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, Q3 2024
Institutional positions in Shift4 Payments, Inc. as of Sep 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
- 358
- +19 vs. Q2 2024
- Shares held
- 70.8M
- +5.93M (+9.1%) vs. Q2 2024
- Total value
- $6.28B
- +$1.52B (+31.9%) vs. Q2 2024
- New holders
- 60
- 147 more added
- Sold out
- 41
- 108 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 6,100,963 | $540.5M | 3.95% | +1,132,008+22.8% | Added |
| Vanguard Group Inc | 5,976,712 | $529.5M | 0.01% | +175,485+3.0% | Added |
| Wasatch Advisors Inc | 5,883,186 | $521.3M | 2.55% | +1,980,940+50.8% | Added |
| BlackRock, Inc. | 2,916,515 | $258.4M | 0.01% | +2,916,515 | New |
| Jennison Associates LLC | 2,834,061 | $251.1M | 0.16% | +242,179+9.3% | Added |
| Clearbridge Investments, LLC | 2,189,672 | $194.0M | 0.15% | −125,256−5.4% | Reduced |
| Darlington Partners Capital Management, LP | 2,142,514 | $189.8M | 7.68% | +2,142,514 | New |
| Ameriprise Financial Inc | 2,082,769 | $184.5M | 0.05% | −559,150−21.2% | Reduced |
| Morgan Stanley | 1,790,939 | $158.7M | 0.01% | −176,303−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,706,049 | $151.2M | 0.13% | −24,655−1.4% | Reduced |
| Alliancebernstein L.P. | 1,686,212 | $149.4M | 0.05% | −100,666−5.6% | Reduced |
| Westfield Capital Management Co LP | 1,455,085 | $128.9M | 0.58% | +12,804+0.9% | Added |
| Janus Henderson Group PLC | 1,453,800 | $128.8M | 0.07% | −914−0.1% | Reduced |
| ShawSpring Partners LLC | 1,319,879 | $116.9M | 14.77% | −82,554−5.9% | Reduced |
| Boston Partners | 1,186,281 | $105.5M | 0.12% | +768,333+183.8% | Added |
| Neuberger Berman Group LLC | 1,162,575 | $103.0M | 0.08% | −120,511−9.4% | Reduced |
| State Street Corp | 1,102,382 | $97.7M | 0.00% | +97,972+9.8% | Added |
| Nomura Asset Management Co Ltd | 1,091,495 | $96.7M | 0.30% | −43,568−3.8% | Reduced |
| Geode Capital Management, LLC | 1,058,369 | $93.8M | 0.01% | +53,610+5.3% | Added |
| Ensign Peak Advisors, Inc | 1,054,805 | $93.5M | 0.16% | −40,741−3.7% | Reduced |
| Dimensional Fund Advisors LP | 934,752 | $82.8M | 0.02% | +85,188+10.0% | Added |
| Eagle Asset Management Inc | 779,250 | $78.5M | 0.40% | −72,413−8.5% | Reduced |
| CIBC Private Wealth Group, LLC | 848,142 | $75.1M | 0.13% | +847,792+242,226.3% | Added |
| Spyglass Capital Management LLC | 800,320 | $70.9M | 4.66% | −403,757−33.5% | Reduced |
| Baird Financial Group, Inc. | 776,717 | $68.8M | 0.13% | −103,224−11.7% | Reduced |
| American Century Companies Inc | 710,471 | $62.9M | 0.04% | −7,055−1.0% | Reduced |
| Goodnow Investment Group, LLC | 680,762 | $60.3M | 6.40% | +73,060+12.0% | Added |
| Scout Investments, Inc. | 592,205 | $57.1M | 1.50% | −69,775−10.5% | Reduced |
| Bank of America Corp | 619,733 | $54.9M | 0.00% | +136,300+28.2% | Added |
| Point72 Asset Management, L.P. | 586,456 | $52.0M | 0.18% | −409,797−41.1% | Reduced |
