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, Q4 2025
Institutional positions in Shift4 Payments, Inc. as of Dec 31, 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
- 404
- −39 vs. Q3 2025
- Shares held
- 82.6M
- −2.01M (−2.4%) vs. Q3 2025
- Total value
- $5.20B
- −$1.35B (−20.6%) vs. Q3 2025
- New holders
- 75
- 138 more added
- Sold out
- 114
- 156 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $5.20B |
| Q3 2025 | 451 | $6.57B |
| Q2 2025 | 459 | $8.60B |
| Q1 2025 | 442 | $6.54B |
| Q4 2024 | 441 | $7.88B |
| Q3 2024 | 358 | $6.28B |
| Q2 2024 | 342 | $4.99B |
| Q1 2024 | 325 | $4.24B |
| Q4 2023 | 308 | $4.50B |
| Q3 2023 | 252 | $3.26B |
| Q2 2023 | 271 | $4.01B |
| Q1 2023 | 291 | $4.51B |
| Q4 2022 | 234 | $3.23B |
| Q3 2022 | 210 | $2.55B |
| Q2 2022 | 207 | $1.90B |
| Q1 2022 | 222 | $3.78B |
| Q4 2021 | 229 | $3.36B |
| Q3 2021 | 228 | $4.33B |
| Q2 2021 | 216 | $4.41B |
| Q1 2021 | 201 | $3.67B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 6,778,925 | $426.9M | 2.54% | +621,797+10.1% | Added |
| Durable Capital Partners LP | 6,606,969 | $416.0M | 3.94% | +980,485+17.4% | Added |
| BlackRock, Inc. | 6,391,633 | $402.5M | 0.01% | +80,232+1.3% | Added |
| Vanguard Group Inc | 6,070,018 | $382.2M | 0.01% | −50,594−0.8% | Reduced |
| Darlington Partners Capital Management, LP | 5,571,725 | $350.9M | 14.03% | +500,000+9.9% | Added |
| Neuberger Berman Group LLC | 2,697,454 | $169.9M | 0.13% | +352,730+15.0% | Added |
| Ensign Peak Advisors, Inc | 2,643,829 | $166.5M | 0.29% | +188,594+7.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,437,212 | $153.5M | 0.26% | +1,090,255+80.9% | Added |
| UBS Group AG | 2,079,709 | $131.0M | 0.03% | +90,183+4.5% | Added |
| Clearbridge Investments, LLC | 2,025,529 | $127.5M | 0.10% | +31,245+1.6% | Added |
| State Street Corp | 2,020,076 | $127.2M | 0.00% | +12,662+0.6% | Added |
| Janus Henderson Group PLC | 1,746,447 | $110.0M | 0.05% | −74,841−4.1% | Reduced |
| Spyglass Capital Management LLC | 1,697,920 | $106.9M | 5.35% | +455,707+36.7% | Added |
| Marshall Wace, LLP | 1,655,485 | $104.2M | 0.10% | +816,155+97.2% | Added |
| Geode Capital Management, LLC | 1,367,881 | $86.2M | 0.01% | +57,282+4.4% | Added |
| ShawSpring Partners LLC | 1,148,861 | $72.3M | 13.62% | −102,513−8.2% | Reduced |
| FIL Ltd | 1,131,234 | $71.2M | 0.05% | −2980.0% | Reduced |
| Morgan Stanley | 1,101,671 | $69.4M | 0.00% | −1,198,818−52.1% | Reduced |
| Raymond James Financial Inc | 986,093 | $63.0M | 0.02% | −115,935−10.5% | Reduced |
| Jennison Associates LLC | 925,232 | $58.3M | 0.03% | −1,130,824−55.0% | Reduced |
| Nomura Asset Management Co Ltd | 902,016 | $56.8M | 0.14% | −108,344−10.7% | Reduced |
| Brown Brothers Harriman & Co | 891,981 | $56.2M | 0.31% | −176,820−16.5% | Reduced |
| Bank of Montreal | 872,453 | $54.9M | 0.02% | +844,746+3,048.9% | Added |
| Goodnow Investment Group, LLC | 851,200 | $53.6M | 5.00% | −16,892−1.9% | Reduced |
| Norges Bank | 820,000 | $51.6M | 0.01% | +820,000 | New |
| UBS Asset Management Americas Inc | 793,116 | $49.9M | 0.01% | +600,463+311.7% | Added |
| Point72 Asset Management, L.P. | 740,956 | $46.7M | 0.07% | −786,599−51.5% | Reduced |
| Ameriprise Financial Inc | 726,533 | $45.8M | 0.01% | −333,348−31.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 689,788 | $43.4M | 1.53% | +56,950+9.0% | Added |
| Rice Hall James & Associates, LLC | 663,788 | $41.8M | 2.30% | +79,557+13.6% | Added |
| Invesco Ltd. | 517,578 | $32.6M | 0.00% | −569,739−52.4% | Reduced |
| Maestria Partners LLC | 516,186 | $32.5M | 9.52% | +143,763+38.6% | Added |
| Dimensional Fund Advisors LP | 510,496 | $32.1M | 0.01% | −361,533−41.5% | Reduced |
| Northern Trust Corp | 495,063 | $31.2M | 0.00% | −17,648−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 495,055 | $31.2M | 0.00% | −2,660−0.5% | Reduced |
| Portolan Capital Management, LLC | 468,063 | $29.5M | 1.58% | +279,302+148.0% | Added |
| Fairview Capital Investment Management, LLC | 452,777 | $28.5M | 1.46% | −123,518−21.4% | Reduced |
| Bank of New York Mellon Corp | 423,166 | $26.6M | 0.00% | +4,038+1.0% | Added |
| Price T Rowe Associates Inc | 388,352 | $24.5M | 0.00% | +8,138+2.1% | Added |
| 14B Captial Management LP | 385,000 | $24.2M | 19.49% | −12,000−3.0% | Reduced |
| Palisade Capital Management LLC | 377,410 | $23.8M | 0.70% | +43,647+13.1% | Added |
| Long Focus Capital Management, LLC | 354,000 | $22.3M | 1.11% | +354,000 | New |
| SEI Investments Co | 331,465 | $20.9M | 0.02% | +40,264+13.8% | Added |
| Snyder Capital Management L P | 294,157 | $18.5M | 0.35% | +294,157 | New |
| Bank of America Corp | 293,233 | $18.5M | 0.00% | −276,900−48.6% | Reduced |
| Schwartz Investment Counsel Inc | 286,691 | $18.1M | 0.63% | +161,691+129.4% | Added |
| Emerald Advisers, LLC | 280,306 | $17.7M | 0.54% | +2,631+0.9% | Added |
| Baird Financial Group, Inc. | 271,329 | $17.1M | 0.03% | −167,233−38.1% | Reduced |
| Deutsche Bank AG | 259,388 | $16.3M | 0.01% | +83,311+47.3% | Added |
| Susquehanna International Group, LLP | 252,395 | $15.9M | 0.02% | −173,060−40.7% | Reduced |
| Wellington Management Group LLP | 206,680 | $13.0M | 0.00% | −11,598−5.3% | Reduced |
| Loup Funds, LLC | 206,217 | $13.0M | 3.78% | +41,735+25.4% | Added |
| Kornitzer Capital Management Inc | 198,686 | $12.5M | 0.26% | −50,920−20.4% | Reduced |
| Loomis Sayles & Co L P | 196,475 | $12.4M | 0.01% | +62,127+46.2% | Added |
| Goldman Sachs Group Inc | 188,531 | $11.9M | 0.00% | −36,909−16.4% | Reduced |
| University of Illinois Foundation | 182,848 | $11.5M | 3.95% | +67,000+57.8% | Added |
| SG Americas Securities, LLC | 182,665 | $11.5M | 0.02% | +1,772+1.0% | Added |
| Nicholas Company, Inc. | 180,550 | $11.4M | 0.20% | +500.0% | Added |
| Rhumbline Advisers | 179,388 | $11.3M | 0.01% | −3,420−1.9% | Reduced |
| CI Private Wealth, LLC | 178,239 | $11.2M | 0.01% | +73,812+70.7% | Added |
| State of Wisconsin Investment Board | 171,647 | $10.8M | 0.02% | +22,961+15.4% | Added |
| Mawer Investment Management Ltd. | 169,872 | $10.7M | 0.06% | −8,446−4.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 165,269 | $10.4M | 0.51% | −4,449−2.6% | Reduced |
| New York State Common Retirement Fund | 163,598 | $10.3M | 0.01% | +23,054+16.4% | Added |
| North Reef Capital Management LP | 155,929 | $9.82M | 0.40% | +52,873+51.3% | Added |
| Nuveen, LLC | 155,067 | $9.76M | 0.00% | +10,262+7.1% | Added |
| FMR LLC | 154,701 | $9.74M | 0.00% | +128,213+484.0% | Added |
| LPL Financial LLC | 154,369 | $9.72M | 0.00% | −52,018−25.2% | Reduced |
| Penserra Capital Management LLC | 151,962 | $9.57M | 0.11% | +23,576+18.4% | Added |
| Toroso Investments, LLC | 151,016 | $9.51M | 0.04% | +1,342+0.9% | Added |
| BNP Paribas Arbitrage, SA | 146,174 | $9.20M | 0.01% | +3,566+2.5% | Added |
| Principal Financial Group Inc | 144,740 | $9.11M | 0.00% | −4,212−2.8% | Reduced |
| JPMorgan Chase & Co | 139,487 | $8.78M | 0.00% | −153,449−52.4% | Reduced |
| Peregrine Capital Management LLC | 130,018 | $8.19M | 0.25% | +11,024+9.3% | Added |
| Mariner Investment Group LLC | 125,000 | $7.87M | 0.46% | +80,000+177.8% | Added |
| Citadel Advisors LLC | 123,445 | $7.77M | 0.01% | +101,756+469.2% | Added |
| Swiss National Bank | 119,400 | $7.52M | 0.00% | +3,600+3.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 113,358 | $7.19M | 0.01% | +38,284+51.0% | Added |
| Hunter Associates Investment Management LLC | 113,644 | $7.15M | 0.96% | +15,607+15.9% | Added |
| Barclays PLC | 111,102 | $7.00M | 0.00% | +47,535+74.8% | Added |
| Legal & General Group Plc | 95,937 | $6.04M | 0.00% | −2,149−2.2% | Reduced |
| Occam Crest Management LP | 95,000 | $5.98M | 4.21% | +23,000+31.9% | Added |
| Wells Fargo & Company | 93,483 | $5.89M | 0.00% | −81,478−46.6% | Reduced |
| Walleye Trading LLC | 92,676 | $5.84M | 0.09% | +34,712+59.9% | Added |
| Maxi Investments CY Ltd | 92,404 | $5.82M | 1.06% | +14,819+19.1% | Added |
| Alliancebernstein L.P. | 89,468 | $5.63M | 0.00% | −788−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 83,511 | $5.26M | 0.02% | +11,280+15.6% | Added |
| FirstWave Capital Management LLC | 82,871 | $5.22M | 3.10% | +82,871 | New |
| California Public Employees Retirement System | 81,798 | $5.15M | 0.00% | −280.0% | Reduced |
| Retirement Systems of Alabama | 81,089 | $5.11M | 0.02% | −270−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,511 | $5.05M | 0.01% | −32,573−28.8% | Reduced |
| Game Creek Capital, LP | 80,000 | $5.04M | 1.91% | +44,000+122.2% | Added |
| Oppenheimer Asset Management Inc. | 79,964 | $5.04M | 0.06% | +10,588+15.3% | Added |
| Mutual of America Capital Management LLC | 79,877 | $5.03M | 0.05% | −490−0.6% | Reduced |
| Nordea Investment Management AB | 79,106 | $5.01M | 0.00% | −13,726−14.8% | Reduced |
| Quantinno Capital Management LP | 77,751 | $4.90M | 0.01% | +30,651+65.1% | Added |
| Royal Bank of Canada | 77,401 | $4.88M | 0.00% | −227,113−74.6% | Reduced |
| Ratan Capital Management LP | 85,703 | $4.60M | 1.26% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 72,143 | $4.54M | 0.04% | +20,566+39.9% | Added |
| 7G Capital Management, LLC | 70,000 | $4.41M | 2.74% | +70,000 | New |