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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
FMR LLC381,621$28.0M0.00%−968,327−71.7%Reduced
Emerald Advisers, LLC393,180$28.8M1.21%−10,575−2.6%Reduced
Kornitzer Capital Management Inc395,551$29.0M0.55%+24,845+6.7%Added
Artisan Partners Limited Partnership401,247$29.4M0.04%−2,125−0.5%Reduced
Boston Partners417,948$30.5M0.04%+398,886+2,092.6%Added
Victory Capital Management Inc418,124$30.7M0.03%+34,630+9.0%Added
Bank of America Corp483,433$35.5M0.00%+3,482+0.7%Added
Franklin Resources Inc497,411$36.5M0.01%−10,848−2.1%Reduced
Senator Investment Group LP562,236$41.2M2.01%+555,737+8,551.1%Added
14B Captial Management LP586,000$43.0M20.09%+69,000+13.3%Added
Granahan Investment Management Inc597,300$43.8M1.75%+289,908+94.3%Added
Goodnow Investment Group, LLC607,702$44.6M5.16%+567,892+1,426.5%Added
Scout Investments, Inc.661,980$48.6M1.30%+136,023+25.9%Added
Millennium Management LLC675,789$49.6M0.04%+675,789New
Wellington Management Group LLP705,866$51.8M0.01%−1,330,093−65.3%Reduced
American Century Companies Inc717,526$52.6M0.03%+162,108+29.2%Added
Kodai Capital Management LP734,109$53.8M1.02%+734,109New
Dimensional Fund Advisors LP849,564$62.3M0.02%+221,881+35.3%Added
Eagle Asset Management Inc851,663$62.9M0.34%+851,663New
Baird Financial Group, Inc.879,941$64.5M0.13%−47,281−5.1%Reduced
Point72 Asset Management, L.P.996,253$73.1M0.24%−198,210−16.6%Reduced
State Street Corp1,004,410$73.7M0.00%+67,114+7.2%Added
Geode Capital Management, LLC1,004,759$73.7M0.01%+111,791+12.5%Added
Invesco Ltd.1,014,173$74.4M0.02%+114,245+12.7%Added
Ensign Peak Advisors, Inc1,095,546$80.4M0.15%+1,078,115+6,185.0%Added
Nomura Asset Management Co Ltd1,135,063$83.3M0.28%+202,197+21.7%Added
Spyglass Capital Management LLC1,204,077$88.3M6.47%+101,977+9.3%Added
Neuberger Berman Group LLC1,283,086$94.1M0.08%−34,349−2.6%Reduced
ShawSpring Partners LLC1,402,433$102.9M14.84%−193,988−12.2%Reduced
Westfield Capital Management Co LP1,442,281$105.8M0.52%+109,029+8.2%Added
Janus Henderson Group PLC1,454,714$106.7M0.06%+19,824+1.4%Added
Manufacturers Life Insurance Company, The1,730,704$126.9M0.12%+1,716,132+11,776.9%Added
Alliancebernstein L.P.1,786,878$131.1M0.05%−162,825−8.4%Reduced
Morgan Stanley1,967,242$144.3M0.01%+275,819+16.3%Added
Clearbridge Investments, LLC2,314,928$169.8M0.14%+235,355+11.3%Added
Jennison Associates LLC2,591,882$190.1M0.12%+228,663+9.7%Added
Ameriprise Financial Inc2,641,919$193.8M0.05%+661,574+33.4%Added
BlackRock Inc.2,859,304$209.7M0.00%+298,737+11.7%Added
Wasatch Advisors Inc3,902,246$286.2M1.53%+450,885+13.1%Added
Durable Capital Partners LP4,968,955$364.5M2.99%+200,148+4.2%Added
Vanguard Group Inc5,801,227$425.5M0.01%+511,754+9.7%Added
Corsair Capital Management, L.P.73––+73New
Foxhaven Asset Management, LP0$00.00%−881,455−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−251,730−100.0%Sold out
Cinctive Capital Management LP0$00.00%−125,695−100.0%Sold out
Shellback Capital, LP0$00.00%−100,618−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−100,500−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−94,758−100.0%Sold out
Lazard Asset Management LLC0$00.00%−85,779−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−61,200−100.0%Sold out
Twinbeech Capital LP0$00.00%−55,219−100.0%Sold out
Kepos Capital LP0$00.00%−50,000−100.0%Sold out
Ophir Asset Management Pty Ltd0$00.00%−48,563−100.0%Sold out
Virtu Financial LLC0$00.00%−48,485−100.0%Sold out
Beck Bode, LLC0$00.00%−47,593−100.0%Sold out
Renaissance Technologies LLC0$00.00%−41,100−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−40,780−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−31,900−100.0%Sold out
Skye Global Management LP0$00.00%−29,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−27,207−100.0%Sold out
Jump Financial, LLC0$00.00%−25,121−100.0%Sold out
North Reef Capital Management LP0$00.00%−25,000−100.0%Sold out
Highland Capital Management, LLC0$00.00%−24,065−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−22,852−100.0%Sold out
Washington Harbour Partners LP0$00.00%−20,308−100.0%Sold out
Entropy Technologies, LP0$00.00%−19,450−100.0%Sold out
City Holding Co0$00.00%−19,249−100.0%Sold out
Forge First Asset Management Inc.0$00.00%−18,800−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−14,705−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−13,708−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,815−100.0%Sold out
Engineers Gate Manager LP0$00.00%−11,890−100.0%Sold out
XTX Topco Ltd0$00.00%−11,769−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,370−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−8,287−100.0%Sold out
Chesapeake Capital Corp0$00.00%−7,617−100.0%Sold out
Winton Group Ltd0$00.00%−7,066−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−5,925−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−5,255−100.0%Sold out
Obsidian Personal Planning Solutions LLC0$00.00%−5,898−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−5,128−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−4,478−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,811−100.0%Sold out
Systematic Portfolios LLC0$00.00%−3,800−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,724−100.0%Sold out
Axq Capital, LP0$00.00%−3,500−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−3,314−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−3,311−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−3,109−100.0%Sold out
Banc Funds Co LLC0$00.00%−2,880−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−2,413−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,841−100.0%Sold out
American International Group, Inc.0$00.00%−894−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−527−100.0%Sold out
Tucker Asset Management LLC0$00.00%−200−100.0%Sold out
Elequin Capital LP0$00.00%−199−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−150−100.0%Sold out
Accordant Advisory Group Inc0$00.00%−150−100.0%Sold out
Headlands Technologies LLC0$00.00%−120−100.0%Sold out
Larson Financial Group LLC0$00.00%−100−100.0%Sold out