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, Q2 2026
Institutional positions in Shift4 Payments, Inc. as of Jun 30, 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
- 359
- +11 vs. Q1 2026
- Shares held
- 69.1M
- +252.6K (+0.4%) vs. Q1 2026
- Total value
- $3.38B
- +$368.9M (+12.2%) vs. Q1 2026
- New holders
- 71
- 114 more added
- Sold out
- 60
- 147 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Shift4 Payments, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Darlington Partners Capital Management, LP | 7,161,844 | $348.4M | 15.38% | +585,335+8.9% | Added |
| BlackRock, Inc. | 5,584,763 | $271.6M | 0.00% | −869,069−13.5% | Reduced |
| Durable Capital Partners LP | 4,423,633 | $215.2M | 2.09% | −1,742,160−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,058,581 | $148.8M | 0.24% | −47,860−1.5% | Reduced |
| Neuberger Berman Group LLC | 2,649,220 | $128.9M | 0.09% | +129,315+5.1% | Added |
| Vanguard Capital Management LLC | 2,557,320 | $124.4M | 0.00% | +271,136+11.9% | Added |
| Vanguard Portfolio Management LLC | 2,324,424 | $113.1M | 0.01% | +300,492+14.8% | Added |
| Wasatch Advisors Inc | 2,169,197 | $105.5M | 0.69% | −2,037,047−48.4% | Reduced |
| Marshall Wace, LLP | 2,031,890 | $98.8M | 0.08% | +115,218+6.0% | Added |
| State Street Corp | 1,974,769 | $96.0M | 0.00% | −92,193−4.5% | Reduced |
| Jupiter Topco LLC | 1,847,588 | $89.9M | 0.04% | +1,847,588 | New |
| Spyglass Capital Management LLC | 1,833,803 | $89.2M | 4.83% | +82,663+4.7% | Added |
| FMR LLC | 1,693,517 | $82.4M | 0.00% | +805,905+90.8% | Added |
| Geode Capital Management, LLC | 1,226,603 | $80.8M | 0.00% | −194,361−13.7% | Reduced |
| Citadel Advisors LLC | 1,246,944 | $60.7M | 0.03% | +1,246,944 | New |
| Clearbridge Investments, LLC | 1,196,187 | $58.2M | 0.05% | −623,192−34.3% | Reduced |
| Point72 Asset Management, L.P. | 1,171,428 | $57.0M | 0.09% | +746,913+175.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,149,918 | $55.9M | 0.15% | −40,023−3.4% | Reduced |
| Portolan Capital Management, LLC | 1,114,116 | $54.2M | 2.03% | +899,832+419.9% | Added |
| UBS Asset Management Americas Inc | 1,082,866 | $52.7M | 0.01% | −50,447−4.5% | Reduced |
| Goodnow Investment Group, LLC | 1,047,530 | $51.0M | 5.29% | +193,300+22.6% | Added |
| UBS Group AG | 1,035,766 | $50.4M | 0.01% | −1,115,202−51.8% | Reduced |
| Rice Hall James & Associates, LLC | 874,492 | $42.5M | 2.07% | +26,766+3.2% | Added |
| Long Focus Capital Management, LLC | 812,000 | $39.5M | 1.61% | +137,000+20.3% | Added |
| Private Management Group Inc | 735,225 | $35.8M | 0.94% | +280,983+61.9% | Added |
| Goldman Sachs Group Inc | 703,783 | $34.2M | 0.00% | +281,626+66.7% | Added |
| Norges Bank | 687,363 | $33.4M | 0.00% | +687,363 | New |
| Nomura Asset Management Co Ltd | 666,450 | $32.4M | 0.07% | −22,100−3.2% | Reduced |
| Susquehanna International Group, LLP | 649,853 | $31.6M | 0.03% | +543,378+510.3% | Added |
| Morgan Stanley | 615,940 | $30.0M | 0.00% | −22,220−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 515,500 | $25.1M | 0.00% | −22,435−4.2% | Reduced |
| Brown Brothers Harriman & Co | 501,121 | $24.4M | 0.11% | −187,381−27.2% | Reduced |
| Bank of America Corp | 477,535 | $23.2M | 0.00% | +194,358+68.6% | Added |
| Northern Trust Corp | 473,032 | $23.0M | 0.00% | −31,026−6.2% | Reduced |
| Schwartz Investment Counsel Inc | 460,941 | $22.4M | 0.74% | +15,250+3.4% | Added |
| Maestria Partners LLC | 451,186 | $21.9M | 7.63% | −65,000−12.6% | Reduced |
| Snyder Capital Management L P | 384,250 | $18.7M | 0.32% | +94,073+32.4% | Added |
| Vanguard Fiduciary Trust Co | 371,168 | $18.1M | 0.00% | −38,900−9.5% | Reduced |
| Dimensional Fund Advisors LP | 340,440 | $16.6M | 0.00% | +5,435+1.6% | Added |
| Deutsche Bank AG | 335,202 | $16.3M | 0.00% | +125,950+60.2% | Added |
| SG Americas Securities, LLC | 329,674 | $16.0M | 0.01% | +326,836+11,516.4% | Added |
| Bank of New York Mellon Corp | 315,954 | $15.4M | 0.00% | −86,763−21.5% | Reduced |
| Fairview Capital Investment Management, LLC | 283,747 | $13.8M | 0.73% | −137,355−32.6% | Reduced |
| Emeth Value Capital, LLC | 265,971 | $12.9M | 44.84% | +158,955+148.5% | Added |
| Occam Crest Management LP | 201,345 | $11.3M | 6.22% | −17,000−7.8% | Reduced |
| Walleye Capital LLC | 227,005 | $11.0M | 0.05% | +226,645+62,956.9% | Added |
| Quantinno Capital Management LP | 225,825 | $11.0M | 0.01% | +187,137+483.7% | Added |
| Raymond James Financial Inc | 196,136 | $9.54M | 0.00% | −604,237−75.5% | Reduced |
| Invesco Ltd. | 169,413 | $8.24M | 0.00% | +16,926+11.1% | Added |
| Palisade Capital Management LLC | 167,072 | $8.13M | 0.35% | −181,969−52.1% | Reduced |
| Rhumbline Advisers | 156,344 | $7.60M | 0.01% | −30,968−16.5% | Reduced |
| New York State Common Retirement Fund | 149,744 | $7.28M | 0.01% | −7,400−4.7% | Reduced |
| Gotham Asset Management, LLC | 140,882 | $6.85M | 0.02% | −347,669−71.2% | Reduced |
| Pathstone Holdings, LLC | 139,809 | $6.80M | 0.02% | +139,809 | New |
| State of Wisconsin Investment Board | 139,626 | $6.79M | 0.01% | −21,409−13.3% | Reduced |
| JPMorgan Chase & Co | 135,154 | $6.65M | 0.00% | +122+0.1% | Added |
| Principal Financial Group Inc | 133,051 | $6.47M | 0.00% | −18,903−12.4% | Reduced |
| Granahan Investment Management Inc | 132,151 | $6.43M | 0.23% | +132,151 | New |
| Hunter Associates Investment Management LLC | 131,472 | $6.40M | 0.74% | +583+0.4% | Added |
| Prana Capital Management, LP | 130,707 | $6.36M | 0.19% | +59,808+84.4% | Added |
| Ingalls & Snyder LLC | 128,104 | $6.23M | 0.17% | +6,764+5.6% | Added |
| Nuveen, LLC | 125,738 | $6.12M | 0.00% | −7,946−5.9% | Reduced |
| Wealthspire Advisors, LLC | 116,825 | $5.68M | 0.03% | +116,825 | New |
| SEI Investments Co | 115,255 | $5.61M | 0.00% | −30,741−21.1% | Reduced |
| CastleKnight Management LP | 102,984 | $5.01M | 0.18% | 00.0% | Unchanged |
