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, Q3 2025
Institutional positions in Shift4 Payments, Inc. as of Sep 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
- 451
- −4 vs. Q2 2025
- Shares held
- 84.7M
- −1.74M (−2.0%) vs. Q2 2025
- Total value
- $6.56B
- −$2.01B (−23.4%) vs. Q2 2025
- New holders
- 73
- 149 more added
- Sold out
- 77
- 178 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,311,401 | $488.5M | 0.01% | −3,559−0.1% | Reduced |
| Wasatch Advisors Inc | 6,157,128 | $476.6M | 2.56% | −181,439−2.9% | Reduced |
| Vanguard Group Inc | 6,120,612 | $473.7M | 0.01% | −306,320−4.8% | Reduced |
| Durable Capital Partners LP | 5,626,484 | $435.5M | 3.23% | −1,038,959−15.6% | Reduced |
| Darlington Partners Capital Management, LP | 5,071,725 | $392.6M | 13.25% | +105,320+2.1% | Added |
| Ensign Peak Advisors, Inc | 2,455,235 | $190.0M | 0.31% | +1,364,658+125.1% | Added |
| Neuberger Berman Group LLC | 2,344,724 | $181.5M | 0.13% | +534,032+29.5% | Added |
| Morgan Stanley | 2,300,489 | $178.1M | 0.01% | +178,288+8.4% | Added |
| Jennison Associates LLC | 2,056,056 | $159.1M | 0.09% | +419,132+25.6% | Added |
| State Street Corp | 2,007,414 | $155.4M | 0.01% | −18,544−0.9% | Reduced |
| Clearbridge Investments, LLC | 1,994,284 | $154.4M | 0.12% | +62,234+3.2% | Added |
| UBS Group AG | 1,989,526 | $154.0M | 0.03% | −381,009−16.1% | Reduced |
| Janus Henderson Group PLC | 1,821,288 | $141.0M | 0.06% | −30,910−1.7% | Reduced |
| Point72 Asset Management, L.P. | 1,527,555 | $118.2M | 0.26% | +426,007+38.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,346,957 | $104.3M | 0.35% | +676,281+100.8% | Added |
| Geode Capital Management, LLC | 1,310,599 | $101.5M | 0.01% | +43,178+3.4% | Added |
| ShawSpring Partners LLC | 1,251,374 | $96.9M | 14.40% | +472,652+60.7% | Added |
| Spyglass Capital Management LLC | 1,242,213 | $96.1M | 5.13% | +214,230+20.8% | Added |
| FIL Ltd | 1,131,532 | $87.6M | 0.07% | +166,329+17.2% | Added |
| Raymond James Financial Inc | 1,102,028 | $85.3M | 0.03% | −65,457−5.6% | Reduced |
| Invesco Ltd. | 1,087,317 | $84.2M | 0.01% | +316,729+41.1% | Added |
| Brown Brothers Harriman & Co | 1,068,801 | $82.7M | 0.50% | +117,182+12.3% | Added |
| Ameriprise Financial Inc | 1,059,881 | $82.0M | 0.02% | −261,169−19.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,010,360 | $78.2M | 0.20% | +78,556+8.4% | Added |
| CIBC Private Wealth Group, LLC | 1,002,734 | $77.6M | 0.13% | −32,615−3.2% | Reduced |
| Boston Partners | 903,021 | $70.1M | 0.07% | −174,321−16.2% | Reduced |
| Dimensional Fund Advisors LP | 872,029 | $67.5M | 0.01% | −162,663−15.7% | Reduced |
| Goodnow Investment Group, LLC | 868,092 | $67.2M | 6.43% | +11,670+1.4% | Added |
| Marshall Wace, LLP | 839,330 | $65.0M | 0.07% | +771,007+1,128.5% | Added |
| Westfield Capital Management Co LP | 653,828 | $50.6M | 0.21% | −22,400−3.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 632,838 | $49.0M | 3.71% | +210,911+50.0% | Added |
| Rice Hall James & Associates, LLC | 584,231 | $45.2M | 2.47% | +243,161+71.3% | Added |
| Fairview Capital Investment Management, LLC | 576,295 | $44.6M | 2.26% | +88,833+18.2% | Added |
| Bank of America Corp | 570,133 | $44.1M | 0.00% | −112,132−16.4% | Reduced |
| Northern Trust Corp | 512,711 | $39.7M | 0.01% | −10,377−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 497,715 | $38.5M | 0.01% | +28,899+6.2% | Added |
| Baird Financial Group, Inc. | 438,562 | $33.9M | 0.05% | −113,868−20.6% | Reduced |
| American Century Companies Inc | 433,118 | $33.5M | 0.02% | −38,223−8.1% | Reduced |
| Susquehanna International Group, LLP | 425,455 | $32.9M | 0.05% | +316,056+288.9% | Added |
| Bank of New York Mellon Corp | 419,128 | $32.4M | 0.01% | −75,750−15.3% | Reduced |
| 14B Captial Management LP | 397,000 | $30.7M | 17.98% | −100,000−20.1% | Reduced |
| Millennium Management LLC | 385,613 | $29.8M | 0.02% | +355,566+1,183.4% | Added |
| Price T Rowe Associates Inc | 380,214 | $29.4M | 0.00% | −10,966−2.8% | Reduced |
| Maestria Partners LLC | 372,423 | $28.8M | 9.11% | +99,723+36.6% | Added |
| Palisade Capital Management LLC | 333,763 | $25.8M | 0.70% | −841−0.3% | Reduced |
| Franklin Resources Inc | 328,935 | $25.5M | 0.01% | +5,459+1.7% | Added |
| Royal Bank of Canada | 304,514 | $23.6M | 0.00% | +25,765+9.2% | Added |
| SEI Investments Co | 291,201 | $22.5M | 0.02% | −16,722−5.4% | Reduced |
| Emerald Advisers, LLC | 277,675 | $21.5M | 0.69% | −5,329−1.9% | Reduced |
| First Trust Advisors LP | 276,422 | $21.4M | 0.02% | +80,003+40.7% | Added |
| Senator Investment Group LP | 274,918 | $21.3M | 0.79% | −527,818−65.8% | Reduced |
| Kornitzer Capital Management Inc | 249,606 | $19.3M | 0.39% | −74,765−23.0% | Reduced |
| Bridgewater Associates, LP | 243,236 | $18.8M | 0.07% | −2,814−1.1% | Reduced |
| Goldman Sachs Group Inc | 225,440 | $17.4M | 0.00% | +57,975+34.6% | Added |
| Woodline Partners LP | 220,965 | $17.1M | 0.08% | +220,965 | New |
| Wellington Management Group LLP | 218,278 | $16.9M | 0.00% | +55,181+33.8% | Added |
| LPL Financial LLC | 206,387 | $16.0M | 0.00% | +49,999+32.0% | Added |
| Granahan Investment Management Inc | 196,810 | $15.2M | 0.62% | −60,264−23.4% | Reduced |
| Thematics Asset Management | 196,367 | $15.2M | 0.69% | +1,910+1.0% | Added |
| Kennedy Capital Management, Inc. | 193,366 | $15.0M | 0.33% | +58,920+43.8% | Added |
| UBS Asset Management Americas Inc | 192,653 | $14.9M | 0.00% | −131,329−40.5% | Reduced |
| Portolan Capital Management, LLC | 188,761 | $14.6M | 0.79% | −246,414−56.6% | Reduced |
| Rhumbline Advisers | 182,808 | $14.1M | 0.01% | −3,858−2.1% | Reduced |
| SG Americas Securities, LLC | 180,893 | $14.0M | 0.05% | +165,889+1,105.6% | Added |
| Nicholas Company, Inc. | 180,500 | $14.0M | 0.24% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 178,318 | $13.8M | 0.07% | +71,489+66.9% | Added |
| Deutsche Bank AG | 176,077 | $13.6M | 0.00% | +90,423+105.6% | Added |
| Wells Fargo & Company | 174,961 | $13.5M | 0.00% | −27,184−13.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 169,718 | $13.1M | 0.68% | +10,149+6.4% | Added |
| Loup Funds, LLC | 164,482 | $12.7M | 5.07% | +16,973+11.5% | Added |
| Toroso Investments, LLC | 149,674 | $11.6M | 0.05% | +77,659+107.8% | Added |
| Principal Financial Group Inc | 148,952 | $11.5M | 0.01% | −4,615−3.0% | Reduced |
| State of Wisconsin Investment Board | 148,686 | $11.5M | 0.03% | −5,366−3.5% | Reduced |
| JPMorgan Chase & Co | 146,468 | $11.3M | 0.00% | −74,668−33.8% | Reduced |
| Nuveen, LLC | 144,805 | $11.2M | 0.00% | +16,209+12.6% | Added |
| BNP Paribas Arbitrage, SA | 142,608 | $11.0M | 0.01% | −150,536−51.4% | Reduced |
| New York State Common Retirement Fund | 140,544 | $10.9M | 0.01% | −257−0.2% | Reduced |
| Loomis Sayles & Co L P | 134,348 | $10.4M | 0.01% | −5,472−3.9% | Reduced |
| Penserra Capital Management LLC | 128,386 | $9.94M | 0.12% | +520+0.4% | Added |
| Schwartz Investment Counsel Inc | 125,000 | $9.68M | 0.32% | +125,000 | New |
| Jane Street Group, LLC | 120,298 | $9.31M | 0.01% | +120,298 | New |
| Peregrine Capital Management LLC | 118,994 | $9.21M | 0.28% | +18,423+18.3% | Added |
| University of Illinois Foundation | 115,848 | $8.97M | 3.17% | +115,848 | New |
| Swiss National Bank | 115,800 | $8.96M | 0.01% | −700−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 113,084 | $8.70M | 0.01% | −3,386−2.9% | Reduced |
| CI Private Wealth, LLC | 104,427 | $8.12M | 0.01% | −7,072−6.3% | Reduced |
| North Reef Capital Management LP | 103,056 | $7.98M | 0.37% | +78,056+312.2% | Added |
| Legal & General Group Plc | 98,086 | $7.59M | 0.00% | −7,020−6.7% | Reduced |
| Hunter Associates Investment Management LLC | 98,037 | $7.58M | 1.05% | +8,940+10.0% | Added |
| CenterBook Partners LP | 94,971 | $7.35M | 0.36% | +41,985+79.2% | Added |
| Nordea Investment Management AB | 92,832 | $7.06M | 0.01% | +33,472+56.4% | Added |
| Alliancebernstein L.P. | 90,256 | $6.99M | 0.00% | −1,415,677−94.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 85,731 | $6.64M | 0.13% | −30,133−26.0% | Reduced |
| Ratan Capital Management LP | 85,703 | $6.63M | 3.58% | −65,199−43.2% | Reduced |
| California Public Employees Retirement System | 81,826 | $6.33M | 0.00% | +81,826 | New |
| Retirement Systems of Alabama | 81,359 | $6.30M | 0.02% | −1,107−1.3% | Reduced |
| Mutual of America Capital Management LLC | 80,367 | $6.22M | 0.07% | +2,479+3.2% | Added |
| Maxi Investments CY Ltd | 77,585 | $6.00M | 1.25% | +61,017+368.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,074 | $5.81M | 0.01% | +10,831+16.9% | Added |
| Jackson Square Partners, LLC | 74,100 | $5.74M | 2.32% | +74,100 | New |