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, Q2 2024
Institutional positions in Shift4 Payments, Inc. as of Jun 30, 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
- 342
- +20 vs. Q1 2024
- Shares held
- 67.8M
- +7.29M (+12.0%) vs. Q1 2024
- Total value
- $4.97B
- +$975.5M (+24.4%) vs. Q1 2024
- New holders
- 80
- 161 more added
- Sold out
- 60
- 67 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,801,227 | $425.5M | 0.01% | +511,754+9.7% | Added |
| Durable Capital Partners LP | 4,968,955 | $364.5M | 2.99% | +200,148+4.2% | Added |
| Wasatch Advisors Inc | 3,902,246 | $286.2M | 1.53% | +450,885+13.1% | Added |
| BlackRock Inc. | 2,859,304 | $209.7M | 0.00% | +298,737+11.7% | Added |
| Ameriprise Financial Inc | 2,641,919 | $193.8M | 0.05% | +661,574+33.4% | Added |
| Jennison Associates LLC | 2,591,882 | $190.1M | 0.12% | +228,663+9.7% | Added |
| Clearbridge Investments, LLC | 2,314,928 | $169.8M | 0.14% | +235,355+11.3% | Added |
| Morgan Stanley | 1,967,242 | $144.3M | 0.01% | +275,819+16.3% | Added |
| Alliancebernstein L.P. | 1,786,878 | $131.1M | 0.05% | −162,825−8.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,730,704 | $126.9M | 0.12% | +1,716,132+11,776.9% | Added |
| Janus Henderson Group PLC | 1,454,714 | $106.7M | 0.06% | +19,824+1.4% | Added |
| Westfield Capital Management Co LP | 1,442,281 | $105.8M | 0.52% | +109,029+8.2% | Added |
| ShawSpring Partners LLC | 1,402,433 | $102.9M | 14.84% | −193,988−12.2% | Reduced |
| Neuberger Berman Group LLC | 1,283,086 | $94.1M | 0.08% | −34,349−2.6% | Reduced |
| Spyglass Capital Management LLC | 1,204,077 | $88.3M | 6.47% | +101,977+9.3% | Added |
| Nomura Asset Management Co Ltd | 1,135,063 | $83.3M | 0.28% | +202,197+21.7% | Added |
| Ensign Peak Advisors, Inc | 1,095,546 | $80.4M | 0.15% | +1,078,115+6,185.0% | Added |
| Invesco Ltd. | 1,014,173 | $74.4M | 0.02% | +114,245+12.7% | Added |
| Geode Capital Management, LLC | 1,004,759 | $73.7M | 0.01% | +111,791+12.5% | Added |
| State Street Corp | 1,004,410 | $73.7M | 0.00% | +67,114+7.2% | Added |
| Point72 Asset Management, L.P. | 996,253 | $73.1M | 0.24% | −198,210−16.6% | Reduced |
| Baird Financial Group, Inc. | 879,941 | $64.5M | 0.13% | −47,281−5.1% | Reduced |
| Eagle Asset Management Inc | 851,663 | $62.9M | 0.34% | +851,663 | New |
| Dimensional Fund Advisors LP | 849,564 | $62.3M | 0.02% | +221,881+35.3% | Added |
| Kodai Capital Management LP | 734,109 | $53.8M | 1.02% | +734,109 | New |
| American Century Companies Inc | 717,526 | $52.6M | 0.03% | +162,108+29.2% | Added |
| Wellington Management Group LLP | 705,866 | $51.8M | 0.01% | −1,330,093−65.3% | Reduced |
| Millennium Management LLC | 675,789 | $49.6M | 0.04% | +675,789 | New |
| Scout Investments, Inc. | 661,980 | $48.6M | 1.30% | +136,023+25.9% | Added |
