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, Q2 2025
Institutional positions in Shift4 Payments, Inc. as of Jun 30, 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
- 459
- +21 vs. Q1 2025
- Shares held
- 86.4M
- +7.11M (+9.0%) vs. Q1 2025
- Total value
- $8.56B
- +$2.09B (+32.2%) vs. Q1 2025
- New holders
- 81
- 177 more added
- Sold out
- 60
- 157 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 6,665,443 | $660.6M | 5.00% | +745,650+12.6% | Added |
| Vanguard Group Inc | 6,426,932 | $637.0M | 0.01% | −28,311−0.4% | Reduced |
| Wasatch Advisors Inc | 6,338,567 | $628.2M | 3.29% | +890,990+16.4% | Added |
| BlackRock, Inc. | 6,314,960 | $625.9M | 0.01% | +104,455+1.7% | Added |
| Darlington Partners Capital Management, LP | 4,966,405 | $492.2M | 15.67% | +200,000+4.2% | Added |
| UBS Group AG | 2,370,535 | $234.9M | 0.05% | +1,367,995+136.5% | Added |
| Morgan Stanley | 2,122,201 | $210.3M | 0.01% | −232,285−9.9% | Reduced |
| State Street Corp | 2,025,958 | $200.8M | 0.01% | −87,947−4.2% | Reduced |
| Clearbridge Investments, LLC | 1,932,050 | $191.5M | 0.16% | +217,729+12.7% | Added |
| Janus Henderson Group PLC | 1,852,198 | $183.6M | 0.09% | +120,839+7.0% | Added |
| Neuberger Berman Group LLC | 1,810,692 | $179.5M | 0.14% | +564,974+45.4% | Added |
| Jennison Associates LLC | 1,636,924 | $162.2M | 0.10% | +41,548+2.6% | Added |
| Alliancebernstein L.P. | 1,505,933 | $149.3M | 0.05% | +214,627+16.6% | Added |
| Ameriprise Financial Inc | 1,321,050 | $130.9M | 0.03% | +67,649+5.4% | Added |
| Geode Capital Management, LLC | 1,267,421 | $125.6M | 0.01% | +35,635+2.9% | Added |
| Raymond James Financial Inc | 1,167,485 | $115.7M | 0.04% | +101,317+9.5% | Added |
| Point72 Asset Management, L.P. | 1,101,548 | $109.2M | 0.26% | +328,315+42.5% | Added |
| Ensign Peak Advisors, Inc | 1,090,577 | $108.1M | 0.19% | +159,301+17.1% | Added |
| Boston Partners | 1,077,342 | $106.1M | 0.12% | +98,506+10.1% | Added |
| CIBC Private Wealth Group, LLC | 1,035,349 | $102.6M | 0.18% | −9,758−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,034,692 | $102.5M | 0.02% | +103,941+11.2% | Added |
| Spyglass Capital Management LLC | 1,027,983 | $101.9M | 6.01% | +25,653+2.6% | Added |
| FIL Ltd | 965,203 | $95.7M | 0.08% | +544,309+129.3% | Added |
| Brown Brothers Harriman & Co | 951,619 | $94.3M | 0.61% | +280,320+41.8% | Added |
| Nomura Asset Management Co Ltd | 931,804 | $92.4M | 0.25% | −30,101−3.1% | Reduced |
| Goodnow Investment Group, LLC | 856,422 | $84.9M | 7.91% | +49,040+6.1% | Added |
| Citadel Advisors LLC | 842,551 | $83.5M | 0.07% | +636,782+309.5% | Added |
| Senator Investment Group LP | 802,736 | $79.6M | 3.07% | +124,402+18.3% | Added |
| Wolf Hill Capital Management, LP | 799,285 | $79.2M | 6.58% | +799,285 | New |
| ShawSpring Partners LLC | 778,722 | $77.2M | 9.74% | −120,152−13.4% | Reduced |
