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, 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.

Institutional holdersQ1 2024: 325 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 heldQ1 2024: $4.01B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2023.

Institutions holding FOUR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
California State Teachers Retirement System51,553$3.41M0.00%−2,618−4.8%Reduced
Raymond James & Associates51,215$3.38M0.00%−4,596−8.2%Reduced
Bokf, NA52,077$3.38M0.06%+23,866+84.6%Added
Royce & Associates LP50,000$3.30M0.03%00.0%Unchanged
State Board of Administration of Florida Retirement System43,353$3.29M0.01%−5,677−11.6%Reduced
Kepos Capital LP50,000$3.28M0.85%+50,000New
Ophir Asset Management Pty Ltd48,563$3.21M0.56%−300,013−86.1%Reduced
Virtu Financial LLC48,485$3.20M0.24%+48,485New
Hunter Associates Investment Management LLC48,156$3.19M0.54%+19,113+65.8%Added
Beck Bode, LLC47,593$3.14M0.64%−20,944−30.6%Reduced
Allspring Global Investments Holdings, LLC47,000$3.11M0.00%−1,261−2.6%Reduced
Game Creek Capital, LP45,000$2.97M1.61%+10,000+28.6%Added
LPL Financial LLC42,226$2.79M0.00%−12,504−22.8%Reduced
1492 Capital Management LLC41,462$2.74M1.52%+31,198+304.0%Added
Renaissance Technologies LLC41,100$2.71M0.00%+41,100New
Cubist Systematic Strategies, LLC40,780$2.69M0.03%−28,083−40.8%Reduced
Goodnow Investment Group, LLC39,810$2.63M0.32%+39,810New
Macquarie Group Ltd39,374$2.60M0.00%−370,139−90.4%Reduced
State of New Jersey Common Pension Fund D38,500$2.54M0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.36,959$2.44M0.07%+36,959New
Barclays PLC35,976$2.38M0.00%−2,706−7.0%Reduced
Oppenheimer Asset Management Inc.34,380$2.27M0.03%+1,531+4.7%Added
Alberta Investment Management Corp32,187$2.13M0.02%00.0%Unchanged
Quinn Opportunity Partners LLC31,900$2.11M0.24%+31,900New
Raymond James Financial Services Advisors, Inc.31,857$2.10M0.00%+27,122+572.8%Added
Skye Global Management LP29,500$1.95M0.05%+29,500New
ExodusPoint Capital Management, LP27,207$1.80M0.02%+27,207New
IMA Wealth, Inc.25,593$1.69M0.80%−1,562−5.8%Reduced
Jump Financial, LLC25,121$1.66M0.05%+25,121New
North Reef Capital Management LP25,000$1.65M0.09%−106,189−80.9%Reduced
Rice Hall James & Associates, LLC24,475$1.62M0.09%−5,629−18.7%Reduced
Exchange Traded Concepts, LLC24,241$1.60M0.04%+24,241New
Highland Capital Management, LLC24,065$1.59M0.09%+50+0.2%Added
Harbour Capital Advisors, LLC23,651$1.59M0.39%+3,606+18.0%Added
Lombard Odier Asset Management (Europe) Ltd24,000$1.59M0.10%−17,000−41.5%Reduced
Treasurer of the State of North Carolina23,941$1.58M0.01%+160+0.7%Added
Prana Capital Management, LP23,231$1.53M0.07%−10,570−31.3%Reduced
Independent Financial Group, LLC22,905$1.51M0.07%+709+3.2%Added
Dynamic Technology Lab Private Ltd22,852$1.51M0.16%+1,295+6.0%Added
Voya Investment Management LLC22,663$1.50M0.00%−806−3.4%Reduced
Danske Bank A/S21,374$1.41M0.00%+21,374New
EFG Asset Management (North America) Corp.21,348$1.41M0.24%+1,204+6.0%Added
Venture Visionary Partners LLC21,158$1.40M0.07%+21,158New
Public Employees Retirement System of Ohio20,516$1.36M0.01%−1,934−8.6%Reduced
Washington Harbour Partners LP20,308$1.34M2.17%+20,308New
