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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,671 | $729.0K | 0.00% | −2,115−11.3% | Reduced |
| Arizona State Retirement System | 16,707 | $730.6K | 0.00% | −336−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,929 | $740.3K | 0.00% | +21+0.1% | Added |
| Brevan Howard Capital Management LP | 17,589 | $769.2K | 0.01% | +17,589 | New |
| Summit Trail Advisors, LLC | 18,974 | $829.7K | 0.01% | +2,936+18.3% | Added |
| Spartan Wealth Advisory Services LLC | 19,061 | $833.5K | 0.07% | +19,061 | New |
| Diametric Capital, LP | 19,503 | $852.9K | 0.22% | +3,006+18.2% | Added |
| Yousif Capital Management, LLC | 19,595 | $856.9K | 0.01% | −1,262−6.1% | Reduced |
| Louisiana State Employees Retirement System | 19,600 | $857.1K | 0.02% | +900+4.8% | Added |
| Argyle Capital Management Inc. | 20,300 | $887.7K | 0.29% | +1,050+5.5% | Added |
| IMA Wealth, Inc. | 20,973 | $917.1K | 0.09% | −60−0.3% | Reduced |
| Handelsbanken Fonder AB | 21,000 | $918.0K | 0.00% | −2,500−10.6% | Reduced |
| Winton Group Ltd | 21,000 | $918.3K | 0.03% | +21,000 | New |
| Teachers Retirement System of the State of Kentucky | 22,610 | $988.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 22,869 | $1.00M | 0.00% | +14,284+166.4% | Added |
| Tejara Capital Ltd | 23,100 | $1.01M | 0.33% | +1,900+9.0% | Added |
| Millennium Management LLC | 23,834 | $1.04M | 0.00% | −4,231−15.1% | Reduced |
| Emerald Advisers, LLC | 24,044 | $1.05M | 0.03% | −256,262−91.4% | Reduced |
| State of Tennessee, Treasury Department | 24,959 | $1.09M | 0.00% | 00.0% | Unchanged |
| Game Creek Capital, LP | 25,000 | $1.09M | 0.42% | −55,000−68.8% | Reduced |
| Citigroup Inc | 26,025 | $1.14M | 0.00% | +7,101+37.5% | Added |
| Bank of Montreal | 26,317 | $1.15M | 0.00% | −846,136−97.0% | Reduced |
| Independent Financial Group, LLC | 26,525 | $1.16M | 0.03% | +1,960+8.0% | Added |
| Vanguard Global Advisers, LLC | 27,246 | $1.19M | 0.00% | +27,246 | New |
| Kurv Investment Management LLC | 27,412 | $1.20M | 1.26% | +10,934+66.4% | Added |
| Allstate Corp | 27,519 | $1.20M | 0.01% | +27,519 | New |
| FORA Capital, LLC | 27,586 | $1.21M | 0.09% | +27,586 | New |
| Axq Capital, LP | 27,618 | $1.21M | 0.16% | +27,618 | New |
| Havemeyer Place LP | 28,296 | $1.24M | 0.14% | +19,471+220.6% | Added |
| Treasurer of the State of North Carolina | 28,337 | $1.24M | 0.00% | +601+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 28,516 | $1.25M | 0.01% | 00.0% | Unchanged |
| LB Partners LLC | 30,000 | $1.31M | 1.18% | +30,000 | New |
| GM Advisory Group, Inc. | 30,025 | $1.31M | 0.05% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 30,035 | $1.31M | 0.34% | +30,035 | New |
| Fifth Third Bancorp | 30,379 | $1.33M | 0.00% | +30,225+19,626.6% | Added |
| Toroso Investments, LLC | 30,832 | $1.35M | 0.00% | −120,184−79.6% | Reduced |
| Aurora Investment Counsel | 31,997 | $1.40M | 0.78% | +3,021+10.4% | Added |
| Amalgamated Bank | 32,272 | $1.41M | 0.01% | −1,219−3.6% | Reduced |
| Mariner, LLC | 32,764 | $1.43M | 0.00% | +12,320+60.3% | Added |
| Register Financial Advisors LLC | 33,530 | $1.47M | 0.54% | +17,535+109.6% | Added |
| Leonteq Securities AG | 34,547 | $1.51M | 0.09% | +1,894+5.8% | Added |
| MetLife Investment Management | 36,200 | $1.58M | 0.01% | +170.0% | Added |
| State of New Jersey Common Pension Fund D | 38,450 | $1.68M | 0.01% | +5,830+17.9% | Added |
| Quantinno Capital Management LP | 38,688 | $1.69M | 0.00% | −39,063−50.2% | Reduced |
| Main Street Financial Solutions, LLC | 38,700 | $1.69M | 0.12% | +38,700 | New |
| Cambridge Investment Research Advisors, Inc. | 40,145 | $1.76M | 0.00% | +6,138+18.0% | Added |
| Hilton Capital Management, LLC | 40,237 | $1.76M | 0.13% | +5,468+15.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 41,144 | $1.80M | 0.00% | +1,621+4.1% | Added |
| Manufacturers Life Insurance Company, The | 41,508 | $1.82M | 0.00% | −7,766−15.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,806 | $1.92M | 0.02% | −28,337−39.3% | Reduced |