| Goodnow Investment Group, LLC | 607,702 | $44.6M | 5.16% | +567,892+1,426.5% | Added |
| Granahan Investment Management Inc | 597,300 | $43.8M | 1.75% | +289,908+94.3% | Added |
| 14B Captial Management LP | 586,000 | $43.0M | 20.09% | +69,000+13.3% | Added |
| Senator Investment Group LP | 562,236 | $41.2M | 2.01% | +555,737+8,551.1% | Added |
| Franklin Resources Inc | 497,411 | $36.5M | 0.01% | −10,848−2.1% | Reduced |
| Bank of America Corp | 483,433 | $35.5M | 0.00% | +3,482+0.7% | Added |
| Victory Capital Management Inc | 418,124 | $30.7M | 0.03% | +34,630+9.0% | Added |
| Boston Partners | 417,948 | $30.5M | 0.04% | +398,886+2,092.6% | Added |
| Artisan Partners Limited Partnership | 401,247 | $29.4M | 0.04% | −2,125−0.5% | Reduced |
| Kornitzer Capital Management Inc | 395,551 | $29.0M | 0.55% | +24,845+6.7% | Added |
| Emerald Advisers, LLC | 393,180 | $28.8M | 1.21% | −10,575−2.6% | Reduced |
| FMR LLC | 381,621 | $28.0M | 0.00% | −968,327−71.7% | Reduced |
| Charles Schwab Investment Management Inc | 377,032 | $27.7M | 0.01% | +33,898+9.9% | Added |
| Brown Brothers Harriman & Co | 347,405 | $25.5M | 0.19% | +67,417+24.1% | Added |
| New York State Common Retirement Fund | 330,926 | $24.3M | 0.03% | +27,471+9.1% | Added |
| Thematics Asset Management | 310,000 | $22.7M | 0.93% | +20,000+6.9% | Added |
| Bessemer Group Inc | 307,944 | $22.6M | 0.04% | +89,023+40.7% | Added |
| Emerald Mutual Fund Advisers Trust | 304,890 | $22.4M | 1.17% | +1,890+0.6% | Added |
| UBS Asset Management Americas Inc | 302,534 | $22.2M | 0.01% | +45,862+17.9% | Added |
| Palisade Capital Management LLC | 295,193 | $21.7M | 0.59% | +41,212+16.2% | Added |
| Price T Rowe Associates Inc | 291,404 | $21.4M | 0.00% | −269,157−48.0% | Reduced |
| Northern Trust Corp | 272,240 | $20.0M | 0.00% | +21,884+8.7% | Added |
| Bank of Montreal | 269,790 | $19.9M | 0.01% | +263,214+4,002.6% | Added |
| Bank of New York Mellon Corp | 263,524 | $19.3M | 0.00% | +75,397+40.1% | Added |
| WCM Investment Management, LLC | 263,602 | $19.3M | 0.05% | +60,015+29.5% | Added |
| SEI Investments Co | 253,345 | $18.6M | 0.03% | +38,538+17.9% | Added |
| FIL Ltd | 250,583 | $18.4M | 0.02% | +82,485+49.1% | Added |
| Hodges Capital Management Inc. | 233,028 | $17.1M | 1.14% | −55,648−19.3% | Reduced |
| Royal Bank of Canada | 222,058 | $16.3M | 0.00% | +85,171+62.2% | Added |
| Penn Capital Management Co Inc | 217,590 | $16.0M | 1.52% | +16,000+7.9% | Added |
| Susquehanna International Group, LLP | 216,898 | $15.9M | 0.03% | −14,184−6.1% | Reduced |
| Artemis Investment Management LLP | 214,783 | $15.8M | 0.21% | +214,783 | New |
| Nuveen Asset Management, LLC | 212,673 | $15.6M | 0.00% | −5,546−2.5% | Reduced |
| Loup Funds, LLC | 211,429 | $15.5M | 5.63% | +4,551+2.2% | Added |
| Jane Street Group, LLC | 207,288 | $15.2M | 0.02% | −26,277−11.3% | Reduced |
