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.
| 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, 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 |
|---|---|---|---|---|---|
| AXA S.A. | 35,900 | $2.93M | 0.01% | −21,402−37.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,668 | $3.00M | 0.03% | −10,559−22.4% | Reduced |
| Oppenheimer & Co Inc | 37,448 | $3.06M | 0.05% | −2,823−7.0% | Reduced |
| Granite Investment Partners, LLC | 38,189 | $3.12M | 0.16% | −4,255−10.0% | Reduced |
| US Bancorp | 38,206 | $3.12M | 0.00% | +32,232+539.5% | Added |
| Prana Capital Management, LP | 38,251 | $3.13M | 0.13% | −13,284−25.8% | Reduced |
| Great West Life Assurance Co | 39,268 | $3.21M | 0.01% | −5,322−11.9% | Reduced |
| MetLife Investment Management | 40,663 | $3.32M | 0.02% | −614−1.5% | Reduced |
| Bosman Wealth Management, LLC | 43,798 | $3.58M | 3.63% | +19,456+79.9% | Added |
| New York State Teachers Retirement System | 46,009 | $3.76M | 0.01% | +500+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,992 | $3.76M | 0.01% | +2,211+5.1% | Added |
| State Board of Administration of Florida Retirement System | 46,970 | $3.84M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 47,392 | $3.87M | 0.00% | −7,126−13.1% | Reduced |
| Royce & Associates LP | 50,000 | $4.09M | 0.04% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 50,486 | $4.13M | 0.07% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 52,037 | $4.25M | 0.02% | +757+1.5% | Added |
| Bradley Foster & Sargent Inc | 54,379 | $4.44M | 0.08% | +7,588+16.2% | Added |
| California State Teachers Retirement System | 54,446 | $4.45M | 0.01% | −651−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 55,906 | $4.57M | 0.00% | −1,501−2.6% | Reduced |
| Gotham Asset Management, LLC | 57,111 | $4.67M | 0.04% | +9,596+20.2% | Added |
| Nordea Investment Management AB | 58,824 | $4.77M | 0.01% | +2,370+4.2% | Added |
| 1492 Capital Management LLC | 59,158 | $4.83M | 2.60% | −341−0.6% | Reduced |
| Susquehanna International Group, LLP | 60,249 | $4.92M | 0.01% | +54,484+945.1% | Added |
| Ingalls & Snyder LLC | 60,827 | $4.97M | 0.16% | −2,048−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 61,486 | $5.02M | 0.07% | +61,486 | New |
| Graham Capital Management, L.P. | 64,215 | $5.25M | 0.17% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,942 | $5.31M | 0.01% | −91,107−58.4% | Reduced |
| Oppenheimer Asset Management Inc. | 65,223 | $5.33M | 0.07% | −2,122−3.2% | Reduced |
| Mawer Investment Management Ltd. | 65,287 | $5.33M | 0.03% | +65,287 | New |
| Thornburg Investment Management Inc | 65,783 | $5.38M | 0.08% | −7,942−10.8% | Reduced |
| Bullseye Asset Management LLC | 65,993 | $5.39M | 2.91% | +2,600+4.1% | Added |
| Empowered Funds, LLC | 69,012 | $5.64M | 0.08% | +69,012 | New |
| Public Employees Retirement System of Ohio | 72,015 | $5.88M | 0.02% | −9,042−11.2% | Reduced |
| Envestnet Asset Management Inc | 72,194 | $5.90M | 0.00% | +11,307+18.6% | Added |
| Janney Montgomery Scott LLC | 72,325 | $5.91M | 0.02% | +55,898+340.3% | Added |
| Corebridge Financial, Inc. | 76,469 | $6.25M | 0.04% | −1,880−2.4% | Reduced |
| Mutual of America Capital Management LLC | 76,606 | $6.26M | 0.07% | +10,946+16.7% | Added |
| Pier Capital, LLC | 79,610 | $6.50M | 1.09% | −5,141−6.1% | Reduced |
| North Reef Capital Management LP | 80,000 | $6.54M | 0.28% | −44,998−36.0% | Reduced |
| Bridgewater Associates, LP | 80,022 | $6.54M | 0.03% | +80,022 | New |
| Kennedy Capital Management, Inc. | 80,578 | $6.58M | 0.16% | −3,418−4.1% | Reduced |
| Castleark Management LLC | 80,780 | $6.60M | 0.23% | +1,840+2.3% | Added |
| Hunter Associates Investment Management LLC | 82,992 | $6.77M | 1.05% | +5,554+7.2% | Added |
| Retirement Systems of Alabama | 83,575 | $6.83M | 0.03% | +85+0.1% | Added |
| Great Lakes Advisors, LLC | 83,838 | $6.85M | 0.06% | −1,628−1.9% | Reduced |
| Deutsche Bank AG | 84,351 | $6.89M | 0.00% | +27,369+48.0% | Added |
| Barclays PLC | 86,831 | $7.09M | 0.00% | −37,242−30.0% | Reduced |
| LPL Financial LLC | 89,801 | $7.34M | 0.00% | −11,490−11.3% | Reduced |
