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, Q4 2024
Institutional positions in Shift4 Payments, Inc. as of Dec 31, 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
- 441
- +94 vs. Q3 2024
- Shares held
- 75.9M
- +6.75M (+9.8%) vs. Q3 2024
- Total value
- $7.88B
- +$1.76B (+28.8%) vs. Q3 2024
- New holders
- 132
- 132 more added
- Sold out
- 38
- 138 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $5.20B |
| Q3 2025 | 451 | $6.57B |
| Q2 2025 | 459 | $8.60B |
| Q1 2025 | 442 | $6.54B |
| Q4 2024 | 441 | $7.88B |
| Q3 2024 | 358 | $6.28B |
| Q2 2024 | 342 | $4.99B |
| Q1 2024 | 325 | $4.24B |
| Q4 2023 | 308 | $4.50B |
| Q3 2023 | 252 | $3.26B |
| Q2 2023 | 271 | $4.01B |
| Q1 2023 | 291 | $4.51B |
| Q4 2022 | 234 | $3.23B |
| Q3 2022 | 210 | $2.55B |
| Q2 2022 | 207 | $1.90B |
| Q1 2022 | 222 | $3.78B |
| Q4 2021 | 229 | $3.36B |
| Q3 2021 | 228 | $4.33B |
| Q2 2021 | 216 | $4.41B |
| Q1 2021 | 201 | $3.67B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,539,486 | $678.7M | 0.01% | +562,774+9.4% | Added |
| BlackRock, Inc. | 6,210,689 | $644.5M | 0.01% | +3,294,174+112.9% | Added |
| Wasatch Advisors Inc | 5,811,757 | $603.1M | 2.99% | −71,429−1.2% | Reduced |
| Durable Capital Partners LP | 5,130,841 | $532.5M | 4.34% | −970,122−15.9% | Reduced |
| Darlington Partners Capital Management, LP | 2,510,014 | $260.5M | 9.73% | +367,500+17.2% | Added |
| Jennison Associates LLC | 2,335,261 | $242.4M | 0.15% | −498,800−17.6% | Reduced |
| FMR LLC | 2,283,589 | $237.0M | 0.01% | +1,979,594+651.2% | Added |
| Morgan Stanley | 2,243,442 | $232.8M | 0.02% | +452,503+25.3% | Added |
| State Street Corp | 2,079,480 | $215.8M | 0.01% | +977,098+88.6% | Added |
| Clearbridge Investments, LLC | 1,745,084 | $181.1M | 0.15% | −444,588−20.3% | Reduced |
| Alliancebernstein L.P. | 1,656,913 | $172.0M | 0.06% | −29,299−1.7% | Reduced |
| Westfield Capital Management Co LP | 1,551,549 | $161.0M | 0.70% | +96,464+6.6% | Added |
| Janus Henderson Group PLC | 1,456,002 | $151.1M | 0.08% | +2,202+0.2% | Added |
| Neuberger Berman Group LLC | 1,245,783 | $129.3M | 0.10% | +83,208+7.2% | Added |
| CIBC Private Wealth Group, LLC | 1,198,845 | $127.7M | 0.23% | +350,703+41.3% | Added |
| Citadel Advisors LLC | 1,171,967 | $121.6M | 0.11% | +1,114,807+1,950.3% | Added |
| Geode Capital Management, LLC | 1,164,586 | $120.9M | 0.01% | +106,217+10.0% | Added |
| Raymond James Financial Inc | 1,128,003 | $117.1M | 0.04% | +1,128,003 | New |
| Ameriprise Financial Inc | 1,109,290 | $115.1M | 0.03% | −973,479−46.7% | Reduced |
| Boston Partners | 990,416 | $103.1M | 0.13% | −195,865−16.5% | Reduced |
| Spyglass Capital Management LLC | 981,859 | $101.9M | 5.73% | +181,539+22.7% | Added |
| ShawSpring Partners LLC | 969,748 | $100.6M | 13.33% | −350,131−26.5% | Reduced |
| Nomura Asset Management Co Ltd | 966,744 | $100.3M | 0.30% | −124,751−11.4% | Reduced |
| Ensign Peak Advisors, Inc | 966,262 | $100.3M | 0.18% | −88,543−8.4% | Reduced |
| Dimensional Fund Advisors LP | 926,970 | $96.2M | 0.02% | −7,782−0.8% | Reduced |
