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 |
|---|---|---|---|---|---|
| Senator Investment Group LP | 274,918 | $21.3M | 0.79% | −527,818−65.8% | Reduced |
| First Trust Advisors LP | 276,422 | $21.4M | 0.02% | +80,003+40.7% | Added |
| Emerald Advisers, LLC | 277,675 | $21.5M | 0.69% | −5,329−1.9% | Reduced |
| SEI Investments Co | 291,201 | $22.5M | 0.02% | −16,722−5.4% | Reduced |
| Royal Bank of Canada | 304,514 | $23.6M | 0.00% | +25,765+9.2% | Added |
| Franklin Resources Inc | 328,935 | $25.5M | 0.01% | +5,459+1.7% | Added |
| Palisade Capital Management LLC | 333,763 | $25.8M | 0.70% | −841−0.3% | Reduced |
| Maestria Partners LLC | 372,423 | $28.8M | 9.11% | +99,723+36.6% | Added |
| Price T Rowe Associates Inc | 380,214 | $29.4M | 0.00% | −10,966−2.8% | Reduced |
| Millennium Management LLC | 385,613 | $29.8M | 0.02% | +355,566+1,183.4% | Added |
| 14B Captial Management LP | 397,000 | $30.7M | 17.98% | −100,000−20.1% | Reduced |
| Bank of New York Mellon Corp | 419,128 | $32.4M | 0.01% | −75,750−15.3% | Reduced |
| Susquehanna International Group, LLP | 425,455 | $32.9M | 0.05% | +316,056+288.9% | Added |
| American Century Companies Inc | 433,118 | $33.5M | 0.02% | −38,223−8.1% | Reduced |
| Baird Financial Group, Inc. | 438,562 | $33.9M | 0.05% | −113,868−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 497,715 | $38.5M | 0.01% | +28,899+6.2% | Added |
| Northern Trust Corp | 512,711 | $39.7M | 0.01% | −10,377−2.0% | Reduced |
| Bank of America Corp | 570,133 | $44.1M | 0.00% | −112,132−16.4% | Reduced |
| Fairview Capital Investment Management, LLC | 576,295 | $44.6M | 2.26% | +88,833+18.2% | Added |
| Rice Hall James & Associates, LLC | 584,231 | $45.2M | 2.47% | +243,161+71.3% | Added |
| BW Gestao de Investimentos Ltda. | 632,838 | $49.0M | 3.71% | +210,911+50.0% | Added |
| Westfield Capital Management Co LP | 653,828 | $50.6M | 0.21% | −22,400−3.3% | Reduced |
| Marshall Wace, LLP | 839,330 | $65.0M | 0.07% | +771,007+1,128.5% | Added |
| Goodnow Investment Group, LLC | 868,092 | $67.2M | 6.43% | +11,670+1.4% | Added |
| Dimensional Fund Advisors LP | 872,029 | $67.5M | 0.01% | −162,663−15.7% | Reduced |
| Boston Partners | 903,021 | $70.1M | 0.07% | −174,321−16.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,002,734 | $77.6M | 0.13% | −32,615−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,010,360 | $78.2M | 0.20% | +78,556+8.4% | Added |
| Ameriprise Financial Inc | 1,059,881 | $82.0M | 0.02% | −261,169−19.8% | Reduced |
| Brown Brothers Harriman & Co | 1,068,801 | $82.7M | 0.50% | +117,182+12.3% | Added |
| Invesco Ltd. | 1,087,317 | $84.2M | 0.01% | +316,729+41.1% | Added |
| Raymond James Financial Inc | 1,102,028 | $85.3M | 0.03% | −65,457−5.6% | Reduced |
| FIL Ltd | 1,131,532 | $87.6M | 0.07% | +166,329+17.2% | Added |
| Spyglass Capital Management LLC | 1,242,213 | $96.1M | 5.13% | +214,230+20.8% | Added |
| ShawSpring Partners LLC | 1,251,374 | $96.9M | 14.40% | +472,652+60.7% | Added |
| Geode Capital Management, LLC | 1,310,599 | $101.5M | 0.01% | +43,178+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,346,957 | $104.3M | 0.35% | +676,281+100.8% | Added |
| Point72 Asset Management, L.P. | 1,527,555 | $118.2M | 0.26% | +426,007+38.7% | Added |
| Janus Henderson Group PLC | 1,821,288 | $141.0M | 0.06% | −30,910−1.7% | Reduced |
| UBS Group AG | 1,989,526 | $154.0M | 0.03% | −381,009−16.1% | Reduced |
| Clearbridge Investments, LLC | 1,994,284 | $154.4M | 0.12% | +62,234+3.2% | Added |
| State Street Corp | 2,007,414 | $155.4M | 0.01% | −18,544−0.9% | Reduced |
| Jennison Associates LLC | 2,056,056 | $159.1M | 0.09% | +419,132+25.6% | Added |
| Morgan Stanley | 2,300,489 | $178.1M | 0.01% | +178,288+8.4% | Added |
| Neuberger Berman Group LLC | 2,344,724 | $181.5M | 0.13% | +534,032+29.5% | Added |
| Ensign Peak Advisors, Inc | 2,455,235 | $190.0M | 0.31% | +1,364,658+125.1% | Added |
| Darlington Partners Capital Management, LP | 5,071,725 | $392.6M | 13.25% | +105,320+2.1% | Added |
| Durable Capital Partners LP | 5,626,484 | $435.5M | 3.23% | −1,038,959−15.6% | Reduced |
| Vanguard Group Inc | 6,120,612 | $473.7M | 0.01% | −306,320−4.8% | Reduced |
| Wasatch Advisors Inc | 6,157,128 | $476.6M | 2.56% | −181,439−2.9% | Reduced |
| BlackRock, Inc. | 6,311,401 | $488.5M | 0.01% | −3,559−0.1% | Reduced |
| NVWM, LLC | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −315,683−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −127,539−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −91,200−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −85,714−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −79,177−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −66,767−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −52,880−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −52,195−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −46,775−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −37,841−100.0% | Sold out |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −35,779−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −34,154−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −33,850−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −32,398−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −30,852−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −28,062−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −27,905−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −22,777−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −21,028−100.0% | Sold out |
| Lynwood Price Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −15,852−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,906−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −8,063−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,456−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |