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, Q1 2026
Institutional positions in Shift4 Payments, Inc. as of Mar 31, 2026. 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
- 353
- −42 vs. Q4 2025
- Shares held
- 70.7M
- −3.29M (−4.5%) vs. Q4 2025
- Total value
- $3.09B
- −$1.56B (−33.6%) vs. Q4 2025
- New holders
- 65
- 135 more added
- Sold out
- 107
- 121 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Darlington Partners Capital Management, LP | 6,576,509 | $287.6M | 12.92% | +1,004,784+18.0% | Added |
| BlackRock, Inc. | 6,453,832 | $282.2M | 0.00% | +62,199+1.0% | Added |
| Durable Capital Partners LP | 6,165,793 | $269.6M | 2.78% | −441,176−6.7% | Reduced |
| Wasatch Advisors Inc | 4,206,244 | $183.9M | 1.22% | −2,572,681−38.0% | Reduced |
| Ensign Peak Advisors, Inc | 3,106,441 | $135.8M | 0.25% | +462,612+17.5% | Added |
| Neuberger Berman Group LLC | 2,519,905 | $110.2M | 0.08% | −177,549−6.6% | Reduced |
| Vanguard Capital Management LLC | 2,286,184 | $100.0M | 0.00% | +2,286,184 | New |
| UBS Group AG | 2,150,968 | $94.1M | 0.02% | +71,259+3.4% | Added |
| State Street Corp | 2,066,962 | $90.4M | 0.00% | +46,886+2.3% | Added |
| Vanguard Portfolio Management LLC | 2,023,932 | $88.5M | 0.00% | +2,023,932 | New |
| Marshall Wace, LLP | 1,916,672 | $83.8M | 0.09% | +261,187+15.8% | Added |
| Clearbridge Investments, LLC | 1,819,379 | $79.6M | 0.07% | −206,150−10.2% | Reduced |
| Janus Henderson Group PLC | 1,804,347 | $78.9M | 0.04% | +57,900+3.3% | Added |
| Spyglass Capital Management LLC | 1,751,140 | $76.6M | 5.42% | +53,220+3.1% | Added |
| Geode Capital Management, LLC | 1,420,964 | $62.2M | 0.00% | +53,083+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,189,941 | $52.0M | 0.18% | −28,665−2.4% | Reduced |
| UBS Asset Management Americas Inc | 1,133,313 | $49.6M | 0.01% | +340,197+42.9% | Added |
| FMR LLC | 887,612 | $38.8M | 0.00% | +732,911+473.8% | Added |
| Goodnow Investment Group, LLC | 854,230 | $37.4M | 4.09% | +3,030+0.4% | Added |
| Rice Hall James & Associates, LLC | 847,726 | $37.1M | 2.06% | +183,938+27.7% | Added |
| Raymond James Financial Inc | 800,373 | $34.9M | 0.01% | −185,720−18.8% | Reduced |
| FIL Ltd | 723,386 | $31.6M | 0.02% | −407,848−36.1% | Reduced |
| Nomura Asset Management Co Ltd | 688,550 | $30.1M | 0.08% | −213,466−23.7% | Reduced |
| Brown Brothers Harriman & Co | 688,502 | $30.1M | 0.16% | −203,479−22.8% | Reduced |
| Long Focus Capital Management, LLC | 675,000 | $29.5M | 1.30% | +321,000+90.7% | Added |
| Morgan Stanley | 638,160 | $27.9M | 0.00% | −463,511−42.1% | Reduced |
| Charles Schwab Investment Management Inc | 537,935 | $23.5M | 0.00% | +42,880+8.7% | Added |
| Maestria Partners LLC | 516,186 | $22.6M | 8.24% | 00.0% | Unchanged |
| Northern Trust Corp | 504,058 | $22.0M | 0.00% | +8,995+1.8% | Added |
| Gotham Asset Management, LLC | 488,551 | $21.4M | 0.07% | +442,108+951.9% | Added |
