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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 72,231 | $5.59M | 0.02% | −1,562−2.1% | Reduced |
| Occam Crest Management LP | 72,000 | $5.57M | 3.78% | +72,000 | New |
| Pier Capital, LLC | 69,942 | $5.41M | 0.85% | −4,110−5.6% | Reduced |
| Oppenheimer Asset Management Inc. | 69,376 | $5.37M | 0.06% | +205+0.3% | Added |
| General Equity Holdings LP | 68,800 | $5.33M | 3.24% | +8,000+13.2% | Added |
| Great West Life Assurance Co | 66,075 | $5.22M | 0.01% | +12,331+22.9% | Added |
| Bullseye Asset Management LLC | 65,993 | $5.11M | 2.67% | 00.0% | Unchanged |
| Comerica Bank | 63,851 | $4.94M | 0.02% | −4,148−6.1% | Reduced |
| Barclays PLC | 63,567 | $4.92M | 0.00% | +12,581+24.7% | Added |
| T. Rowe Price Investment Management, Inc. | 62,580 | $4.84M | 0.00% | −395,100−86.3% | Reduced |
| 1492 Capital Management LLC | 61,345 | $4.75M | 1.92% | +3,091+5.3% | Added |
| Envestnet Asset Management Inc | 60,524 | $4.68M | 0.00% | −8,770−12.7% | Reduced |
| Thornburg Investment Management Inc | 58,481 | $4.53M | 0.06% | −1,622−2.7% | Reduced |
| Walleye Trading LLC | 57,964 | $4.49M | 0.07% | +56,578+4,082.1% | Added |
| California State Teachers Retirement System | 56,945 | $4.41M | 0.00% | −3,066−5.1% | Reduced |
| La Banque Postale Asset Management SA | 56,100 | $4.34M | 0.05% | +56,100 | New |
| Harbor Capital Advisors, Inc. | 56,076 | $4.34M | 0.34% | −107,642−65.7% | Reduced |
| Fred Alger Management, LLC | 55,776 | $4.32M | 0.02% | +55,776 | New |
| King Luther Capital Management Corp | 52,037 | $4.03M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 51,577 | $3.99M | 0.04% | −759−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 50,210 | $3.89M | 0.00% | −1,707−3.3% | Reduced |
| Royce & Associates LP | 50,000 | $3.87M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 47,805 | $3.70M | 0.00% | −58,636−55.1% | Reduced |
| Quantinno Capital Management LP | 47,100 | $3.65M | 0.01% | +14,122+42.8% | Added |
| State Board of Administration of Florida Retirement System | 46,549 | $3.60M | 0.01% | −611−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 46,032 | $3.56M | 0.05% | −806−1.7% | Reduced |
| Stifel Financial Corp | 45,811 | $3.55M | 0.00% | −1,768−3.7% | Reduced |
| New York State Teachers Retirement System | 45,679 | $3.54M | 0.01% | −219−0.5% | Reduced |
| Mariner Investment Group LLC | 45,000 | $3.48M | 1.08% | +45,000 | New |
| Cloverfields Capital Group, LP | 42,903 | $3.32M | 1.04% | +795+1.9% | Added |
| Gotham Asset Management, LLC | 42,509 | $3.29M | 0.01% | −14,862−25.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,955 | $3.17M | 0.01% | −3,065−7.0% | Reduced |
| MetLife Investment Management | 37,643 | $2.91M | 0.01% | −1,691−4.3% | Reduced |
| Great Lakes Advisors, LLC | 37,153 | $2.88M | 0.02% | −36,437−49.5% | Reduced |
| Nicholas Investment Partners, LP | 36,823 | $2.85M | 0.22% | −8,616−19.0% | Reduced |
| Game Creek Capital, LP | 36,000 | $2.79M | 1.20% | +1,000+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,791 | $2.77M | 0.01% | −830−2.3% | Reduced |
| US Bancorp | 35,151 | $2.72M | 0.00% | −9,643−21.5% | Reduced |
| E. Ohman J:or Asset Management AB | 35,097 | $2.72M | 0.06% | +8,189+30.4% | Added |
| Nomura Holdings Inc | 34,595 | $2.68M | 0.01% | +34,595 | New |
| Gilder Gagnon Howe & Co LLC | 34,333 | $2.66M | 0.03% | +110+0.3% | Added |
| Macquarie Group Ltd | 33,074 | $2.56M | 0.00% | +4,807+17.0% | Added |
| Amalgamated Bank | 32,535 | $2.52M | 0.02% | +362+1.1% | Added |
| Morningstar Investment Management LLC | 31,909 | $2.47M | 0.09% | +31,909 | New |
| Lido Advisors, LLC | 30,892 | $2.39M | 0.01% | +15,093+95.5% | Added |
| Ingalls & Snyder LLC | 30,880 | $2.39M | 0.08% | +6,226+25.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,737 | $2.38M | 0.00% | +92+0.3% | Added |
| Group One Trading, L.P. | 29,362 | $2.27M | 0.07% | +8,652+41.8% | Added |
| Treasurer of the State of North Carolina | 29,354 | $2.27M | 0.01% | −1,653−5.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 29,249 | $2.26M | 0.02% | +4,223+16.9% | Added |