| Invesco Ltd. | 770,588 | $76.4M | 0.01% | +385,441+100.1% | Added |
| Bank of America Corp | 682,265 | $67.6M | 0.01% | +62,523+10.1% | Added |
| Westfield Capital Management Co LP | 676,228 | $67.0M | 0.28% | −509,921−43.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 670,676 | $66.5M | 0.24% | +670,526+447,017.3% | Added |
| Baird Financial Group, Inc. | 552,430 | $54.8M | 0.10% | −28,384−4.9% | Reduced |
| Northern Trust Corp | 523,088 | $51.8M | 0.01% | −12,419−2.3% | Reduced |
| 14B Captial Management LP | 497,000 | $49.3M | 20.24% | −28,000−5.3% | Reduced |
| Bank of New York Mellon Corp | 494,878 | $49.0M | 0.01% | +15,428+3.2% | Added |
| Fairview Capital Investment Management, LLC | 487,462 | $48.3M | 2.50% | +487,462 | New |
| American Century Companies Inc | 471,341 | $46.7M | 0.03% | −212,159−31.0% | Reduced |
| Charles Schwab Investment Management Inc | 468,816 | $46.5M | 0.01% | +8,839+1.9% | Added |
| T. Rowe Price Investment Management, Inc. | 457,680 | $45.4M | 0.03% | +457,680 | New |
| Portolan Capital Management, LLC | 435,175 | $43.1M | 2.70% | +28,676+7.1% | Added |
| BW Gestao de Investimentos Ltda. | 421,927 | $41.8M | 3.96% | +85,927+25.6% | Added |
| Price T Rowe Associates Inc | 391,180 | $38.8M | 0.00% | +37,980+10.8% | Added |
| Bessemer Group Inc | 368,981 | $36.6M | 0.06% | +98,919+36.6% | Added |
| Voya Investment Management LLC | 361,282 | $35.8M | 0.04% | +329,844+1,049.2% | Added |
| Rice Hall James & Associates, LLC | 341,070 | $33.8M | 1.82% | −2,681−0.8% | Reduced |
| Balyasny Asset Management LLC | 335,083 | $33.2M | 0.08% | +335,083 | New |
| Palisade Capital Management LLC | 334,604 | $33.2M | 0.94% | −9,263−2.7% | Reduced |
| Kornitzer Capital Management Inc | 324,371 | $32.1M | 0.65% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 323,982 | $32.1M | 0.01% | +24,244+8.1% | Added |
| Franklin Resources Inc | 323,476 | $32.1M | 0.01% | −95,955−22.9% | Reduced |
| Artemis Investment Management LLP | 315,683 | $31.3M | 0.40% | +105,122+49.9% | Added |
| Bank of Montreal | 315,026 | $31.2M | 0.02% | +23,644+8.1% | Added |
| SEI Investments Co | 307,923 | $30.5M | 0.04% | +25,733+9.1% | Added |
| BNP Paribas Arbitrage, SA | 293,144 | $29.1M | 0.02% | −296,982−50.3% | Reduced |
| Emerald Advisers, LLC | 283,004 | $28.0M | 1.03% | +17,582+6.6% | Added |
| Royal Bank of Canada | 278,749 | $27.6M | 0.01% | +48,838+21.2% | Added |
| Maestria Partners LLC | 272,700 | $27.0M | 9.39% | +7,500+2.8% | Added |
| Granahan Investment Management Inc | 257,074 | $25.5M | 1.04% | +18,932+7.9% | Added |
| Bridgewater Associates, LP | 246,050 | $24.4M | 0.10% | +166,028+207.5% | Added |
| Blair William & Co | 237,991 | $23.6M | 0.07% | +6,569+2.8% | Added |
| JPMorgan Chase & Co | 221,136 | $21.9M | 0.00% | +35,538+19.1% | Added |
| Wells Fargo & Company | 202,145 | $20.0M | 0.00% | −24,651−10.9% | Reduced |