| 14B Captial Management LP | 560,000 | $49.6M | 22.24% | −26,000−4.4% | Reduced |
| Franklin Resources Inc | 507,443 | $47.8M | 0.01% | +10,032+2.0% | Added |
| Granahan Investment Management Inc | 526,830 | $46.7M | 1.84% | −70,470−11.8% | Reduced |
| Wellington Management Group LLP | 514,234 | $45.6M | 0.01% | −191,632−27.1% | Reduced |
| Brown Brothers Harriman & Co | 492,849 | $43.7M | 0.30% | +145,444+41.9% | Added |
| Senator Investment Group LP | 488,561 | $43.3M | 2.06% | −73,675−13.1% | Reduced |
| Artemis Investment Management LLP | 457,467 | $40.5M | 0.62% | +242,684+113.0% | Added |
| Charles Schwab Investment Management Inc | 427,696 | $37.9M | 0.01% | +50,664+13.4% | Added |
| Emerald Advisers, LLC | 398,807 | $35.3M | 1.37% | +5,627+1.4% | Added |
| Kornitzer Capital Management Inc | 363,376 | $32.2M | 0.59% | −32,175−8.1% | Reduced |
| Price T Rowe Associates Inc | 339,418 | $30.1M | 0.00% | +48,014+16.5% | Added |
| First Trust Advisors LP | 319,892 | $28.3M | 0.03% | +188,768+144.0% | Added |
| Bessemer Group Inc | 314,090 | $27.8M | 0.05% | +6,146+2.0% | Added |
| Palisade Capital Management LLC | 310,814 | $27.5M | 0.73% | +15,621+5.3% | Added |
| FMR LLC | 303,995 | $26.9M | 0.00% | −77,626−20.3% | Reduced |
| SEI Investments Co | 301,239 | $26.7M | 0.03% | +47,894+18.9% | Added |
| Emerald Mutual Fund Advisers Trust | 295,658 | $26.2M | 1.36% | −9,232−3.0% | Reduced |
| UBS Asset Management Americas Inc | 290,403 | $25.7M | 0.01% | −12,131−4.0% | Reduced |
| Victory Capital Management Inc | 289,209 | $25.6M | 0.02% | −128,915−30.8% | Reduced |
| Thematics Asset Management | 283,000 | $25.1M | 0.99% | −27,000−8.7% | Reduced |
| Northern Trust Corp | 282,512 | $25.0M | 0.00% | +10,272+3.8% | Added |
| WCM Investment Management, LLC | 265,128 | $23.3M | 0.05% | +1,526+0.6% | Added |
| Bank of New York Mellon Corp | 259,304 | $23.0M | 0.00% | −4,220−1.6% | Reduced |
| New York State Common Retirement Fund | 239,779 | $21.2M | 0.03% | −91,147−27.5% | Reduced |
| Comerica Bank | 233,698 | $20.7M | 0.08% | +47,614+25.6% | Added |
| Nuveen Asset Management, LLC | 213,599 | $18.9M | 0.01% | +926+0.4% | Added |
| Royal Bank of Canada | 195,993 | $17.4M | 0.00% | −26,065−11.7% | Reduced |
| Penn Capital Management Co Inc | 193,624 | $17.2M | 1.58% | −23,966−11.0% | Reduced |
| Harbor Capital Advisors, Inc. | 191,907 | $17.0M | 0.74% | +88,056+84.8% | Added |
| FIL Ltd | 182,086 | $16.1M | 0.01% | −68,497−27.3% | Reduced |
| Loup Funds, LLC | 180,360 | $16.0M | 5.61% | −31,069−14.7% | Reduced |
| Wells Fargo & Company | 180,043 | $16.0M | 0.00% | +42,727+31.1% | Added |
| State of Wisconsin Investment Board | 172,519 | $15.3M | 0.04% | −4,944−2.8% | Reduced |
| Shellback Capital, LP | 166,649 | $14.8M | 1.19% | +166,649 | New |
