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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, 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
+6.80M (+9.8%) vs. Q3 2024
Total value
$7.88B
+$1.77B (+28.9%) 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.

Institutional holdersQ4 2024: 441 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 heldQ4 2024: $7.88B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2024.

Institutions holding FOUR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Capital Advisors, LLC26,646$2.91M0.65%−155−0.6%Reduced
Quantinno Capital Management LP28,559$2.96M0.03%+2,305+8.8%Added
Sora Investors LLC28,571$2.97M0.33%+28,571New
Game Creek Capital, LP30,000$3.11M1.70%−5,000−14.3%Reduced
Verition Fund Management LLC32,710$3.39M0.02%+24,324+290.1%Added
Amalgamated Bank33,139$3.44M0.03%+29,078+716.0%Added
Gilder Gagnon Howe & Co LLC33,870$3.52M0.04%+10,912+47.5%Added
Alberta Investment Management Corp33,873$3.52M0.02%−19,551−36.6%Reduced
Squarepoint Ops LLC34,700$3.60M0.01%−100,353−74.3%Reduced
EFG Asset Management (North America) Corp.38,297$3.98M0.54%+10,585+38.2%Added
Oppenheimer & Co Inc40,271$4.18M0.06%+2,691+7.2%Added
MetLife Investment Management41,277$4.28M0.02%+37,415+968.8%Added
Granite Investment Partners, LLC42,444$4.40M0.19%+2,554+6.4%Added
Mirae Asset Global ETFs Holdings Ltd.43,781$4.54M0.01%+1,683+4.0%Added
Great West Life Assurance Co44,590$4.63M0.01%+39,527+780.7%Added
EAM Investors, LLC44,907$4.66M0.66%+44,907New
Lynwood Price Capital Management LP45,500$4.72M3.25%+45,500New
New York State Teachers Retirement System45,509$4.72M0.01%+45,509New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43,338$4.73M0.00%−11,186−20.5%Reduced
Bradley Foster & Sargent Inc46,791$4.86M0.08%+42,662+1,033.2%Added
State Board of Administration of Florida Retirement System46,970$4.87M0.01%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG47,227$4.90M0.05%−41,660−46.9%Reduced
Gotham Asset Management, LLC47,515$4.93M0.05%−5,350−10.1%Reduced
Royce & Associates LP50,000$5.19M0.05%00.0%Unchanged
Susquehanna Fundamental Investments, LLC50,486$5.24M0.09%+50,486New
King Luther Capital Management Corp51,280$5.32M0.02%+4,642+10.0%Added
Prana Capital Management, LP51,535$5.35M0.25%+51,535New
Gateway Investment Advisers LLC52,794$5.48M0.06%+52,794New
Schonfeld Strategic Advisors LLC52,863$5.49M0.03%+52,863New
Penn Capital Management Co Inc53,595$5.56M0.55%−140,029−72.3%Reduced
Stifel Financial Corp54,518$5.66M0.01%−2,376−4.2%Reduced
California State Teachers Retirement System55,097$5.72M0.01%+1,868+3.5%Added
Schroder Investment Management Group55,400$5.75M0.01%−2,328−4.0%Reduced
Nordea Investment Management AB56,454$5.89M0.01%+728+1.3%Added
Deutsche Bank AG56,982$5.91M0.00%+1,051+1.9%Added
AXA S.A.57,302$5.95M0.02%−3,823−6.3%Reduced
Manufacturers Life Insurance Company, The57,407$5.96M0.01%−1,648,642−96.6%Reduced
1492 Capital Management LLC59,499$6.17M2.94%−1,516−2.5%Reduced
Envestnet Asset Management Inc60,887$6.32M0.00%−17,256−22.1%Reduced
Vestor Capital, LLC61,491$6.38M0.49%+61,491New
Ingalls & Snyder LLC62,875$6.53M0.26%−15,969−20.3%Reduced
Bullseye Asset Management LLC63,393$6.58M3.09%−818−1.3%Reduced
Graham Capital Management, L.P.64,215$6.66M0.21%−30,300−32.1%Reduced
Mutual of America Capital Management LLC65,660$6.81M0.07%+65,660New
Oppenheimer Asset Management Inc.67,345$6.99M0.08%+6,541+10.8%Added
BW Gestao de Investimentos Ltda.68,285$7.09M0.33%−71,715−51.2%Reduced
Thornburg Investment Management Inc73,725$7.65M0.10%−6,858−8.5%Reduced
Ratan Capital Management LP70,902$7.78M1.19%00.0%Unchanged
Hunter Associates Investment Management LLC77,438$8.05M1.23%+1,404+1.8%Added
Corebridge Financial, Inc.78,349$8.13M0.04%+77,172+6,556.7%Added
Castleark Management LLC78,940$8.19M0.29%+10,440+15.2%Added
Public Employees Retirement System of Ohio81,057$8.41M0.03%+1,736+2.2%Added
Retirement Systems of Alabama83,490$8.66M0.03%+83,490New
Kennedy Capital Management, Inc.83,996$8.72M0.19%−1,114−1.3%Reduced
Pier Capital, LLC84,751$8.80M1.25%−23,709−21.9%Reduced
Great Lakes Advisors, LLC85,466$8.87M0.08%−2,198−2.5%Reduced
CI Private Wealth, LLC86,000$8.93M0.01%+67,140+356.0%Added
Peregrine Capital Management LLC91,143$9.46M0.28%−28,629−23.9%Reduced
Legal & General Group Plc97,067$10.1M0.00%+36,074+59.1%Added
LPL Financial LLC101,291$10.5M0.00%+20,478+25.3%Added
Nicholas Company, Inc.114,965$11.9M0.19%−75−0.1%Reduced
Swiss National Bank115,400$12.0M0.01%+6,400+5.9%Added
Millennium Management LLC120,280$12.5M0.01%+120,280New
Voloridge Investment Management, LLC121,052$12.6M0.04%+121,052New
Blair William & Co122,748$12.7M0.04%+114,545+1,396.4%Added
Barclays PLC124,073$12.9M0.01%+49,120+65.5%Added
North Reef Capital Management LP124,998$13.0M0.58%+124,998New
JPMorgan Chase & Co132,689$13.8M0.00%+82,747+165.7%Added
Portolan Capital Management, LLC140,971$14.6M0.98%+6,359+4.7%Added
Nuveen Asset Management, LLC141,879$14.7M0.00%−71,720−33.6%Reduced
Penserra Capital Management LLC147,862$15.3M0.28%+29,247+24.7%Added
Marshall Wace, LLP148,626$15.4M0.02%+143,285+2,682.7%Added
Loup Funds, LLC154,302$16.0M5.23%−26,058−14.4%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH156,049$16.2M0.03%+156,049New
New York State Common Retirement Fund157,519$16.3M0.02%−82,260−34.3%Reduced
Principal Financial Group Inc158,998$16.5M0.01%+153,793+2,954.7%Added
Victory Capital Management Inc160,490$16.7M0.02%−128,719−44.5%Reduced
Allspring Global Investments Holdings, LLC154,751$16.8M0.03%−6,579−4.1%Reduced
Royal Bank of Canada162,138$16.8M0.00%−33,855−17.3%Reduced
Harbor Capital Advisors, Inc.180,084$18.7M0.82%−11,823−6.2%Reduced
State of Wisconsin Investment Board180,649$18.7M0.05%+8,130+4.7%Added
FIL Ltd181,445$18.8M0.02%−641−0.4%Reduced
Wells Fargo & Company184,633$19.2M0.00%+4,590+2.5%Added
Rhumbline Advisers185,795$19.3M0.02%+113,193+155.9%Added
Maestria Partners LLC189,000$19.6M7.77%+189,000New
Emerald Mutual Fund Advisers Trust195,684$20.3M1.23%−99,974−33.8%Reduced
Thematics Asset Management204,000$21.2M0.92%−79,000−27.9%Reduced
Invesco Ltd.211,071$21.9M0.00%+152,042+257.6%Added
Bessemer Group Inc219,763$22.8M0.04%−94,327−30.0%Reduced
Rice Hall James & Associates, LLC231,034$24.0M1.32%+205,361+799.9%Added
Goldman Sachs Group Inc238,988$24.8M0.00%+122,655+105.4%Added
Wellington Management Group LLP254,894$26.5M0.00%−259,340−50.4%Reduced
Comerica Bank276,524$28.7M0.12%+42,826+18.3%Added
UBS Asset Management Americas Inc292,204$30.3M0.01%+1,801+0.6%Added
Emerald Advisers, LLC313,845$32.6M1.26%−84,962−21.3%Reduced
Palisade Capital Management LLC315,333$32.7M0.87%+4,519+1.5%Added
SEI Investments Co322,888$33.5M0.04%+21,649+7.2%Added
Price T Rowe Associates Inc344,859$35.8M0.00%+5,441+1.6%Added
Baird Financial Group, Inc.352,735$36.6M0.07%−423,982−54.6%Reduced
Kornitzer Capital Management Inc358,876$37.2M0.73%−4,500−1.2%Reduced