SHIFT4 Payments Inc. (four 6 05/01/28)Preferred / convertible
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 38 institutions reported holding SHIFT4 Payments Inc. (four 6 05/01/28) in their 13F filings, down 5 from Q2 2025. 8 opened new positions and 12 sold out. The largest holders were D. E. Shaw & Co. ($167.3M), Voya Investment Management LLC ($101.2M) and Magnetar Financial LLC ($50.8M). 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $14.7M |
| Exits | 12 | $267.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,670,424 shares bought and 3,429,883 shares sold, net −759,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| D. E. Shaw & Co. | — | Add +194.7% | 1,760,707 | $167.3M |
| Voya Investment Management LLC | — | Add +52.4% | 1,067,040 | $101.2M |
| Magnetar Financial LLC | — | Add +970.0% | 535,000 | $50.8M |
| Two Sigma Investments, LP | — | Add +6.5% | 532,075 | $50.5M |
| Calamos Advisors LLC | — | Reduce -20.1% | 450,844 | $42.8M |
| Wolverine Asset Management LLC | — | Add +43.9% | 384,348 | $36.5M |
| Franklin Resources Inc. | — | No change | 375,000 | $35.6M |
| Clearbridge Investments, LLC | — | Add +21.0% | 330,394 | $31.3M |
| Advent Capital Management | — | Add +62.7% | 284,030 | $26.5M |
| Ameriprise Financial Inc. | — | Add +31.3% | 220,000 | $20.8M |
| Portman Square Capital LLP | — | No change | 155,000 | $14.8M |
| State Street Corp. | — | Add +7.0% | 134,775 | $12.8M |
| Janus Henderson Group PLC | — | No change | 107,500 | $10.3M |
| FMR LLC | — | Reduce -12.2% | 104,800 | $10.0M |
| BlueCrest Capital Management Ltd | — | Reduce -32.4% | 101,464 | $9.6M |
| AQR Arbitrage LLC | — | New | 101,000 | $9.5M |
| Context Capital Management, LLC | — | Reduce -66.7% | 100,000 | $9.5M |
| Ssi Investment Management LLC | — | Reduce -2.7% | 70,800 | $6.7M |
| Gabelli Funds LLC | — | Add +136.5% | 69,298 | $6.6M |
| Wells Fargo & Company | — | Add +110.4% | 62,224 | $5.9M |
| Invesco Ltd. | — | No change | 61,400 | $5.8M |
| Angelo Gordon & Co., L.P. | — | Add +500.0% | 60,000 | $5.7M |
| JPMorgan Chase & Co. | — | Reduce -5.7% | 42,419 | $4.0M |
| Morgan Stanley | — | Reduce -87.4% | 41,873 | $4.0M |
| Bank of America Corp. | — | Reduce -82.8% | 36,687 | $3.5M |
| Pier 88 Investment Partners LLC | — | No change | 34,600 | $3.3M |
| Citigroup Inc. | — | Reduce -48.7% | 34,268 | $3.3M |
| Westwood Holdings Group Inc. | — | No change | 30,000 | $2.8M |
| Kornitzer Capital Management Inc. | — | No change | 30,000 | $2.8M |
| Schroder Investment Management Group | — | New | 27,456 | $2.7M |
| Barclays PLC | — | Reduce -76.0% | 17,399 | $1.7M |
| Palisade Capital Management, LP | — | New | 10,000 | $950K |
| Laffer Tengler Investments, Inc. | — | New | 4,945 | $470K |
| 1620 Investment Advisors, Inc. | — | New | 4,916 | $466K |
| Morningstar Investment Management LLC | — | New | 4,839 | $459K |
| GAMCO Investors | — | No change | 3,000 | $286K |
| Central Pacific Bank - Trust Division | — | New | 1,530 | $145K |
| Lanark Financial, Inc. | — | New | 75 | $7K |
"% 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.