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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

Q1 2026 vs. Q4 2025

How the institutions holding Shift4 Payments, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of FOUR: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4049353−42
Shares81.3M7.34M70.7M−3.29M (−4.5%)
Value$5.12B$462.4M$3.09B−$1.56B (−33.6%)

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Shift4 Payments, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to FOUR in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC2,286,184$100.0M0.00%
Vanguard Portfolio Management LLC2,023,932$88.5M0.00%
Private Management Group Inc454,242$19.9M0.57%
Vanguard Fiduciary Trust Co410,068$17.9M0.00%
Daiwa Securities Group Inc.163,600$7.15M0.02%
Squarepoint Ops LLC158,161$6.92M0.01%
National Bank of Canada124,546$5.45M0.01%
Emeth Value Capital, LLC107,016$4.68M7.09%
Qsemble Capital Management, LP63,192$2.76M0.21%
Vanguard Asset Management, Ltd54,838$2.40M0.00%
Cander Asset Management LP52,800$2.31M0.41%
Main Street Financial Solutions, LLC38,700$1.69M0.12%
Miller Value Partners, LLC30,035$1.31M0.34%
LB Partners LLC30,000$1.31M1.18%
Axq Capital, LP27,618$1.21M0.16%
FORA Capital, LLC27,586$1.21M0.09%
Allstate Corp27,519$1.20M0.01%
Vanguard Global Advisers, LLC27,246$1.19M0.00%
Winton Group Ltd21,000$918.3K0.03%
Spartan Wealth Advisory Services LLC19,061$833.5K0.07%
Brevan Howard Capital Management LP17,589$769.2K0.01%
Vanguard Investments Australia, Ltd.14,843$649.1K0.00%
Readystate Asset Management LP13,660$597.4K0.03%
Galaxy Digital Inc.8,902$389.3K0.06%
Two Sigma Investments, LP7,876$344.4K0.00%
CSS LLC7,727$337.9K0.02%
Scientech Research LLC6,656$291.1K0.24%
Nomura Holdings Inc6,591$288.2K0.00%
Evergreen Capital Management LLC6,505$284.5K0.01%
Skopos Labs, Inc.6,505$284.5K0.01%
Amundi6,415$280.5K0.00%
AQR Capital Management LLC5,589$244.4K0.00%
Lecap Asset Management Ltd5,561$243.2K0.09%
Moors & Cabot, Inc.5,485$239.9K0.01%
Harvest Portfolios Group Inc.4,711$206.0K0.00%
BFSG, LLC3,423$149.7K0.01%
Bank of New Hampshire2,095$91.6K0.02%
Cassaday & Co Wealth Management LLC2,000$87.5K0.00%
MAI Capital Management571$25.0K0.00%
Migdal Insurance & Financial Holdings Ltd.340$14.9K0.00%
CX Institutional273$12.0K0.00%
Advisory Services Network, LLC192$8.39K0.00%
Golden State Equity Partners125$5.47K0.00%
Intentional Wealth Strategies, LLC112$4.90K0.00%
North Star Investment Management Corp.110$4.81K0.00%
Bell Investment Advisors, Inc84$3.67K0.00%
Salem Investment Counselors Inc66$2.89K0.00%
Owl Creek Wealth Partners LLC62$2.71K0.00%
JNBA Financial Advisors56$2.45K0.00%
Main Street Group, LTD50$2.19K0.00%
Sapience Investments, LLC46$2.01K0.26%
JPL Wealth Management, LLC35$1.53K0.00%
Avion Wealth31$1.00K0.00%
Twin Peaks Wealth Advisors, LLC16$7000.00%
Fortitude Family Office, LLC15$6560.00%
RMG Wealth Management LLC15$6220.00%
UMA Financial Services, Inc.11$4820.00%
Breakwater Investment Management9$3940.00%
Whipplewood Advisors, LLC7$3060.00%
Investors Portfolio Services LLC7$2840.00%
Brown, Lisle/Cummings, Inc.5$2190.00%
SHP Wealth Management3$1310.00%
Keating Financial Advisory Services, Inc.3$1310.00%
3 Factor Indexing, LLC2$880.00%
MV Capital Management, Inc.1$440.00%

Sold out (107)

Institutions that held Shift4 Payments, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of FOUR in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
ShawSpring Partners LLC1,148,861$72.3M
Jennison Associates LLC925,232$58.3M
Wellington Management Group LLP206,680$13.0M
University of Illinois Foundation182,848$11.5M
Mawer Investment Management Ltd.169,872$10.7M
Emerald Mutual Fund Advisers Trust165,269$10.4M
North Reef Capital Management LP155,929$9.82M
Peregrine Capital Management LLC130,018$8.19M
Citadel Advisors LLC123,445$7.77M
Walleye Trading LLC92,676$5.84M
Maxi Investments CY Ltd92,404$5.82M
FirstWave Capital Management LLC82,871$5.22M
7G Capital Management, LLC70,000$4.41M
KTF Investments, LLC67,460$4.25M
HRT Financial LP61,001$3.84M
Thornburg Investment Management Inc56,879$3.58M
King Luther Capital Management Corp52,346$3.30M
Heights Point Management, LP47,559$2.99M
Sculptor Capital LP33,586$2.69M
E. Ohman J:or Asset Management AB40,036$2.52M
Exchange Traded Concepts, LLC37,136$2.34M
Nomura Asset Management International Inc.35,708$2.25M
Group One Trading, L.P.30,143$1.90M
Jane Street Group, LLC28,355$1.79M
D. E. Shaw & Co., Inc.24,494$1.54M
VARCOV Co.23,299$1.47M
Oak Thistle LLC22,424$1.41M
Harbour Capital Advisors, LLC22,186$1.39M
Balyasny Asset Management LLC22,012$1.39M
Caption Management, LLC20,746$1.31M
Alberta Investment Management Corp20,400$1.28M
Lido Advisors, LLC15,488$1.20M
Bokf, NA18,776$1.18M
Change Path, LLC18,586$1.17M
Verition Fund Management LLC17,496$1.10M
Amitell Capital Pte Ltd13,792$868.5K
Aquatic Capital Management LLC13,531$852.0K
Holocene Advisors, LP13,520$851.4K
HighVista Strategies LLC12,982$817.5K
Nishkama Capital, LLC12,766$803.9K
EdgeRock Capital LLC12,502$787.3K
Quest Partners LLC12,438$783.2K
Malaga Cove Capital, LLC11,901$749.4K
Corsair Capital Management, L.P.10,059$633.4K
AlphaGrep UK Ltd9,901$623.5K
Harbor Capital Advisors, Inc.9,838$619.0K
Eddie Patel Inc9,752$614.1K
Boston Partners8,908$560.9K
Hancock Whitney Corp8,185$515.4K
Aristeia Capital LLC7,654$482.0K
Allianz SE7,260$457.2K
Engineers Gate Manager LP6,625$417.2K
Phoenix Holdings Ltd.6,503$409.1K
Mirabella Financial Services LLP6,438$405.4K
Centiva Capital, LP6,248$393.4K
HB Wealth Management, LLC6,215$391.4K
New York Life Investment Management LLC5,838$367.6K
Carnegie Capital Asset Management, LLC5,150$324.3K
Perigon Wealth Management, LLC5,135$323.4K
Boothbay Fund Management, LLC4,926$310.2K
9823 Capital, L.P.4,645$292.5K
Savant Capital, LLC4,584$288.7K
Colony Group, LLC4,495$283.7K
Wealth Enhancement Advisory Services, LLC4,304$283.5K
F/M Investments LLC4,453$280.4K
Bridgewater Associates, LP4,428$278.8K
HMS Capital Management, LLC4,421$278.4K
Provident Investment Management, Inc.4,150$261.3K
Fulton Bank, N.A.4,045$254.7K
Crossmark Global Holdings, Inc.4,020$253.1K
Shay Capital LLC4,000$251.9K
Headlands Technologies LLC3,945$248.4K
Jump Financial, LLC3,800$239.3K
Associated Banc-Corp3,644$229.5K
Keybank National Association3,598$226.6K
Annex Advisory Services, LLC3,537$222.7K
Blair William & Co3,532$222.4K
Utah Retirement Systems3,508$220.9K
Maryland State Retirement & Pension System3,416$215.1K
FJ Capital Management LLC3,409$214.7K
Curated Wealth Partners LLC3,380$212.8K
Inceptionr LLC3,222$202.9K
Scotia Capital Inc.3,199$201.4K
PEAK6 LLC2,770$174.4K
Ares Systematic Credit Ltd1,591$127.2K
Wexford Capital LP1,455$91.6K
SRS Capital Advisors, Inc.1,131$71.2K
Elequin Capital LP903$56.9K
DV Trading LLC824$51.9K
Schroder Investment Management Group597$38.5K
Bank of Jackson Hole Trust400$25.2K
SageView Advisory Group, LLC376$23.7K
Danske Bank A/S200$12.6K
Global Trust Asset Management, LLC200$12.6K
Key Financial Inc200$12.6K
Heritage Wealth Advisors167$10.5K
Y.D. More Investments Ltd160$10.1K
Versant Capital Management, Inc147$9.26K
Ancora Advisors, LLC111$6.99K
Central Trust Co90$5.67K

Not filed for Q1 2026 yet (9)

Institutions that held Shift4 Payments, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FOUR in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc6,070,018$382.2M
Norges Bank820,000$51.6M
14B Captial Management LP385,000$24.2M
Comerica Bank30,737$1.94M
MidWestOne Financial Group, Inc.21,818$1.37M
Galaxy Group Investments LLC8,902$560.6K
Militia Capital Partners, LP3,600$226.7K
CIBC Private Wealth Group, LLC2,828$178.1K
Global Retirement Partners, LLC158$9.95K