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, Q1 2025
Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2025. 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
- 442
- +7 vs. Q4 2024
- Shares held
- 79.6M
- +3.82M (+5.0%) vs. Q4 2024
- Total value
- $6.54B
- −$1.32B (−16.8%) vs. Q4 2024
- New holders
- 70
- 178 more added
- Sold out
- 63
- 144 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,455,243 | $527.5M | 0.01% | −84,243−1.3% | Reduced |
| BlackRock, Inc. | 6,210,505 | $507.5M | 0.01% | −1840.0% | Reduced |
| Durable Capital Partners LP | 5,919,793 | $483.7M | 4.32% | +788,952+15.4% | Added |
| Wasatch Advisors Inc | 5,447,577 | $445.1M | 2.48% | −364,180−6.3% | Reduced |
| Darlington Partners Capital Management, LP | 4,766,405 | $389.5M | 13.01% | +2,256,391+89.9% | Added |
| Morgan Stanley | 2,354,486 | $192.4M | 0.01% | +111,044+4.9% | Added |
| State Street Corp | 2,113,905 | $172.7M | 0.01% | +34,425+1.7% | Added |
| Janus Henderson Group PLC | 1,731,359 | $146.4M | 0.08% | +275,357+18.9% | Added |
| Clearbridge Investments, LLC | 1,714,321 | $140.1M | 0.12% | −30,763−1.8% | Reduced |
| Jennison Associates LLC | 1,595,376 | $130.4M | 0.09% | −739,885−31.7% | Reduced |
| Alliancebernstein L.P. | 1,291,306 | $105.5M | 0.04% | −365,607−22.1% | Reduced |
| Ameriprise Financial Inc | 1,253,401 | $102.4M | 0.03% | +144,111+13.0% | Added |
| Neuberger Berman Group LLC | 1,245,718 | $101.8M | 0.09% | −650.0% | Reduced |
| Geode Capital Management, LLC | 1,231,786 | $100.7M | 0.01% | +67,200+5.8% | Added |
| Westfield Capital Management Co LP | 1,186,149 | $96.9M | 0.47% | −365,400−23.6% | Reduced |
| Raymond James Financial Inc | 1,066,168 | $87.1M | 0.03% | −61,835−5.5% | Reduced |
| UBS Group AG | 1,002,540 | $81.9M | 0.02% | +384,743+62.3% | Added |
| Spyglass Capital Management LLC | 1,002,330 | $81.9M | 5.62% | +20,471+2.1% | Added |
| Boston Partners | 978,836 | $79.8M | 0.10% | −11,580−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 961,905 | $78.6M | 0.24% | −4,839−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,045,107 | $76.9M | 0.16% | −153,738−12.8% | Reduced |
| Ensign Peak Advisors, Inc | 931,276 | $76.1M | 0.15% | −34,986−3.6% | Reduced |
| Dimensional Fund Advisors LP | 930,751 | $76.1M | 0.02% | +3,781+0.4% | Added |
| ShawSpring Partners LLC | 898,874 | $73.4M | 10.09% | −70,874−7.3% | Reduced |
| Goodnow Investment Group, LLC | 807,382 | $66.0M | 7.11% | +138,170+20.6% | Added |
| Point72 Asset Management, L.P. | 773,233 | $63.2M | 0.18% | −5,068−0.7% | Reduced |
| Perpetual Ltd | 695,912 | $56.9M | 0.69% | +695,912 | New |
| American Century Companies Inc | 683,500 | $55.8M | 0.03% | +100,501+17.2% | Added |
| Senator Investment Group LP | 678,334 | $55.4M | 2.94% | +165,973+32.4% | Added |
| Brown Brothers Harriman & Co | 671,299 | $54.9M | 0.38% | +99,722+17.4% | Added |
| Thornburg Investment Management Inc | 65,783 | $53.8M | 0.08% | −7,942−10.8% | Reduced |
| FMR LLC | 647,188 | $52.9M | 0.00% | −1,636,401−71.7% | Reduced |
| Bank of America Corp | 619,742 | $50.6M | 0.00% | +54,230+9.6% | Added |
| BNP Paribas Arbitrage, SA | 590,126 | $48.2M | 0.04% | +582,579+7,719.3% | Added |
| Baird Financial Group, Inc. | 580,814 | $47.5M | 0.09% | +228,079+64.7% | Added |
| Northern Trust Corp | 535,507 | $43.8M | 0.01% | +14,517+2.8% | Added |
| 14B Captial Management LP | 525,000 | $42.9M | 17.87% | +39,000+8.0% | Added |
| Bank of New York Mellon Corp | 479,450 | $39.2M | 0.01% | −955−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 459,977 | $37.6M | 0.01% | +354+0.1% | Added |
| FIL Ltd | 420,894 | $34.4M | 0.03% | +239,449+132.0% | Added |
| Franklin Resources Inc | 419,431 | $34.3M | 0.01% | +2080.0% | Added |
| Portolan Capital Management, LLC | 406,499 | $33.2M | 2.52% | +265,528+188.4% | Added |
| Cat Rock Capital Management LP | 394,932 | $32.3M | 4.28% | +17,002+4.5% | Added |
| Invesco Ltd. | 385,147 | $31.5M | 0.01% | +174,076+82.5% | Added |
| Price T Rowe Associates Inc | 353,200 | $28.9M | 0.00% | +8,341+2.4% | Added |
| Palisade Capital Management LLC | 343,867 | $28.1M | 0.81% | +28,534+9.0% | Added |
| Rice Hall James & Associates, LLC | 343,751 | $28.1M | 1.65% | +112,717+48.8% | Added |
| BW Gestao de Investimentos Ltda. | 336,000 | $27.5M | 3.11% | +267,715+392.1% | Added |
| First Trust Advisors LP | 329,518 | $26.9M | 0.02% | −67,302−17.0% | Reduced |
| Kornitzer Capital Management Inc | 324,371 | $26.5M | 0.55% | −34,505−9.6% | Reduced |
| Marshall Wace, LLP | 304,853 | $24.9M | 0.03% | +156,227+105.1% | Added |
| UBS Asset Management Americas Inc | 299,738 | $24.5M | 0.01% | +7,534+2.6% | Added |
| Bank of Montreal | 291,382 | $23.8M | 0.01% | +268,583+1,178.0% | Added |
| Squarepoint Ops LLC | 290,775 | $23.8M | 0.06% | +256,075+738.0% | Added |
| SEI Investments Co | 282,190 | $23.1M | 0.03% | −40,698−12.6% | Reduced |
| Bessemer Group Inc | 270,062 | $22.1M | 0.04% | +50,299+22.9% | Added |
| Millennium Management LLC | 266,473 | $21.8M | 0.02% | +146,193+121.5% | Added |
| Emerald Advisers, LLC | 265,422 | $21.7M | 0.98% | −48,423−15.4% | Reduced |
| Maestria Partners LLC | 265,200 | $21.7M | 9.16% | +76,200+40.3% | Added |
| J. Goldman & Co LP | 240,757 | $19.7M | 0.70% | +240,757 | New |
| Granahan Investment Management Inc | 238,142 | $19.5M | 0.97% | −281,414−54.2% | Reduced |
| Blair William & Co | 231,422 | $18.9M | 0.06% | +108,674+88.5% | Added |
| Royal Bank of Canada | 229,911 | $18.8M | 0.00% | +67,773+41.8% | Added |
| Wells Fargo & Company | 226,796 | $18.5M | 0.00% | +42,163+22.8% | Added |
| Artemis Investment Management LLP | 210,561 | $17.2M | 0.26% | −179,297−46.0% | Reduced |
| Thematics Asset Management | 209,713 | $17.1M | 0.87% | +5,713+2.8% | Added |
| Citadel Advisors LLC | 205,769 | $16.8M | 0.02% | −966,198−82.4% | Reduced |
| Rhumbline Advisers | 186,495 | $15.2M | 0.01% | +700+0.4% | Added |
| JPMorgan Chase & Co | 185,598 | $15.2M | 0.00% | +52,909+39.9% | Added |
| Nicholas Company, Inc. | 179,084 | $14.6M | 0.25% | +64,119+55.8% | Added |
| Comerica Bank | 177,205 | $14.5M | 0.06% | −99,319−35.9% | Reduced |
| Kodai Capital Management LP | 174,749 | $14.3M | 0.56% | +174,749 | New |
| Wellington Management Group LLP | 167,439 | $13.7M | 0.00% | −87,455−34.3% | Reduced |
| Harbor Capital Advisors, Inc. | 162,848 | $13.3M | 0.61% | −17,236−9.6% | Reduced |
| State of Wisconsin Investment Board | 162,742 | $13.3M | 0.03% | −17,907−9.9% | Reduced |
| Goldman Sachs Group Inc | 162,231 | $13.3M | 0.00% | −76,757−32.1% | Reduced |
| Principal Financial Group Inc | 158,779 | $13.0M | 0.01% | −219−0.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 158,005 | $12.9M | 0.92% | −37,679−19.3% | Reduced |
| Loup Funds, LLC | 156,425 | $12.8M | 5.41% | +2,123+1.4% | Added |
| Ratan Capital Management LP | 150,902 | $12.3M | 3.98% | +80,000+112.8% | Added |
| Nuveen, LLC | 150,675 | $12.3M | 0.00% | +150,675 | New |
| Allspring Global Investments Holdings, LLC | 146,519 | $12.3M | 0.02% | −8,232−5.3% | Reduced |
| New York State Common Retirement Fund | 131,635 | $10.8M | 0.02% | −25,884−16.4% | Reduced |
| Davenport & Co LLC | 129,907 | $10.6M | 0.06% | +129,907 | New |
| Penserra Capital Management LLC | 129,123 | $10.6M | 0.19% | −18,739−12.7% | Reduced |
| Legal & General Group Plc | 128,060 | $10.5M | 0.00% | +30,993+31.9% | Added |
| Swiss National Bank | 118,100 | $9.65M | 0.01% | +2,700+2.3% | Added |
| CenterBook Partners LP | 112,620 | $9.20M | 0.59% | +87,619+350.5% | Added |
| Vestor Capital, LLC | 111,590 | $9.12M | 0.75% | +50,099+81.5% | Added |
| Advisor Group Holdings, Inc. | 109,718 | $8.97M | 0.02% | +94,029+599.3% | Added |
| Victory Capital Management Inc | 109,076 | $8.91M | 0.01% | −51,414−32.0% | Reduced |
| Peregrine Capital Management LLC | 106,296 | $8.69M | 0.29% | +15,153+16.6% | Added |
| Lynwood Price Capital Management LP | 104,000 | $8.50M | 4.85% | +58,500+128.6% | Added |
| Loomis Sayles & Co L P | 102,065 | $8.34M | 0.01% | +102,065 | New |
| CI Private Wealth, LLC | 97,312 | $7.95M | 0.01% | +11,312+13.2% | Added |
| LPL Financial LLC | 89,801 | $7.34M | 0.00% | −11,490−11.3% | Reduced |
| Barclays PLC | 86,831 | $7.09M | 0.00% | −37,242−30.0% | Reduced |
| Deutsche Bank AG | 84,351 | $6.89M | 0.00% | +27,369+48.0% | Added |
| Great Lakes Advisors, LLC | 83,838 | $6.85M | 0.06% | −1,628−1.9% | Reduced |
| Retirement Systems of Alabama | 83,575 | $6.83M | 0.03% | +85+0.1% | Added |