Skip to main content

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

Q2 2025 vs. Q1 2025

How the institutions holding Shift4 Payments, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of FOUR: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4424459+21
Shares79.5M196.9K86.4M+7.11M (+9.0%)
Value$6.49B$16.1M$8.56B+$2.09B (+32.2%)

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Shift4 Payments, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to FOUR in Q2 2025
InstitutionSharesValue% of portfolio
Wolf Hill Capital Management, LP799,285$79.2M6.58%
Fairview Capital Investment Management, LLC487,462$48.3M2.50%
T. Rowe Price Investment Management, Inc.457,680$45.4M0.03%
Balyasny Asset Management LLC335,083$33.2M0.08%
Carnegie Capital Asset Management, LLC115,864$11.5M0.23%
Adage Capital Partners GP, L.L.C.91,200$9.04M0.02%
Sora Investors LLC85,714$8.50M0.77%
Aquatic Capital Management LLC79,177$7.85M0.16%
Meridiem Capital Partners LP66,767$6.62M0.48%
General Equity Holdings LP60,800$6.03M4.56%
Caxton Associates LLP52,195$5.17M0.13%
UBS Oconnor LLC46,775$4.64M0.13%
XTX Topco Ltd37,841$3.75M0.16%
Shaolin Capital Management LLC34,154$3.39M0.15%
Lisanti Capital Growth, LLC33,850$3.35M0.93%
Point72 Europe (London) LLP30,400$3.01M0.16%
HRT Financial LP23,092$2.29M0.01%
Ilex Capital Partners (UK) LLP22,777$2.26M0.07%
South Dakota Investment Council18,300$1.81M0.03%
Hancock Whitney Corp17,433$1.73M0.03%
Formula Growth Ltd17,326$1.72M0.65%
VELA Investment Management, LLC16,905$1.68M0.50%
JCSD Capital, LLC16,709$1.66M3.22%
Maxi Investments CY Ltd16,568$1.64M0.27%
Shelton Wealth Management, LLC15,442$1.53M0.77%
New Age Alpha Advisors, LLC15,249$1.51M0.07%
Illinois Municipal Retirement Fund14,979$1.48M0.02%
Zions Bancorporation, National Association14,801$1.47M0.08%
TD Asset Management Inc12,652$1.25M0.00%
Dark Forest Capital Management LP12,458$1.23M0.05%
Axq Capital, LP11,452$1.14M0.37%
HighVista Strategies LLC11,300$1.12M0.41%
Oak Thistle LLC10,065$997.5K0.15%
Lombard Odier Asset Management (Europe) Ltd10,000$991.1K0.07%
Occudo Quantitative Strategies LP8,247$817.4K0.09%
Headlands Technologies LLC7,608$754.0K0.09%
Centiva Capital, LP7,456$739.0K0.05%
MN Wealth Advisors, LLC7,279$721.4K0.42%
Y-Intercept (Hong Kong) Ltd6,656$659.7K0.02%
Itau Unibanco Holding S.A.6,600$654.1K0.02%
Neville Rodie & Shaw Inc5,430$538.0K0.04%
Tudor Investment Corp Et Al5,312$526.5K0.00%
Aristeia Capital LLC4,925$488.1K0.01%
Nkcfo LLC4,800$476.0K0.20%
Jain Global LLC4,770$472.8K0.01%
Glenmede Investment Management, LP4,343$430.4K0.00%
Point72 (DIFC) Ltd3,448$341.7K0.03%
Smith Group Asset Management, LLC3,330$330.0K0.02%
Wexford Capital LP3,269$324.0K0.09%
MidWestOne Financial Group, Inc.3,264$323.5K0.04%
Wealth Enhancement Advisory Services, LLC3,081$313.6K0.00%
West Tower Group, LLC3,000$297.3K0.64%
Fulton Bank, N.A.2,839$281.4K0.01%
Curated Wealth Partners LLC2,578$255.5K0.03%
Rafferty Asset Management, LLC2,535$251.2K0.00%
O'Shaughnessy Asset Management, LLC2,477$245.5K0.00%
Atria Wealth Solutions, Inc.2,359$240.1K0.01%
Claret Asset Management Corp2,369$235.0K0.03%
Summit Trail Advisors, LLC2,358$233.7K0.00%
Belpointe Asset Management LLC2,292$227.2K0.01%
RSM US Wealth Management LLC2,266$224.6K0.00%
Colony Group, LLC2,251$223.2K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,250$223.0K0.01%
Sanctuary Advisors, LLC2,051$203.3K0.00%
WBH Advisory Inc2,035$201.7K0.02%
State of Wyoming1,752$173.6K0.02%
CoreCap Advisors, LLC1,500$148.7K0.01%
Provenance Wealth Advisors, LLC1,338$132.6K0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.542$54.0K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.200$19.8K0.00%
Global Retirement Partners, LLC107$10.6K0.00%
Central Trust Co90$8.92K0.00%
Oliver Lagore Vanvalin Investment Group100$8.17K0.00%
Optiver Holding B.V.66$6.54K0.00%
Kilter Group LLC18$1.78K0.00%
High Note Wealth, LLC16$1.59K0.00%
Ronald Blue Trust, Inc.13$1.29K0.00%
Cromwell Holdings LLC6$5950.00%
Fortitude Family Office, LLC3$2970.00%
DecisionPoint Financial, LLC2$1960.00%
Rialto Wealth Management, LLC1$1000.00%

