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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 28,746 | $2.22M | 0.13% | +28,746 | New |
| Police & Firemen's Retirement System of New Jersey | 29,249 | $2.26M | 0.02% | +4,223+16.9% | Added |
| Treasurer of the State of North Carolina | 29,354 | $2.27M | 0.01% | −1,653−5.3% | Reduced |
| Group One Trading, L.P. | 29,362 | $2.27M | 0.07% | +8,652+41.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,737 | $2.38M | 0.00% | +92+0.3% | Added |
| Ingalls & Snyder LLC | 30,880 | $2.39M | 0.08% | +6,226+25.3% | Added |
| Lido Advisors, LLC | 30,892 | $2.39M | 0.01% | +15,093+95.5% | Added |
| Morningstar Investment Management LLC | 31,909 | $2.47M | 0.09% | +31,909 | New |
| Amalgamated Bank | 32,535 | $2.52M | 0.02% | +362+1.1% | Added |
| Macquarie Group Ltd | 33,074 | $2.56M | 0.00% | +4,807+17.0% | Added |
| Gilder Gagnon Howe & Co LLC | 34,333 | $2.66M | 0.03% | +110+0.3% | Added |
| Nomura Holdings Inc | 34,595 | $2.68M | 0.01% | +34,595 | New |
| E. Ohman J:or Asset Management AB | 35,097 | $2.72M | 0.06% | +8,189+30.4% | Added |
| US Bancorp | 35,151 | $2.72M | 0.00% | −9,643−21.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,791 | $2.77M | 0.01% | −830−2.3% | Reduced |
| Game Creek Capital, LP | 36,000 | $2.79M | 1.20% | +1,000+2.9% | Added |
| Nicholas Investment Partners, LP | 36,823 | $2.85M | 0.22% | −8,616−19.0% | Reduced |
| Great Lakes Advisors, LLC | 37,153 | $2.88M | 0.02% | −36,437−49.5% | Reduced |
| MetLife Investment Management | 37,643 | $2.91M | 0.01% | −1,691−4.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,955 | $3.17M | 0.01% | −3,065−7.0% | Reduced |
| Gotham Asset Management, LLC | 42,509 | $3.29M | 0.01% | −14,862−25.9% | Reduced |
| Cloverfields Capital Group, LP | 42,903 | $3.32M | 1.04% | +795+1.9% | Added |
| Mariner Investment Group LLC | 45,000 | $3.48M | 1.08% | +45,000 | New |
| New York State Teachers Retirement System | 45,679 | $3.54M | 0.01% | −219−0.5% | Reduced |
| Stifel Financial Corp | 45,811 | $3.55M | 0.00% | −1,768−3.7% | Reduced |
| Bradley Foster & Sargent Inc | 46,032 | $3.56M | 0.05% | −806−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 46,549 | $3.60M | 0.01% | −611−1.3% | Reduced |
| Quantinno Capital Management LP | 47,100 | $3.65M | 0.01% | +14,122+42.8% | Added |
| Victory Capital Management Inc | 47,805 | $3.70M | 0.00% | −58,636−55.1% | Reduced |
| Royce & Associates LP | 50,000 | $3.87M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 50,210 | $3.89M | 0.00% | −1,707−3.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 51,577 | $3.99M | 0.04% | −759−1.5% | Reduced |
| King Luther Capital Management Corp | 52,037 | $4.03M | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 55,776 | $4.32M | 0.02% | +55,776 | New |
| Harbor Capital Advisors, Inc. | 56,076 | $4.34M | 0.34% | −107,642−65.7% | Reduced |
| La Banque Postale Asset Management SA | 56,100 | $4.34M | 0.05% | +56,100 | New |
| California State Teachers Retirement System | 56,945 | $4.41M | 0.00% | −3,066−5.1% | Reduced |
| Walleye Trading LLC | 57,964 | $4.49M | 0.07% | +56,578+4,082.1% | Added |
| Thornburg Investment Management Inc | 58,481 | $4.53M | 0.06% | −1,622−2.7% | Reduced |
| Envestnet Asset Management Inc | 60,524 | $4.68M | 0.00% | −8,770−12.7% | Reduced |
| 1492 Capital Management LLC | 61,345 | $4.75M | 1.92% | +3,091+5.3% | Added |
| T. Rowe Price Investment Management, Inc. | 62,580 | $4.84M | 0.00% | −395,100−86.3% | Reduced |
| Barclays PLC | 63,567 | $4.92M | 0.00% | +12,581+24.7% | Added |
| Comerica Bank | 63,851 | $4.94M | 0.02% | −4,148−6.1% | Reduced |
| Bullseye Asset Management LLC | 65,993 | $5.11M | 2.67% | 00.0% | Unchanged |
| Great West Life Assurance Co | 66,075 | $5.22M | 0.01% | +12,331+22.9% | Added |
| General Equity Holdings LP | 68,800 | $5.33M | 3.24% | +8,000+13.2% | Added |
| Oppenheimer Asset Management Inc. | 69,376 | $5.37M | 0.06% | +205+0.3% | Added |
| Pier Capital, LLC | 69,942 | $5.41M | 0.85% | −4,110−5.6% | Reduced |
| Occam Crest Management LP | 72,000 | $5.57M | 3.78% | +72,000 | New |
