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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.

Institutional holdersQ2 2024: 342 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 heldQ2 2024: $4.97B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2024.

Institutions holding FOUR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Venture Visionary Partners LLC22,450$1.65M0.08%+1,292+6.1%Added
Public Employees Retirement System of Ohio22,911$1.68M0.01%+2,395+11.7%Added
Mariner, LLC23,282$1.71M0.00%+4,546+24.3%Added
Russell Investments Group, Ltd.24,011$1.76M0.00%+18,511+336.6%Added
Exchange Traded Concepts, LLC24,829$1.82M0.05%+588+2.4%Added
EFG Asset Management (North America) Corp.25,714$1.89M0.33%+4,366+20.5%Added
Treasurer of the State of North Carolina26,144$1.92M0.01%+2,203+9.2%Added
IMA Wealth, Inc.26,259$1.93M0.85%+666+2.6%Added
Millrace Asset Group, Inc.26,843$1.97M1.91%+26,843New
Harbour Capital Advisors, LLC27,061$2.00M0.47%+3,410+14.4%Added
E. Ohman J:or Asset Management AB27,956$2.05M0.05%+27,956New
State of New Jersey Common Pension Fund D28,006$2.05M0.01%−10,494−27.3%Reduced
Barclays PLC29,656$2.18M0.00%−6,320−17.6%Reduced
Oppenheimer & Co Inc29,675$2.18M0.03%+29,675New
Voya Investment Management LLC29,811$2.19M0.00%+7,148+31.5%Added
King Luther Capital Management Corp30,178$2.21M0.01%+30,178New
GWM Advisors LLC30,540$2.24M0.02%+17,260+130.0%Added
Lombard Odier Asset Management (Europe) Ltd30,906$2.27M0.11%+6,906+28.8%Added
TrinityPoint Wealth, LLC31,060$2.28M0.36%+31,060New
Pier 88 Investment Partners LLC31,800$2.33M0.52%+28,250+795.8%Added
Rice Hall James & Associates, LLC32,366$2.37M0.14%+7,891+32.2%Added
Sapience Investments, LLC35,109$2.58M1.32%−22,091−38.6%Reduced
Point Break Capital Management, LLC38,890$2.85M3.10%+38,890New
Tabor Asset Management, LP43,703$3.01M1.61%+43,703New
1492 Capital Management LLC41,331$3.03M1.72%−131−0.3%Reduced
Macquarie Group Ltd41,587$3.05M0.00%+2,213+5.6%Added
Game Creek Capital, LP46,000$3.37M1.88%+1,000+2.2%Added
Alberta Investment Management Corp46,306$3.40M0.04%+14,119+43.9%Added
Allspring Global Investments Holdings, LLC46,671$3.42M0.01%−329−0.7%Reduced
State Board of Administration of Florida Retirement System46,970$3.45M0.01%+3,617+8.3%Added
Bokf, NA48,995$3.59M0.06%−3,082−5.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.49,657$3.64M0.01%+49,657New
Stifel Financial Corp49,777$3.65M0.00%−3,295−6.2%Reduced
Royce & Associates LP50,000$3.67M0.03%00.0%Unchanged
Granite Investment Partners, LLC51,799$3.80M0.16%+51,799New
JPMorgan Chase & Co52,553$3.85M0.00%−12,028−18.6%Reduced
California State Teachers Retirement System53,703$3.94M0.00%+2,150+4.2%Added
Oppenheimer Asset Management Inc.53,990$3.96M0.05%+19,610+57.0%Added
Prana Capital Management, LP54,661$4.01M0.19%+31,430+135.3%Added
Great Lakes Advisors, LLC57,358$4.21M0.04%−2,608−4.3%Reduced
Nordea Investment Management AB58,849$4.35M0.01%−9,505−13.9%Reduced
Legal & General Group Plc59,795$4.39M0.00%+1,216+2.1%Added
Raymond James & Associates61,012$4.48M0.00%+9,797+19.1%Added
Gotham Asset Management, LLC62,291$4.57M0.06%+3,538+6.0%Added
AXA S.A.63,383$4.65M0.01%−5,113−7.5%Reduced
Bullseye Asset Management LLC64,211$4.71M2.31%00.0%Unchanged
Glazer Capital, LLC65,000$4.77M0.37%+65,000New
