SHIFT4 Payments Inc. (four 6 05/01/28)Preferred / convertible

13F holders, Q2 2026 (June 30)
45holders
6new positions
6sold out
2famous investors
$61.88avg. 13F price*

At the end of Q2 2026, 45 institutions reported holding SHIFT4 Payments Inc. (four 6 05/01/28) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 6 sold out. The largest holders were D. E. Shaw & Co. ($76.8M), Two Sigma Investments, LP ($60.4M) and BlackRock, Inc. ($46.3M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Mario Gabelli ( of GAMCO Investors's portfolio).

Company
SHIFT4 Payments Inc. (four 6 05/01/28)
CUSIP
82452J307
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q2 2025: 43Q2 2025Q3 2025: 38Q3 2025Q4 2025: 40Q4 2025Q1 2026: 45Q1 2026Q2 2026: 45Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$4.8M
Exits6$15.9M

All 13F filers, Q1 2026 → Q2 2026: 721,654 shares bought and 844,208 shares sold, net −122,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

D. E. Shaw & Co. — No change 1,235,207 $76.8M
Two Sigma Investments, LP — Add +15.6% 969,939 $60.4M
BlackRock, Inc. — Reduce -8.5% 743,426 $46.3M
Wolverine Asset Management LLC — Reduce -5.6% 667,140 $41.4M
Sculptor Capital LP — Add +65.2% 554,195 $34.5M
Susquehanna Advisors Group, Inc. — Reduce -4.6% 520,000 $32.4M
Calamos Advisors LLC — Add +0.1% 452,106 $28.2M
Morgan Stanley — Reduce -3.3% 367,150 $22.9M
Wells Fargo & Company — Reduce -17.0% 350,328 $21.8M
Context Capital Management, LLC — No change 350,000 $21.8M
Skaana Management L.P. — Add +91.1% 330,944 $20.2M
Franklin Resources Inc. — No change 262,500 $16.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -23.5% 238,341 $14.8M
Advent Capital Management — Reduce -10.3% 221,869 $13.8M
Highbridge Capital Management LLC — Add +40.0% 210,000 $13.1M
State Street Corp. — Add +12.7% 152,576 $9.5M
Magnetar Financial LLC — No change 145,660 $9.1M
Credit Industriel Et Commercial — No change 125,000 $7.6M
Jupiter Topco LLC — — 120,400 $7.5M
Stansberry Asset Management, LLC — Reduce -3.4% 101,709 $6.3M
Ameriprise Financial Inc. — Reduce -39.4% 100,000 $6.2M
Ssi Investment Management LLC — No change 100,000 $6.2M
CSS LLC — Reduce -1.1% 81,137 $5.0M
Aequim Alternative Investments LP — No change 70,000 $4.4M
TPG GP A, LLC — No change 60,000 $3.7M
Mariner Investment Group LLC — New 55,000 $3.4M
Bank of Montreal — Add +72.2% 44,123 $2.7M
BlueCrest Capital Management Ltd — Reduce -59.3% 39,978 $2.5M
Jane Street Group, LLC — Reduce -44.8% 33,629 $2.1M
Gabelli Funds LLC — Reduce -76.7% 18,000 $1.1M
Bank of America Corp. — New 13,657 $850K
Invesco Ltd. — Reduce -63.7% 11,400 $710K
Citigroup Inc. — Reduce -3.8% 8,724 $543K
HRT Financial LP — New 8,020 $499K
VELA Investment Management, LLC — No change 6,000 $374K
1620 Investment Advisors, Inc. — Add +3.4% 4,879 $304K
GAMCO Investors — No change 4,000 $249K
Steward Partners Investment Advisory, LLC — Add +2.1% 2,375 $148K
Ares Systematic Credit Ltd — No change 1,591 $99K
IFP Advisors, Inc — New 900 $56K
Register Financial Advisors LLC — No change 400 $25K
Elequin Capital, LP — Reduce -17.0% 341 $21K
Osaic Holdings, Inc. — No change 100 $6K
UBS Group AG — New 92 $6K
JPMorgan Chase & Co. — New 40,118 $0

"% of holder's portfolio" is SHIFT4 PAYMENTS INC (FOUR 6 05/01/28)'s weight in each manager's 13F, not the share of SHIFT4 Payments Inc. (four 6 05/01/28) the manager owns.