| Private Management Group Inc | 454,242 | $19.9M | 0.57% | +454,242 | New |
| Schwartz Investment Counsel Inc | 445,691 | $19.5M | 0.69% | +159,000+55.5% | Added |
| BNP Paribas Arbitrage, SA | 444,116 | $19.4M | 0.01% | +297,942+203.8% | Added |
| Point72 Asset Management, L.P. | 424,515 | $18.6M | 0.03% | −316,441−42.7% | Reduced |
| Goldman Sachs Group Inc | 422,157 | $18.5M | 0.00% | +233,626+123.9% | Added |
| Fairview Capital Investment Management, LLC | 421,102 | $18.4M | 1.00% | −31,675−7.0% | Reduced |
| Vanguard Fiduciary Trust Co | 410,068 | $17.9M | 0.00% | +410,068 | New |
| Bank of New York Mellon Corp | 402,717 | $17.6M | 0.00% | −20,449−4.8% | Reduced |
| Palisade Capital Management LLC | 349,041 | $15.3M | 0.51% | −28,369−7.5% | Reduced |
| Dimensional Fund Advisors LP | 335,005 | $14.6M | 0.00% | −175,491−34.4% | Reduced |
| Snyder Capital Management L P | 290,177 | $12.7M | 0.25% | −3,980−1.4% | Reduced |
| Bank of America Corp | 283,177 | $12.4M | 0.00% | −10,056−3.4% | Reduced |
| Alliancebernstein L.P. | 182,912 | $11.5M | 0.00% | +93,444+104.4% | Added |
| Occam Crest Management LP | 218,345 | $9.55M | 6.04% | +123,345+129.8% | Added |
| Portolan Capital Management, LLC | 214,284 | $9.37M | 0.50% | −253,779−54.2% | Reduced |
| Deutsche Bank AG | 209,252 | $9.15M | 0.00% | −50,136−19.3% | Reduced |
| Rhumbline Advisers | 187,312 | $8.19M | 0.01% | +7,924+4.4% | Added |
| Kornitzer Capital Management Inc | 177,504 | $7.76M | 0.17% | −21,182−10.7% | Reduced |
| Daiwa Securities Group Inc. | 163,600 | $7.15M | 0.02% | +163,600 | New |
| State of Wisconsin Investment Board | 161,035 | $7.04M | 0.02% | −10,612−6.2% | Reduced |
| Squarepoint Ops LLC | 158,161 | $6.92M | 0.01% | +158,161 | New |
| New York State Common Retirement Fund | 157,144 | $6.87M | 0.01% | −6,454−3.9% | Reduced |
| Invesco Ltd. | 152,487 | $6.67M | 0.00% | −365,091−70.5% | Reduced |
| Principal Financial Group Inc | 151,954 | $6.64M | 0.00% | +7,214+5.0% | Added |
| BW Gestao de Investimentos Ltda. | 151,827 | $6.64M | 0.30% | −537,961−78.0% | Reduced |
| SEI Investments Co | 145,996 | $6.38M | 0.01% | −185,469−56.0% | Reduced |
| Mariner Investment Group LLC | 145,000 | $6.34M | 1.92% | +20,000+16.0% | Added |
| Penserra Capital Management LLC | 144,437 | $6.32M | 0.07% | −7,525−5.0% | Reduced |
| JPMorgan Chase & Co | 135,032 | $5.89M | 0.00% | −4,455−3.2% | Reduced |
| Nuveen, LLC | 133,684 | $5.85M | 0.00% | −21,383−13.8% | Reduced |
| Hunter Associates Investment Management LLC | 130,889 | $5.73M | 0.76% | +17,245+15.2% | Added |
| National Bank of Canada | 124,546 | $5.45M | 0.01% | +124,546 | New |
| Ingalls & Snyder LLC | 121,340 | $5.31M | 0.19% | +89,523+281.4% | Added |
| Swiss National Bank | 120,200 | $5.26M | 0.00% | +800+0.7% | Added |
| Loup Funds, LLC | 107,110 | $4.68M | 2.97% | −99,107−48.1% | Reduced |