| Public Employees Retirement System of Ohio | 72,231 | $5.59M | 0.02% | −1,562−2.1% | Reduced |
| Jackson Square Partners, LLC | 74,100 | $5.74M | 2.32% | +74,100 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,074 | $5.81M | 0.01% | +10,831+16.9% | Added |
| Maxi Investments CY Ltd | 77,585 | $6.00M | 1.25% | +61,017+368.3% | Added |
| Mutual of America Capital Management LLC | 80,367 | $6.22M | 0.07% | +2,479+3.2% | Added |
| Retirement Systems of Alabama | 81,359 | $6.30M | 0.02% | −1,107−1.3% | Reduced |
| California Public Employees Retirement System | 81,826 | $6.33M | 0.00% | +81,826 | New |
| Ratan Capital Management LP | 85,703 | $6.63M | 3.58% | −65,199−43.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 85,731 | $6.64M | 0.13% | −30,133−26.0% | Reduced |
| Alliancebernstein L.P. | 90,256 | $6.99M | 0.00% | −1,415,677−94.0% | Reduced |
| Nordea Investment Management AB | 92,832 | $7.06M | 0.01% | +33,472+56.4% | Added |
| CenterBook Partners LP | 94,971 | $7.35M | 0.36% | +41,985+79.2% | Added |
| Hunter Associates Investment Management LLC | 98,037 | $7.58M | 1.05% | +8,940+10.0% | Added |
| Legal & General Group Plc | 98,086 | $7.59M | 0.00% | −7,020−6.7% | Reduced |
| North Reef Capital Management LP | 103,056 | $7.98M | 0.37% | +78,056+312.2% | Added |
| CI Private Wealth, LLC | 104,427 | $8.12M | 0.01% | −7,072−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 113,084 | $8.70M | 0.01% | −3,386−2.9% | Reduced |
| Swiss National Bank | 115,800 | $8.96M | 0.01% | −700−0.6% | Reduced |
| University of Illinois Foundation | 115,848 | $8.97M | 3.17% | +115,848 | New |
| Peregrine Capital Management LLC | 118,994 | $9.21M | 0.28% | +18,423+18.3% | Added |
| Jane Street Group, LLC | 120,298 | $9.31M | 0.01% | +120,298 | New |
| Schwartz Investment Counsel Inc | 125,000 | $9.68M | 0.32% | +125,000 | New |
| Penserra Capital Management LLC | 128,386 | $9.94M | 0.12% | +520+0.4% | Added |
| Loomis Sayles & Co L P | 134,348 | $10.4M | 0.01% | −5,472−3.9% | Reduced |
| New York State Common Retirement Fund | 140,544 | $10.9M | 0.01% | −257−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 142,608 | $11.0M | 0.01% | −150,536−51.4% | Reduced |
| Nuveen, LLC | 144,805 | $11.2M | 0.00% | +16,209+12.6% | Added |
| JPMorgan Chase & Co | 146,468 | $11.3M | 0.00% | −74,668−33.8% | Reduced |
| State of Wisconsin Investment Board | 148,686 | $11.5M | 0.03% | −5,366−3.5% | Reduced |
| Principal Financial Group Inc | 148,952 | $11.5M | 0.01% | −4,615−3.0% | Reduced |
| Toroso Investments, LLC | 149,674 | $11.6M | 0.05% | +77,659+107.8% | Added |
| Loup Funds, LLC | 164,482 | $12.7M | 5.07% | +16,973+11.5% | Added |
| Emerald Mutual Fund Advisers Trust | 169,718 | $13.1M | 0.68% | +10,149+6.4% | Added |
| Wells Fargo & Company | 174,961 | $13.5M | 0.00% | −27,184−13.4% | Reduced |
| Deutsche Bank AG | 176,077 | $13.6M | 0.00% | +90,423+105.6% | Added |
| Mawer Investment Management Ltd. | 178,318 | $13.8M | 0.07% | +71,489+66.9% | Added |
| Nicholas Company, Inc. | 180,500 | $14.0M | 0.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 180,893 | $14.0M | 0.05% | +165,889+1,105.6% | Added |
| Rhumbline Advisers | 182,808 | $14.1M | 0.01% | −3,858−2.1% | Reduced |
| Portolan Capital Management, LLC | 188,761 | $14.6M | 0.79% | −246,414−56.6% | Reduced |
| UBS Asset Management Americas Inc | 192,653 | $14.9M | 0.00% | −131,329−40.5% | Reduced |
| Kennedy Capital Management, Inc. | 193,366 | $15.0M | 0.33% | +58,920+43.8% | Added |
| Thematics Asset Management | 196,367 | $15.2M | 0.69% | +1,910+1.0% | Added |
| Granahan Investment Management Inc | 196,810 | $15.2M | 0.62% | −60,264−23.4% | Reduced |
| LPL Financial LLC | 206,387 | $16.0M | 0.00% | +49,999+32.0% | Added |
| Wellington Management Group LLP | 218,278 | $16.9M | 0.00% | +55,181+33.8% | Added |
| Woodline Partners LP | 220,965 | $17.1M | 0.08% | +220,965 | New |
| Goldman Sachs Group Inc | 225,440 | $17.4M | 0.00% | +57,975+34.6% | Added |
| Bridgewater Associates, LP | 243,236 | $18.8M | 0.07% | −2,814−1.1% | Reduced |
| Kornitzer Capital Management Inc | 249,606 | $19.3M | 0.39% | −74,765−23.0% | Reduced |