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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 125 | $5.47K | 0.00% | +125 | New |
| Intentional Wealth Strategies, LLC | 112 | $4.90K | 0.00% | +112 | New |
| Quarry LP | 111 | $4.85K | 0.00% | −1,147−91.2% | Reduced |
| North Star Investment Management Corp. | 110 | $4.81K | 0.00% | +110 | New |
| Franklin Resources Inc | 108 | $4.72K | 0.00% | −320−74.8% | Reduced |
| Kilter Group LLC | 92 | $4.02K | 0.00% | +63+217.2% | Added |
| CVA Family Office, LLC | 89 | $3.89K | 0.00% | +9+11.3% | Added |
| Bell Investment Advisors, Inc | 84 | $3.67K | 0.00% | +84 | New |
| Assetmark, Inc | 76 | $3.32K | 0.00% | −9−10.6% | Reduced |
| Salem Investment Counselors Inc | 66 | $2.89K | 0.00% | +66 | New |
| Owl Creek Wealth Partners LLC | 62 | $2.71K | 0.00% | +62 | New |
| Farmers & Merchants Investments Inc | 56 | $2.45K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 56 | $2.45K | 0.00% | +56 | New |
| TD Waterhouse Canada Inc. | 57 | $2.42K | 0.00% | +8+16.3% | Added |
| Main Street Group, LTD | 50 | $2.19K | 0.00% | +50 | New |
| Sapience Investments, LLC | 46 | $2.01K | 0.26% | +46 | New |
| Rakuten Securities, Inc. | 40 | $1.75K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39 | $1.71K | 0.00% | −33−45.8% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.53K | 0.00% | +35 | New |
| Vision Financial Markets LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | +31 | New |
| Toronto Dominion Bank | 22 | $978 | 0.00% | +4+22.2% | Added |
| Clearstead Advisors, LLC | 20 | $875 | 0.00% | −290−93.5% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $875 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 16 | $700 | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 15 | $656 | 0.00% | +15 | New |
| RMG Wealth Management LLC | 15 | $622 | 0.00% | +15 | New |
| Sachetta, LLC | 14 | $613 | 0.00% | +9+180.0% | Added |
| Rothschild Investment LLC | 12 | $525 | 0.00% | +2+20.0% | Added |
| Bare Financial Services, Inc | 12 | $525 | 0.00% | +7+140.0% | Added |
| UMA Financial Services, Inc. | 11 | $482 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $451 | 0.00% | +6+120.0% | Added |
| Breakwater Investment Management | 9 | $394 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $393 | 0.00% | +8+800.0% | Added |
| Horizon Investments, LLC | 8 | $350 | 0.00% | −2−20.0% | Reduced |
| Dunhill Financial, LLC | 7 | $330 | 0.00% | +5+250.0% | Added |
| Quaker Wealth Management, LLC | 7 | $307 | 0.00% | +6+600.0% | Added |
| Whipplewood Advisors, LLC | 7 | $306 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 7 | $284 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $219 | 0.00% | −13−72.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5 | $219 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 3 | $131 | 0.00% | −12−80.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $131 | 0.00% | +2+200.0% | Added |
| SHP Wealth Management | 3 | $131 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $131 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $88 | 0.00% | +2 | New |
| State of Wyoming | 1 | $44 | 0.00% | −623−99.8% | Reduced |
| Huntington National Bank | 1 | $44 | 0.00% | −22−95.7% | Reduced |
| MV Capital Management, Inc. | 1 | $44 | 0.00% | +1 | New |
| 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 |