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
- 81.3M
- −3.14M (−3.7%) vs. Q3 2025
- Total value
- $5.12B
- −$1.42B (−21.7%) vs. Q3 2025
- New holders
- 75
- 136 more added
- Sold out
- 114
- 158 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 | $5.12B |
| 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, 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 |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 11,901 | $749.4K | 0.26% | +5,748+93.4% | Added |
| Pacer Advisors, Inc. | 12,169 | $766.3K | 0.00% | +3,299+37.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,304 | $774.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,383 | $779.8K | 0.02% | −231−1.8% | Reduced |
| Quest Partners LLC | 12,438 | $783.2K | 0.04% | −2,847−18.6% | Reduced |
| EdgeRock Capital LLC | 12,502 | $787.3K | 0.21% | −10.0% | Reduced |
| MML Investors Services, LLC | 12,581 | $792.2K | 0.00% | −5,903−31.9% | Reduced |
| Oppenheimer & Co Inc | 12,583 | $792.4K | 0.01% | +401+3.3% | Added |
| RD Finance Ltd | 12,700 | $800.0K | 0.81% | +12,700 | New |
| Nishkama Capital, LLC | 12,766 | $803.9K | 0.11% | +12,766 | New |
| Xponance, Inc. | 12,827 | $807.7K | 0.01% | −888−6.5% | Reduced |
| KLP Kapitalforvaltning AS | 12,900 | $812.3K | 0.00% | +400+3.2% | Added |
| HighVista Strategies LLC | 12,982 | $817.5K | 0.21% | +482+3.9% | Added |
| New Mexico Educational Retirement Board | 13,400 | $844.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,500 | $850.1K | 0.01% | −100−0.7% | Reduced |
| Holocene Advisors, LP | 13,520 | $851.4K | 0.00% | +13,520 | New |
| Aquatic Capital Management LLC | 13,531 | $852.0K | 0.02% | +13,531 | New |
| Cetera Investment Advisers | 13,547 | $853.1K | 0.00% | +7,568+126.6% | Added |
| Amitell Capital Pte Ltd | 13,792 | $868.5K | 0.97% | +13,792 | New |
| Blackhawk Capital Partners LLC. | 14,201 | $894.2K | 0.34% | +14,201 | New |
| Natixis Advisors, L.P. | 14,952 | $941.0K | 0.00% | +1,445+10.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,117 | $951.9K | 0.01% | +119+0.8% | Added |
| Thrivent Financial for Lutherans | 15,214 | $958.0K | 0.00% | −246−1.6% | Reduced |
| OP Asset Management Ltd | 15,220 | $958.4K | 0.01% | +15,220 | New |
| Register Financial Advisors LLC | 15,995 | $1.01M | 0.39% | +15,995 | New |
| State of Michigan Retirement System | 16,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,015 | $1.01M | 0.19% | −2,724−14.5% | Reduced |
| Summit Trail Advisors, LLC | 16,038 | $1.01M | 0.02% | +3,343+26.3% | Added |
| Kurv Investment Management LLC | 16,478 | $1.04M | 1.30% | +16,478 | New |
| Diametric Capital, LP | 16,497 | $1.04M | 0.28% | +12,744+339.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,908 | $1.06M | 0.01% | −362−2.1% | Reduced |
| Arizona State Retirement System | 17,043 | $1.07M | 0.01% | −635−3.6% | Reduced |
| Verition Fund Management LLC | 17,496 | $1.10M | 0.01% | −8,467−32.6% | Reduced |
| Zions Bancorporation, National Association | 17,529 | $1.10M | 0.05% | +4,639+36.0% | Added |
| Change Path, LLC | 18,586 | $1.17M | 0.03% | +18,586 | New |
| Louisiana State Employees Retirement System | 18,700 | $1.18M | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 18,776 | $1.18M | 0.02% | −1,997−9.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,786 | $1.18M | 0.00% | +18,270+3,540.7% | Added |
| Citigroup Inc | 18,924 | $1.19M | 0.00% | −7,813−29.2% | Reduced |
| Lido Advisors, LLC | 15,488 | $1.20M | 0.00% | −15,404−49.9% | Reduced |
| Argyle Capital Management Inc. | 19,250 | $1.21M | 0.40% | +5,250+37.5% | Added |
| Alberta Investment Management Corp | 20,400 | $1.28M | 0.01% | +20,400 | New |
| Mariner, LLC | 20,444 | $1.29M | 0.00% | +1,124+5.8% | Added |
| Yousif Capital Management, LLC | 20,857 | $1.29M | 0.01% | −229−1.1% | Reduced |
| Caption Management, LLC | 20,746 | $1.31M | 0.06% | −8,000−27.8% | Reduced |
| IMA Wealth, Inc. | 21,033 | $1.32M | 0.13% | −318−1.5% | Reduced |
| Tejara Capital Ltd | 21,200 | $1.33M | 0.55% | +21,200 | New |
| Bradley Foster & Sargent Inc | 21,239 | $1.34M | 0.02% | −24,793−53.9% | Reduced |
| MidWestOne Financial Group, Inc. | 21,818 | $1.37M | 0.15% | +18,595+576.9% | Added |
| Balyasny Asset Management LLC | 22,012 | $1.39M | 0.00% | −4,348−16.5% | Reduced |
| Harbour Capital Advisors, LLC | 22,186 | $1.39M | 0.28% | −3,640−14.1% | Reduced |
| Oak Thistle LLC | 22,424 | $1.41M | 0.20% | +22,424 | New |
| Teachers Retirement System of the State of Kentucky | 22,610 | $1.42M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 22,644 | $1.43M | 0.00% | −253,778−91.8% | Reduced |
| Envestnet Asset Management Inc | 22,740 | $1.43M | 0.00% | −37,784−62.4% | Reduced |
| VARCOV Co. | 23,299 | $1.47M | 0.58% | +23,299 | New |
| State of Tennessee, Treasury Department | 24,959 | $1.47M | 0.00% | −1,069−4.1% | Reduced |
| Handelsbanken Fonder AB | 23,500 | $1.48M | 0.00% | −3,700−13.6% | Reduced |
| Russell Investments Group, Ltd. | 24,417 | $1.54M | 0.00% | +5,135+26.6% | Added |
| D. E. Shaw & Co., Inc. | 24,494 | $1.54M | 0.00% | +24,494 | New |
| Independent Financial Group, LLC | 24,565 | $1.55M | 0.03% | +6,515+36.1% | Added |
| US Bancorp | 24,929 | $1.57M | 0.00% | −10,222−29.1% | Reduced |
| Virtu Financial LLC | 25,816 | $1.63M | 0.06% | +25,816 | New |
| Victory Capital Management Inc | 26,736 | $1.68M | 0.00% | −21,069−44.1% | Reduced |
| Treasurer of the State of North Carolina | 27,736 | $1.75M | 0.01% | −1,618−5.5% | Reduced |
| Millennium Management LLC | 28,065 | $1.77M | 0.00% | −357,548−92.7% | Reduced |
| Jane Street Group, LLC | 28,355 | $1.79M | 0.00% | −91,943−76.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 28,516 | $1.80M | 0.01% | −733−2.5% | Reduced |
| Aurora Investment Counsel | 28,976 | $1.82M | 0.96% | +2,778+10.6% | Added |
| Walleye Capital LLC | 29,886 | $1.88M | 0.01% | +26,506+784.2% | Added |
| GM Advisory Group, Inc. | 30,025 | $1.89M | 0.07% | +30,025 | New |
| Group One Trading, L.P. | 30,143 | $1.90M | 0.06% | +781+2.7% | Added |
| Comerica Bank | 30,737 | $1.94M | 0.01% | −33,114−51.9% | Reduced |
| Ingalls & Snyder LLC | 31,817 | $2.00M | 0.07% | +937+3.0% | Added |
| State of New Jersey Common Pension Fund D | 32,620 | $2.05M | 0.01% | +8,653+36.1% | Added |
| Leonteq Securities AG | 32,653 | $2.06M | 0.11% | +13,015+66.3% | Added |
| Amalgamated Bank | 33,491 | $2.11M | 0.02% | +956+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,007 | $2.14M | 0.01% | −1,784−5.0% | Reduced |
| XTX Topco Ltd | 34,249 | $2.16M | 0.06% | +34,249 | New |
| Hilton Capital Management, LLC | 34,769 | $2.19M | 0.16% | +9,518+37.7% | Added |
| Nomura Asset Management International Inc. | 35,708 | $2.25M | 0.00% | +35,708 | New |
| MetLife Investment Management | 36,183 | $2.28M | 0.01% | −1,460−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 37,136 | $2.34M | 0.02% | +14,678+65.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,523 | $2.49M | 0.00% | −1,432−3.5% | Reduced |
| E. Ohman J:or Asset Management AB | 40,036 | $2.52M | 0.06% | +4,939+14.1% | Added |
| Sculptor Capital LP | 33,586 | $2.69M | 0.03% | +33,586 | New |
| Stifel Financial Corp | 44,805 | $2.82M | 0.00% | −1,006−2.2% | Reduced |
| Gotham Asset Management, LLC | 46,443 | $2.92M | 0.01% | +3,934+9.3% | Added |
| State Board of Administration of Florida Retirement System | 46,549 | $2.93M | 0.01% | 00.0% | Unchanged |
| Heights Point Management, LP | 47,559 | $2.99M | 2.55% | +47,559 | New |
| Manufacturers Life Insurance Company, The | 49,274 | $3.10M | 0.00% | −936−1.9% | Reduced |
| Great West Life Assurance Co | 49,671 | $3.13M | 0.01% | −16,404−24.8% | Reduced |
| Royce & Associates LP | 50,000 | $3.15M | 0.03% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 51,197 | $3.22M | 0.88% | +22,791+80.2% | Added |
| King Luther Capital Management Corp | 52,346 | $3.30M | 0.01% | +309+0.6% | Added |
| New York State Teachers Retirement System | 54,919 | $3.46M | 0.01% | +9,240+20.2% | Added |
| Cloverfields Capital Group, LP | 55,171 | $3.47M | 1.08% | +12,268+28.6% | Added |
| California State Teachers Retirement System | 56,875 | $3.58M | 0.00% | −70−0.1% | Reduced |
| Thornburg Investment Management Inc | 56,879 | $3.58M | 0.05% | −1,602−2.7% | Reduced |
| HRT Financial LP | 61,001 | $3.84M | 0.01% | +40,605+199.1% | Added |