Fred Alger Management, LLC65,049$4.77M0.02%−4,425−6.4%Reduced
Envestnet Asset Management Inc68,454$5.02M0.00%+3,040+4.6%Added
Hunter Associates Investment Management LLC69,790$5.13M0.86%+21,634+44.9%Added
LPL Financial LLC70,113$5.14M0.00%+27,887+66.0%Added
Susquehanna Fundamental Investments, LLC70,624$5.18M0.12%+70,624New
Portman Square Capital LLP71,760$5.26M1.77%+12,031+20.1%Added
Rhumbline Advisers71,824$5.27M0.00%+6,455+9.9%Added
B. Metzler seel. Sohn & Co. AG79,164$5.81M0.06%+10,205+14.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.79,584$5.84M0.01%−39,954−33.4%Reduced
UBS Group AG79,775$5.85M0.00%+55+0.1%Added
Thornburg Investment Management Inc82,394$6.04M0.09%00.0%Unchanged
Ingalls & Snyder LLC83,252$6.11M0.26%+75,917+1,035.0%Added
Kennedy Capital Management, Inc.98,639$7.24M0.15%+15,732+19.0%Added
Scion Asset Management, LLC100,000$7.33M13.97%+100,000New
Harbor Capital Advisors, Inc.103,851$7.62M0.58%+85,391+462.6%Added
Swiss National Bank107,400$7.88M0.01%+6,400+6.3%Added
Pier Capital, LLC108,584$7.96M1.18%+16,341+17.7%Added
Graham Capital Management, L.P.113,483$8.32M0.29%+113,483New
Nicholas Company, Inc.115,015$8.44M0.14%00.0%Unchanged
Ratan Capital Management LP116,883$8.57M2.62%−20,000−14.6%Reduced
Penserra Capital Management LLC117,552$8.62M0.11%+4,030+3.5%Added
First Trust Advisors LP131,124$9.62M0.01%−295,048−69.2%Reduced
Peregrine Capital Management LLC132,347$9.71M0.28%+8,553+6.9%Added
Wells Fargo & Company137,316$10.1M0.00%+15,315+12.6%Added
Nomura Holdings Inc137,470$10.1M0.06%+118,169+612.2%Added
Goldman Sachs Group Inc145,841$10.7M0.00%+45,509+45.4%Added
State of Wisconsin Investment Board177,463$13.0M0.03%+4,468+2.6%Added
Comerica Bank186,084$13.6M0.06%+20,888+12.6%Added
Portolan Capital Management, LLC187,500$13.8M1.13%−51,809−21.6%Reduced
Marshall Wace, LLP190,975$14.0M0.02%+181,475+1,910.3%Added
Jane Street Group, LLC207,288$15.2M0.02%−26,277−11.3%Reduced
Loup Funds, LLC211,429$15.5M5.63%+4,551+2.2%Added
Nuveen Asset Management, LLC212,673$15.6M0.00%−5,546−2.5%Reduced
Artemis Investment Management LLP214,783$15.8M0.21%+214,783New
Susquehanna International Group, LLP216,898$15.9M0.03%−14,184−6.1%Reduced
Penn Capital Management Co Inc217,590$16.0M1.52%+16,000+7.9%Added
Royal Bank of Canada222,058$16.3M0.00%+85,171+62.2%Added
Hodges Capital Management Inc.233,028$17.1M1.14%−55,648−19.3%Reduced
FIL Ltd250,583$18.4M0.02%+82,485+49.1%Added
SEI Investments Co253,345$18.6M0.03%+38,538+17.9%Added
WCM Investment Management, LLC263,602$19.3M0.05%+60,015+29.5%Added
Bank of New York Mellon Corp263,524$19.3M0.00%+75,397+40.1%Added
Bank of Montreal269,790$19.9M0.01%+263,214+4,002.6%Added
Northern Trust Corp272,240$20.0M0.00%+21,884+8.7%Added
Price T Rowe Associates Inc291,404$21.4M0.00%−269,157−48.0%Reduced
Palisade Capital Management LLC295,193$21.7M0.59%+41,212+16.2%Added
UBS Asset Management Americas Inc302,534$22.2M0.01%+45,862+17.9%Added
Emerald Mutual Fund Advisers Trust304,890$22.4M1.17%+1,890+0.6%Added
Bessemer Group Inc307,944$22.6M0.04%+89,023+40.7%Added
Thematics Asset Management310,000$22.7M0.93%+20,000+6.9%Added
New York State Common Retirement Fund330,926$24.3M0.03%+27,471+9.1%Added
Brown Brothers Harriman & Co347,405$25.5M0.19%+67,417+24.1%Added
Charles Schwab Investment Management Inc377,032$27.7M0.01%+33,898+9.9%Added