| CI Private Wealth, LLC | 97,312 | $7.95M | 0.01% | +11,312+13.2% | Added |
| Loomis Sayles & Co L P | 102,065 | $8.34M | 0.01% | +102,065 | New |
| Lynwood Price Capital Management LP | 104,000 | $8.50M | 4.85% | +58,500+128.6% | Added |
| Peregrine Capital Management LLC | 106,296 | $8.69M | 0.29% | +15,153+16.6% | Added |
| Victory Capital Management Inc | 109,076 | $8.91M | 0.01% | −51,414−32.0% | Reduced |
| Advisor Group Holdings, Inc. | 109,718 | $8.97M | 0.02% | +94,029+599.3% | Added |
| Vestor Capital, LLC | 111,590 | $9.12M | 0.75% | +50,099+81.5% | Added |
| CenterBook Partners LP | 112,620 | $9.20M | 0.59% | +87,619+350.5% | Added |
| Swiss National Bank | 118,100 | $9.65M | 0.01% | +2,700+2.3% | Added |
| Legal & General Group Plc | 128,060 | $10.5M | 0.00% | +30,993+31.9% | Added |
| Penserra Capital Management LLC | 129,123 | $10.6M | 0.19% | −18,739−12.7% | Reduced |
| Davenport & Co LLC | 129,907 | $10.6M | 0.06% | +129,907 | New |
| New York State Common Retirement Fund | 131,635 | $10.8M | 0.02% | −25,884−16.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 146,519 | $12.3M | 0.02% | −8,232−5.3% | Reduced |
| Nuveen, LLC | 150,675 | $12.3M | 0.00% | +150,675 | New |
| Ratan Capital Management LP | 150,902 | $12.3M | 3.98% | +80,000+112.8% | Added |
| Loup Funds, LLC | 156,425 | $12.8M | 5.41% | +2,123+1.4% | Added |
| Emerald Mutual Fund Advisers Trust | 158,005 | $12.9M | 0.92% | −37,679−19.3% | Reduced |
| Principal Financial Group Inc | 158,779 | $13.0M | 0.01% | −219−0.1% | Reduced |
| Goldman Sachs Group Inc | 162,231 | $13.3M | 0.00% | −76,757−32.1% | Reduced |
| State of Wisconsin Investment Board | 162,742 | $13.3M | 0.03% | −17,907−9.9% | Reduced |
| Harbor Capital Advisors, Inc. | 162,848 | $13.3M | 0.61% | −17,236−9.6% | Reduced |
| Wellington Management Group LLP | 167,439 | $13.7M | 0.00% | −87,455−34.3% | Reduced |
| Kodai Capital Management LP | 174,749 | $14.3M | 0.56% | +174,749 | New |
| Comerica Bank | 177,205 | $14.5M | 0.06% | −99,319−35.9% | Reduced |
| Nicholas Company, Inc. | 179,084 | $14.6M | 0.25% | +64,119+55.8% | Added |
| JPMorgan Chase & Co | 185,598 | $15.2M | 0.00% | +52,909+39.9% | Added |
| Rhumbline Advisers | 186,495 | $15.2M | 0.01% | +700+0.4% | Added |
| Citadel Advisors LLC | 205,769 | $16.8M | 0.02% | −966,198−82.4% | Reduced |
| Thematics Asset Management | 209,713 | $17.1M | 0.87% | +5,713+2.8% | Added |
| Artemis Investment Management LLP | 210,561 | $17.2M | 0.26% | −179,297−46.0% | Reduced |
| Wells Fargo & Company | 226,796 | $18.5M | 0.00% | +42,163+22.8% | Added |
| Royal Bank of Canada | 229,911 | $18.8M | 0.00% | +67,773+41.8% | Added |
| Blair William & Co | 231,422 | $18.9M | 0.06% | +108,674+88.5% | Added |
| Granahan Investment Management Inc | 238,142 | $19.5M | 0.97% | −281,414−54.2% | Reduced |
| J. Goldman & Co LP | 240,757 | $19.7M | 0.70% | +240,757 | New |
| Maestria Partners LLC | 265,200 | $21.7M | 9.16% | +76,200+40.3% | Added |
| Emerald Advisers, LLC | 265,422 | $21.7M | 0.98% | −48,423−15.4% | Reduced |
| Millennium Management LLC | 266,473 | $21.8M | 0.02% | +146,193+121.5% | Added |
| Bessemer Group Inc | 270,062 | $22.1M | 0.04% | +50,299+22.9% | Added |
| SEI Investments Co | 282,190 | $23.1M | 0.03% | −40,698−12.6% | Reduced |
| Squarepoint Ops LLC | 290,775 | $23.8M | 0.06% | +256,075+738.0% | Added |
| Bank of Montreal | 291,382 | $23.8M | 0.01% | +268,583+1,178.0% | Added |
| UBS Asset Management Americas Inc | 299,738 | $24.5M | 0.01% | +7,534+2.6% | Added |
| Marshall Wace, LLP | 304,853 | $24.9M | 0.03% | +156,227+105.1% | Added |
| Kornitzer Capital Management Inc | 324,371 | $26.5M | 0.55% | −34,505−9.6% | Reduced |
| First Trust Advisors LP | 329,518 | $26.9M | 0.02% | −67,302−17.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 336,000 | $27.5M | 3.11% | +267,715+392.1% | Added |
| Rice Hall James & Associates, LLC | 343,751 | $28.1M | 1.65% | +112,717+48.8% | Added |
| Palisade Capital Management LLC | 343,867 | $28.1M | 0.81% | +28,534+9.0% | Added |
| Price T Rowe Associates Inc | 353,200 | $28.9M | 0.00% | +8,341+2.4% | Added |
| Invesco Ltd. | 385,147 | $31.5M | 0.01% | +174,076+82.5% | Added |