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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 152,487 | $6.67M | 0.00% | −365,091−70.5% | Reduced |
| New York State Common Retirement Fund | 157,144 | $6.87M | 0.01% | −6,454−3.9% | Reduced |
| Squarepoint Ops LLC | 158,161 | $6.92M | 0.01% | +158,161 | New |
| State of Wisconsin Investment Board | 161,035 | $7.04M | 0.02% | −10,612−6.2% | Reduced |
| Daiwa Securities Group Inc. | 163,600 | $7.15M | 0.02% | +163,600 | New |
| Kornitzer Capital Management Inc | 177,504 | $7.76M | 0.17% | −21,182−10.7% | Reduced |
| Rhumbline Advisers | 187,312 | $8.19M | 0.01% | +7,924+4.4% | Added |
| Deutsche Bank AG | 209,252 | $9.15M | 0.00% | −50,136−19.3% | Reduced |
| Portolan Capital Management, LLC | 214,284 | $9.37M | 0.50% | −253,779−54.2% | Reduced |
| Occam Crest Management LP | 218,345 | $9.55M | 6.04% | +123,345+129.8% | Added |
| Alliancebernstein L.P. | 182,912 | $11.5M | 0.00% | +93,444+104.4% | Added |
| Bank of America Corp | 283,177 | $12.4M | 0.00% | −10,056−3.4% | Reduced |
| Snyder Capital Management L P | 290,177 | $12.7M | 0.25% | −3,980−1.4% | Reduced |
| Dimensional Fund Advisors LP | 335,005 | $14.6M | 0.00% | −175,491−34.4% | Reduced |
| Palisade Capital Management LLC | 349,041 | $15.3M | 0.51% | −28,369−7.5% | Reduced |
| Bank of New York Mellon Corp | 402,717 | $17.6M | 0.00% | −20,449−4.8% | Reduced |
| Vanguard Fiduciary Trust Co | 410,068 | $17.9M | 0.00% | +410,068 | New |
| Fairview Capital Investment Management, LLC | 421,102 | $18.4M | 1.00% | −31,675−7.0% | Reduced |
| Goldman Sachs Group Inc | 422,157 | $18.5M | 0.00% | +233,626+123.9% | Added |
| Point72 Asset Management, L.P. | 424,515 | $18.6M | 0.03% | −316,441−42.7% | Reduced |
| BNP Paribas Arbitrage, SA | 444,116 | $19.4M | 0.01% | +297,942+203.8% | Added |
| Schwartz Investment Counsel Inc | 445,691 | $19.5M | 0.69% | +159,000+55.5% | Added |
| Private Management Group Inc | 454,242 | $19.9M | 0.57% | +454,242 | New |
| Gotham Asset Management, LLC | 488,551 | $21.4M | 0.07% | +442,108+951.9% | Added |
| Northern Trust Corp | 504,058 | $22.0M | 0.00% | +8,995+1.8% | Added |
| Maestria Partners LLC | 516,186 | $22.6M | 8.24% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 537,935 | $23.5M | 0.00% | +42,880+8.7% | Added |
| Morgan Stanley | 638,160 | $27.9M | 0.00% | −463,511−42.1% | Reduced |
| Long Focus Capital Management, LLC | 675,000 | $29.5M | 1.30% | +321,000+90.7% | Added |
| Brown Brothers Harriman & Co | 688,502 | $30.1M | 0.16% | −203,479−22.8% | Reduced |
| Nomura Asset Management Co Ltd | 688,550 | $30.1M | 0.08% | −213,466−23.7% | Reduced |
| FIL Ltd | 723,386 | $31.6M | 0.02% | −407,848−36.1% | Reduced |
| Raymond James Financial Inc | 800,373 | $34.9M | 0.01% | −185,720−18.8% | Reduced |
| Rice Hall James & Associates, LLC | 847,726 | $37.1M | 2.06% | +183,938+27.7% | Added |
| Goodnow Investment Group, LLC | 854,230 | $37.4M | 4.09% | +3,030+0.4% | Added |
| FMR LLC | 887,612 | $38.8M | 0.00% | +732,911+473.8% | Added |
| UBS Asset Management Americas Inc | 1,133,313 | $49.6M | 0.01% | +340,197+42.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,189,941 | $52.0M | 0.18% | −28,665−2.4% | Reduced |
| Geode Capital Management, LLC | 1,420,964 | $62.2M | 0.00% | +53,083+3.9% | Added |
| Spyglass Capital Management LLC | 1,751,140 | $76.6M | 5.42% | +53,220+3.1% | Added |
| Janus Henderson Group PLC | 1,804,347 | $78.9M | 0.04% | +57,900+3.3% | Added |
| Clearbridge Investments, LLC | 1,819,379 | $79.6M | 0.07% | −206,150−10.2% | Reduced |
| Marshall Wace, LLP | 1,916,672 | $83.8M | 0.09% | +261,187+15.8% | Added |
| Vanguard Portfolio Management LLC | 2,023,932 | $88.5M | 0.00% | +2,023,932 | New |
| State Street Corp | 2,066,962 | $90.4M | 0.00% | +46,886+2.3% | Added |
| UBS Group AG | 2,150,968 | $94.1M | 0.02% | +71,259+3.4% | Added |
| Vanguard Capital Management LLC | 2,286,184 | $100.0M | 0.00% | +2,286,184 | New |
| Neuberger Berman Group LLC | 2,519,905 | $110.2M | 0.08% | −177,549−6.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,106,441 | $135.8M | 0.25% | +462,612+17.5% | Added |
| Wasatch Advisors Inc | 4,206,244 | $183.9M | 1.22% | −2,572,681−38.0% | Reduced |
| Durable Capital Partners LP | 6,165,793 | $269.6M | 2.78% | −441,176−6.7% | Reduced |
| BlackRock, Inc. | 6,453,832 | $282.2M | 0.00% | +62,199+1.0% | Added |
| Darlington Partners Capital Management, LP | 6,576,509 | $287.6M | 12.92% | +1,004,784+18.0% | Added |
| ShawSpring Partners LLC | 0 | $0 | 0.00% | −1,148,861−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −925,232−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −206,680−100.0% | Sold out |
| University of Illinois Foundation | 0 | $0 | 0.00% | −182,848−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −169,872−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −165,269−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −155,929−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −130,018−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −123,445−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −92,676−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −92,404−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −82,871−100.0% | Sold out |
| 7G Capital Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| KTF Investments, LLC | 0 | $0 | 0.00% | −67,460−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −61,001−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −56,879−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −52,346−100.0% | Sold out |
| Heights Point Management, LP | 0 | $0 | 0.00% | −47,559−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −33,586−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −40,036−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −37,136−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −35,708−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,143−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,355−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −24,494−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −23,299−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −22,424−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −22,186−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,012−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,746−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,488−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −18,776−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −18,586−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,496−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −13,792−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,531−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,520−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −12,766−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −12,502−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −9,901−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Eddie Patel Inc | 0 | $0 | 0.00% | −9,752−100.0% | Sold out |