| Allspring Global Investments Holdings, LLC | 161,330 | $14.3M | 0.02% | +114,659+245.7% | Added |
| Scion Asset Management, LLC | 150,000 | $13.3M | 16.00% | +50,000+50.0% | Added |
| BW Gestao de Investimentos Ltda. | 140,000 | $12.4M | 2.05% | +140,000 | New |
| Squarepoint Ops LLC | 135,053 | $12.0M | 0.04% | +135,053 | New |
| Portolan Capital Management, LLC | 134,612 | $11.9M | 0.86% | −52,888−28.2% | Reduced |
| Susquehanna International Group, LLP | 125,768 | $11.1M | 0.02% | −91,130−42.0% | Reduced |
| Peregrine Capital Management LLC | 119,772 | $10.6M | 0.32% | −12,575−9.5% | Reduced |
| Penserra Capital Management LLC | 118,615 | $10.5M | 0.23% | +1,063+0.9% | Added |
| Goldman Sachs Group Inc | 116,333 | $10.3M | 0.00% | −29,508−20.2% | Reduced |
| UBS Group AG | 116,078 | $10.3M | 0.00% | +36,303+45.5% | Added |
| Nicholas Company, Inc. | 115,040 | $10.2M | 0.17% | +250.0% | Added |
| Swiss National Bank | 109,000 | $9.66M | 0.01% | +1,600+1.5% | Added |
| Pier Capital, LLC | 108,460 | $9.61M | 1.35% | −124−0.1% | Reduced |
| Raymond James & Associates | 99,907 | $8.85M | 0.01% | +38,895+63.7% | Added |
| Graham Capital Management, L.P. | 94,515 | $8.37M | 0.28% | −18,968−16.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 88,887 | $7.88M | 0.08% | +9,723+12.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 88,887 | $7.88M | 0.08% | +88,887 | New |
| Great Lakes Advisors, LLC | 87,664 | $7.77M | 0.07% | +30,306+52.8% | Added |
| Kennedy Capital Management, Inc. | 85,110 | $7.54M | 0.17% | −13,529−13.7% | Reduced |
| Dark Forest Capital Management LP | 83,594 | $7.41M | 0.95% | +83,594 | New |
| LPL Financial LLC | 80,813 | $7.16M | 0.00% | +10,700+15.3% | Added |
| Thornburg Investment Management Inc | 80,583 | $7.14M | 0.09% | −1,811−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 79,321 | $7.03M | 0.03% | +56,410+246.2% | Added |
| Ingalls & Snyder LLC | 78,844 | $6.99M | 0.27% | −4,408−5.3% | Reduced |
| Envestnet Asset Management Inc | 78,143 | $6.92M | 0.00% | +9,689+14.2% | Added |
| Hunter Associates Investment Management LLC | 76,034 | $6.75M | 1.04% | +6,244+8.9% | Added |
| Long Focus Capital Management, LLC | 75,000 | $6.64M | 0.59% | +55,000+275.0% | Added |
| Barclays PLC | 74,953 | $6.64M | 0.00% | +45,297+152.7% | Added |
| Rhumbline Advisers | 72,602 | $6.43M | 0.01% | +778+1.1% | Added |
| Ratan Capital Management LP | 70,902 | $6.28M | 1.69% | −45,981−39.3% | Reduced |
| Castleark Management LLC | 68,500 | $6.07M | 0.25% | +68,500 | New |
| Bullseye Asset Management LLC | 64,211 | $5.69M | 2.62% | 00.0% | Unchanged |
| Point Break Capital Management, LLC | 61,790 | $5.47M | 6.42% | +22,900+58.9% | Added |
| AXA S.A. | 61,125 | $5.42M | 0.02% | −2,258−3.6% | Reduced |
| 1492 Capital Management LLC | 61,015 | $5.41M | 2.70% | +19,684+47.6% | Added |
| Legal & General Group Plc | 60,993 | $5.40M | 0.00% | +1,198+2.0% | Added |