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.
| 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, 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 |
|---|---|---|---|---|---|
| Cat Rock Capital Management LP | 377,930 | $39.2M | 5.13% | +377,930 | New |
| Artemis Investment Management LLP | 389,858 | $40.5M | 0.58% | −67,609−14.8% | Reduced |
| First Trust Advisors LP | 396,820 | $41.2M | 0.04% | +76,928+24.0% | Added |
| Franklin Resources Inc | 419,223 | $43.5M | 0.01% | −88,220−17.4% | Reduced |
| Charles Schwab Investment Management Inc | 459,623 | $47.7M | 0.01% | +31,927+7.5% | Added |
| Bank of New York Mellon Corp | 480,405 | $49.9M | 0.01% | +221,101+85.3% | Added |
| 14B Captial Management LP | 486,000 | $50.4M | 21.95% | −74,000−13.2% | Reduced |
| Senator Investment Group LP | 512,361 | $53.2M | 1.56% | +23,800+4.9% | Added |
| Granahan Investment Management Inc | 519,556 | $53.9M | 2.25% | −7,274−1.4% | Reduced |
| Northern Trust Corp | 520,990 | $54.1M | 0.01% | +238,478+84.4% | Added |
| Bank of America Corp | 565,512 | $58.7M | 0.01% | −54,221−8.7% | Reduced |
| Brown Brothers Harriman & Co | 571,577 | $59.3M | 0.42% | +78,728+16.0% | Added |
| American Century Companies Inc | 582,999 | $60.5M | 0.03% | −127,472−17.9% | Reduced |
| UBS Group AG | 617,797 | $64.1M | 0.01% | +501,719+432.2% | Added |
| Goodnow Investment Group, LLC | 669,212 | $69.5M | 6.84% | −11,550−1.7% | Reduced |
| Point72 Asset Management, L.P. | 778,301 | $80.8M | 0.22% | +191,845+32.7% | Added |
| Dimensional Fund Advisors LP | 926,970 | $96.2M | 0.02% | −7,782−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 966,262 | $100.3M | 0.18% | −88,543−8.4% | Reduced |
| Nomura Asset Management Co Ltd | 966,744 | $100.3M | 0.30% | −124,751−11.4% | Reduced |
| ShawSpring Partners LLC | 969,748 | $100.6M | 13.33% | −350,131−26.5% | Reduced |
| Spyglass Capital Management LLC | 981,859 | $101.9M | 5.73% | +181,539+22.7% | Added |
| Boston Partners | 990,416 | $103.1M | 0.13% | −195,865−16.5% | Reduced |
| Ameriprise Financial Inc | 1,109,290 | $115.1M | 0.03% | −973,479−46.7% | Reduced |
| Raymond James Financial Inc | 1,128,003 | $117.1M | 0.04% | +1,128,003 | New |
| Geode Capital Management, LLC | 1,164,586 | $120.9M | 0.01% | +106,217+10.0% | Added |
| Citadel Advisors LLC | 1,171,967 | $121.6M | 0.11% | +1,114,807+1,950.3% | Added |
| CIBC Private Wealth Group, LLC | 1,198,845 | $127.7M | 0.23% | +350,703+41.3% | Added |
| Neuberger Berman Group LLC | 1,245,783 | $129.3M | 0.10% | +83,208+7.2% | Added |
| Janus Henderson Group PLC | 1,456,002 | $151.1M | 0.08% | +2,202+0.2% | Added |
| Westfield Capital Management Co LP | 1,551,549 | $161.0M | 0.70% | +96,464+6.6% | Added |
| Alliancebernstein L.P. | 1,656,913 | $172.0M | 0.06% | −29,299−1.7% | Reduced |
| Clearbridge Investments, LLC | 1,745,084 | $181.1M | 0.15% | −444,588−20.3% | Reduced |
| State Street Corp | 2,079,480 | $215.8M | 0.01% | +977,098+88.6% | Added |
| Morgan Stanley | 2,243,442 | $232.8M | 0.02% | +452,503+25.3% | Added |
| FMR LLC | 2,283,589 | $237.0M | 0.01% | +1,979,594+651.2% | Added |
| Jennison Associates LLC | 2,335,261 | $242.4M | 0.15% | −498,800−17.6% | Reduced |
| Darlington Partners Capital Management, LP | 2,510,014 | $260.5M | 9.73% | +367,500+17.2% | Added |
| Durable Capital Partners LP | 5,130,841 | $532.5M | 4.34% | −970,122−15.9% | Reduced |
| Wasatch Advisors Inc | 5,811,757 | $603.1M | 2.99% | −71,429−1.2% | Reduced |
| BlackRock, Inc. | 6,210,689 | $644.5M | 0.01% | +3,294,174+112.9% | Added |
| Vanguard Group Inc | 6,539,486 | $678.7M | 0.01% | +562,774+9.4% | Added |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −265,128−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −166,649−100.0% | Sold out |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −60,387−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,167−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,589−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −27,129−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −160,543−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −18,792−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −15,027−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −10,455−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −11,424−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −8,399−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −8,044−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −6,940−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Point Break Capital Management, LLC | – | – | – | – | Not filed |
| Millrace Asset Group, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Insight Folios Inc | – | – | – | – | Not filed |