef Capital Management LP131,189$9.75M0.57%
Unisphere Establishment115,000$8.55M0.09%
Adage Capital Partners GP, L.L.C.114,900$8.54M0.02%
M&G Investment Management Ltd106,450$7.88M0.05%
Schroder Investment Management Group101,131$7.52M0.01%
Sapience Investments, LLC87,730$6.52M1.55%
Peregrine Capital Management LLC81,243$6.04M0.18%
PEAK6 Investments LLC79,403$5.90M0.25%
Tabor Asset Management, LP70,687$5.25M2.46%
Cubist Systematic Strategies, LLC68,863$5.12M0.06%
Beck Bode, LLC68,537$5.10M1.14%
Gotham Asset Management, LLC58,386$4.34M0.08%
GTS Securities LLC53,253$3.96M0.09%
Zenyatta Capital Management LP52,500$3.90M1.51%
Entropy Technologies, LP49,063$3.65M0.68%
HRT Financial LP48,132$3.58M0.03%
Eaton Financial Holdings Company, LLC43,333$3.22M0.78%
Rice Hall James & Associates, LLC30,104$2.24M0.13%
Interval Partners, LP29,426$2.19M0.10%
Dynamic Technology Lab Private Ltd21,557$1.60M0.17%
Donoghue Forlines LLC20,261$1.51M0.47%
HAP Trading, LLC20,078$1.49M0.44%
Resolute Capital Asset Partners LLC20,000$1.49M0.97%
Seven Eight Capital, LP19,348$1.44M0.17%
Zacks Investment Management16,450$1.22M0.02%
TrimTabs Asset Management, LLC15,277$1.14M0.33%
Hexagon Capital Partners LLC12,328$916.5K0.22%
Old Mission Capital LLC12,186$905.9K0.03%
Two Sigma Securities, LLC11,325$841.9K0.04%
Algert Global LLC10,970$815.5K0.03%
1492 Capital Management LLC10,264$763.0K0.43%
Sequoia Financial Advisors, LLC9,214$685.0K0.01%
Chesapeake Capital Corp8,721$648.3K0.47%
Savant Capital, LLC8,582$638.0K0.01%
Oak Thistle LLC6,896$512.6K0.15%
Kestra Advisory Services, LLC6,710$498.8K0.00%
Jefferies Financial Group Inc.6,500$483.2K0.01%
Group One Trading, L.P.6,364$473.1K0.01%
First Hawaiian Bank5,700$423.7K0.01%
Lewis Asset Management, LLC5,410$402.2K0.37%
Multicoin Capital Management, LLC5,095$378.8K0.34%
Symmetry Peak Management LLC5,000$371.7K1.44%
Sassicaia Capital Advisers LLC5,000$371.7K3.21%
Raymond James Financial Services Advisors, Inc.4,735$352.0K0.00%
Mercer Global Advisors Inc4,545$338.0K0.00%
Toroso Investments, LLC4,417$328.4K0.01%
XTX Topco Ltd4,401$327.2K0.07%
Systematic Portfolios LLC3,955$294.0K0.89%
Davy Global Fund Management Ltd3,532$262.6K0.03%
Prosperity Wealth Management, Inc.3,525$262.0K0.17%
Inspirion Wealth Advisors, LLC3,538$259.5K0.05%
HMS Capital Management, LLC3,235$240.5K0.15%
Blair William & Co3,160$234.9K0.00%
Winton Group Ltd3,130$232.7K0.02%
JustInvest LLC3,085$229.3K0.01%
Qsemble Capital Management, LP3,049$226.7K0.06%
Utah Retirement Systems3,000$223.0K0.00%
Brinker Capital Investments, LLC2,825$206.4K0.00%
Orion Portfolio Solutions, LLC2,825$206.4K0.00%
Natixis Investment Managers International1,554$115.5K0.01%
Clear Street Markets LLC1,500$112.0K0.05%
Harvest Fund Management Co., Ltd1,216$90.0K0.01%
Leonteq Securities AG771$57.3K0.01%
EntryPoint Capital, LLC609$45.3K0.04%
University of Texas/Texas Am Investment Managment Co527$39.2K0.01%
Advisory Services Network, LLC314$23.3K0.00%
Huntington National Bank215$16.0K0.00%
Raleigh Capital Management Inc.129$9.59K0.00%
West Tower Group, LLC102$7.58K0.02%
CVA Family Office, LLC80$5.95K0.00%
Sound Income Strategies, LLC76$5.65K0.00%
Main Street Group, LTD70$5.20K0.00%
Principal Securities, Inc.61$4.54K0.00%
Highlander Capital Management, LLC50$3.72K0.00%
Benjamin F. Edwards & Company, Inc.35$3.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$2.30K0.00%
Creekmur Asset Management LLC25$1.86K0.00%
GAMMA Investing LLC22$1.58K0.00%
Abound Wealth Management15$1.12K0.00%
Sachetta, LLC5$3720.00%
DiNuzzo Private Wealth, Inc.3$2240.00%
Rakuten Securities, Inc.3$2230.00%

Sold out (30)

Institutions that held Shift4 Payments, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (3)

Institutions that held Shift4 Payments, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FOUR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.12,415$687.4K
Virginia Retirement Systems Et Al10,300$570.3K
Steward Financial Group LLC13$0