Skip to main content

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.

Institutional holdersQ1 2026: 353 institutions
Q1 2021: 201 institutionsQ2 2021: 216 institutionsQ3 2021: 228 institutionsQ4 2021: 229 institutionsQ1 2022: 222 institutionsQ2 2022: 207 institutionsQ3 2022: 210 institutionsQ4 2022: 234 institutionsQ1 2023: 291 institutionsQ2 2023: 271 institutionsQ3 2023: 252 institutionsQ4 2023: 308 institutionsQ1 2024: 325 institutionsQ2 2024: 342 institutionsQ3 2024: 358 institutionsQ4 2024: 441 institutionsQ1 2025: 442 institutionsQ2 2025: 459 institutionsQ3 2025: 451 institutionsQ4 2025: 404 institutionsQ1 2026: 353 institutionsQ2 2026: 359 institutions
Value heldQ1 2026: $3.09B
Q1 2021: $3.55BQ2 2021: $4.38BQ3 2021: $4.32BQ4 2021: $3.34BQ1 2022: $3.76BQ2 2022: $1.90BQ3 2022: $2.52BQ4 2022: $3.22BQ1 2023: $4.22BQ2 2023: $3.96BQ3 2023: $3.26BQ4 2023: $4.39BQ1 2024: $4.01BQ2 2024: $4.97BQ3 2024: $6.28BQ4 2024: $7.88BQ1 2025: $6.49BQ2 2025: $8.56BQ3 2025: $6.56BQ4 2025: $5.12BQ1 2026: $3.09BQ2 2026: $3.38B
Institutions holding FOUR and their total value by quarter
QuarterHoldersValue
Q2 2026359$3.38B
Q1 2026353$3.09B
Q4 2025404$5.12B
Q3 2025451$6.56B
Q2 2025459$8.56B
Q1 2025442$6.49B
Q4 2024441$7.88B
Q3 2024358$6.28B
Q2 2024342$4.97B
Q1 2024325$4.01B
Q4 2023308$4.39B
Q3 2023252$3.26B
Q2 2023271$3.96B
Q1 2023291$4.22B
Q4 2022234$3.22B
Q3 2022210$2.52B
Q2 2022207$1.90B
Q1 2022222$3.76B
Q4 2021229$3.34B
Q3 2021228$4.32B
Q2 2021216$4.38B
Q1 2021201$3.55B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q4 2025.

Institutions holding FOUR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Boston Partners0$00.00%−8,908−100.0%Sold out
Hancock Whitney Corp0$00.00%−8,185−100.0%Sold out
Aristeia Capital LLC0$00.00%−7,654−100.0%Sold out
Allianz SE0$00.00%−7,260−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,625−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−6,503−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−6,438−100.0%Sold out
Centiva Capital, LP0$00.00%−6,248−100.0%Sold out
HB Wealth Management, LLC0$00.00%−6,215−100.0%Sold out
New York Life Investment Management LLC0$00.00%−5,838−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−5,150−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−5,135−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,926−100.0%Sold out
9823 Capital, L.P.0$00.00%−4,645−100.0%Sold out
Savant Capital, LLC0$00.00%−4,584−100.0%Sold out
Colony Group, LLC0$00.00%−4,495−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−4,304−100.0%Sold out
F/M Investments LLC0$00.00%−4,453−100.0%Sold out
Bridgewater Associates, LP0$00.00%−4,428−100.0%Sold out
HMS Capital Management, LLC0$00.00%−4,421−100.0%Sold out
Provident Investment Management, Inc.0$00.00%−4,150−100.0%Sold out
Fulton Bank, N.A.0$00.00%−4,045−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−4,020−100.0%Sold out
Shay Capital LLC0$00.00%−4,000−100.0%Sold out
Headlands Technologies LLC0$00.00%−3,945−100.0%Sold out
Jump Financial, LLC0$00.00%−3,800−100.0%Sold out
Associated Banc-Corp0$00.00%−3,644−100.0%Sold out
Keybank National Association0$00.00%−3,598−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−3,537−100.0%Sold out
Blair William & Co0$00.00%−3,532−100.0%Sold out
Utah Retirement Systems0$00.00%−3,508−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−3,416−100.0%Sold out
FJ Capital Management LLC0$00.00%−3,409−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−3,380−100.0%Sold out
Inceptionr LLC0$00.00%−3,222−100.0%Sold out
Scotia Capital Inc.0$00.00%−3,199−100.0%Sold out
PEAK6 LLC0$00.00%−2,770−100.0%Sold out
Ares Systematic Credit Ltd0$00.00%−1,591−100.0%Sold out
Wexford Capital LP0$00.00%−1,455−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−1,131−100.0%Sold out
Elequin Capital LP0$00.00%−903−100.0%Sold out
DV Trading LLC0$00.00%−824−100.0%Sold out
Schroder Investment Management Group0$00.00%−597−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−400−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−376−100.0%Sold out
Danske Bank A/S0$00.00%−200−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−200−100.0%Sold out
Key Financial Inc0$00.00%−200−100.0%Sold out
Heritage Wealth Advisors0$00.00%−167−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−160−100.0%Sold out
Versant Capital Management, Inc0$00.00%−147−100.0%Sold out
Ancora Advisors, LLC0$00.00%−111−100.0%Sold out
Central Trust Co0$00.00%−90−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−38−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−17−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−9−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−5−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−4−100.0%Sold out
Rossby Financial, LCC0$00.00%−3−100.0%Sold out
Principia Wealth Advisory, LLC0$00.00%−2−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
14B Captial Management LP––––Not filed
Comerica Bank––––Not filed
MidWestOne Financial Group, Inc.––––Not filed
Galaxy Group Investments LLC––––Not filed
Militia Capital Partners, LP––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed