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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 79,177 | $7.85M | 0.16% | +79,177 | New |
| Mutual of America Capital Management LLC | 77,888 | $7.72M | 0.08% | +1,282+1.7% | Added |
| Pier Capital, LLC | 74,052 | $7.34M | 1.12% | −5,558−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 73,793 | $7.31M | 0.02% | +1,778+2.5% | Added |
| Great Lakes Advisors, LLC | 73,590 | $7.29M | 0.06% | −10,248−12.2% | Reduced |
| Toroso Investments, LLC | 72,015 | $7.14M | 0.05% | +52,814+275.1% | Added |
| Envestnet Asset Management Inc | 69,294 | $6.87M | 0.00% | −2,900−4.0% | Reduced |
| Oppenheimer Asset Management Inc. | 69,171 | $6.86M | 0.08% | +3,948+6.1% | Added |
| Marshall Wace, LLP | 68,323 | $6.77M | 0.01% | −236,530−77.6% | Reduced |
| Comerica Bank | 67,999 | $6.74M | 0.03% | −109,206−61.6% | Reduced |
| Schroder Investment Management Group | 67,533 | $6.69M | 0.01% | +63,813+1,715.4% | Added |
| Meridiem Capital Partners LP | 66,767 | $6.62M | 0.48% | +66,767 | New |
| Bullseye Asset Management LLC | 65,993 | $6.54M | 3.26% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,243 | $6.37M | 0.01% | −699−1.1% | Reduced |
| General Equity Holdings LP | 60,800 | $6.03M | 4.56% | +60,800 | New |
| Thornburg Investment Management Inc | 60,103 | $5.96M | 0.08% | −5,680−8.6% | Reduced |
| California State Teachers Retirement System | 60,011 | $5.95M | 0.01% | +5,565+10.2% | Added |
| Nordea Investment Management AB | 59,360 | $5.90M | 0.01% | +536+0.9% | Added |
| 1492 Capital Management LLC | 58,254 | $5.77M | 2.66% | −904−1.5% | Reduced |
| Gotham Asset Management, LLC | 57,371 | $5.69M | 0.03% | +260+0.5% | Added |
| Great West Life Assurance Co | 53,744 | $5.33M | 0.01% | +14,476+36.9% | Added |
| CenterBook Partners LP | 52,986 | $5.25M | 0.29% | −59,634−53.0% | Reduced |
| Castleark Management LLC | 52,880 | $5.24M | 0.16% | −27,900−34.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 52,336 | $5.19M | 0.05% | +15,668+42.7% | Added |
| Caxton Associates LLP | 52,195 | $5.17M | 0.13% | +52,195 | New |
| King Luther Capital Management Corp | 52,037 | $5.16M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 51,917 | $5.15M | 0.00% | −3,989−7.1% | Reduced |
| Barclays PLC | 50,986 | $5.05M | 0.00% | −35,845−41.3% | Reduced |
| Royce & Associates LP | 50,000 | $4.96M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 47,579 | $4.72M | 0.00% | +187+0.4% | Added |
| State Board of Administration of Florida Retirement System | 47,160 | $4.67M | 0.01% | +190+0.4% | Added |
| Bradley Foster & Sargent Inc | 46,838 | $4.64M | 0.07% | −7,541−13.9% | Reduced |
| UBS Oconnor LLC | 46,775 | $4.64M | 0.13% | +46,775 | New |
| New York State Teachers Retirement System | 45,898 | $4.55M | 0.01% | −111−0.2% | Reduced |
| Nicholas Investment Partners, LP | 45,439 | $4.50M | 0.40% | +40,916+904.6% | Added |
| US Bancorp | 44,794 | $4.44M | 0.01% | +6,588+17.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,020 | $4.36M | 0.01% | −1,972−4.3% | Reduced |
| Cloverfields Capital Group, LP | 42,108 | $4.17M | 1.24% | +14,593+53.0% | Added |
| MetLife Investment Management | 39,334 | $3.90M | 0.02% | −1,329−3.3% | Reduced |
| XTX Topco Ltd | 37,841 | $3.75M | 0.16% | +37,841 | New |
| Cambridge Investment Research Advisors, Inc. | 36,621 | $3.63M | 0.01% | +4,898+15.4% | Added |
| Bosman Wealth Management, LLC | 35,779 | $3.55M | 3.15% | −8,019−18.3% | Reduced |
| Game Creek Capital, LP | 35,000 | $3.47M | 1.78% | +13,000+59.1% | Added |
| Gilder Gagnon Howe & Co LLC | 34,223 | $3.39M | 0.04% | +72+0.2% | Added |
| Shaolin Capital Management LLC | 34,154 | $3.39M | 0.15% | +34,154 | New |
| Lisanti Capital Growth, LLC | 33,850 | $3.35M | 0.93% | +33,850 | New |
| Verition Fund Management LLC | 33,735 | $3.34M | 0.02% | +5,326+18.7% | Added |
| Quantinno Capital Management LP | 32,978 | $3.27M | 0.01% | +3,798+13.0% | Added |
| PEAK6 LLC | 32,829 | $3.25M | 0.11% | +10,341+46.0% | Added |
| AXA S.A. | 32,398 | $3.21M | 0.01% | −3,502−9.8% | Reduced |
| Amalgamated Bank | 32,173 | $3.19M | 0.02% | +136+0.4% | Added |
| Treasurer of the State of North Carolina | 31,007 | $3.07M | 0.01% | +2,973+10.6% | Added |
| Granite Investment Partners, LLC | 30,852 | $3.06M | 0.15% | −7,337−19.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,645 | $3.04M | 0.00% | −105−0.3% | Reduced |
| Point72 Europe (London) LLP | 30,400 | $3.01M | 0.16% | +30,400 | New |
| Millennium Management LLC | 30,047 | $2.98M | 0.00% | −236,426−88.7% | Reduced |
| Macquarie Group Ltd | 28,267 | $2.80M | 0.00% | −2,499−8.1% | Reduced |
| Delta Global Management LP | 28,062 | $2.78M | 0.19% | −1,350−4.6% | Reduced |
| MIG Capital, LLC | 27,905 | $2.77M | 0.29% | +21,770+354.8% | Added |
| FMR LLC | 27,808 | $2.76M | 0.00% | −619,380−95.7% | Reduced |
| E. Ohman J:or Asset Management AB | 26,908 | $2.67M | 0.07% | −1,048−3.7% | Reduced |
| Harbour Capital Advisors, LLC | 26,376 | $2.60M | 0.55% | −50−0.2% | Reduced |
| State of Tennessee, Treasury Department | 26,028 | $2.58M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,725 | $2.55M | 0.00% | +14,290+125.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 25,026 | $2.48M | 0.02% | +2,593+11.6% | Added |
| North Reef Capital Management LP | 25,000 | $2.48M | 0.11% | −55,000−68.8% | Reduced |
| Ingalls & Snyder LLC | 24,654 | $2.44M | 0.09% | −36,173−59.5% | Reduced |
| Hilton Capital Management, LLC | 23,949 | $2.37M | 0.19% | +8,552+55.5% | Added |
| HRT Financial LP | 23,092 | $2.29M | 0.01% | +23,092 | New |
| Ilex Capital Partners (UK) LLP | 22,777 | $2.26M | 0.07% | +22,777 | New |
| Yousif Capital Management, LLC | 22,650 | $2.24M | 0.02% | −705−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,610 | $2.24M | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 21,571 | $2.14M | 0.23% | −134−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 21,515 | $2.13M | 0.01% | +392+1.9% | Added |
| Bokf, NA | 21,037 | $2.08M | 0.03% | +3,491+19.9% | Added |
| Sapience Investments, LLC | 21,028 | $2.08M | 1.39% | +5,470+35.2% | Added |
| Group One Trading, L.P. | 20,710 | $2.05M | 0.07% | −2,310−10.0% | Reduced |
| Lynwood Price Capital Management LP | 20,000 | $1.98M | 0.99% | −84,000−80.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,898 | $1.97M | 0.02% | −11,212−36.0% | Reduced |
| Louisiana State Employees Retirement System | 19,000 | $1.88M | 0.03% | −200−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 18,988 | $1.88M | 0.00% | +3,130+19.7% | Added |
| Intellectus Partners, LLC | 18,625 | $1.85M | 0.40% | +2,700+17.0% | Added |
| Citigroup Inc | 18,348 | $1.82M | 0.00% | −4,437−19.5% | Reduced |
| South Dakota Investment Council | 18,300 | $1.81M | 0.03% | +18,300 | New |
| Mariner, LLC | 18,035 | $1.79M | 0.00% | −4,302−19.3% | Reduced |
| Arizona State Retirement System | 17,802 | $1.76M | 0.01% | +316+1.8% | Added |
| Independent Financial Group, LLC | 17,550 | $1.74M | 0.05% | +150+0.9% | Added |
| Hancock Whitney Corp | 17,433 | $1.73M | 0.03% | +17,433 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,335 | $1.72M | 0.01% | +921+5.6% | Added |
| Formula Growth Ltd | 17,326 | $1.72M | 0.65% | +17,326 | New |
| Captrust Financial Advisors | 16,950 | $1.68M | 0.00% | +3,863+29.5% | Added |
| VELA Investment Management, LLC | 16,905 | $1.68M | 0.50% | +16,905 | New |
| JCSD Capital, LLC | 16,709 | $1.66M | 3.22% | +16,709 | New |
| Maxi Investments CY Ltd | 16,568 | $1.64M | 0.27% | +16,568 | New |
| Exchange Traded Concepts, LLC | 16,450 | $1.63M | 0.02% | −259−1.6% | Reduced |
| Janney Montgomery Scott LLC | 16,308 | $1.62M | 0.00% | −56,017−77.5% | Reduced |
| State of Michigan Retirement System | 16,200 | $1.61M | 0.01% | −200−1.2% | Reduced |
| Penn Capital Management Co Inc | 15,852 | $1.60M | 0.14% | +232+1.5% | Added |
| Handelsbanken Fonder AB | 15,900 | $1.58M | 0.01% | +200+1.3% | Added |
| Thrivent Financial for Lutherans | 15,886 | $1.57M | 0.00% | −213−1.3% | Reduced |