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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.

Institutional holdersQ2 2025: 459 institutions
Q1 2021: 201 institutionsQ2 2021: 216 institutionsQ3 2021: 228 institutionsQ4 2021: 229 institutionsQ1 2022: 222 institutionsQ2 2022: 207 institutionsQ3 2022: 210 institutionsQ4 2022: 234 institutionsQ1 2023: 291 institutionsQ2 2023: 271 institutionsQ3 2023: 252 institutionsQ4 2023: 308 institutionsQ1 2024: 325 institutionsQ2 2024: 342 institutionsQ3 2024: 358 institutionsQ4 2024: 441 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 451 institutionsQ4 2025: 404 institutionsQ1 2026: 353 institutionsQ2 2026: 359 institutions
Value heldQ2 2025: $8.56B
Q1 2021: $3.55BQ2 2021: $4.38BQ3 2021: $4.32BQ4 2021: $3.34BQ1 2022: $3.76BQ2 2022: $1.90BQ3 2022: $2.52BQ4 2022: $3.22BQ1 2023: $4.22BQ2 2023: $3.96BQ3 2023: $3.26BQ4 2023: $4.39BQ1 2024: $4.01BQ2 2024: $4.97BQ3 2024: $6.28BQ4 2024: $7.88BQ1 2025: $6.49BQ2 2025: $8.56BQ3 2025: $6.56BQ4 2025: $5.12BQ1 2026: $3.09BQ2 2026: $3.38B
Institutions holding FOUR and their total value by quarter
QuarterHoldersValue
Q2 2026359$3.38B
Q1 2026353$3.09B
Q4 2025404$5.12B
Q3 2025451$6.56B
Q2 2025459$8.56B
Q1 2025442$6.49B
Q4 2024441$7.88B
Q3 2024358$6.28B
Q2 2024342$4.97B
Q1 2024325$4.01B
Q4 2023308$4.39B
Q3 2023252$3.26B
Q2 2023271$3.96B
Q1 2023291$4.22B
Q4 2022234$3.22B
Q3 2022210$2.52B
Q2 2022207$1.90B
Q1 2022222$3.76B
Q4 2021229$3.34B
Q3 2021228$4.32B
Q2 2021216$4.38B
Q1 2021201$3.55B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2025.

Institutions holding FOUR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HighTower Advisors, LLC6,863$680.2K0.00%+860+14.3%Added
Pacific Point Advisors, LLC7,000$693.8K0.38%00.0%Unchanged
Hodges Capital Management Inc.7,200$713.6K0.07%−1,665−18.8%Reduced
MN Wealth Advisors, LLC7,279$721.4K0.42%+7,279New
Centiva Capital, LP7,456$739.0K0.05%+7,456New
Leonteq Securities AG7,483$741.6K0.04%+3,648+95.1%Added
State of Alaska, Department of Revenue7,585$751.0K0.01%−460−5.7%Reduced
Headlands Technologies LLC7,608$754.0K0.09%+7,608New
Orion Capital Management LLC7,645$757.7K0.29%−300−3.8%Reduced
Harel Insurance Investments & Financial Services Ltd.7,778$771.0K0.01%+6,060+352.7%Added
Quantbot Technologies LP7,854$778.4K0.02%+7,397+1,618.6%Added
Guggenheim Capital LLC7,895$782.5K0.01%−610−7.2%Reduced
Sphera Management Technology Funds Ltd8,000$792.9K0.49%00.0%Unchanged
Kestra Advisory Services, LLC8,005$793.4K0.00%−894−10.0%Reduced
Flagship Harbor Advisors, LLC8,008$793.7K0.04%+370+4.8%Added
Main Management ETF Advisors, LLC8,063$799.0K0.03%+132+1.7%Added
Occudo Quantitative Strategies LP8,247$817.4K0.09%+8,247New
Virginia Retirement Systems Et Al8,500$842.4K0.01%+5,200+157.6%Added
AssuredPartners Investment Advisors, LLC8,648$857.1K0.21%+2,229+34.7%Added
Pictet Asset Management Holding SA8,903$882.0K0.00%−931−9.5%Reduced
Galaxy Group Investments LLC8,902$882.3K0.13%00.0%Unchanged
Teacher Retirement System of Texas9,248$916.6K0.00%+357+4.0%Added
Lombard Odier Asset Management (Europe) Ltd10,000$991.1K0.07%+10,000New
Oak Thistle LLC10,065$997.5K0.15%+10,065New
Silvercrest Asset Management Group LLC10,085$999.5K0.01%−1,469−12.7%Reduced
Oppenheimer & Co Inc10,087$999.7K0.01%−27,361−73.1%Reduced
NVWM, LLC10,646$1.06M0.25%−49−0.5%Reduced
Hexagon Capital Partners LLC10,700$1.06M0.24%00.0%Unchanged
Advisor Group Holdings, Inc.11,124$1.08M0.00%−98,594−89.9%Reduced
STRS Ohio10,946$1.08M0.00%−430−3.8%Reduced
Graham Capital Management, L.P.11,239$1.11M0.03%−52,976−82.5%Reduced
HighVista Strategies LLC11,300$1.12M0.41%+11,300New
Axq Capital, LP11,452$1.14M0.37%+11,452New
Zurcher Kantonalbank (Zurich Cantonalbank)11,738$1.16M0.00%+1,085+10.2%Added
Hel Ved Capital Management Ltd11,860$1.18M0.53%−23,400−66.4%Reduced
Militia Capital Partners, LP12,000$1.19M0.56%−4,000−25.0%Reduced
Dark Forest Capital Management LP12,458$1.23M0.05%+12,458New
EdgeRock Capital LLC12,498$1.24M0.39%+10.0%Added
TD Asset Management Inc12,652$1.25M0.00%+12,652New
KLP Kapitalforvaltning AS12,700$1.26M0.01%+1,100+9.5%Added
Ameritas Investment Partners, Inc.13,100$1.30M0.04%−410−3.0%Reduced
Wolverine Trading, LLC13,331$1.31M0.03%−16,358−55.1%Reduced
The PNC Financial Services Group, Inc.13,301$1.32M0.00%+136+1.0%Added
New Mexico Educational Retirement Board13,400$1.33M0.04%00.0%Unchanged
Argyle Capital Management Inc.13,500$1.34M0.49%+900+7.1%Added
Xponance, Inc.13,719$1.36M0.01%+424+3.2%Added
Oregon Public Employees Retirement Fund13,800$1.37M0.02%−200−1.4%Reduced
Pier 88 Investment Partners LLC14,240$1.41M0.26%+2,430+20.6%Added
Zions Bancorporation, National Association14,801$1.47M0.08%+14,801New
Squarepoint Ops LLC14,906$1.48M0.00%−275,869−94.9%Reduced
Illinois Municipal Retirement Fund14,979$1.48M0.02%+14,979New
SG Americas Securities, LLC15,004$1.49M0.01%+3,299+28.2%Added
Northwestern Mutual Investment Management Company, LLC15,064$1.49M0.02%−203−1.3%Reduced
New Age Alpha Advisors, LLC15,249$1.51M0.07%+15,249New
Natixis Advisors, L.P.15,249$1.51M0.00%+1,416+10.2%Added
Legato Capital Management LLC15,339$1.52M0.18%+11,926+349.4%Added
Shelton Wealth Management, LLC15,442$1.53M0.77%+15,442New
MML Investors Services, LLC15,561$1.54M0.00%+454+3.0%Added
Lido Advisors, LLC15,799$1.57M0.01%+282+1.8%Added
Thrivent Financial for Lutherans15,886$1.57M0.00%−213−1.3%Reduced
Handelsbanken Fonder AB15,900$1.58M0.01%+200+1.3%Added
Penn Capital Management Co Inc15,852$1.60M0.14%+232+1.5%Added
State of Michigan Retirement System16,200$1.61M0.01%−200−1.2%Reduced
Janney Montgomery Scott LLC16,308$1.62M0.00%−56,017−77.5%Reduced
Exchange Traded Concepts, LLC16,450$1.63M0.02%−259−1.6%Reduced
Maxi Investments CY Ltd16,568$1.64M0.27%+16,568New
JCSD Capital, LLC16,709$1.66M3.22%+16,709New
VELA Investment Management, LLC16,905$1.68M0.50%+16,905New
Captrust Financial Advisors16,950$1.68M0.00%+3,863+29.5%Added
Formula Growth Ltd17,326$1.72M0.65%+17,326New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,335$1.72M0.01%+921+5.6%Added
Hancock Whitney Corp17,433$1.73M0.03%+17,433New
Independent Financial Group, LLC17,550$1.74M0.05%+150+0.9%Added
Arizona State Retirement System17,802$1.76M0.01%+316+1.8%Added
Mariner, LLC18,035$1.79M0.00%−4,302−19.3%Reduced
South Dakota Investment Council18,300$1.81M0.03%+18,300New
Citigroup Inc18,348$1.82M0.00%−4,437−19.5%Reduced
Intellectus Partners, LLC18,625$1.85M0.40%+2,700+17.0%Added
Commonwealth Equity Services, LLC18,988$1.88M0.00%+3,130+19.7%Added
Louisiana State Employees Retirement System19,000$1.88M0.03%−200−1.0%Reduced
Steward Partners Investment Advisory, LLC19,898$1.97M0.02%−11,212−36.0%Reduced
Lynwood Price Capital Management LP20,000$1.98M0.99%−84,000−80.8%Reduced
Group One Trading, L.P.20,710$2.05M0.07%−2,310−10.0%Reduced
Sapience Investments, LLC21,028$2.08M1.39%+5,470+35.2%Added
Bokf, NA21,037$2.08M0.03%+3,491+19.9%Added
State of New Jersey Common Pension Fund D21,515$2.13M0.01%+392+1.9%Added
IMA Wealth, Inc.21,571$2.14M0.23%−134−0.6%Reduced
Teachers Retirement System of the State of Kentucky22,610$2.24M0.02%00.0%Unchanged
Yousif Capital Management, LLC22,650$2.24M0.02%−705−3.0%Reduced
Ilex Capital Partners (UK) LLP22,777$2.26M0.07%+22,777New
HRT Financial LP23,092$2.29M0.01%+23,092New
Hilton Capital Management, LLC23,949$2.37M0.19%+8,552+55.5%Added
Ingalls & Snyder LLC24,654$2.44M0.09%−36,173−59.5%Reduced
North Reef Capital Management LP25,000$2.48M0.11%−55,000−68.8%Reduced
Police & Firemen's Retirement System of New Jersey25,026$2.48M0.02%+2,593+11.6%Added
Russell Investments Group, Ltd.25,725$2.55M0.00%+14,290+125.0%Added
State of Tennessee, Treasury Department26,028$2.58M0.01%00.0%Unchanged
Harbour Capital Advisors, LLC26,376$2.60M0.55%−50−0.2%Reduced
E. Ohman J:or Asset Management AB26,908$2.67M0.07%−1,048−3.7%Reduced
FMR LLC27,808$2.76M0.00%−619,380−95.7%Reduced