| Stifel Financial Corp | 43,979 | $1.92M | 0.00% | −826−1.8% | Reduced |
| Ratan Capital Management LP | 45,640 | $2.00M | 0.74% | −40,063−46.7% | Reduced |
| State Board of Administration of Florida Retirement System | 46,549 | $2.04M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 46,568 | $2.04M | 0.00% | −107,801−69.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,333 | $2.07M | 0.00% | −66,025−58.2% | Reduced |
| Great West Life Assurance Co | 49,268 | $2.16M | 0.00% | −403−0.8% | Reduced |
| Royce & Associates LP | 50,000 | $2.19M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 52,719 | $2.31M | 0.00% | −2,200−4.0% | Reduced |
| Cander Asset Management LP | 52,800 | $2.31M | 0.41% | +52,800 | New |
| VELA Investment Management, LLC | 53,696 | $2.35M | 0.61% | +2,499+4.9% | Added |
| Cloverfields Capital Group, LP | 54,564 | $2.39M | 0.77% | −607−1.1% | Reduced |
| Vanguard Asset Management, Ltd | 54,838 | $2.40M | 0.00% | +54,838 | New |
| Ameriprise Financial Inc | 57,637 | $2.52M | 0.00% | −668,896−92.1% | Reduced |
| Oppenheimer Asset Management Inc. | 59,006 | $2.58M | 0.03% | −20,958−26.2% | Reduced |
| Price T Rowe Associates Inc | 61,014 | $2.67M | 0.00% | −327,338−84.3% | Reduced |
| Wells Fargo & Company | 62,051 | $2.71M | 0.00% | −31,432−33.6% | Reduced |
| Qsemble Capital Management, LP | 63,192 | $2.76M | 0.21% | +63,192 | New |
| Kennedy Capital Management, Inc. | 65,982 | $2.89M | 0.06% | −815−1.2% | Reduced |
| Bullseye Asset Management LLC | 65,993 | $2.89M | 1.67% | 00.0% | Unchanged |
| XTX Topco Ltd | 67,189 | $2.94M | 0.05% | +32,940+96.2% | Added |
| California State Teachers Retirement System | 70,191 | $3.07M | 0.00% | +13,316+23.4% | Added |
| Prana Capital Management, LP | 70,899 | $3.10M | 0.10% | +60,401+575.4% | Added |
| Royal Bank of Canada | 71,571 | $3.13M | 0.00% | −5,830−7.5% | Reduced |
| Nordea Investment Management AB | 75,860 | $3.29M | 0.00% | −3,246−4.1% | Reduced |
| Mutual of America Capital Management LLC | 77,382 | $3.38M | 0.04% | −2,495−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 81,367 | $3.47M | 0.01% | +856+1.1% | Added |
| Public Employees Retirement System of Ohio | 79,689 | $3.48M | 0.01% | −3,822−4.6% | Reduced |
| California Public Employees Retirement System | 81,833 | $3.58M | 0.00% | +350.0% | Added |
| Retirement Systems of Alabama | 82,830 | $3.62M | 0.01% | +1,741+2.1% | Added |
| Legal & General Group Plc | 85,367 | $3.73M | 0.00% | −10,570−11.0% | Reduced |
| CI Private Wealth, LLC | 85,995 | $3.76M | 0.01% | −3,240−3.6% | Reduced |
| Barclays PLC | 90,954 | $3.98M | 0.00% | −20,148−18.1% | Reduced |
| Nicholas Company, Inc. | 93,963 | $4.11M | 0.08% | −86,587−48.0% | Reduced |
| Silvercrest Asset Management Group LLC | 98,299 | $4.30M | 0.03% | +87,226+787.7% | Added |
| CastleKnight Management LP | 102,984 | $4.50M | 0.21% | +41,500+67.5% | Added |
| Marex Group plc | 104,032 | $4.55M | 0.05% | +100,545+2,883.4% | Added |
| Susquehanna International Group, LLP | 106,475 | $4.66M | 0.01% | −145,920−57.8% | Reduced |
| Emeth Value Capital, LLC | 107,016 | $4.68M | 7.09% | +107,016 | New |
| Loup Funds, LLC | 107,110 | $4.68M | 2.97% | −99,107−48.1% | Reduced |
| Swiss National Bank | 120,200 | $5.26M | 0.00% | +800+0.7% | Added |
| Ingalls & Snyder LLC | 121,340 | $5.31M | 0.19% | +89,523+281.4% | Added |
| National Bank of Canada | 124,546 | $5.45M | 0.01% | +124,546 | New |
| Hunter Associates Investment Management LLC | 130,889 | $5.73M | 0.76% | +17,245+15.2% | Added |
| Nuveen, LLC | 133,684 | $5.85M | 0.00% | −21,383−13.8% | Reduced |
| JPMorgan Chase & Co | 135,032 | $5.89M | 0.00% | −4,455−3.2% | Reduced |
| Penserra Capital Management LLC | 144,437 | $6.32M | 0.07% | −7,525−5.0% | Reduced |
| Mariner Investment Group LLC | 145,000 | $6.34M | 1.92% | +20,000+16.0% | Added |
| SEI Investments Co | 145,996 | $6.38M | 0.01% | −185,469−56.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 151,827 | $6.64M | 0.30% | −537,961−78.0% | Reduced |
| Principal Financial Group Inc | 151,954 | $6.64M | 0.00% | +7,214+5.0% | Added |