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 |
|---|---|---|---|---|---|
| Cat Rock Capital Management LP | 394,932 | $32.3M | 4.28% | +17,002+4.5% | Added |
| Portolan Capital Management, LLC | 406,499 | $33.2M | 2.52% | +265,528+188.4% | Added |
| Franklin Resources Inc | 419,431 | $34.3M | 0.01% | +2080.0% | Added |
| FIL Ltd | 420,894 | $34.4M | 0.03% | +239,449+132.0% | Added |
| Charles Schwab Investment Management Inc | 459,977 | $37.6M | 0.01% | +354+0.1% | Added |
| Bank of New York Mellon Corp | 479,450 | $39.2M | 0.01% | −955−0.2% | Reduced |
| 14B Captial Management LP | 525,000 | $42.9M | 17.87% | +39,000+8.0% | Added |
| Northern Trust Corp | 535,507 | $43.8M | 0.01% | +14,517+2.8% | Added |
| Baird Financial Group, Inc. | 580,814 | $47.5M | 0.09% | +228,079+64.7% | Added |
| BNP Paribas Arbitrage, SA | 590,126 | $48.2M | 0.04% | +582,579+7,719.3% | Added |
| Bank of America Corp | 619,742 | $50.6M | 0.00% | +54,230+9.6% | Added |
| FMR LLC | 647,188 | $52.9M | 0.00% | −1,636,401−71.7% | Reduced |
| Brown Brothers Harriman & Co | 671,299 | $54.9M | 0.38% | +99,722+17.4% | Added |
| Senator Investment Group LP | 678,334 | $55.4M | 2.94% | +165,973+32.4% | Added |
| American Century Companies Inc | 683,500 | $55.8M | 0.03% | +100,501+17.2% | Added |
| Perpetual Ltd | 695,912 | $56.9M | 0.69% | +695,912 | New |
| Point72 Asset Management, L.P. | 773,233 | $63.2M | 0.18% | −5,068−0.7% | Reduced |
| Goodnow Investment Group, LLC | 807,382 | $66.0M | 7.11% | +138,170+20.6% | Added |
| ShawSpring Partners LLC | 898,874 | $73.4M | 10.09% | −70,874−7.3% | Reduced |
| Dimensional Fund Advisors LP | 930,751 | $76.1M | 0.02% | +3,781+0.4% | Added |
| Ensign Peak Advisors, Inc | 931,276 | $76.1M | 0.15% | −34,986−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,045,107 | $76.9M | 0.16% | −153,738−12.8% | Reduced |
| Nomura Asset Management Co Ltd | 961,905 | $78.6M | 0.24% | −4,839−0.5% | Reduced |
| Boston Partners | 978,836 | $79.8M | 0.10% | −11,580−1.2% | Reduced |
| Spyglass Capital Management LLC | 1,002,330 | $81.9M | 5.62% | +20,471+2.1% | Added |
| UBS Group AG | 1,002,540 | $81.9M | 0.02% | +384,743+62.3% | Added |
| Raymond James Financial Inc | 1,066,168 | $87.1M | 0.03% | −61,835−5.5% | Reduced |
| Westfield Capital Management Co LP | 1,186,149 | $96.9M | 0.47% | −365,400−23.6% | Reduced |
| Geode Capital Management, LLC | 1,231,786 | $100.7M | 0.01% | +67,200+5.8% | Added |
| Neuberger Berman Group LLC | 1,245,718 | $101.8M | 0.09% | −650.0% | Reduced |
| Ameriprise Financial Inc | 1,253,401 | $102.4M | 0.03% | +144,111+13.0% | Added |
| Alliancebernstein L.P. | 1,291,306 | $105.5M | 0.04% | −365,607−22.1% | Reduced |
| Jennison Associates LLC | 1,595,376 | $130.4M | 0.09% | −739,885−31.7% | Reduced |
| Clearbridge Investments, LLC | 1,714,321 | $140.1M | 0.12% | −30,763−1.8% | Reduced |
| Janus Henderson Group PLC | 1,731,359 | $146.4M | 0.08% | +275,357+18.9% | Added |
| State Street Corp | 2,113,905 | $172.7M | 0.01% | +34,425+1.7% | Added |
| Morgan Stanley | 2,354,486 | $192.4M | 0.01% | +111,044+4.9% | Added |
| Darlington Partners Capital Management, LP | 4,766,405 | $389.5M | 13.01% | +2,256,391+89.9% | Added |
| Wasatch Advisors Inc | 5,447,577 | $445.1M | 2.48% | −364,180−6.3% | Reduced |
| Durable Capital Partners LP | 5,919,793 | $483.7M | 4.32% | +788,952+15.4% | Added |
| BlackRock, Inc. | 6,210,505 | $507.5M | 0.01% | −1840.0% | Reduced |
| Vanguard Group Inc | 6,455,243 | $527.5M | 0.01% | −84,243−1.3% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −44,907−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −38,297−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −28,571−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −21,027−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −20,551−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −15,849−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,933−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,784−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −11,985−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −9,087−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −9,274−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −9,073−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −8,706−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −6,181−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |