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 |
|---|---|---|---|---|---|
| CastleKnight Management LP | 61,484 | $3.87M | 0.22% | +61,484 | New |
| Bullseye Asset Management LLC | 65,993 | $4.16M | 2.24% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 66,797 | $4.21M | 0.09% | −126,569−65.5% | Reduced |
| KTF Investments, LLC | 67,460 | $4.25M | 0.70% | +67,460 | New |
| 7G Capital Management, LLC | 70,000 | $4.41M | 2.74% | +70,000 | New |
| B. Metzler seel. Sohn & Co. AG | 72,143 | $4.54M | 0.04% | +20,566+39.9% | Added |
| Ratan Capital Management LP | 85,703 | $4.60M | 1.26% | 00.0% | Unchanged |
| Royal Bank of Canada | 77,401 | $4.88M | 0.00% | −227,113−74.6% | Reduced |
| Quantinno Capital Management LP | 77,751 | $4.90M | 0.01% | +30,651+65.1% | Added |
| Nordea Investment Management AB | 79,106 | $5.01M | 0.00% | −13,726−14.8% | Reduced |
| Mutual of America Capital Management LLC | 79,877 | $5.03M | 0.05% | −490−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 79,964 | $5.04M | 0.06% | +10,588+15.3% | Added |
| Game Creek Capital, LP | 80,000 | $5.04M | 1.91% | +44,000+122.2% | Added |
| Allspring Global Investments Holdings, LLC | 80,511 | $5.05M | 0.01% | −32,573−28.8% | Reduced |
| Retirement Systems of Alabama | 81,089 | $5.11M | 0.02% | −270−0.3% | Reduced |
| California Public Employees Retirement System | 81,798 | $5.15M | 0.00% | −280.0% | Reduced |
| FirstWave Capital Management LLC | 82,871 | $5.22M | 3.10% | +82,871 | New |
| Public Employees Retirement System of Ohio | 83,511 | $5.26M | 0.02% | +11,280+15.6% | Added |
| CI Private Wealth, LLC | 89,235 | $5.60M | 0.01% | −15,192−14.5% | Reduced |
| Alliancebernstein L.P. | 89,468 | $5.63M | 0.00% | −788−0.9% | Reduced |
| Maxi Investments CY Ltd | 92,404 | $5.82M | 1.06% | +14,819+19.1% | Added |
| Walleye Trading LLC | 92,676 | $5.84M | 0.09% | +34,712+59.9% | Added |
| Wells Fargo & Company | 93,483 | $5.89M | 0.00% | −81,478−46.6% | Reduced |
| Occam Crest Management LP | 95,000 | $5.98M | 4.29% | +23,000+31.9% | Added |
| Legal & General Group Plc | 95,937 | $6.04M | 0.00% | −2,149−2.2% | Reduced |
| Barclays PLC | 111,102 | $7.00M | 0.00% | +47,535+74.8% | Added |
| Hunter Associates Investment Management LLC | 113,644 | $7.15M | 0.96% | +15,607+15.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 113,358 | $7.19M | 0.01% | +38,284+51.0% | Added |
| Swiss National Bank | 119,400 | $7.52M | 0.00% | +3,600+3.1% | Added |
| Citadel Advisors LLC | 123,445 | $7.77M | 0.01% | +101,756+469.2% | Added |
| Mariner Investment Group LLC | 125,000 | $7.87M | 0.46% | +80,000+177.8% | Added |
| Peregrine Capital Management LLC | 130,018 | $8.19M | 0.25% | +11,024+9.3% | Added |
| JPMorgan Chase & Co | 139,487 | $8.78M | 0.00% | −6,981−4.8% | Reduced |
| Principal Financial Group Inc | 144,740 | $9.11M | 0.00% | −4,212−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 146,174 | $9.20M | 0.01% | +3,566+2.5% | Added |
| Toroso Investments, LLC | 151,016 | $9.51M | 0.04% | +1,342+0.9% | Added |
| Penserra Capital Management LLC | 151,962 | $9.57M | 0.11% | +23,576+18.4% | Added |
| LPL Financial LLC | 154,369 | $9.72M | 0.00% | −52,018−25.2% | Reduced |
| FMR LLC | 154,701 | $9.74M | 0.00% | +128,213+484.0% | Added |
| Nuveen, LLC | 155,067 | $9.76M | 0.00% | +10,262+7.1% | Added |
| North Reef Capital Management LP | 155,929 | $9.82M | 0.40% | +52,873+51.3% | Added |
| New York State Common Retirement Fund | 163,598 | $10.3M | 0.01% | +23,054+16.4% | Added |
| Emerald Mutual Fund Advisers Trust | 165,269 | $10.4M | 0.51% | −4,449−2.6% | Reduced |
| Mawer Investment Management Ltd. | 169,872 | $10.7M | 0.06% | −8,446−4.7% | Reduced |
| State of Wisconsin Investment Board | 171,647 | $10.8M | 0.02% | +22,961+15.4% | Added |
| Rhumbline Advisers | 179,388 | $11.3M | 0.01% | −3,420−1.9% | Reduced |
| Nicholas Company, Inc. | 180,550 | $11.4M | 0.20% | +500.0% | Added |
| SG Americas Securities, LLC | 182,665 | $11.5M | 0.02% | +1,772+1.0% | Added |
| University of Illinois Foundation | 182,848 | $11.5M | 3.95% | +67,000+57.8% | Added |
| Goldman Sachs Group Inc | 188,531 | $11.9M | 0.00% | −36,909−16.4% | Reduced |
| Loomis Sayles & Co L P | 196,475 | $12.4M | 0.01% | +62,127+46.2% | Added |
| Kornitzer Capital Management Inc | 198,686 | $12.5M | 0.26% | −50,920−20.4% | Reduced |
| Loup Funds, LLC | 206,217 | $13.0M | 3.78% | +41,735+25.4% | Added |
| Wellington Management Group LLP | 206,680 | $13.0M | 0.00% | −11,598−5.3% | Reduced |
| Susquehanna International Group, LLP | 252,395 | $15.9M | 0.02% | −173,060−40.7% | Reduced |
| Deutsche Bank AG | 259,388 | $16.3M | 0.01% | +83,311+47.3% | Added |
| Baird Financial Group, Inc. | 271,329 | $17.1M | 0.03% | −167,233−38.1% | Reduced |
| Emerald Advisers, LLC | 280,306 | $17.7M | 0.54% | +2,631+0.9% | Added |
| Schwartz Investment Counsel Inc | 286,691 | $18.1M | 0.63% | +161,691+129.4% | Added |
| Bank of America Corp | 293,233 | $18.5M | 0.00% | −276,900−48.6% | Reduced |
| Snyder Capital Management L P | 294,157 | $18.5M | 0.35% | +294,157 | New |
| SEI Investments Co | 331,465 | $20.9M | 0.02% | +40,264+13.8% | Added |
| Long Focus Capital Management, LLC | 354,000 | $22.3M | 1.11% | +354,000 | New |
| Palisade Capital Management LLC | 377,410 | $23.8M | 0.70% | +43,647+13.1% | Added |
| 14B Captial Management LP | 385,000 | $24.2M | 19.49% | −12,000−3.0% | Reduced |
| Price T Rowe Associates Inc | 388,352 | $24.5M | 0.00% | +8,138+2.1% | Added |
| Bank of New York Mellon Corp | 423,166 | $26.6M | 0.00% | +4,038+1.0% | Added |
| Fairview Capital Investment Management, LLC | 452,777 | $28.5M | 1.46% | −123,518−21.4% | Reduced |
| Portolan Capital Management, LLC | 468,063 | $29.5M | 1.58% | +279,302+148.0% | Added |
| Charles Schwab Investment Management Inc | 495,055 | $31.2M | 0.00% | −2,660−0.5% | Reduced |
| Northern Trust Corp | 495,063 | $31.2M | 0.00% | −17,648−3.4% | Reduced |
| Dimensional Fund Advisors LP | 510,496 | $32.1M | 0.01% | −361,533−41.5% | Reduced |
| Maestria Partners LLC | 516,186 | $32.5M | 9.52% | +143,763+38.6% | Added |
| Invesco Ltd. | 517,578 | $32.6M | 0.00% | −569,739−52.4% | Reduced |
| Rice Hall James & Associates, LLC | 663,788 | $41.8M | 2.30% | +79,557+13.6% | Added |
| BW Gestao de Investimentos Ltda. | 689,788 | $43.4M | 1.53% | +56,950+9.0% | Added |
| Ameriprise Financial Inc | 726,533 | $45.8M | 0.01% | −333,348−31.5% | Reduced |
| Point72 Asset Management, L.P. | 740,956 | $46.7M | 0.07% | −786,599−51.5% | Reduced |
| UBS Asset Management Americas Inc | 793,116 | $49.9M | 0.01% | +600,463+311.7% | Added |
| Norges Bank | 820,000 | $51.6M | 0.01% | +820,000 | New |
| Goodnow Investment Group, LLC | 851,200 | $53.6M | 5.00% | −16,892−1.9% | Reduced |
| Bank of Montreal | 872,453 | $54.9M | 0.02% | +844,746+3,048.9% | Added |
| Brown Brothers Harriman & Co | 891,981 | $56.2M | 0.31% | −176,820−16.5% | Reduced |
| Nomura Asset Management Co Ltd | 902,016 | $56.8M | 0.14% | −108,344−10.7% | Reduced |
| Jennison Associates LLC | 925,232 | $58.3M | 0.03% | −1,130,824−55.0% | Reduced |
| Raymond James Financial Inc | 986,093 | $63.0M | 0.02% | −115,935−10.5% | Reduced |
| Morgan Stanley | 1,101,671 | $69.4M | 0.00% | −1,198,818−52.1% | Reduced |
| FIL Ltd | 1,131,234 | $71.2M | 0.05% | −2980.0% | Reduced |
| ShawSpring Partners LLC | 1,148,861 | $72.3M | 13.62% | −102,513−8.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,218,606 | $76.7M | 0.26% | −128,351−9.5% | Reduced |
| Geode Capital Management, LLC | 1,367,881 | $86.2M | 0.01% | +57,282+4.4% | Added |
| Marshall Wace, LLP | 1,655,485 | $104.2M | 0.10% | +816,155+97.2% | Added |
| Spyglass Capital Management LLC | 1,697,920 | $106.9M | 5.35% | +455,707+36.7% | Added |
| Janus Henderson Group PLC | 1,746,447 | $110.0M | 0.05% | −74,841−4.1% | Reduced |
| State Street Corp | 2,020,076 | $127.2M | 0.00% | +12,662+0.6% | Added |
| Clearbridge Investments, LLC | 2,025,529 | $127.5M | 0.10% | +31,245+1.6% | Added |
| UBS Group AG | 2,079,709 | $131.0M | 0.03% | +90,183+4.5% | Added |
| Ensign Peak Advisors, Inc | 2,643,829 | $166.5M | 0.29% | +188,594+7.7% | Added |
| Neuberger Berman Group LLC | 2,697,454 | $169.9M | 0.13% | +352,730+15.0% | Added |
| Darlington Partners Capital Management, LP | 5,571,725 | $350.9M | 14.03% | +500,000+9.9% | Added |