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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,070,018 | $382.2M | 0.01% | −50,594−0.8% | Reduced |
| BlackRock, Inc. | 6,391,633 | $402.5M | 0.01% | +80,232+1.3% | Added |
| Durable Capital Partners LP | 6,606,969 | $416.0M | 3.94% | +980,485+17.4% | Added |
| Wasatch Advisors Inc | 6,778,925 | $426.9M | 2.54% | +621,797+10.1% | Added |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −653,828−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −274,918−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −220,965−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −196,810−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −94,971−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −74,100−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −68,800−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −61,345−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −56,100−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −55,776−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −37,153−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −36,823−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −34,595−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −34,333−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −33,074−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −31,909−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,279−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24,109−100.0% | Sold out |
| Galaxy Digital Capital Management GP LLC | 0 | $0 | 0.00% | −21,783−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,239−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,801−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −16,341−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −15,857−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −15,326−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −14,869−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,884−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,282−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −9,349−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Sphera Management Technology Funds Ltd | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,964−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,819−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,341−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Blue Square Asset Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,957−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,562−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −5,579−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,494−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,623−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Inspirion Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Victory Financial Group, LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Stonekeep Investments, LLC | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Birch Financial Group, LLC | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |