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
- 60.7M
- +1.73M (+2.9%) vs. Q4 2023
- Total value
- $4.01B
- −$372.6M (−8.5%) 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 | $5.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 31,857 | $2.10M | 0.00% | +27,122+572.8% | Added |
| Quinn Opportunity Partners LLC | 31,900 | $2.11M | 0.24% | +31,900 | New |
| Alberta Investment Management Corp | 32,187 | $2.13M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 34,380 | $2.27M | 0.03% | +1,531+4.7% | Added |
| Barclays PLC | 35,976 | $2.38M | 0.00% | −2,706−7.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 36,959 | $2.44M | 0.07% | +36,959 | New |
| State of New Jersey Common Pension Fund D | 38,500 | $2.54M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 39,374 | $2.60M | 0.00% | −370,139−90.4% | Reduced |
| Goodnow Investment Group, LLC | 39,810 | $2.63M | 0.32% | +39,810 | New |
| Cubist Systematic Strategies, LLC | 40,780 | $2.69M | 0.03% | −28,083−40.8% | Reduced |
| Renaissance Technologies LLC | 41,100 | $2.71M | 0.00% | +41,100 | New |
| 1492 Capital Management LLC | 41,462 | $2.74M | 1.52% | +31,198+304.0% | Added |
| LPL Financial LLC | 42,226 | $2.79M | 0.00% | −12,504−22.8% | Reduced |
| Game Creek Capital, LP | 45,000 | $2.97M | 1.61% | +10,000+28.6% | Added |
| Allspring Global Investments Holdings, LLC | 47,000 | $3.11M | 0.00% | −1,261−2.6% | Reduced |
| Beck Bode, LLC | 47,593 | $3.14M | 0.64% | −20,944−30.6% | Reduced |
| Hunter Associates Investment Management LLC | 48,156 | $3.19M | 0.54% | +19,113+65.8% | Added |
| Virtu Financial LLC | 48,485 | $3.20M | 0.24% | +48,485 | New |
| Ophir Asset Management Pty Ltd | 48,563 | $3.21M | 0.56% | −300,013−86.1% | Reduced |
| Kepos Capital LP | 50,000 | $3.28M | 0.85% | +50,000 | New |
| State Board of Administration of Florida Retirement System | 43,353 | $3.29M | 0.01% | −5,677−11.6% | Reduced |
| Royce & Associates LP | 50,000 | $3.30M | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 52,077 | $3.38M | 0.06% | +23,866+84.6% | Added |
| Raymond James & Associates | 51,215 | $3.38M | 0.00% | −4,596−8.2% | Reduced |
| California State Teachers Retirement System | 51,553 | $3.41M | 0.00% | −2,618−4.8% | Reduced |
| Credit Suisse AG | 52,157 | $3.45M | 0.00% | −206−0.4% | Reduced |
| Stifel Financial Corp | 53,072 | $3.51M | 0.00% | +3,180+6.4% | Added |
| Citigroup Inc | 53,576 | $3.54M | 0.00% | −76,553−58.8% | Reduced |
| Twinbeech Capital LP | 55,219 | $3.65M | 0.08% | +55,219 | New |
| Sapience Investments, LLC | 57,200 | $3.78M | 1.25% | −30,530−34.8% | Reduced |
| Legal & General Group Plc | 58,579 | $3.87M | 0.00% | +1,545+2.7% | Added |
| Gotham Asset Management, LLC | 58,753 | $3.88M | 0.06% | +367+0.6% | Added |
| Portman Square Capital LLP | 59,729 | $3.95M | 0.90% | +32,555+119.8% | Added |
| Great Lakes Advisors, LLC | 59,966 | $3.96M | 0.03% | −327−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,666 | $4.01M | 0.03% | −51,073−45.7% | Reduced |
| Aquatic Capital Management LLC | 61,200 | $4.04M | 0.13% | +49,300+414.3% | Added |
| Bullseye Asset Management LLC | 64,211 | $4.24M | 1.99% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 64,581 | $4.27M | 0.00% | −3,821−5.6% | Reduced |
| Rhumbline Advisers | 65,369 | $4.32M | 0.00% | −5,670−8.0% | Reduced |
| Envestnet Asset Management Inc | 65,414 | $4.32M | 0.00% | +47,662+268.5% | Added |
| AXA S.A. | 68,496 | $4.53M | 0.01% | −3,691−5.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 68,959 | $4.56M | 0.05% | +8,126+13.4% | Added |
| Fred Alger Management, LLC | 69,474 | $4.59M | 0.02% | +69,474 | New |
| Nordea Investment Management AB | 68,354 | $4.60M | 0.01% | −516−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,739 | $4.95M | 0.01% | +9,646+15.5% | Added |
| UBS Group AG | 79,720 | $5.27M | 0.00% | +34,813+77.5% | Added |
| Thornburg Investment Management Inc | 82,394 | $5.44M | 0.08% | −2,031−2.4% | Reduced |
| Kennedy Capital Management, Inc. | 82,907 | $5.48M | 0.11% | −41,455−33.3% | Reduced |
| Lazard Asset Management LLC | 85,779 | $5.67M | 0.01% | +73,360+590.7% | Added |
| Zenyatta Capital Management LP | 90,000 | $5.95M | 7.99% | +37,500+71.4% | Added |
| Pier Capital, LLC | 92,243 | $6.09M | 0.84% | +1,797+2.0% | Added |
| Dark Forest Capital Management LP | 94,758 | $6.26M | 1.06% | −155,286−62.1% | Reduced |
| Goldman Sachs Group Inc | 100,332 | $6.63M | 0.00% | −461,239−82.1% | Reduced |
| Ardsley Advisory Partners LP | 100,500 | $6.64M | 0.95% | +100,500 | New |
| Shellback Capital, LP | 100,618 | $6.65M | 0.45% | +100,618 | New |
| Swiss National Bank | 101,000 | $6.67M | 0.00% | +900+0.9% | Added |
| Penserra Capital Management LLC | 113,522 | $7.50M | 0.09% | +94,370+492.7% | Added |
| Nicholas Company, Inc. | 115,015 | $7.60M | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119,538 | $7.90M | 0.01% | −238−0.2% | Reduced |
| Wells Fargo & Company | 122,001 | $8.06M | 0.00% | +36,635+42.9% | Added |
| Peregrine Capital Management LLC | 123,794 | $8.18M | 0.23% | +42,551+52.4% | Added |
| Cinctive Capital Management LP | 125,695 | $8.30M | 0.43% | +125,695 | New |
| Schroder Investment Management Group | 136,679 | $9.03M | 0.01% | +35,548+35.2% | Added |
| Ratan Capital Management LP | 136,883 | $9.04M | 4.81% | +65,981+93.1% | Added |
| Royal Bank of Canada | 136,887 | $9.04M | 0.00% | +75,913+124.5% | Added |
| Comerica Bank | 165,196 | $10.9M | 0.05% | +83,519+102.3% | Added |
| FIL Ltd | 168,098 | $11.1M | 0.01% | +152,498+977.6% | Added |
| State of Wisconsin Investment Board | 172,995 | $11.4M | 0.03% | −13,204−7.1% | Reduced |
| Bank of New York Mellon Corp | 188,127 | $12.4M | 0.00% | −21,590−10.3% | Reduced |
| Penn Capital Management Co Inc | 201,590 | $13.4M | 1.19% | +201,590 | New |
| WCM Investment Management, LLC | 203,587 | $13.5M | 0.03% | +416+0.2% | Added |
| Loup Funds, LLC | 206,878 | $13.7M | 5.15% | +39,589+23.7% | Added |
| SEI Investments Co | 214,807 | $14.2M | 0.02% | +32,958+18.1% | Added |
| Nuveen Asset Management, LLC | 218,219 | $14.4M | 0.00% | −58,884−21.2% | Reduced |
| Bessemer Group Inc | 218,921 | $14.5M | 0.03% | +14,438+7.1% | Added |
| Susquehanna International Group, LLP | 231,082 | $15.3M | 0.02% | +125,081+118.0% | Added |
| Jane Street Group, LLC | 233,565 | $15.4M | 0.02% | −37,729−13.9% | Reduced |
| Portolan Capital Management, LLC | 239,309 | $15.8M | 1.20% | +23,582+10.9% | Added |
| Northern Trust Corp | 250,356 | $16.5M | 0.00% | −2,521−1.0% | Reduced |
| Qube Research & Technologies Ltd | 251,730 | $16.6M | 0.03% | +208,317+479.8% | Added |
| Palisade Capital Management LLC | 253,981 | $16.8M | 0.44% | −3,202−1.2% | Reduced |
| UBS Asset Management Americas Inc | 256,672 | $17.0M | 0.01% | +758+0.3% | Added |
| Brown Brothers Harriman & Co | 279,988 | $18.5M | 0.14% | +78,887+39.2% | Added |
| Hodges Capital Management Inc. | 288,676 | $19.1M | 1.22% | −158,599−35.5% | Reduced |
| Thematics Asset Management | 290,000 | $19.2M | 0.80% | +50,000+20.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 295,685 | $19.5M | 0.09% | +82,056+38.4% | Added |
| Emerald Mutual Fund Advisers Trust | 303,000 | $20.0M | 1.04% | −99,554−24.7% | Reduced |
| New York State Common Retirement Fund | 303,455 | $20.0M | 0.03% | +132,761+77.8% | Added |
| Granahan Investment Management Inc | 307,392 | $20.3M | 0.71% | +307,392 | New |
| Charles Schwab Investment Management Inc | 343,134 | $22.7M | 0.01% | +13,808+4.2% | Added |
| Kornitzer Capital Management Inc | 370,706 | $24.5M | 0.45% | +2,700+0.7% | Added |
| Victory Capital Management Inc | 383,494 | $25.3M | 0.02% | −96,811−20.2% | Reduced |
| Artisan Partners Limited Partnership | 403,372 | $26.7M | 0.04% | +62,672+18.4% | Added |
| Emerald Advisers, LLC | 403,755 | $26.7M | 1.07% | −97,102−19.4% | Reduced |
| First Trust Advisors LP | 426,172 | $28.2M | 0.03% | +316,263+287.7% | Added |
| Bank of America Corp | 479,951 | $31.7M | 0.00% | +179,342+59.7% | Added |
| Franklin Resources Inc | 508,259 | $33.6M | 0.01% | −112,591−18.1% | Reduced |
| Scout Investments, Inc. | 525,957 | $34.1M | 0.84% | +525,957 | New |
| 14B Captial Management LP | 517,000 | $34.2M | 16.12% | +147,000+39.7% | Added |
| American Century Companies Inc | 555,418 | $36.7M | 0.02% | +3,813+0.7% | Added |