| Swiss National Bank | 101,900 | $4.96M | 0.00% | −18,300−15.2% | Reduced |
| Freestone Grove Partners LP | 99,408 | $4.84M | 0.03% | +99,408 | New |
| Barclays PLC | 99,311 | $4.83M | 0.00% | +8,357+9.2% | Added |
| Capital Fund Management S.A. | 99,162 | $4.82M | 0.03% | +99,162 | New |
| BNP Paribas Arbitrage, SA | 98,327 | $4.78M | 0.00% | −345,789−77.9% | Reduced |
| Kornitzer Capital Management Inc | 97,622 | $4.75M | 0.10% | −79,882−45.0% | Reduced |
| LB Partners LLC | 96,000 | $4.67M | 3.18% | +66,000+220.0% | Added |
| Silvercrest Asset Management Group LLC | 94,689 | $4.61M | 0.03% | −3,610−3.7% | Reduced |
| Nicholas Company, Inc. | 93,963 | $4.57M | 0.08% | 00.0% | Unchanged |
| Readystate Asset Management LP | 86,082 | $4.19M | 0.17% | +72,422+530.2% | Added |
| LPL Financial LLC | 81,645 | $3.97M | 0.00% | +35,077+75.3% | Added |
| Legal & General Group Plc | 80,636 | $3.92M | 0.00% | −4,731−5.5% | Reduced |
| Alliancebernstein L.P. | 86,302 | $3.77M | 0.00% | −96,610−52.8% | Reduced |
| Axxion S.A. | 76,284 | $3.71M | 0.27% | +76,284 | New |
| Main Street Financial Solutions, LLC | 75,643 | $3.68M | 0.24% | +36,943+95.5% | Added |
| Kennedy Capital Management, Inc. | 75,307 | $3.66M | 0.06% | +9,325+14.1% | Added |
| Mutual of America Capital Management LLC | 74,697 | $3.63M | 0.04% | −2,685−3.5% | Reduced |
| Nordea Investment Management AB | 75,566 | $3.54M | 0.00% | −294−0.4% | Reduced |
| California Public Employees Retirement System | 67,152 | $3.27M | 0.00% | −14,681−17.9% | Reduced |
| Bullseye Asset Management LLC | 66,687 | $3.24M | 1.65% | +694+1.1% | Added |
| Millennium Management LLC | 65,898 | $3.21M | 0.00% | +42,064+176.5% | Added |
| Cander Asset Management LP | 61,256 | $2.98M | 0.55% | +8,456+16.0% | Added |
| Price T Rowe Associates Inc | 61,159 | $2.98M | 0.00% | +145+0.2% | Added |
| Retirement Systems of Alabama | 60,716 | $2.95M | 0.01% | −22,114−26.7% | Reduced |
| Royal Bank of Canada | 59,422 | $2.89M | 0.00% | −12,149−17.0% | Reduced |
| California State Teachers Retirement System | 58,047 | $2.82M | 0.00% | −12,144−17.3% | Reduced |
| Oppenheimer Asset Management Inc. | 57,278 | $2.79M | 0.03% | −1,728−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,124 | $2.63M | 0.01% | +13,979+34.8% | Added |
| New York State Teachers Retirement System | 52,866 | $2.57M | 0.00% | +147+0.3% | Added |
| Vanguard Asset Management, Ltd | 51,059 | $2.48M | 0.00% | −3,779−6.9% | Reduced |
| Mariner Investment Group LLC | 50,000 | $2.43M | 0.57% | −95,000−65.5% | Reduced |
| Creative Planning | 49,689 | $2.42M | 0.00% | +26,820+117.3% | Added |
| Penserra Capital Management LLC | 47,938 | $2.33M | 0.02% | −96,499−66.8% | Reduced |
| Ameriprise Financial Inc | 47,266 | $2.30M | 0.00% | −10,371−18.0% | Reduced |
| State Board of Administration of Florida Retirement System | 45,849 | $2.23M | 0.00% | −700−1.5% | Reduced |