| Point72 Asset Management, L.P. | 778,301 | $80.8M | 0.22% | +191,845+32.7% | Added |
| Goodnow Investment Group, LLC | 669,212 | $69.5M | 6.84% | −11,550−1.7% | Reduced |
| UBS Group AG | 617,797 | $64.1M | 0.01% | +501,719+432.2% | Added |
| American Century Companies Inc | 582,999 | $60.5M | 0.03% | −127,472−17.9% | Reduced |
| Brown Brothers Harriman & Co | 571,577 | $59.3M | 0.42% | +78,728+16.0% | Added |
| Bank of America Corp | 565,512 | $58.7M | 0.01% | −54,221−8.7% | Reduced |
| Northern Trust Corp | 520,990 | $54.1M | 0.01% | +238,478+84.4% | Added |
| Granahan Investment Management Inc | 519,556 | $53.9M | 2.25% | −7,274−1.4% | Reduced |
| Senator Investment Group LP | 512,361 | $53.2M | 1.56% | +23,800+4.9% | Added |
| 14B Captial Management LP | 486,000 | $50.4M | 21.95% | −74,000−13.2% | Reduced |
| Bank of New York Mellon Corp | 480,405 | $49.9M | 0.01% | +221,101+85.3% | Added |
| Charles Schwab Investment Management Inc | 459,623 | $47.7M | 0.01% | +31,927+7.5% | Added |
| Franklin Resources Inc | 419,223 | $43.5M | 0.01% | −88,220−17.4% | Reduced |
| First Trust Advisors LP | 396,820 | $41.2M | 0.04% | +76,928+24.0% | Added |
| Artemis Investment Management LLP | 389,858 | $40.5M | 0.58% | −67,609−14.8% | Reduced |
| Cat Rock Capital Management LP | 377,930 | $39.2M | 5.13% | +377,930 | New |
| Kornitzer Capital Management Inc | 358,876 | $37.2M | 0.73% | −4,500−1.2% | Reduced |
| Baird Financial Group, Inc. | 352,735 | $36.6M | 0.07% | −423,982−54.6% | Reduced |
| Price T Rowe Associates Inc | 344,859 | $35.8M | 0.00% | +5,441+1.6% | Added |
| SEI Investments Co | 322,888 | $33.5M | 0.04% | +21,649+7.2% | Added |
| Palisade Capital Management LLC | 315,333 | $32.7M | 0.87% | +4,519+1.5% | Added |
| Emerald Advisers, LLC | 313,845 | $32.6M | 1.26% | −84,962−21.3% | Reduced |
| UBS Asset Management Americas Inc | 292,204 | $30.3M | 0.01% | +1,801+0.6% | Added |
| Comerica Bank | 276,524 | $28.7M | 0.12% | +42,826+18.3% | Added |
| Wellington Management Group LLP | 254,894 | $26.5M | 0.00% | −259,340−50.4% | Reduced |
| Goldman Sachs Group Inc | 238,988 | $24.8M | 0.00% | +122,655+105.4% | Added |
| Rice Hall James & Associates, LLC | 231,034 | $24.0M | 1.32% | +205,361+799.9% | Added |
| Bessemer Group Inc | 219,763 | $22.8M | 0.04% | −94,327−30.0% | Reduced |
| Invesco Ltd. | 211,071 | $21.9M | 0.00% | +152,042+257.6% | Added |
| Thematics Asset Management | 204,000 | $21.2M | 0.92% | −79,000−27.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 195,684 | $20.3M | 1.23% | −99,974−33.8% | Reduced |
| Maestria Partners LLC | 189,000 | $19.6M | 7.77% | +189,000 | New |
| Rhumbline Advisers | 185,795 | $19.3M | 0.02% | +113,193+155.9% | Added |
| Wells Fargo & Company | 184,633 | $19.2M | 0.00% | +4,590+2.5% | Added |
| FIL Ltd | 181,445 | $18.8M | 0.02% | −641−0.4% | Reduced |
| State of Wisconsin Investment Board | 180,649 | $18.7M | 0.05% | +8,130+4.7% | Added |
| Harbor Capital Advisors, Inc. | 180,084 | $18.7M | 0.82% | −11,823−6.2% | Reduced |
| Royal Bank of Canada | 162,138 | $16.8M | 0.00% | −33,855−17.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 154,751 | $16.8M | 0.03% | −6,579−4.1% | Reduced |
| Victory Capital Management Inc | 160,490 | $16.7M | 0.02% | −128,719−44.5% | Reduced |
| Principal Financial Group Inc | 158,998 | $16.5M | 0.01% | +153,793+2,954.7% | Added |
| New York State Common Retirement Fund | 157,519 | $16.3M | 0.02% | −82,260−34.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,049 | $16.2M | 0.03% | +156,049 | New |
| Loup Funds, LLC | 154,302 | $16.0M | 5.23% | −26,058−14.4% | Reduced |
| Marshall Wace, LLP | 148,626 | $15.4M | 0.02% | +143,285+2,682.7% | Added |
| Penserra Capital Management LLC | 147,862 | $15.3M | 0.28% | +29,247+24.7% | Added |
| Nuveen Asset Management, LLC | 141,879 | $14.7M | 0.00% | −71,720−33.6% | Reduced |
| Portolan Capital Management, LLC | 140,971 | $14.6M | 0.98% | +6,359+4.7% | Added |
| JPMorgan Chase & Co | 132,689 | $13.8M | 0.00% | +32,805+32.8% | Added |
| North Reef Capital Management LP | 124,998 | $13.0M | 0.58% | +124,998 | New |
| Barclays PLC | 124,073 | $12.9M | 0.01% | +49,120+65.5% | Added |
| Blair William & Co | 122,748 | $12.7M | 0.04% | +114,545+1,396.4% | Added |
| Voloridge Investment Management, LLC | 121,052 | $12.6M | 0.04% | +121,052 | New |
| Millennium Management LLC | 120,280 | $12.5M | 0.01% | +120,280 | New |
| Swiss National Bank | 115,400 | $12.0M | 0.01% | +6,400+5.9% | Added |
| Nicholas Company, Inc. | 114,965 | $11.9M | 0.19% | −75−0.1% | Reduced |
| LPL Financial LLC | 101,291 | $10.5M | 0.00% | +20,478+25.3% | Added |
| Legal & General Group Plc | 97,067 | $10.1M | 0.00% | +36,074+59.1% | Added |
| Peregrine Capital Management LLC | 91,143 | $9.46M | 0.28% | −28,629−23.9% | Reduced |
| CI Private Wealth, LLC | 86,000 | $8.93M | 0.01% | +67,140+356.0% | Added |
| Great Lakes Advisors, LLC | 85,466 | $8.87M | 0.08% | −2,198−2.5% | Reduced |
| Pier Capital, LLC | 84,751 | $8.80M | 1.25% | −23,709−21.9% | Reduced |
| Kennedy Capital Management, Inc. | 83,996 | $8.72M | 0.19% | −1,114−1.3% | Reduced |
| Retirement Systems of Alabama | 83,490 | $8.66M | 0.03% | +83,490 | New |
| Public Employees Retirement System of Ohio | 81,057 | $8.41M | 0.03% | +1,736+2.2% | Added |
| Castleark Management LLC | 78,940 | $8.19M | 0.29% | +10,440+15.2% | Added |
| Corebridge Financial, Inc. | 78,349 | $8.13M | 0.04% | +77,172+6,556.7% | Added |
| Hunter Associates Investment Management LLC | 77,438 | $8.05M | 1.23% | +1,404+1.8% | Added |
| Ratan Capital Management LP | 70,902 | $7.78M | 1.19% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 73,725 | $7.65M | 0.10% | −6,858−8.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 68,285 | $7.09M | 0.33% | −71,715−51.2% | Reduced |
| Oppenheimer Asset Management Inc. | 67,345 | $6.99M | 0.08% | +6,541+10.8% | Added |
| Mutual of America Capital Management LLC | 65,660 | $6.81M | 0.07% | +65,660 | New |
| Graham Capital Management, L.P. | 64,215 | $6.66M | 0.21% | −30,300−32.1% | Reduced |
| Bullseye Asset Management LLC | 63,393 | $6.58M | 3.09% | −818−1.3% | Reduced |