| Marshall Wace, LLP | 190,975 | $14.0M | 0.02% | +181,475+1,910.3% | Added |
| Portolan Capital Management, LLC | 187,500 | $13.8M | 1.13% | −51,809−21.6% | Reduced |
| Comerica Bank | 186,084 | $13.6M | 0.06% | +20,888+12.6% | Added |
| State of Wisconsin Investment Board | 177,463 | $13.0M | 0.03% | +4,468+2.6% | Added |
| Goldman Sachs Group Inc | 145,841 | $10.7M | 0.00% | +45,509+45.4% | Added |
| Nomura Holdings Inc | 137,470 | $10.1M | 0.06% | +118,169+612.2% | Added |
| Wells Fargo & Company | 137,316 | $10.1M | 0.00% | +15,315+12.6% | Added |
| Peregrine Capital Management LLC | 132,347 | $9.71M | 0.28% | +8,553+6.9% | Added |
| First Trust Advisors LP | 131,124 | $9.62M | 0.01% | −295,048−69.2% | Reduced |
| Penserra Capital Management LLC | 117,552 | $8.62M | 0.11% | +4,030+3.5% | Added |
| Ratan Capital Management LP | 116,883 | $8.57M | 2.62% | −20,000−14.6% | Reduced |
| Nicholas Company, Inc. | 115,015 | $8.44M | 0.14% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 113,483 | $8.32M | 0.29% | +113,483 | New |
| Pier Capital, LLC | 108,584 | $7.96M | 1.18% | +16,341+17.7% | Added |
| Swiss National Bank | 107,400 | $7.88M | 0.01% | +6,400+6.3% | Added |
| Harbor Capital Advisors, Inc. | 103,851 | $7.62M | 0.58% | +85,391+462.6% | Added |
| Scion Asset Management, LLC | 100,000 | $7.33M | 13.97% | +100,000 | New |
| Kennedy Capital Management, Inc. | 98,639 | $7.24M | 0.15% | +15,732+19.0% | Added |
| Ingalls & Snyder LLC | 83,252 | $6.11M | 0.26% | +75,917+1,035.0% | Added |
| Thornburg Investment Management Inc | 82,394 | $6.04M | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 79,775 | $5.85M | 0.00% | +55+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,584 | $5.84M | 0.01% | −39,954−33.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 79,164 | $5.81M | 0.06% | +10,205+14.8% | Added |
| Rhumbline Advisers | 71,824 | $5.27M | 0.00% | +6,455+9.9% | Added |
| Portman Square Capital LLP | 71,760 | $5.26M | 1.77% | +12,031+20.1% | Added |
| Susquehanna Fundamental Investments, LLC | 70,624 | $5.18M | 0.12% | +70,624 | New |
| LPL Financial LLC | 70,113 | $5.14M | 0.00% | +27,887+66.0% | Added |
| Hunter Associates Investment Management LLC | 69,790 | $5.13M | 0.86% | +21,634+44.9% | Added |
| Envestnet Asset Management Inc | 68,454 | $5.02M | 0.00% | +3,040+4.6% | Added |
| Fred Alger Management, LLC | 65,049 | $4.77M | 0.02% | −4,425−6.4% | Reduced |
| Glazer Capital, LLC | 65,000 | $4.77M | 0.37% | +65,000 | New |
| Bullseye Asset Management LLC | 64,211 | $4.71M | 2.31% | 00.0% | Unchanged |
| AXA S.A. | 63,383 | $4.65M | 0.01% | −5,113−7.5% | Reduced |
| Gotham Asset Management, LLC | 62,291 | $4.57M | 0.06% | +3,538+6.0% | Added |
| Raymond James & Associates | 61,012 | $4.48M | 0.00% | +9,797+19.1% | Added |
| Legal & General Group Plc | 59,795 | $4.39M | 0.00% | +1,216+2.1% | Added |