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.
| 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, 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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,963,963 | $146.0M | 0.06% | +5930.0% | Added |
| Clearbridge Investments, LLC | 2,083,024 | $154.9M | 0.13% | +57,466+2.8% | Added |
| BlackRock Inc. | 2,484,961 | $184.7M | 0.00% | −47,957−1.9% | Reduced |
| Wasatch Advisors Inc | 2,570,145 | $191.1M | 1.05% | +616,452+31.6% | Added |
| Jennison Associates LLC | 2,945,060 | $218.9M | 0.16% | +601,749+25.7% | Added |
| Wellington Management Group LLP | 4,138,160 | $307.6M | 0.06% | −902,181−17.9% | Reduced |
| Durable Capital Partners LP | 4,768,807 | $354.5M | 2.80% | +601,419+14.4% | Added |
| Vanguard Group Inc | 5,314,673 | $395.1M | 0.01% | −44,024−0.8% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −351,292−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −288,072−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −277,439−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −245,525−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −117,755−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −78,681−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,524−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −17,634−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,497−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −12,703−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −11,546−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −8,806−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,436−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,193−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −6,549−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,979−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |