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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 560,561 | $37.0M | 0.00% | −117,222−17.3% | Reduced |
| Dimensional Fund Advisors LP | 627,683 | $41.5M | 0.01% | +16,066+2.6% | Added |
| Foxhaven Asset Management, LP | 881,455 | $58.2M | 1.57% | +358,462+68.5% | Added |
| Geode Capital Management, LLC | 892,968 | $59.0M | 0.01% | +36,886+4.3% | Added |
| Invesco Ltd. | 899,928 | $59.5M | 0.01% | −45,604−4.8% | Reduced |
| Baird Financial Group, Inc. | 927,222 | $61.3M | 0.13% | +849,708+1,096.2% | Added |
| Nomura Asset Management Co Ltd | 932,866 | $61.6M | 0.22% | +236,666+34.0% | Added |
| State Street Corp | 937,296 | $61.9M | 0.00% | +8,891+1.0% | Added |
| Spyglass Capital Management LLC | 1,102,100 | $72.8M | 4.85% | +195,311+21.5% | Added |
| Point72 Asset Management, L.P. | 1,194,463 | $78.9M | 0.23% | +1,194,463 | New |
| Neuberger Berman Group LLC | 1,317,435 | $87.0M | 0.07% | +41,979+3.3% | Added |
| Westfield Capital Management Co LP | 1,333,252 | $88.1M | 0.46% | +561,707+72.8% | Added |
| FMR LLC | 1,349,948 | $89.2M | 0.01% | −14,480−1.1% | Reduced |
| Janus Henderson Group PLC | 1,434,890 | $94.8M | 0.05% | +255,741+21.7% | Added |
| ShawSpring Partners LLC | 1,596,421 | $105.5M | 13.55% | +1,596,421 | New |
| Morgan Stanley | 1,691,423 | $111.8M | 0.01% | +324,349+23.7% | Added |
| Alliancebernstein L.P. | 1,949,703 | $128.8M | 0.05% | −14,260−0.7% | Reduced |
| Ameriprise Financial Inc | 1,980,345 | $130.8M | 0.04% | +1,586,269+402.5% | Added |
| Wellington Management Group LLP | 2,035,959 | $134.5M | 0.02% | −2,102,201−50.8% | Reduced |
| Clearbridge Investments, LLC | 2,079,573 | $137.4M | 0.11% | −3,451−0.2% | Reduced |
| Jennison Associates LLC | 2,363,219 | $156.1M | 0.10% | −581,841−19.8% | Reduced |
| BlackRock Inc. | 2,560,567 | $169.2M | 0.00% | +75,606+3.0% | Added |
| Wasatch Advisors Inc | 3,451,361 | $228.0M | 1.19% | +881,216+34.3% | Added |
| Durable Capital Partners LP | 4,768,807 | $315.1M | 2.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,289,473 | $349.5M | 0.01% | −25,200−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,665,879−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −800,651−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −362,320−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −225,535−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Voss Capital, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −114,900−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −70,687−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −53,669−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −53,253−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −49,636−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,132−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −47,453−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −43,333−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −29,426−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −22,836−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −22,471−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,652−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −20,261−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −20,078−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,348−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −15,277−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −12,186−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −9,214−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,102−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,896−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −6,355−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,438−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| JCSD Capital, LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |