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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, 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
79.5M
+3.79M (+5.0%) vs. Q4 2024
Total value
$6.49B
−$1.37B (−17.4%) 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.

Institutional holdersQ1 2025: 442 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 heldQ1 2025: $6.49B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2024.

Institutions holding FOUR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fox Run Management, L.L.C.6,798$555.5K0.09%+6,798New
Walleye Trading LLC6,834$558.4K0.02%+6,834New
Pinebridge Investments, L.P.6,965$569.1K0.00%+6,965New
Pacific Point Advisors, LLC7,000$572.0K0.32%00.0%Unchanged
Change Path, LLC7,449$608.7K0.02%−229−3.0%Reduced
Flagship Harbor Advisors, LLC7,638$624.1K0.03%−220−2.8%Reduced
Main Management ETF Advisors, LLC7,931$648.0K0.04%−3,461−30.4%Reduced
Orion Capital Management LLC7,945$649.2K0.27%+200+2.6%Added
Sphera Management Technology Funds Ltd8,000$653.7K0.52%00.0%Unchanged
Pathstone Holdings, LLC8,021$655.4K0.00%+1,589+24.7%Added
State of Alaska, Department of Revenue8,045$657.0K0.01%+215+2.7%Added
Numerai GP LLC8,300$678.2K0.13%+5,709+220.3%Added
Guggenheim Capital LLC8,505$694.9K0.01%−659−7.2%Reduced
Hodges Capital Management Inc.8,865$724.0K0.07%−15,815−64.1%Reduced
Teacher Retirement System of Texas8,891$726.5K0.00%+8,891New
Kestra Advisory Services, LLC8,899$727.1K0.00%−1,062−10.7%Reduced
Galaxy Group Investments LLC8,902$727.4K0.16%00.0%Unchanged
Freestone Grove Partners LP9,041$738.7K0.01%+2,955+48.6%Added
Pictet Asset Management Holding SA9,834$804.9K0.00%+1,569+19.0%Added
Redhawk Wealth Advisors, Inc.10,054$821.5K0.11%−915−8.3%Reduced
Marathon Trading Investment Management LLC10,100$825.3K0.44%+10,100New
Zurcher Kantonalbank (Zurich Cantonalbank)10,653$870.5K0.00%+472+4.6%Added
NVWM, LLC10,695$873.9K0.23%+8+0.1%Added
Hexagon Capital Partners LLC10,700$874.3K0.17%−200−1.8%Reduced
Groupama Asset Managment–$896.4K0.02%––
STRS Ohio11,376$929.5K0.00%+11,376New
Russell Investments Group, Ltd.11,435$934.4K0.00%+1,164+11.3%Added
Silvercrest Asset Management Group LLC11,554$944.1K0.01%+437+3.9%Added
KLP Kapitalforvaltning AS11,600$947.8K0.00%−700−5.7%Reduced
SG Americas Securities, LLC11,705$956.0K0.00%+8,389+253.0%Added
Pier 88 Investment Partners LLC11,810$965.0K0.19%−6,560−35.7%Reduced
EdgeRock Capital LLC12,497$1.02M0.73%00.0%Unchanged
Argyle Capital Management Inc.12,600$1.03M0.38%+12,600New
Polianta Ltd12,700$1.04M0.50%+12,700New
Captrust Financial Advisors13,087$1.07M0.00%+447+3.5%Added
The PNC Financial Services Group, Inc.13,165$1.08M0.00%+1,281+10.8%Added
Xponance, Inc.13,295$1.09M0.01%+432+3.4%Added
New Mexico Educational Retirement Board13,400$1.09M0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.13,510$1.10M0.04%−243−1.8%Reduced
Natixis Advisors, L.P.13,833$1.13M0.00%+13,833New
Oregon Public Employees Retirement Fund14,000$1.14M0.02%00.0%Unchanged
Simplex Trading, LLC14,761$1.21M0.04%+7,458+102.1%Added
MML Investors Services, LLC15,107$1.23M0.00%+2,432+19.2%Added
Northwestern Mutual Investment Management Company, LLC15,267$1.25M0.02%+50.0%Added
Hilton Capital Management, LLC15,397$1.26M0.11%+15,397New
Lido Advisors, LLC15,517$1.27M0.01%+15,517New
Sapience Investments, LLC15,558$1.27M0.91%−2,830−15.4%Reduced
Handelsbanken Fonder AB15,700$1.28M0.01%00.0%Unchanged
Gateway Investment Advisers LLC15,713$1.28M0.01%−37,081−70.2%Reduced
Brevan Howard Capital Management LP15,739$1.29M0.04%−9,040−36.5%Reduced
Commonwealth Equity Services, LLC15,858$1.30M0.00%+103+0.7%Added
Penn Capital Management Co Inc15,620$1.30M0.13%−37,975−70.9%Reduced
Intellectus Partners, LLC15,925$1.30M0.32%−900−5.3%Reduced
Militia Capital Partners, LP16,000$1.31M0.53%+10,000+166.7%Added
Thrivent Financial for Lutherans16,099$1.31M0.00%−57−0.4%Reduced
State of Michigan Retirement System16,400$1.34M0.01%+100+0.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,414$1.34M0.01%+1,249+8.2%Added
Shay Capital LLC16,600$1.36M0.40%+12,300+286.0%Added
Exchange Traded Concepts, LLC16,709$1.37M0.02%+170+1.0%Added
Lazard Asset Management LLC17,060$1.39M0.00%+17,041+89,689.5%Added
Black Swift Group, LLC17,250$1.41M0.32%−7,000−28.9%Reduced
Independent Financial Group, LLC17,400$1.42M0.05%+1,850+11.9%Added
Arizona State Retirement System17,486$1.43M0.01%+458+2.7%Added
Bokf, NA17,546$1.43M0.03%−808−4.4%Reduced
JT Stratford LLC18,127$1.48M0.26%−350−1.9%Reduced
Credit Agricole S A18,334$1.50M0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.36,050$1.54M0.01%+17,692+96.4%Added
Louisiana State Employees Retirement System19,200$1.57M0.03%+100+0.5%Added
Toroso Investments, LLC19,201$1.57M0.01%+12,951+207.2%Added
Danske Bank A/S20,612$1.68M0.01%+15,375+293.6%Added
State of New Jersey Common Pension Fund D21,123$1.73M0.01%−880−4.0%Reduced
IMA Wealth, Inc.21,705$1.77M0.21%−3,820−15.0%Reduced
Game Creek Capital, LP22,000$1.80M1.12%−8,000−26.7%Reduced
Mariner, LLC22,337$1.83M0.00%−1,654−6.9%Reduced
Police & Firemen's Retirement System of New Jersey22,433$1.83M0.02%00.0%Unchanged
PEAK6 LLC22,488$1.84M0.07%+3,255+16.9%Added
Teachers Retirement System of the State of Kentucky22,610$1.85M0.02%00.0%Unchanged
Investment House LLC22,690$1.85M0.11%+22,690New
Citigroup Inc22,785$1.86M0.00%+271+1.2%Added
Group One Trading, L.P.23,020$1.88M0.08%−411−1.8%Reduced
Yousif Capital Management, LLC23,355$1.91M0.02%−569−2.4%Reduced
Harbour Capital Advisors, LLC26,426$2.10M0.52%−220−0.8%Reduced
State of Tennessee, Treasury Department26,028$2.13M0.01%00.0%Unchanged
Cloverfields Capital Group, LP27,515$2.25M0.74%+27,515New
E. Ohman J:or Asset Management AB27,956$2.28M0.06%+4,180+17.6%Added
Treasurer of the State of North Carolina28,034$2.29M0.01%+1,090+4.0%Added
Verition Fund Management LLC28,409$2.32M0.01%−4,301−13.1%Reduced
Quantinno Capital Management LP29,180$2.38M0.02%+621+2.2%Added
Delta Global Management LP29,412$2.40M0.17%+29,412New
Edgestream Partners, L.P.29,794$2.43M0.08%+10,718+56.2%Added
Wolverine Trading, LLC29,689$2.51M0.08%+3,408+13.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.30,750$2.51M0.00%−12,588−29.0%Reduced
Macquarie Group Ltd30,766$2.51M0.00%+3,011+10.8%Added
Steward Partners Investment Advisory, LLC31,110$2.54M0.02%+29,143+1,481.6%Added
Voya Investment Management LLC31,438$2.57M0.00%+4,222+15.5%Added
Cambridge Investment Research Advisors, Inc.31,723$2.59M0.01%+14,118+80.2%Added
Amalgamated Bank32,037$2.62M0.02%−1,102−3.3%Reduced
Alberta Investment Management Corp32,507$2.66M0.02%−1,366−4.0%Reduced
Gilder Gagnon Howe & Co LLC34,151$2.79M0.04%+281+0.8%Added
Hel Ved Capital Management Ltd35,260$2.88M1.45%+24,100+215.9%Added