Skip to main content

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
59.1M
+292.6K (+0.5%) vs. Q3 2023
Total value
$4.39B
+$1.14B (+34.9%) vs. Q3 2023
New holders
89
83 more added
Sold out
30
107 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.

Institutional holdersQ4 2023: 308 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 heldQ4 2023: $4.39B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2023.

Institutions holding FOUR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sassicaia Capital Advisers LLC5,000$371.7K3.21%+5,000New
Great West Life Assurance Co5,063$374.0K0.00%−2,936−36.7%Reduced
Multicoin Capital Management, LLC5,095$378.8K0.34%+5,095New
Bank of Montreal5,326$399.4K0.00%−3,445−39.3%Reduced
Lewis Asset Management, LLC5,410$402.2K0.37%+5,410New
Public Employees Retirement Association of Colorado5,482$408.0K0.00%00.0%Unchanged
Alps Advisors Inc5,649$419.9K0.00%−321−5.4%Reduced
First Hawaiian Bank5,700$423.7K0.01%+5,700New
Principal Financial Group Inc5,741$426.8K0.00%−985−14.6%Reduced
Pictet Asset Management Holding SA5,799$431.1K0.00%00.0%Unchanged
Prospera Financial Services Inc6,017$447.3K0.01%−196−3.2%Reduced
Premier Fund Managers Ltd6,116$457.0K0.02%00.0%Unchanged
Crossmark Global Holdings, Inc.6,189$460.0K0.01%+164+2.7%Added
TrinityPoint Wealth, LLC6,355$472.4K0.09%+2,000+45.9%Added
Group One Trading, L.P.6,364$473.1K0.01%+6,364New
Verition Fund Management LLC6,455$479.9K0.00%−79,453−92.5%Reduced
Jefferies Financial Group Inc.6,500$483.2K0.01%+6,500New
QRG Capital Management, Inc.6,549$486.9K0.01%+1,514+30.1%Added
Kestra Advisory Services, LLC6,710$498.8K0.00%+6,710New
Deutsche Bank AG6,785$504.4K0.00%−5,273−43.7%Reduced
Oak Thistle LLC6,896$512.6K0.15%+6,896New
Xponance, Inc.7,245$538.6K0.01%−659−8.3%Reduced
Illinois Municipal Retirement Fund8,102$602.0K0.01%00.0%Unchanged
NBC Securities, Inc.8,170$607.0K0.06%00.0%Unchanged
Savant Capital, LLC8,582$638.0K0.01%+8,582New
Zurcher Kantonalbank (Zurich Cantonalbank)8,668$644.4K0.00%00.0%Unchanged
Chesapeake Capital Corp8,721$648.3K0.47%+8,721New
Keybank National Association8,807$654.7K0.00%+1,135+14.8%Added
Sequoia Financial Advisors, LLC9,214$685.0K0.01%+9,214New
Handelsbanken Fonder AB9,700$721.0K0.00%+1,800+22.8%Added
1492 Capital Management LLC10,264$763.0K0.43%+10,264New
ClariVest Asset Management LLC10,673$793.4K0.04%−1,936−15.4%Reduced
EdgeRock Capital LLC10,616$806.4K0.59%−592−5.3%Reduced
Commonwealth Equity Services, LLC10,914$811.0K0.00%+2,662+32.3%Added
Algert Global LLC10,970$815.5K0.03%+10,970New
AtonRa Partners11,146$828.6K1.65%−2,410−17.8%Reduced
Two Sigma Securities, LLC11,325$841.9K0.04%+11,325New
Manufacturers Life Insurance Company, The11,351$843.8K0.00%+109+1.0%Added
Aquatic Capital Management LLC11,900$885.0K0.02%−61,200−83.7%Reduced
Old Mission Capital LLC12,186$905.9K0.03%+12,186New
Hexagon Capital Partners LLC12,328$916.5K0.22%+12,328New
First Dallas Securities Inc.12,350$918.0K0.47%−161,403−92.9%Reduced
Lazard Asset Management LLC12,419$923.0K0.00%+12,416+413,866.7%Added
Amalgamated Bank12,489$928.0K0.01%−3,125−20.0%Reduced
Arizona State Retirement System14,207$1.06M0.01%−469−3.2%Reduced
Mariner, LLC14,783$1.10M0.00%+718+5.1%Added
TrimTabs Asset Management, LLC15,277$1.14M0.33%+15,277New
FIL Ltd15,600$1.16M0.00%00.0%Unchanged
Gsa Capital Partners LLP15,993$1.19M0.10%+10,531+192.8%Added
Zacks Investment Management16,450$1.22M0.02%+16,450New
JCSD Capital, LLC17,009$1.26M3.85%−10,000−37.0%Reduced
Captrust Financial Advisors17,470$1.30M0.00%−8,785−33.5%Reduced
Envestnet Asset Management Inc17,752$1.32M0.00%−451−2.5%Reduced
Ensign Peak Advisors, Inc18,310$1.36M0.00%+950+5.5%Added
Harbour Capital Advisors, LLC20,045$1.42M0.39%+5,160+34.7%Added
Edgestream Partners, L.P.19,065$1.42M0.10%+7,190+60.5%Added
Penserra Capital Management LLC19,152$1.42M0.03%−522−2.7%Reduced
Seven Eight Capital, LP19,348$1.44M0.17%+19,348New
Advisor Group Holdings, Inc.19,555$1.45M0.00%+10,412+113.9%Added
Resolute Capital Asset Partners LLC20,000$1.49M0.97%+20,000New
HAP Trading, LLC20,078$1.49M0.44%+20,078New
EFG Asset Management (North America) Corp.20,144$1.50M0.28%−843−4.0%Reduced
Donoghue Forlines LLC20,261$1.51M0.47%+20,261New
SG Americas Securities, LLC20,652$1.53M0.02%+4,297+26.3%Added
The PNC Financial Services Group, Inc.20,718$1.54M0.00%+4,101+24.7%Added
Dynamic Technology Lab Private Ltd21,557$1.60M0.17%+21,557New
Independent Financial Group, LLC22,196$1.65M0.09%−804−3.5%Reduced
Public Employees Retirement System of Ohio22,450$1.67M0.01%+310+1.4%Added
J. Goldman & Co LP22,471$1.67M0.09%−32,697−59.3%Reduced
Brevan Howard Capital Management LP22,728$1.69M0.17%+16,112+243.5%Added
Truist Financial Corp22,836$1.70M0.00%+466+2.1%Added
Voya Investment Management LLC23,469$1.74M0.00%−989−4.0%Reduced
Treasurer of the State of North Carolina23,781$1.77M0.01%−90−0.4%Reduced
Highland Capital Management, LLC24,015$1.79M0.11%−89−0.4%Reduced
Boston Partners24,811$1.84M0.00%−911−3.5%Reduced
IMA Wealth, Inc.27,155$2.02M1.01%−2,059−7.0%Reduced
Portman Square Capital LLP27,174$2.02M0.35%−67,493−71.3%Reduced
Bokf, NA28,211$2.10M0.04%+200+0.7%Added
Hunter Associates Investment Management LLC29,043$2.17M0.40%+16,496+131.5%Added
Interval Partners, LP29,426$2.19M0.10%+29,426New
Rice Hall James & Associates, LLC30,104$2.24M0.13%+30,104New
Alberta Investment Management Corp32,187$2.39M0.02%+7,835+32.2%Added
Oppenheimer Asset Management Inc.32,849$2.44M0.03%+4,552+16.1%Added
Prana Capital Management, LP33,801$2.51M0.15%−3,062−8.3%Reduced
Game Creek Capital, LP35,000$2.60M1.50%00.0%Unchanged
State of New Jersey Common Pension Fund D38,500$2.86M0.01%−5,424−12.3%Reduced
Barclays PLC38,682$2.88M0.00%+22,888+144.9%Added
Lombard Odier Asset Management (Europe) Ltd41,000$3.05M0.20%−7,500−15.5%Reduced
Eaton Financial Holdings Company, LLC43,333$3.22M0.78%+43,333New
Qube Research & Technologies Ltd43,413$3.23M0.01%−104,001−70.6%Reduced
UBS Group AG44,907$3.34M0.00%−1,094−2.4%Reduced
Two Sigma Investments, LP46,563$3.46M0.01%+20,463+78.4%Added
Jupiter Asset Management Ltd47,453$3.53M0.03%−159,429−77.1%Reduced
HRT Financial LP48,132$3.58M0.03%+48,132New
Allspring Global Investments Holdings, LLC48,261$3.59M0.01%−203,271−80.8%Reduced
State Board of Administration of Florida Retirement System49,030$3.64M0.01%+3,320+7.3%Added
Entropy Technologies, LP49,063$3.65M0.68%+49,063New
Weiss Multi-Strategy Advisers LLC49,636$3.69M0.09%−62,887−55.9%Reduced
Stifel Financial Corp49,892$3.71M0.00%−1,483−2.9%Reduced
Royce & Associates LP50,000$3.72M0.03%00.0%Unchanged