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 |
|---|---|---|---|---|---|
| Penn Capital Management Co Inc | 193,624 | $17.2M | 1.58% | −23,966−11.0% | Reduced |
| Royal Bank of Canada | 195,993 | $17.4M | 0.00% | −26,065−11.7% | Reduced |
| Nuveen Asset Management, LLC | 213,599 | $18.9M | 0.01% | +926+0.4% | Added |
| Comerica Bank | 233,698 | $20.7M | 0.08% | +47,614+25.6% | Added |
| New York State Common Retirement Fund | 239,779 | $21.2M | 0.03% | −91,147−27.5% | Reduced |
| Bank of New York Mellon Corp | 259,304 | $23.0M | 0.00% | −4,220−1.6% | Reduced |
| WCM Investment Management, LLC | 265,128 | $23.3M | 0.05% | +1,526+0.6% | Added |
| Northern Trust Corp | 282,512 | $25.0M | 0.00% | +10,272+3.8% | Added |
| Thematics Asset Management | 283,000 | $25.1M | 0.99% | −27,000−8.7% | Reduced |
| Victory Capital Management Inc | 289,209 | $25.6M | 0.02% | −128,915−30.8% | Reduced |
| UBS Asset Management Americas Inc | 290,403 | $25.7M | 0.01% | −12,131−4.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 295,658 | $26.2M | 1.36% | −9,232−3.0% | Reduced |
| SEI Investments Co | 301,239 | $26.7M | 0.03% | +47,894+18.9% | Added |
| FMR LLC | 303,995 | $26.9M | 0.00% | −77,626−20.3% | Reduced |
| Palisade Capital Management LLC | 310,814 | $27.5M | 0.73% | +15,621+5.3% | Added |
| Bessemer Group Inc | 314,090 | $27.8M | 0.05% | +6,146+2.0% | Added |
| First Trust Advisors LP | 319,892 | $28.3M | 0.03% | +188,768+144.0% | Added |
| Price T Rowe Associates Inc | 339,418 | $30.1M | 0.00% | +48,014+16.5% | Added |
| Kornitzer Capital Management Inc | 363,376 | $32.2M | 0.59% | −32,175−8.1% | Reduced |
| Emerald Advisers, LLC | 398,807 | $35.3M | 1.37% | +5,627+1.4% | Added |
| Charles Schwab Investment Management Inc | 427,696 | $37.9M | 0.01% | +50,664+13.4% | Added |
| Artemis Investment Management LLP | 457,467 | $40.5M | 0.62% | +242,684+113.0% | Added |
| Senator Investment Group LP | 488,561 | $43.3M | 2.06% | −73,675−13.1% | Reduced |
| Brown Brothers Harriman & Co | 492,849 | $43.7M | 0.30% | +145,444+41.9% | Added |
| Wellington Management Group LLP | 514,234 | $45.6M | 0.01% | −191,632−27.1% | Reduced |
| Granahan Investment Management Inc | 526,830 | $46.7M | 1.84% | −70,470−11.8% | Reduced |
| Franklin Resources Inc | 507,443 | $47.8M | 0.01% | +10,032+2.0% | Added |
| 14B Captial Management LP | 560,000 | $49.6M | 22.24% | −26,000−4.4% | Reduced |
| Point72 Asset Management, L.P. | 586,456 | $52.0M | 0.18% | −409,797−41.1% | Reduced |
| Bank of America Corp | 619,733 | $54.9M | 0.00% | +136,300+28.2% | Added |
| Scout Investments, Inc. | 592,205 | $57.1M | 1.50% | −69,775−10.5% | Reduced |
| Goodnow Investment Group, LLC | 680,762 | $60.3M | 6.40% | +73,060+12.0% | Added |
| American Century Companies Inc | 710,471 | $62.9M | 0.04% | −7,055−1.0% | Reduced |
| Baird Financial Group, Inc. | 776,717 | $68.8M | 0.13% | −103,224−11.7% | Reduced |
| Spyglass Capital Management LLC | 800,320 | $70.9M | 4.66% | −403,757−33.5% | Reduced |
| CIBC Private Wealth Group, LLC | 848,142 | $75.1M | 0.13% | +847,792+242,226.3% | Added |
| Eagle Asset Management Inc | 779,250 | $78.5M | 0.40% | −72,413−8.5% | Reduced |
| Dimensional Fund Advisors LP | 934,752 | $82.8M | 0.02% | +85,188+10.0% | Added |
| Ensign Peak Advisors, Inc | 1,054,805 | $93.5M | 0.16% | −40,741−3.7% | Reduced |
| Geode Capital Management, LLC | 1,058,369 | $93.8M | 0.01% | +53,610+5.3% | Added |
| Nomura Asset Management Co Ltd | 1,091,495 | $96.7M | 0.30% | −43,568−3.8% | Reduced |
| State Street Corp | 1,102,382 | $97.7M | 0.00% | +97,972+9.8% | Added |
| Neuberger Berman Group LLC | 1,162,575 | $103.0M | 0.08% | −120,511−9.4% | Reduced |
| Boston Partners | 1,186,281 | $105.5M | 0.12% | +768,333+183.8% | Added |
| ShawSpring Partners LLC | 1,319,879 | $116.9M | 14.77% | −82,554−5.9% | Reduced |
| Janus Henderson Group PLC | 1,453,800 | $128.8M | 0.07% | −914−0.1% | Reduced |
| Westfield Capital Management Co LP | 1,455,085 | $128.9M | 0.58% | +12,804+0.9% | Added |
| Alliancebernstein L.P. | 1,686,212 | $149.4M | 0.05% | −100,666−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,706,049 | $151.2M | 0.13% | −24,655−1.4% | Reduced |
| Morgan Stanley | 1,790,939 | $158.7M | 0.01% | −176,303−9.0% | Reduced |
| Ameriprise Financial Inc | 2,082,769 | $184.5M | 0.05% | −559,150−21.2% | Reduced |
| Darlington Partners Capital Management, LP | 2,142,514 | $189.8M | 7.68% | +2,142,514 | New |
| Clearbridge Investments, LLC | 2,189,672 | $194.0M | 0.15% | −125,256−5.4% | Reduced |
| Jennison Associates LLC | 2,834,061 | $251.1M | 0.16% | +242,179+9.3% | Added |
| BlackRock, Inc. | 2,916,515 | $258.4M | 0.01% | +2,916,515 | New |
| Wasatch Advisors Inc | 5,883,186 | $521.3M | 2.55% | +1,980,940+50.8% | Added |
| Vanguard Group Inc | 5,976,712 | $529.5M | 0.01% | +175,485+3.0% | Added |
| Durable Capital Partners LP | 6,100,963 | $540.5M | 3.95% | +1,132,008+22.8% | Added |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −734,109−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −675,789−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −401,247−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −71,760−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −65,049−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −54,661−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −31,060−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −22,450−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −15,211−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,006−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −5,143−100.0% | Sold out |
| Multicoin Capital Management, LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,182−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |