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 |
|---|---|---|---|---|---|
| Blair William & Co | 6,875 | $532.1K | 0.00% | −231,116−97.1% | Reduced |
| Merit Financial Group, LLC | 6,957 | $538.5K | 0.00% | +6,957 | New |
| Blue Square Asset Management, LLC | 7,000 | $541.8K | 0.24% | +7,000 | New |
| Unique Wealth Strategies, LLC | 7,015 | $543.0K | 0.21% | +7,015 | New |
| RSM US Wealth Management LLC | 7,149 | $553.3K | 0.01% | +4,883+215.5% | Added |
| Guggenheim Capital LLC | 7,341 | $568.2K | 0.00% | −554−7.0% | Reduced |
| State of Alaska, Department of Revenue | 7,356 | $569.0K | 0.01% | −229−3.0% | Reduced |
| Lazard Asset Management LLC | 7,795 | $603.3K | 0.00% | +7,785+77,850.0% | Added |
| Teacher Retirement System of Texas | 7,819 | $605.2K | 0.00% | −1,429−15.5% | Reduced |
| ISAM Funds (UK) Ltd | 7,964 | $616.4K | 0.13% | +7,964 | New |
| MN Wealth Advisors, LLC | 7,965 | $616.5K | 0.33% | +686+9.4% | Added |
| Sphera Management Technology Funds Ltd | 8,000 | $619.2K | 0.31% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,008 | $619.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,282 | $641.0K | 0.00% | +277+3.5% | Added |
| Pier 88 Investment Partners LLC | 8,440 | $653.3K | 0.12% | −5,800−40.7% | Reduced |
| Pictet Asset Management Holding SA | 8,466 | $655.3K | 0.00% | −437−4.9% | Reduced |
| Virginia Retirement Systems Et Al | 8,500 | $657.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,527 | $660.0K | 0.01% | +8,527 | New |
| Pacer Advisors, Inc. | 8,870 | $686.5K | 0.00% | +8,870 | New |
| Galaxy Group Investments LLC | 8,902 | $689.0K | 0.07% | 00.0% | Unchanged |
| Shaker Investments LLC | 8,986 | $695.5K | 0.28% | +3,430+61.7% | Added |
| Militia Capital Partners, LP | 9,200 | $712.1K | 0.33% | −2,800−23.3% | Reduced |
| Credit Agricole S A | 9,349 | $723.6K | 0.00% | +9,349 | New |
| SummitTX Capital, L.P. | 9,378 | $725.9K | 0.03% | +9,378 | New |
| Commonwealth Equity Services, LLC | 9,890 | $765.0K | 0.00% | −9,098−47.9% | Reduced |
| Silvercrest Asset Management Group LLC | 10,242 | $792.7K | 0.01% | +157+1.6% | Added |
| Atom Investors LP | 10,282 | $795.8K | 0.06% | +10,282 | New |
| Wolf Hill Capital Management, LP | 10,433 | $807.5K | 0.08% | −788,852−98.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,712 | $809.5K | 0.00% | −1,412−12.7% | Reduced |
| Hexagon Capital Partners LLC | 10,700 | $828.2K | 0.17% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10,785 | $834.8K | 0.29% | +3,140+41.1% | Added |
| Polymer Capital Management (US) LLC | 10,884 | $842.4K | 0.11% | +10,884 | New |
| Legato Capital Management LLC | 11,835 | $916.0K | 0.10% | −3,504−22.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,972 | $927.0K | 0.01% | +4,194+53.9% | Added |
| Oppenheimer & Co Inc | 12,182 | $942.9K | 0.01% | +2,095+20.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,304 | $952.3K | 0.00% | +566+4.8% | Added |
| KLP Kapitalforvaltning AS | 12,500 | $967.5K | 0.00% | −200−1.6% | Reduced |
| HighVista Strategies LLC | 12,500 | $967.5K | 0.24% | +1,200+10.6% | Added |
| EdgeRock Capital LLC | 12,503 | $967.7K | 0.27% | +50.0% | Added |
| Hancock Whitney Corp | 12,560 | $972.1K | 0.02% | −4,873−28.0% | Reduced |
| Ameritas Investment Partners, Inc. | 12,614 | $976.3K | 0.03% | −486−3.7% | Reduced |
| Summit Trail Advisors, LLC | 12,695 | $982.6K | 0.01% | +10,337+438.4% | Added |
| Zions Bancorporation, National Association | 12,890 | $997.7K | 0.05% | −1,911−12.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,897 | $998.2K | 0.00% | −404−3.0% | Reduced |
| Wolverine Trading, LLC | 13,001 | $1.03M | 0.02% | −330−2.5% | Reduced |
| New Mexico Educational Retirement Board | 13,400 | $1.04M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 13,507 | $1.05M | 0.00% | −1,742−11.4% | Reduced |
| Oregon Public Employees Retirement Fund | 13,600 | $1.05M | 0.01% | −200−1.4% | Reduced |
| PEAK6 LLC | 13,671 | $1.06M | 0.03% | −19,158−58.4% | Reduced |
| Xponance, Inc. | 13,715 | $1.06M | 0.01% | −40.0% | Reduced |
| Argyle Capital Management Inc. | 14,000 | $1.08M | 0.37% | +500+3.7% | Added |
| New Age Alpha Advisors, LLC | 14,827 | $1.15M | 0.05% | −422−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 14,869 | $1.15M | 0.01% | −110−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,998 | $1.16M | 0.02% | −66−0.4% | Reduced |
| Broadcrest Asset Management, LLC | 15,000 | $1.16M | 2.63% | +15,000 | New |
| Corsair Capital Management, L.P. | 15,059 | $1.17M | 0.21% | +8,500+129.6% | Added |
| Quest Partners LLC | 15,285 | $1.18M | 0.08% | +15,177+14,052.8% | Added |
| Formula Growth Ltd | 15,326 | $1.19M | 0.42% | −2,000−11.5% | Reduced |
| Thrivent Financial for Lutherans | 15,460 | $1.20M | 0.00% | −426−2.7% | Reduced |
| Redwood Investment Management, LLC | 15,857 | $1.23M | 0.13% | +15,857 | New |
| State of Michigan Retirement System | 16,000 | $1.24M | 0.01% | −200−1.2% | Reduced |
| Captrust Financial Advisors | 16,036 | $1.24M | 0.00% | −914−5.4% | Reduced |
| Shelton Wealth Management, LLC | 16,341 | $1.26M | 0.59% | +899+5.8% | Added |
| Schonfeld Strategic Advisors LLC | 16,801 | $1.30M | 0.01% | −169,381−91.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,270 | $1.34M | 0.01% | −65−0.4% | Reduced |
| Arizona State Retirement System | 17,678 | $1.37M | 0.01% | −124−0.7% | Reduced |
| Independent Financial Group, LLC | 18,050 | $1.40M | 0.03% | +500+2.8% | Added |
| Janney Montgomery Scott LLC | 18,235 | $1.41M | 0.00% | +1,927+11.8% | Added |
| MML Investors Services, LLC | 18,484 | $1.43M | 0.00% | +2,923+18.8% | Added |
| Louisiana State Employees Retirement System | 18,700 | $1.45M | 0.02% | −300−1.6% | Reduced |
| Intellectus Partners, LLC | 18,739 | $1.45M | 0.28% | +114+0.6% | Added |
| Brevan Howard Capital Management LP | 19,239 | $1.49M | 0.02% | +16,140+520.8% | Added |
| Russell Investments Group, Ltd. | 19,282 | $1.49M | 0.00% | −6,443−25.0% | Reduced |
| Mariner, LLC | 19,320 | $1.50M | 0.00% | +1,285+7.1% | Added |
| Leonteq Securities AG | 19,638 | $1.52M | 0.08% | +12,155+162.4% | Added |
| HRT Financial LP | 20,396 | $1.58M | 0.01% | −2,696−11.7% | Reduced |
| Bokf, NA | 20,773 | $1.61M | 0.02% | −264−1.3% | Reduced |
| Yousif Capital Management, LLC | 21,086 | $1.63M | 0.02% | −1,564−6.9% | Reduced |
| IMA Wealth, Inc. | 21,351 | $1.65M | 0.17% | −220−1.0% | Reduced |
| Citadel Advisors LLC | 21,689 | $1.68M | 0.00% | −820,862−97.4% | Reduced |
| Galaxy Digital Capital Management GP LLC | 21,783 | $1.69M | 1.65% | +21,783 | New |
| Exchange Traded Concepts, LLC | 22,458 | $1.74M | 0.02% | +6,008+36.5% | Added |
| Teachers Retirement System of the State of Kentucky | 22,610 | $1.75M | 0.01% | 00.0% | Unchanged |
| JCSD Capital, LLC | 23,709 | $1.84M | 3.26% | +7,000+41.9% | Added |
| State of New Jersey Common Pension Fund D | 23,967 | $1.86M | 0.01% | +2,452+11.4% | Added |
| Dark Forest Capital Management LP | 24,109 | $1.87M | 0.07% | +11,651+93.5% | Added |
| Hilton Capital Management, LLC | 25,251 | $1.95M | 0.16% | +1,302+5.4% | Added |
| Edgestream Partners, L.P. | 25,279 | $1.96M | 0.06% | +25,279 | New |
| Verition Fund Management LLC | 25,963 | $2.01M | 0.01% | −7,772−23.0% | Reduced |
| AXA Investment Managers S.A. | 25,971 | $2.01M | 0.01% | +25,971 | New |
| State of Tennessee, Treasury Department | 26,028 | $2.01M | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 25,826 | $2.02M | 0.41% | −550−2.1% | Reduced |
| Aurora Investment Counsel | 26,198 | $2.03M | 1.06% | +26,198 | New |
| Balyasny Asset Management LLC | 26,360 | $2.04M | 0.00% | −308,723−92.1% | Reduced |
| FMR LLC | 26,488 | $2.05M | 0.00% | −1,320−4.7% | Reduced |
| Citigroup Inc | 26,737 | $2.07M | 0.00% | +8,389+45.7% | Added |
| Handelsbanken Fonder AB | 27,200 | $2.10M | 0.01% | +11,300+71.1% | Added |
| Voya Investment Management LLC | 27,217 | $2.11M | 0.00% | −334,065−92.5% | Reduced |
| Bank of Montreal | 27,707 | $2.14M | 0.00% | −287,319−91.2% | Reduced |
| VELA Investment Management, LLC | 28,406 | $2.20M | 0.63% | +11,501+68.0% | Added |