| Caption Management, LLC | 28,746 | $2.22M | 0.13% | +28,746 | New |
| VELA Investment Management, LLC | 28,406 | $2.20M | 0.63% | +11,501+68.0% | Added |
| Bank of Montreal | 27,707 | $2.14M | 0.00% | −287,319−91.2% | Reduced |
| Voya Investment Management LLC | 27,217 | $2.11M | 0.00% | −334,065−92.5% | Reduced |
| Handelsbanken Fonder AB | 27,200 | $2.10M | 0.01% | +11,300+71.1% | Added |
| Citigroup Inc | 26,737 | $2.07M | 0.00% | +8,389+45.7% | Added |
| FMR LLC | 26,488 | $2.05M | 0.00% | −1,320−4.7% | Reduced |
| Balyasny Asset Management LLC | 26,360 | $2.04M | 0.00% | −308,723−92.1% | Reduced |
| Aurora Investment Counsel | 26,198 | $2.03M | 1.06% | +26,198 | New |
| Harbour Capital Advisors, LLC | 25,826 | $2.02M | 0.41% | −550−2.1% | Reduced |
| State of Tennessee, Treasury Department | 26,028 | $2.01M | 0.01% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 25,971 | $2.01M | 0.01% | +25,971 | New |
| Verition Fund Management LLC | 25,963 | $2.01M | 0.01% | −7,772−23.0% | Reduced |
| Edgestream Partners, L.P. | 25,279 | $1.96M | 0.06% | +25,279 | New |
| Hilton Capital Management, LLC | 25,251 | $1.95M | 0.16% | +1,302+5.4% | Added |
| Dark Forest Capital Management LP | 24,109 | $1.87M | 0.07% | +11,651+93.5% | Added |
| State of New Jersey Common Pension Fund D | 23,967 | $1.86M | 0.01% | +2,452+11.4% | Added |
| JCSD Capital, LLC | 23,709 | $1.84M | 3.26% | +7,000+41.9% | Added |
| Teachers Retirement System of the State of Kentucky | 22,610 | $1.75M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 22,458 | $1.74M | 0.02% | +6,008+36.5% | Added |
| Galaxy Digital Capital Management GP LLC | 21,783 | $1.69M | 1.65% | +21,783 | New |
| Citadel Advisors LLC | 21,689 | $1.68M | 0.00% | −820,862−97.4% | Reduced |
| IMA Wealth, Inc. | 21,351 | $1.65M | 0.17% | −220−1.0% | Reduced |
| Yousif Capital Management, LLC | 21,086 | $1.63M | 0.02% | −1,564−6.9% | Reduced |
| Bokf, NA | 20,773 | $1.61M | 0.02% | −264−1.3% | Reduced |
| HRT Financial LP | 20,396 | $1.58M | 0.01% | −2,696−11.7% | Reduced |
| Leonteq Securities AG | 19,638 | $1.52M | 0.08% | +12,155+162.4% | Added |
| Mariner, LLC | 19,320 | $1.50M | 0.00% | +1,285+7.1% | Added |
| Russell Investments Group, Ltd. | 19,282 | $1.49M | 0.00% | −6,443−25.0% | Reduced |
| Brevan Howard Capital Management LP | 19,239 | $1.49M | 0.02% | +16,140+520.8% | Added |
| Intellectus Partners, LLC | 18,739 | $1.45M | 0.28% | +114+0.6% | Added |
| Louisiana State Employees Retirement System | 18,700 | $1.45M | 0.02% | −300−1.6% | Reduced |
| MML Investors Services, LLC | 18,484 | $1.43M | 0.00% | +2,923+18.8% | Added |
| Janney Montgomery Scott LLC | 18,235 | $1.41M | 0.00% | +1,927+11.8% | Added |
| Independent Financial Group, LLC | 18,050 | $1.40M | 0.03% | +500+2.8% | Added |
| Arizona State Retirement System | 17,678 | $1.37M | 0.01% | −124−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,270 | $1.34M | 0.01% | −65−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,801 | $1.30M | 0.01% | −169,381−91.0% | Reduced |
| Shelton Wealth Management, LLC | 16,341 | $1.26M | 0.59% | +899+5.8% | Added |
| Captrust Financial Advisors | 16,036 | $1.24M | 0.00% | −914−5.4% | Reduced |
| State of Michigan Retirement System | 16,000 | $1.24M | 0.01% | −200−1.2% | Reduced |
| Redwood Investment Management, LLC | 15,857 | $1.23M | 0.13% | +15,857 | New |
| Thrivent Financial for Lutherans | 15,460 | $1.20M | 0.00% | −426−2.7% | Reduced |
| Formula Growth Ltd | 15,326 | $1.19M | 0.42% | −2,000−11.5% | Reduced |
| Quest Partners LLC | 15,285 | $1.18M | 0.08% | +15,177+14,052.8% | Added |
| Corsair Capital Management, L.P. | 15,059 | $1.17M | 0.21% | +8,500+129.6% | Added |
| Broadcrest Asset Management, LLC | 15,000 | $1.16M | 2.63% | +15,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,998 | $1.16M | 0.02% | −66−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 14,869 | $1.15M | 0.01% | −110−0.7% | Reduced |
| New Age Alpha Advisors, LLC | 14,827 | $1.15M | 0.05% | −422−2.8% | Reduced |