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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 80,780 | $6.60M | 0.23% | +1,840+2.3% | Added |
| Kennedy Capital Management, Inc. | 80,578 | $6.58M | 0.16% | −3,418−4.1% | Reduced |
| Bridgewater Associates, LP | 80,022 | $6.54M | 0.03% | +80,022 | New |
| North Reef Capital Management LP | 80,000 | $6.54M | 0.28% | −44,998−36.0% | Reduced |
| Pier Capital, LLC | 79,610 | $6.50M | 1.09% | −5,141−6.1% | Reduced |
| Mutual of America Capital Management LLC | 76,606 | $6.26M | 0.07% | +10,946+16.7% | Added |
| Corebridge Financial, Inc. | 76,469 | $6.25M | 0.04% | −1,880−2.4% | Reduced |
| Janney Montgomery Scott LLC | 72,325 | $5.91M | 0.02% | +55,898+340.3% | Added |
| Envestnet Asset Management Inc | 72,194 | $5.90M | 0.00% | +11,307+18.6% | Added |
| Public Employees Retirement System of Ohio | 72,015 | $5.88M | 0.02% | −9,042−11.2% | Reduced |
| Empowered Funds, LLC | 69,012 | $5.64M | 0.08% | +69,012 | New |
| Bullseye Asset Management LLC | 65,993 | $5.39M | 2.91% | +2,600+4.1% | Added |
| Thornburg Investment Management Inc | 65,783 | $5.38M | 0.08% | −7,942−10.8% | Reduced |
| Mawer Investment Management Ltd. | 65,287 | $5.33M | 0.03% | +65,287 | New |
| Oppenheimer Asset Management Inc. | 65,223 | $5.33M | 0.07% | −2,122−3.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,942 | $5.31M | 0.01% | −91,107−58.4% | Reduced |
| Graham Capital Management, L.P. | 64,215 | $5.25M | 0.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 61,486 | $5.02M | 0.07% | +61,486 | New |
| Ingalls & Snyder LLC | 60,827 | $4.97M | 0.16% | −2,048−3.3% | Reduced |
| Susquehanna International Group, LLP | 60,249 | $4.92M | 0.01% | +54,484+945.1% | Added |
| 1492 Capital Management LLC | 59,158 | $4.83M | 2.60% | −341−0.6% | Reduced |
| Nordea Investment Management AB | 58,824 | $4.77M | 0.01% | +2,370+4.2% | Added |
| Gotham Asset Management, LLC | 57,111 | $4.67M | 0.04% | +9,596+20.2% | Added |
| Manufacturers Life Insurance Company, The | 55,906 | $4.57M | 0.00% | −1,501−2.6% | Reduced |
| California State Teachers Retirement System | 54,446 | $4.45M | 0.01% | −651−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 54,379 | $4.44M | 0.08% | +7,588+16.2% | Added |
| King Luther Capital Management Corp | 52,037 | $4.25M | 0.02% | +757+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 50,486 | $4.13M | 0.07% | 00.0% | Unchanged |
| Royce & Associates LP | 50,000 | $4.09M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 47,392 | $3.87M | 0.00% | −7,126−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 46,970 | $3.84M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 45,992 | $3.76M | 0.01% | +2,211+5.1% | Added |
| New York State Teachers Retirement System | 46,009 | $3.76M | 0.01% | +500+1.1% | Added |
| Bosman Wealth Management, LLC | 43,798 | $3.58M | 3.63% | +19,456+79.9% | Added |
| MetLife Investment Management | 40,663 | $3.32M | 0.02% | −614−1.5% | Reduced |
| Great West Life Assurance Co | 39,268 | $3.21M | 0.01% | −5,322−11.9% | Reduced |
| Prana Capital Management, LP | 38,251 | $3.13M | 0.13% | −13,284−25.8% | Reduced |
| US Bancorp | 38,206 | $3.12M | 0.00% | +32,232+539.5% | Added |
| Granite Investment Partners, LLC | 38,189 | $3.12M | 0.16% | −4,255−10.0% | Reduced |
| Oppenheimer & Co Inc | 37,448 | $3.06M | 0.05% | −2,823−7.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,668 | $3.00M | 0.03% | −10,559−22.4% | Reduced |
| AXA S.A. | 35,900 | $2.93M | 0.01% | −21,402−37.3% | Reduced |
| Hel Ved Capital Management Ltd | 35,260 | $2.88M | 1.45% | +24,100+215.9% | Added |
| Gilder Gagnon Howe & Co LLC | 34,151 | $2.79M | 0.04% | +281+0.8% | Added |
| Alberta Investment Management Corp | 32,507 | $2.66M | 0.02% | −1,366−4.0% | Reduced |
| Amalgamated Bank | 32,037 | $2.62M | 0.02% | −1,102−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,723 | $2.59M | 0.01% | +14,118+80.2% | Added |
| Voya Investment Management LLC | 31,438 | $2.57M | 0.00% | +4,222+15.5% | Added |
| Steward Partners Investment Advisory, LLC | 31,110 | $2.54M | 0.02% | +29,143+1,481.6% | Added |
| Macquarie Group Ltd | 30,766 | $2.51M | 0.00% | +3,011+10.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,750 | $2.51M | 0.00% | −12,588−29.0% | Reduced |
| Wolverine Trading, LLC | 29,689 | $2.51M | 0.08% | +3,408+13.0% | Added |
| Edgestream Partners, L.P. | 29,794 | $2.43M | 0.08% | +10,718+56.2% | Added |
| Delta Global Management LP | 29,412 | $2.40M | 0.17% | +29,412 | New |
| Quantinno Capital Management LP | 29,180 | $2.38M | 0.02% | +621+2.2% | Added |
| Verition Fund Management LLC | 28,409 | $2.32M | 0.01% | −4,301−13.1% | Reduced |
| Treasurer of the State of North Carolina | 28,034 | $2.29M | 0.01% | +1,090+4.0% | Added |
| E. Ohman J:or Asset Management AB | 27,956 | $2.28M | 0.06% | +4,180+17.6% | Added |
| Cloverfields Capital Group, LP | 27,515 | $2.25M | 0.74% | +27,515 | New |
| State of Tennessee, Treasury Department | 26,028 | $2.13M | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 26,426 | $2.10M | 0.52% | −220−0.8% | Reduced |
| Yousif Capital Management, LLC | 23,355 | $1.91M | 0.02% | −569−2.4% | Reduced |
| Group One Trading, L.P. | 23,020 | $1.88M | 0.08% | −411−1.8% | Reduced |
| Citigroup Inc | 22,785 | $1.86M | 0.00% | +271+1.2% | Added |
| Investment House LLC | 22,690 | $1.85M | 0.11% | +22,690 | New |
| Teachers Retirement System of the State of Kentucky | 22,610 | $1.85M | 0.02% | 00.0% | Unchanged |
| PEAK6 LLC | 22,488 | $1.84M | 0.07% | +3,255+16.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,433 | $1.83M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 22,337 | $1.83M | 0.00% | −1,654−6.9% | Reduced |
| Game Creek Capital, LP | 22,000 | $1.80M | 1.12% | −8,000−26.7% | Reduced |
| IMA Wealth, Inc. | 21,705 | $1.77M | 0.21% | −3,820−15.0% | Reduced |
| State of New Jersey Common Pension Fund D | 21,123 | $1.73M | 0.01% | −880−4.0% | Reduced |
| Danske Bank A/S | 20,612 | $1.68M | 0.01% | +15,375+293.6% | Added |
| Toroso Investments, LLC | 19,201 | $1.57M | 0.01% | +12,951+207.2% | Added |
| Louisiana State Employees Retirement System | 19,200 | $1.57M | 0.03% | +100+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,050 | $1.54M | 0.01% | +17,692+96.4% | Added |
| Credit Agricole S A | 18,334 | $1.50M | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 18,127 | $1.48M | 0.26% | −350−1.9% | Reduced |
| Bokf, NA | 17,546 | $1.43M | 0.03% | −808−4.4% | Reduced |
| Arizona State Retirement System | 17,486 | $1.43M | 0.01% | +458+2.7% | Added |
| Independent Financial Group, LLC | 17,400 | $1.42M | 0.05% | +1,850+11.9% | Added |
| Black Swift Group, LLC | 17,250 | $1.41M | 0.32% | −7,000−28.9% | Reduced |
| Lazard Asset Management LLC | 17,060 | $1.39M | 0.00% | +17,041+89,689.5% | Added |
| Exchange Traded Concepts, LLC | 16,709 | $1.37M | 0.02% | +170+1.0% | Added |
| Shay Capital LLC | 16,600 | $1.36M | 0.40% | +12,300+286.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,414 | $1.34M | 0.01% | +1,249+8.2% | Added |
| State of Michigan Retirement System | 16,400 | $1.34M | 0.01% | +100+0.6% | Added |
| Thrivent Financial for Lutherans | 16,099 | $1.31M | 0.00% | −57−0.4% | Reduced |
| Militia Capital Partners, LP | 16,000 | $1.31M | 0.53% | +10,000+166.7% | Added |
| Intellectus Partners, LLC | 15,925 | $1.30M | 0.32% | −900−5.3% | Reduced |
| Penn Capital Management Co Inc | 15,620 | $1.30M | 0.13% | −37,975−70.9% | Reduced |
| Commonwealth Equity Services, LLC | 15,858 | $1.30M | 0.00% | +103+0.7% | Added |
| Brevan Howard Capital Management LP | 15,739 | $1.29M | 0.04% | −9,040−36.5% | Reduced |
| Gateway Investment Advisers LLC | 15,713 | $1.28M | 0.01% | −37,081−70.2% | Reduced |
| Handelsbanken Fonder AB | 15,700 | $1.28M | 0.01% | 00.0% | Unchanged |
| Sapience Investments, LLC | 15,558 | $1.27M | 0.91% | −2,830−15.4% | Reduced |
| Lido Advisors, LLC | 15,517 | $1.27M | 0.01% | +15,517 | New |
| Hilton Capital Management, LLC | 15,397 | $1.26M | 0.11% | +15,397 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,267 | $1.25M | 0.02% | +50.0% | Added |
| MML Investors Services, LLC | 15,107 | $1.23M | 0.00% | +2,432+19.2% | Added |