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, Q1 2024
Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2024. 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
- 325
- +20 vs. Q4 2023
- Shares held
- 64.1M
- +3.67M (+6.1%) vs. Q4 2023
- Total value
- $4.24B
- −$256.9M (−5.7%) vs. Q4 2023
- New holders
- 79
- 110 more added
- Sold out
- 59
- 99 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,289,473 | $349.5M | 0.01% | −25,200−0.5% | Reduced |
| Morgan Stanley | 5,074,269 | $335.3M | 0.01% | +2,340,121+85.6% | Added |
| Durable Capital Partners LP | 4,768,807 | $315.1M | 2.44% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 3,451,361 | $228.0M | 1.19% | +881,216+34.3% | Added |
| BlackRock Inc. | 2,560,567 | $169.2M | 0.00% | +75,606+3.0% | Added |
| Jennison Associates LLC | 2,363,219 | $156.1M | 0.10% | −581,841−19.8% | Reduced |
| Clearbridge Investments, LLC | 2,079,573 | $137.4M | 0.11% | −3,451−0.2% | Reduced |
| Wellington Management Group LLP | 2,035,959 | $134.5M | 0.02% | −2,102,201−50.8% | Reduced |
| Ameriprise Financial Inc | 1,980,345 | $130.8M | 0.04% | +1,586,269+402.5% | Added |
| Alliancebernstein L.P. | 1,949,703 | $128.8M | 0.05% | −14,260−0.7% | Reduced |
| ShawSpring Partners LLC | 1,596,421 | $105.5M | 13.55% | +1,596,421 | New |
| Janus Henderson Group PLC | 1,434,890 | $94.8M | 0.05% | +255,741+21.7% | Added |
| FMR LLC | 1,349,948 | $89.2M | 0.01% | −14,480−1.1% | Reduced |
| Westfield Capital Management Co LP | 1,333,252 | $88.1M | 0.46% | +561,707+72.8% | Added |
| Neuberger Berman Group LLC | 1,317,435 | $87.0M | 0.07% | +41,979+3.3% | Added |
| Point72 Asset Management, L.P. | 1,194,463 | $78.9M | 0.23% | +1,194,463 | New |
| Spyglass Capital Management LLC | 1,102,100 | $72.8M | 4.85% | +195,311+21.5% | Added |
| State Street Corp | 937,296 | $61.9M | 0.00% | +8,891+1.0% | Added |
| Nomura Asset Management Co Ltd | 932,866 | $61.6M | 0.22% | +236,666+34.0% | Added |
| Baird Financial Group, Inc. | 927,222 | $61.3M | 0.13% | +849,708+1,096.2% | Added |
| Invesco Ltd. | 899,928 | $59.5M | 0.01% | −45,604−4.8% | Reduced |
| Geode Capital Management, LLC | 892,968 | $59.0M | 0.01% | +36,886+4.3% | Added |
| Foxhaven Asset Management, LP | 881,455 | $58.2M | 1.57% | +358,462+68.5% | Added |
| Dimensional Fund Advisors LP | 627,683 | $41.5M | 0.01% | +16,066+2.6% | Added |
| Price T Rowe Associates Inc | 560,561 | $37.0M | 0.00% | −117,222−17.3% | Reduced |
| American Century Companies Inc | 555,418 | $36.7M | 0.02% | +3,813+0.7% | Added |
| 14B Captial Management LP | 517,000 | $34.2M | 16.12% | +147,000+39.7% | Added |
| Scout Investments, Inc. | 525,957 | $34.1M | 0.84% | +525,957 | New |
| Franklin Resources Inc | 508,259 | $33.6M | 0.01% | −112,591−18.1% | Reduced |
| Bank of America Corp | 479,951 | $31.7M | 0.00% | +179,342+59.7% | Added |
| First Trust Advisors LP | 426,172 | $28.2M | 0.03% | +316,263+287.7% | Added |
| Emerald Advisers, LLC | 403,755 | $26.7M | 1.07% | −97,102−19.4% | Reduced |
| Artisan Partners Limited Partnership | 403,372 | $26.7M | 0.04% | +62,672+18.4% | Added |
| Victory Capital Management Inc | 383,494 | $25.3M | 0.02% | −96,811−20.2% | Reduced |
| Kornitzer Capital Management Inc | 370,706 | $24.5M | 0.45% | +2,700+0.7% | Added |
| Charles Schwab Investment Management Inc | 343,134 | $22.7M | 0.01% | +13,808+4.2% | Added |
| Granahan Investment Management Inc | 307,392 | $20.3M | 0.71% | +307,392 | New |
| New York State Common Retirement Fund | 303,455 | $20.0M | 0.03% | +132,761+77.8% | Added |
| Emerald Mutual Fund Advisers Trust | 303,000 | $20.0M | 1.04% | −99,554−24.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 295,685 | $19.5M | 0.09% | +82,056+38.4% | Added |
| Thematics Asset Management | 290,000 | $19.2M | 0.80% | +50,000+20.8% | Added |
| Hodges Capital Management Inc. | 288,676 | $19.1M | 1.21% | −158,599−35.5% | Reduced |
| Brown Brothers Harriman & Co | 279,988 | $18.5M | 0.14% | +78,887+39.2% | Added |
| UBS Asset Management Americas Inc | 256,672 | $17.0M | 0.01% | +758+0.3% | Added |
| Palisade Capital Management LLC | 253,981 | $16.8M | 0.44% | −3,202−1.2% | Reduced |
| Qube Research & Technologies Ltd | 251,730 | $16.6M | 0.03% | +208,317+479.8% | Added |
| Northern Trust Corp | 250,356 | $16.5M | 0.00% | −2,521−1.0% | Reduced |
| Portolan Capital Management, LLC | 239,309 | $15.8M | 1.20% | +23,582+10.9% | Added |
| Jane Street Group, LLC | 233,565 | $15.4M | 0.02% | −37,729−13.9% | Reduced |
| Susquehanna International Group, LLP | 231,082 | $15.3M | 0.02% | +125,081+118.0% | Added |
| Bessemer Group Inc | 218,921 | $14.5M | 0.03% | +14,438+7.1% | Added |
| Nuveen Asset Management, LLC | 218,219 | $14.4M | 0.00% | −58,884−21.2% | Reduced |
| SEI Investments Co | 214,807 | $14.2M | 0.02% | +32,958+18.1% | Added |
| Loup Funds, LLC | 206,878 | $13.7M | 5.15% | +39,589+23.7% | Added |
| WCM Investment Management, LLC | 203,587 | $13.5M | 0.03% | +416+0.2% | Added |
| Penn Capital Management Co Inc | 201,590 | $13.4M | 1.19% | +201,590 | New |
| Bank of New York Mellon Corp | 188,127 | $12.4M | 0.00% | −21,590−10.3% | Reduced |
| State of Wisconsin Investment Board | 172,995 | $11.4M | 0.03% | −13,204−7.1% | Reduced |
| FIL Ltd | 168,098 | $11.1M | 0.01% | +152,498+977.6% | Added |
| Comerica Bank | 165,196 | $10.9M | 0.05% | +83,519+102.3% | Added |
| Royal Bank of Canada | 136,887 | $9.04M | 0.00% | +75,913+124.5% | Added |
| Ratan Capital Management LP | 136,883 | $9.04M | 4.81% | +65,981+93.1% | Added |
| Schroder Investment Management Group | 136,679 | $9.03M | 0.01% | +35,548+35.2% | Added |
| JPMorgan Chase & Co | 129,162 | $8.53M | 0.00% | −7,642−5.6% | Reduced |
| Cinctive Capital Management LP | 125,695 | $8.30M | 0.43% | +125,695 | New |
| Peregrine Capital Management LLC | 123,794 | $8.18M | 0.23% | +42,551+52.4% | Added |
| Wells Fargo & Company | 122,001 | $8.06M | 0.00% | +36,635+42.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119,538 | $7.90M | 0.01% | −238−0.2% | Reduced |
| Nicholas Company, Inc. | 115,015 | $7.60M | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 113,522 | $7.50M | 0.09% | +94,370+492.7% | Added |
| Swiss National Bank | 101,000 | $6.67M | 0.00% | +900+0.9% | Added |
| Shellback Capital, LP | 100,618 | $6.65M | 0.45% | +100,618 | New |
| Ardsley Advisory Partners LP | 100,500 | $6.64M | 0.95% | +100,500 | New |
| Goldman Sachs Group Inc | 100,332 | $6.63M | 0.00% | −461,239−82.1% | Reduced |
| Dark Forest Capital Management LP | 94,758 | $6.26M | 1.06% | −155,286−62.1% | Reduced |
| Pier Capital, LLC | 92,243 | $6.09M | 0.84% | +1,797+2.0% | Added |
| Zenyatta Capital Management LP | 90,000 | $5.95M | 7.99% | +37,500+71.4% | Added |
| Lazard Asset Management LLC | 85,779 | $5.67M | 0.01% | +73,360+590.7% | Added |
| Kennedy Capital Management, Inc. | 82,907 | $5.48M | 0.11% | −41,455−33.3% | Reduced |
| Thornburg Investment Management Inc | 82,394 | $5.44M | 0.08% | −2,031−2.4% | Reduced |
| UBS Group AG | 79,720 | $5.27M | 0.00% | +34,813+77.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,739 | $4.95M | 0.01% | +9,646+15.5% | Added |
| Nordea Investment Management AB | 68,354 | $4.60M | 0.01% | −516−0.7% | Reduced |
| Fred Alger Management, LLC | 69,474 | $4.59M | 0.02% | +69,474 | New |
| B. Metzler seel. Sohn & Co. AG | 68,959 | $4.56M | 0.05% | +8,126+13.4% | Added |
| AXA S.A. | 68,496 | $4.53M | 0.01% | −75,878−52.6% | Reduced |
| Envestnet Asset Management Inc | 65,414 | $4.32M | 0.00% | +47,662+268.5% | Added |
| Rhumbline Advisers | 65,369 | $4.32M | 0.00% | −5,670−8.0% | Reduced |
| Bullseye Asset Management LLC | 64,211 | $4.24M | 1.99% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 61,200 | $4.04M | 0.13% | +49,300+414.3% | Added |
| Schonfeld Strategic Advisors LLC | 60,666 | $4.01M | 0.03% | −51,073−45.7% | Reduced |
| Great Lakes Advisors, LLC | 59,966 | $3.96M | 0.03% | −327−0.5% | Reduced |
| Portman Square Capital LLP | 59,729 | $3.95M | 0.90% | +32,555+119.8% | Added |
| Gotham Asset Management, LLC | 58,753 | $3.88M | 0.06% | +367+0.6% | Added |
| Legal & General Group Plc | 58,579 | $3.87M | 0.00% | +1,545+2.7% | Added |
| Sapience Investments, LLC | 57,200 | $3.78M | 1.25% | −30,530−34.8% | Reduced |
| Twinbeech Capital LP | 55,219 | $3.65M | 0.08% | +55,219 | New |
| Citigroup Inc | 53,576 | $3.54M | 0.00% | −76,553−58.8% | Reduced |
| Stifel Financial Corp | 53,072 | $3.51M | 0.00% | +3,180+6.4% | Added |
| Credit Suisse AG | 52,157 | $3.45M | 0.00% | −206−0.4% | Reduced |