| First Trust Advisors LP | 196,419 | $19.5M | 0.02% | −133,099−40.4% | Reduced |
| Thematics Asset Management | 194,457 | $19.3M | 0.87% | −15,256−7.3% | Reduced |
| Rhumbline Advisers | 186,666 | $18.5M | 0.02% | +171+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 186,182 | $18.5M | 0.14% | +182,966+5,689.2% | Added |
| Nicholas Company, Inc. | 180,500 | $17.9M | 0.30% | +1,416+0.8% | Added |
| Goldman Sachs Group Inc | 167,465 | $16.6M | 0.00% | +5,234+3.2% | Added |
| Harbor Capital Advisors, Inc. | 163,718 | $16.2M | 0.68% | +870+0.5% | Added |
| Wellington Management Group LLP | 163,097 | $16.2M | 0.00% | −4,342−2.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 159,569 | $15.8M | 0.96% | +1,564+1.0% | Added |
| LPL Financial LLC | 156,388 | $15.5M | 0.01% | +66,587+74.1% | Added |
| State of Wisconsin Investment Board | 154,052 | $15.3M | 0.04% | −8,690−5.3% | Reduced |
| Principal Financial Group Inc | 153,567 | $15.2M | 0.01% | −5,212−3.3% | Reduced |
| Loup Funds, LLC | 147,509 | $14.6M | 5.79% | −8,916−5.7% | Reduced |
| New York State Common Retirement Fund | 140,801 | $14.0M | 0.02% | +9,166+7.0% | Added |
| Loomis Sayles & Co L P | 139,820 | $13.9M | 0.02% | +37,755+37.0% | Added |
| Kennedy Capital Management, Inc. | 134,446 | $13.3M | 0.32% | +53,868+66.9% | Added |
| Nuveen, LLC | 128,596 | $12.7M | 0.00% | −22,079−14.7% | Reduced |
| Penserra Capital Management LLC | 127,866 | $12.7M | 0.18% | −1,257−1.0% | Reduced |
| Davenport & Co LLC | 127,539 | $12.5M | 0.07% | −2,368−1.8% | Reduced |
| Ratan Capital Management LP | 150,902 | $12.3M | 6.05% | 00.0% | Unchanged |
| Swiss National Bank | 116,500 | $11.5M | 0.01% | −1,600−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 115,864 | $11.5M | 0.23% | +115,864 | New |
| Allspring Global Investments Holdings, LLC | 116,470 | $11.4M | 0.02% | −30,049−20.5% | Reduced |
| CI Private Wealth, LLC | 111,499 | $11.1M | 0.02% | +14,187+14.6% | Added |
| Susquehanna International Group, LLP | 109,399 | $10.8M | 0.02% | +49,150+81.6% | Added |
| Mawer Investment Management Ltd. | 106,829 | $10.6M | 0.05% | +41,542+63.6% | Added |
| Victory Capital Management Inc | 106,441 | $10.5M | 0.01% | −2,635−2.4% | Reduced |
| Legal & General Group Plc | 105,106 | $10.4M | 0.00% | −22,954−17.9% | Reduced |
| Peregrine Capital Management LLC | 100,571 | $9.97M | 0.30% | −5,725−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 91,200 | $9.04M | 0.02% | +91,200 | New |
| Hunter Associates Investment Management LLC | 89,097 | $8.83M | 1.31% | +6,105+7.4% | Added |
| Sora Investors LLC | 85,714 | $8.50M | 0.77% | +85,714 | New |
| Deutsche Bank AG | 85,654 | $8.49M | 0.00% | +1,303+1.5% | Added |
| Walleye Capital LLC | 85,012 | $8.43M | 0.08% | +81,235+2,150.8% | Added |
| Retirement Systems of Alabama | 82,466 | $8.17M | 0.03% | −1,109−1.3% | Reduced |