Sold out (60)

Institutions that held Shift4 Payments, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of FOUR in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Perpetual Ltd695,912$56.9M
Cat Rock Capital Management LP394,932$32.3M
J. Goldman & Co LP240,757$19.7M
Corebridge Financial, Inc.76,469$6.25M
Empowered Funds, LLC69,012$5.64M
Cubist Systematic Strategies, LLC61,486$5.02M
Susquehanna Fundamental Investments, LLC50,486$4.13M
Alberta Investment Management Corp32,507$2.66M
Edgestream Partners, L.P.29,794$2.43M
Investment House LLC22,690$1.85M
Black Swift Group, LLC17,250$1.41M
Gateway Investment Advisers LLC15,713$1.28M
Simplex Trading, LLC14,761$1.21M
Polianta Ltd12,700$1.04M
Marathon Trading Investment Management LLC10,100$825.3K
Redhawk Wealth Advisors, Inc.10,054$821.5K
Numerai GP LLC8,300$678.2K
Pathstone Holdings, LLC8,021$655.4K
Change Path, LLC7,449$608.7K
Pinebridge Investments, L.P.6,965$569.1K
Unique Wealth Strategies, LLC6,087$497.4K
GWM Advisors LLC5,983$488.9K
Pacer Advisors, Inc.5,781$472.4K
Jane Street Group, LLC5,187$423.8K
Engineers Gate Manager LP5,121$418.4K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,107$417.3K
United Services Automobile Association4,215$356.5K
Prelude Capital Management, LLC3,939$321.9K
Voloridge Investment Management, LLC3,609$294.9K
Allianz Asset Management GmbH3,300$269.6K
J.Safra Asset Management Corp3,194$261.0K
Chilton Investment Co LLC3,038$248.2K
Magnetar Financial LLC2,932$239.6K
GM Advisory Group, Inc.2,850$232.9K
Union Bancaire Privee, UBP SA2,518$229.5K
Everence Capital Management Inc2,500$204.0K
Impact Partnership Wealth, LLC2,467$201.6K
Twin Tree Management, LP1,158$94.6K
Amundi1,158$91.8K
Ostrum Asset Management760$62.1K
Clear Street Markets LLC500$40.9K
Riverview Trust Co366$29.9K
Coldstream Capital Management Inc361$29.5K
Heck Capital Advisors, LLC248$20.3K
Atala Financial Inc100$8.17K
BOK Financial Private Wealth, Inc.78$6.37K
Boston Private Wealth LLC43$3.51K
Vermillion & White Wealth Management Group, LLC34$2.78K
Stonebridge Financial Group, LLC25$2.04K
Private Wealth Asset Management, LLC9$735
Stone House Investment Management, LLC7$572
Hughes Financial Services, LLC6$502
DiNuzzo Private Wealth, Inc.6$491
Activest Wealth Management4$327
American Capital Advisory, LLC3$246
MV Capital Management, Inc.1$82
Atlantic Trust, LLC1$82
Parkworth Wealth Management, Inc.1$82
Clark Wealth Partners1$82
Avion Wealth2$0

Not filed for Q2 2025 yet (4)

Institutions that held Shift4 Payments, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FOUR in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP174,749$14.3M
Credit Agricole S A18,334$1.50M
Glenmede Trust Co NA3,556$290.6K
Lindbrook Capital, LLC215$17.6K