Entropy Technologies, LP19,450$1.29M0.14%−29,613−60.4%Reduced
Nomura Holdings Inc19,301$1.28M0.01%+19,301New
City Holding Co19,249$1.27M0.19%+19,249New
Boston Partners19,062$1.26M0.00%−5,749−23.2%Reduced
Forge First Asset Management Inc.18,800$1.24M0.39%+18,800New
The PNC Financial Services Group, Inc.18,752$1.24M0.00%−1,966−9.5%Reduced
Mariner, LLC18,736$1.24M0.00%+3,953+26.7%Added
Harbor Capital Advisors, Inc.18,460$1.22M0.16%+18,460New
Ensign Peak Advisors, Inc17,431$1.15M0.00%−879−4.8%Reduced
Tower Research Capital LLC (TRC)17,147$1.13M0.03%+15,622+1,024.4%Added
Keybank National Association16,352$1.08M0.00%+7,545+85.7%Added
Brevan Howard Capital Management LP15,691$1.04M0.09%−7,037−31.0%Reduced
PEAK6 Investments LLC15,380$1.02M0.05%−64,023−80.6%Reduced
AQR Capital Management LLC14,914$985.4K0.00%−36,642−71.1%Reduced
Edgestream Partners, L.P.14,705$971.6K0.05%−4,360−22.9%Reduced
Manufacturers Life Insurance Company, The14,572$962.8K0.00%+3,221+28.4%Added
Capital Planning Advisors, LLC14,134$933.8K0.16%+14,134New
Arizona State Retirement System14,071$929.7K0.01%−136−1.0%Reduced
Integrated Advisors Network LLC13,708$905.7K0.05%+13,708New
GWM Advisors LLC13,280$877.4K0.01%+13,240+33,100.0%Added
Gsa Capital Partners LLP12,815$847.0K0.07%−3,178−19.9%Reduced
Hexagon Capital Partners LLC12,328$814.5K0.18%00.0%Unchanged
Engineers Gate Manager LP11,890$785.6K0.02%+11,890New
XTX Topco Ltd11,769$777.6K0.10%+7,368+167.4%Added
Wealth Enhancement Advisory Services, LLC11,718$774.2K0.00%+11,718New
Shay Capital LLC11,410$753.9K0.22%+11,410New
Fox Run Management, L.L.C.11,370$751.2K0.16%+11,370New
First Dallas Securities Inc.11,300$747.0K0.34%−1,050−8.5%Reduced
Centiva Capital, LP11,009$727.4K0.04%+11,009New
Algert Global LLC10,970$724.8K0.03%00.0%Unchanged
ClariVest Asset Management LLC10,684$705.9K0.07%+11+0.1%Added
EdgeRock Capital LLC10,616$701.4K0.56%00.0%Unchanged
Bailard, Inc.10,220$675.2K0.02%−50,262−83.1%Reduced
Avitas Wealth Management LLC10,151$670.7K0.10%+10,151New
Insight Wealth Strategies, LLC9,994$660.3K0.10%+9,994New
Handelsbanken Fonder AB9,700$641.0K0.00%00.0%Unchanged
Citadel Advisors LLC9,677$639.4K0.00%+9,676+967,600.0%Added
Intellectus Partners, LLC9,650$637.6K0.17%+9,650New
Marshall Wace, LLP9,500$627.7K0.00%−701,024−98.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,668$572.7K0.00%00.0%Unchanged
Verition Fund Management LLC8,562$565.7K0.01%+2,107+32.6%Added
Horizon Investment Services, LLC8,287$547.5K0.27%+8,287New
NBC Securities, Inc.8,070$533.0K0.05%−100−1.2%Reduced
Two Sigma Investments, LP8,009$529.2K0.00%−38,554−82.8%Reduced
Kestra Advisory Services, LLC7,931$524.0K0.00%+1,221+18.2%Added
CastleKnight Management LP7,900$522.0K0.08%−58,200−88.0%Reduced
Chesapeake Capital Corp7,617$503.3K0.37%−1,104−12.7%Reduced
Flagship Harbor Advisors, LLC7,413$489.8K0.03%+7,413New
Ingalls & Snyder LLC7,335$485.0K0.02%+7,335New
Captrust Financial Advisors7,274$480.6K0.00%−10,196−58.4%Reduced
Winton Group Ltd7,066$466.9K0.03%+3,936+125.8%Added
Commonwealth Equity Services, LLC6,902$456.0K0.00%−4,012−36.8%Reduced
Deutsche Bank AG6,890$455.2K0.00%+105+1.5%Added
Xponance, Inc.6,809$449.9K0.00%−436−6.0%Reduced
QRG Capital Management, Inc.6,690$442.0K0.01%+141+2.2%Added