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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 131,472 | $6.40M | 0.74% | +583+0.4% | Added |
| Granahan Investment Management Inc | 132,151 | $6.43M | 0.23% | +132,151 | New |
| Principal Financial Group Inc | 133,051 | $6.47M | 0.00% | −18,903−12.4% | Reduced |
| JPMorgan Chase & Co | 135,154 | $6.65M | 0.00% | +122+0.1% | Added |
| State of Wisconsin Investment Board | 139,626 | $6.79M | 0.01% | −21,409−13.3% | Reduced |
| Pathstone Holdings, LLC | 139,809 | $6.80M | 0.02% | +139,809 | New |
| Gotham Asset Management, LLC | 140,882 | $6.85M | 0.02% | −347,669−71.2% | Reduced |
| New York State Common Retirement Fund | 149,744 | $7.28M | 0.01% | −7,400−4.7% | Reduced |
| Rhumbline Advisers | 156,344 | $7.60M | 0.01% | −30,968−16.5% | Reduced |
| Palisade Capital Management LLC | 167,072 | $8.13M | 0.35% | −181,969−52.1% | Reduced |
| Invesco Ltd. | 169,413 | $8.24M | 0.00% | +16,926+11.1% | Added |
| Raymond James Financial Inc | 196,136 | $9.54M | 0.00% | −604,237−75.5% | Reduced |
| Quantinno Capital Management LP | 225,825 | $11.0M | 0.01% | +187,137+483.7% | Added |
| Walleye Capital LLC | 227,005 | $11.0M | 0.05% | +226,645+62,956.9% | Added |
| Occam Crest Management LP | 201,345 | $11.3M | 6.22% | −17,000−7.8% | Reduced |
| Emeth Value Capital, LLC | 265,971 | $12.9M | 44.84% | +158,955+148.5% | Added |
| Fairview Capital Investment Management, LLC | 283,747 | $13.8M | 0.73% | −137,355−32.6% | Reduced |
| Bank of New York Mellon Corp | 315,954 | $15.4M | 0.00% | −86,763−21.5% | Reduced |
| SG Americas Securities, LLC | 329,674 | $16.0M | 0.01% | +326,836+11,516.4% | Added |
| Deutsche Bank AG | 335,202 | $16.3M | 0.00% | +125,950+60.2% | Added |
| Dimensional Fund Advisors LP | 340,440 | $16.6M | 0.00% | +5,435+1.6% | Added |
| Vanguard Fiduciary Trust Co | 371,168 | $18.1M | 0.00% | −38,900−9.5% | Reduced |
| Snyder Capital Management L P | 384,250 | $18.7M | 0.32% | +94,073+32.4% | Added |
| Maestria Partners LLC | 451,186 | $21.9M | 7.63% | −65,000−12.6% | Reduced |
| Schwartz Investment Counsel Inc | 460,941 | $22.4M | 0.74% | +15,250+3.4% | Added |
| Northern Trust Corp | 473,032 | $23.0M | 0.00% | −31,026−6.2% | Reduced |
| Bank of America Corp | 477,535 | $23.2M | 0.00% | +194,358+68.6% | Added |
| Brown Brothers Harriman & Co | 501,121 | $24.4M | 0.11% | −187,381−27.2% | Reduced |
| Charles Schwab Investment Management Inc | 515,500 | $25.1M | 0.00% | −22,435−4.2% | Reduced |
| Morgan Stanley | 615,940 | $30.0M | 0.00% | −22,220−3.5% | Reduced |
| Susquehanna International Group, LLP | 649,853 | $31.6M | 0.03% | +543,378+510.3% | Added |
| Nomura Asset Management Co Ltd | 666,450 | $32.4M | 0.07% | −22,100−3.2% | Reduced |
| Norges Bank | 687,363 | $33.4M | 0.00% | +687,363 | New |
| Goldman Sachs Group Inc | 703,783 | $34.2M | 0.00% | +281,626+66.7% | Added |
| Private Management Group Inc | 735,225 | $35.8M | 0.94% | +280,983+61.9% | Added |
| Long Focus Capital Management, LLC | 812,000 | $39.5M | 1.61% | +137,000+20.3% | Added |
| Rice Hall James & Associates, LLC | 874,492 | $42.5M | 2.07% | +26,766+3.2% | Added |
| UBS Group AG | 1,035,766 | $50.4M | 0.01% | −1,115,202−51.8% | Reduced |
| Goodnow Investment Group, LLC | 1,047,530 | $51.0M | 5.29% | +193,300+22.6% | Added |
| UBS Asset Management Americas Inc | 1,082,866 | $52.7M | 0.01% | −50,447−4.5% | Reduced |
| Portolan Capital Management, LLC | 1,114,116 | $54.2M | 2.03% | +899,832+419.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,149,918 | $55.9M | 0.15% | −40,023−3.4% | Reduced |
| Point72 Asset Management, L.P. | 1,171,428 | $57.0M | 0.09% | +746,913+175.9% | Added |
| Clearbridge Investments, LLC | 1,196,187 | $58.2M | 0.05% | −623,192−34.3% | Reduced |
| Citadel Advisors LLC | 1,246,944 | $60.7M | 0.03% | +1,246,944 | New |
| Geode Capital Management, LLC | 1,226,603 | $80.8M | 0.00% | −194,361−13.7% | Reduced |
| FMR LLC | 1,693,517 | $82.4M | 0.00% | +805,905+90.8% | Added |
| Spyglass Capital Management LLC | 1,833,803 | $89.2M | 4.83% | +82,663+4.7% | Added |
| Jupiter Topco LLC | 1,847,588 | $89.9M | 0.04% | +1,847,588 | New |
| State Street Corp | 1,974,769 | $96.0M | 0.00% | −92,193−4.5% | Reduced |
| Marshall Wace, LLP | 2,031,890 | $98.8M | 0.08% | +115,218+6.0% | Added |
| Wasatch Advisors Inc | 2,169,197 | $105.5M | 0.69% | −2,037,047−48.4% | Reduced |
| Vanguard Portfolio Management LLC | 2,324,424 | $113.1M | 0.01% | +300,492+14.8% | Added |
| Vanguard Capital Management LLC | 2,557,320 | $124.4M | 0.00% | +271,136+11.9% | Added |
| Neuberger Berman Group LLC | 2,649,220 | $128.9M | 0.09% | +129,315+5.1% | Added |
| Ensign Peak Advisors, Inc | 3,058,581 | $148.8M | 0.24% | −47,860−1.5% | Reduced |
| Durable Capital Partners LP | 4,423,633 | $215.2M | 2.09% | −1,742,160−28.3% | Reduced |
| BlackRock, Inc. | 5,584,763 | $271.6M | 0.00% | −869,069−13.5% | Reduced |
| Darlington Partners Capital Management, LP | 7,161,844 | $348.4M | 15.38% | +585,335+8.9% | Added |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −163,600−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −151,827−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −107,110−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −81,367−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −54,564−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −27,618−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,586−100.0% | Sold out |
| Kurv Investment Management LLC | 0 | $0 | 0.00% | −27,412−100.0% | Sold out |
| Game Creek Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −24,044−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −20,973−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −15,406−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
| RD Finance Ltd | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −11,123−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,373−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,508−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −8,807−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −6,952−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,591−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −6,328−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,561−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Summer Road LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |