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 |
|---|---|---|---|---|---|
| MIG Capital, LLC | 27,905 | $2.77M | 0.29% | +21,770+354.8% | Added |
| Delta Global Management LP | 28,062 | $2.78M | 0.19% | −1,350−4.6% | Reduced |
| Macquarie Group Ltd | 28,267 | $2.80M | 0.00% | −2,499−8.1% | Reduced |
| Millennium Management LLC | 30,047 | $2.98M | 0.00% | −236,426−88.7% | Reduced |
| Point72 Europe (London) LLP | 30,400 | $3.01M | 0.16% | +30,400 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,645 | $3.04M | 0.00% | −105−0.3% | Reduced |
| Granite Investment Partners, LLC | 30,852 | $3.06M | 0.15% | −7,337−19.2% | Reduced |
| Treasurer of the State of North Carolina | 31,007 | $3.07M | 0.01% | +2,973+10.6% | Added |
| Amalgamated Bank | 32,173 | $3.19M | 0.02% | +136+0.4% | Added |
| AXA S.A. | 32,398 | $3.21M | 0.01% | −3,502−9.8% | Reduced |
| PEAK6 LLC | 32,829 | $3.25M | 0.11% | +10,341+46.0% | Added |
| Quantinno Capital Management LP | 32,978 | $3.27M | 0.01% | +3,798+13.0% | Added |
| Verition Fund Management LLC | 33,735 | $3.34M | 0.02% | +5,326+18.7% | Added |
| Lisanti Capital Growth, LLC | 33,850 | $3.35M | 0.93% | +33,850 | New |
| Shaolin Capital Management LLC | 34,154 | $3.39M | 0.15% | +34,154 | New |
| Gilder Gagnon Howe & Co LLC | 34,223 | $3.39M | 0.04% | +72+0.2% | Added |
| Game Creek Capital, LP | 35,000 | $3.47M | 1.78% | +13,000+59.1% | Added |
| Bosman Wealth Management, LLC | 35,779 | $3.55M | 3.15% | −8,019−18.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,621 | $3.63M | 0.01% | +4,898+15.4% | Added |
| XTX Topco Ltd | 37,841 | $3.75M | 0.16% | +37,841 | New |
| MetLife Investment Management | 39,334 | $3.90M | 0.02% | −1,329−3.3% | Reduced |
| Cloverfields Capital Group, LP | 42,108 | $4.17M | 1.24% | +14,593+53.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,020 | $4.36M | 0.01% | −1,972−4.3% | Reduced |
| US Bancorp | 44,794 | $4.44M | 0.01% | +6,588+17.2% | Added |
| Nicholas Investment Partners, LP | 45,439 | $4.50M | 0.40% | +40,916+904.6% | Added |
| New York State Teachers Retirement System | 45,898 | $4.55M | 0.01% | −111−0.2% | Reduced |
| UBS Oconnor LLC | 46,775 | $4.64M | 0.13% | +46,775 | New |
| Bradley Foster & Sargent Inc | 46,838 | $4.64M | 0.07% | −7,541−13.9% | Reduced |
| State Board of Administration of Florida Retirement System | 47,160 | $4.67M | 0.01% | +190+0.4% | Added |
| Stifel Financial Corp | 47,579 | $4.72M | 0.00% | +187+0.4% | Added |
| Royce & Associates LP | 50,000 | $4.96M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 50,986 | $5.05M | 0.00% | −35,845−41.3% | Reduced |
| Manufacturers Life Insurance Company, The | 51,917 | $5.15M | 0.00% | −3,989−7.1% | Reduced |
| King Luther Capital Management Corp | 52,037 | $5.16M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 52,195 | $5.17M | 0.13% | +52,195 | New |
| B. Metzler seel. Sohn & Co. AG | 52,336 | $5.19M | 0.05% | +15,668+42.7% | Added |
| Castleark Management LLC | 52,880 | $5.24M | 0.16% | −27,900−34.5% | Reduced |
| CenterBook Partners LP | 52,986 | $5.25M | 0.29% | −59,634−53.0% | Reduced |
| Great West Life Assurance Co | 53,744 | $5.33M | 0.01% | +14,476+36.9% | Added |
| Gotham Asset Management, LLC | 57,371 | $5.69M | 0.03% | +260+0.5% | Added |
| 1492 Capital Management LLC | 58,254 | $5.77M | 2.66% | −904−1.5% | Reduced |
| Nordea Investment Management AB | 59,360 | $5.90M | 0.01% | +536+0.9% | Added |
| California State Teachers Retirement System | 60,011 | $5.95M | 0.01% | +5,565+10.2% | Added |
| Thornburg Investment Management Inc | 60,103 | $5.96M | 0.08% | −5,680−8.6% | Reduced |
| General Equity Holdings LP | 60,800 | $6.03M | 4.56% | +60,800 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,243 | $6.37M | 0.01% | −699−1.1% | Reduced |
| Bullseye Asset Management LLC | 65,993 | $6.54M | 3.26% | 00.0% | Unchanged |
| Meridiem Capital Partners LP | 66,767 | $6.62M | 0.48% | +66,767 | New |
| Schroder Investment Management Group | 67,533 | $6.69M | 0.01% | +63,813+1,715.4% | Added |
| Comerica Bank | 67,999 | $6.74M | 0.03% | −109,206−61.6% | Reduced |
| Marshall Wace, LLP | 68,323 | $6.77M | 0.01% | −236,530−77.6% | Reduced |
| Oppenheimer Asset Management Inc. | 69,171 | $6.86M | 0.08% | +3,948+6.1% | Added |
| Envestnet Asset Management Inc | 69,294 | $6.87M | 0.00% | −2,900−4.0% | Reduced |
| Toroso Investments, LLC | 72,015 | $7.14M | 0.05% | +52,814+275.1% | Added |
| Great Lakes Advisors, LLC | 73,590 | $7.29M | 0.06% | −10,248−12.2% | Reduced |
| Public Employees Retirement System of Ohio | 73,793 | $7.31M | 0.02% | +1,778+2.5% | Added |
| Pier Capital, LLC | 74,052 | $7.34M | 1.12% | −5,558−7.0% | Reduced |
| Mutual of America Capital Management LLC | 77,888 | $7.72M | 0.08% | +1,282+1.7% | Added |
| Aquatic Capital Management LLC | 79,177 | $7.85M | 0.16% | +79,177 | New |
| Retirement Systems of Alabama | 82,466 | $8.17M | 0.03% | −1,109−1.3% | Reduced |
| Walleye Capital LLC | 85,012 | $8.43M | 0.08% | +81,235+2,150.8% | Added |
| Deutsche Bank AG | 85,654 | $8.49M | 0.00% | +1,303+1.5% | Added |
| Sora Investors LLC | 85,714 | $8.50M | 0.77% | +85,714 | New |
| Hunter Associates Investment Management LLC | 89,097 | $8.83M | 1.31% | +6,105+7.4% | Added |
| Adage Capital Partners GP, L.L.C. | 91,200 | $9.04M | 0.02% | +91,200 | New |
| Peregrine Capital Management LLC | 100,571 | $9.97M | 0.30% | −5,725−5.4% | Reduced |
| Legal & General Group Plc | 105,106 | $10.4M | 0.00% | −22,954−17.9% | Reduced |
| Victory Capital Management Inc | 106,441 | $10.5M | 0.01% | −2,635−2.4% | Reduced |
| Mawer Investment Management Ltd. | 106,829 | $10.6M | 0.05% | +41,542+63.6% | Added |
| Susquehanna International Group, LLP | 109,399 | $10.8M | 0.02% | +49,150+81.6% | Added |
| CI Private Wealth, LLC | 111,499 | $11.1M | 0.02% | +14,187+14.6% | Added |
| Allspring Global Investments Holdings, LLC | 116,470 | $11.4M | 0.02% | −30,049−20.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 115,864 | $11.5M | 0.23% | +115,864 | New |
| Swiss National Bank | 116,500 | $11.5M | 0.01% | −1,600−1.4% | Reduced |
| Ratan Capital Management LP | 150,902 | $12.3M | 6.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 127,539 | $12.5M | 0.07% | −2,368−1.8% | Reduced |
| Penserra Capital Management LLC | 127,866 | $12.7M | 0.18% | −1,257−1.0% | Reduced |
| Nuveen, LLC | 128,596 | $12.7M | 0.00% | −22,079−14.7% | Reduced |
| Kennedy Capital Management, Inc. | 134,446 | $13.3M | 0.32% | +53,868+66.9% | Added |
| Loomis Sayles & Co L P | 139,820 | $13.9M | 0.02% | +37,755+37.0% | Added |
| New York State Common Retirement Fund | 140,801 | $14.0M | 0.02% | +9,166+7.0% | Added |
| Loup Funds, LLC | 147,509 | $14.6M | 5.79% | −8,916−5.7% | Reduced |
| Principal Financial Group Inc | 153,567 | $15.2M | 0.01% | −5,212−3.3% | Reduced |
| State of Wisconsin Investment Board | 154,052 | $15.3M | 0.04% | −8,690−5.3% | Reduced |
| LPL Financial LLC | 156,388 | $15.5M | 0.01% | +66,587+74.1% | Added |
| Emerald Mutual Fund Advisers Trust | 159,569 | $15.8M | 0.96% | +1,564+1.0% | Added |
| Wellington Management Group LLP | 163,097 | $16.2M | 0.00% | −4,342−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 163,718 | $16.2M | 0.68% | +870+0.5% | Added |
| Goldman Sachs Group Inc | 167,465 | $16.6M | 0.00% | +5,234+3.2% | Added |
| Nicholas Company, Inc. | 180,500 | $17.9M | 0.30% | +1,416+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 186,182 | $18.5M | 0.14% | +182,966+5,689.2% | Added |
| Rhumbline Advisers | 186,666 | $18.5M | 0.02% | +171+0.1% | Added |
| Thematics Asset Management | 194,457 | $19.3M | 0.87% | −15,256−7.3% | Reduced |
| First Trust Advisors LP | 196,419 | $19.5M | 0.02% | −133,099−40.4% | Reduced |
| Wells Fargo & Company | 202,145 | $20.0M | 0.00% | −24,651−10.9% | Reduced |
| JPMorgan Chase & Co | 221,136 | $21.9M | 0.00% | +35,538+19.1% | Added |
| Blair William & Co | 237,991 | $23.6M | 0.07% | +6,569+2.8% | Added |
| Bridgewater Associates, LP | 246,050 | $24.4M | 0.10% | +166,028+207.5% | Added |
| Granahan Investment Management Inc | 257,074 | $25.5M | 1.04% | +18,932+7.9% | Added |
| Maestria Partners LLC | 272,700 | $27.0M | 9.39% | +7,500+2.8% | Added |