| Emeth Value Capital, LLC | 107,016 | $4.68M | 7.09% | +107,016 | New |
| Susquehanna International Group, LLP | 106,475 | $4.66M | 0.01% | −145,920−57.8% | Reduced |
| Marex Group plc | 104,032 | $4.55M | 0.05% | +100,545+2,883.4% | Added |
| CastleKnight Management LP | 102,984 | $4.50M | 0.21% | +41,500+67.5% | Added |
| Silvercrest Asset Management Group LLC | 98,299 | $4.30M | 0.03% | +87,226+787.7% | Added |
| Nicholas Company, Inc. | 93,963 | $4.11M | 0.08% | −86,587−48.0% | Reduced |
| Barclays PLC | 90,954 | $3.98M | 0.00% | −20,148−18.1% | Reduced |
| CI Private Wealth, LLC | 85,995 | $3.76M | 0.01% | −3,240−3.6% | Reduced |
| Legal & General Group Plc | 85,367 | $3.73M | 0.00% | −10,570−11.0% | Reduced |
| Retirement Systems of Alabama | 82,830 | $3.62M | 0.01% | +1,741+2.1% | Added |
| California Public Employees Retirement System | 81,833 | $3.58M | 0.00% | +350.0% | Added |
| Public Employees Retirement System of Ohio | 79,689 | $3.48M | 0.01% | −3,822−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 81,367 | $3.47M | 0.01% | +856+1.1% | Added |
| Mutual of America Capital Management LLC | 77,382 | $3.38M | 0.04% | −2,495−3.1% | Reduced |
| Nordea Investment Management AB | 75,860 | $3.29M | 0.00% | −3,246−4.1% | Reduced |
| Royal Bank of Canada | 71,571 | $3.13M | 0.00% | −5,830−7.5% | Reduced |
| Prana Capital Management, LP | 70,899 | $3.10M | 0.10% | +60,401+575.4% | Added |
| California State Teachers Retirement System | 70,191 | $3.07M | 0.00% | +13,316+23.4% | Added |
| XTX Topco Ltd | 67,189 | $2.94M | 0.05% | +32,940+96.2% | Added |
| Bullseye Asset Management LLC | 65,993 | $2.89M | 1.67% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 65,982 | $2.89M | 0.06% | −815−1.2% | Reduced |
| Qsemble Capital Management, LP | 63,192 | $2.76M | 0.21% | +63,192 | New |
| Wells Fargo & Company | 62,051 | $2.71M | 0.00% | −31,432−33.6% | Reduced |
| Price T Rowe Associates Inc | 61,014 | $2.67M | 0.00% | −327,338−84.3% | Reduced |
| Oppenheimer Asset Management Inc. | 59,006 | $2.58M | 0.03% | −20,958−26.2% | Reduced |
| Ameriprise Financial Inc | 57,637 | $2.52M | 0.00% | −668,896−92.1% | Reduced |
| Vanguard Asset Management, Ltd | 54,838 | $2.40M | 0.00% | +54,838 | New |
| Cloverfields Capital Group, LP | 54,564 | $2.39M | 0.77% | −607−1.1% | Reduced |
| VELA Investment Management, LLC | 53,696 | $2.35M | 0.61% | +2,499+4.9% | Added |
| Cander Asset Management LP | 52,800 | $2.31M | 0.41% | +52,800 | New |
| New York State Teachers Retirement System | 52,719 | $2.31M | 0.00% | −2,200−4.0% | Reduced |
| Royce & Associates LP | 50,000 | $2.19M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 49,268 | $2.16M | 0.00% | −403−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,333 | $2.07M | 0.00% | −66,025−58.2% | Reduced |
| LPL Financial LLC | 46,568 | $2.04M | 0.00% | −107,801−69.8% | Reduced |