SHIFT4 Payments Inc. (four 6 05/01/28)Preferred / convertible
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 40 institutions reported holding SHIFT4 Payments Inc. (four 6 05/01/28) in their 13F filings, up 2 from Q3 2025. 7 opened new positions and 5 sold out. The largest holders were D. E. Shaw & Co. ($124.0M), Voya Investment Management LLC ($59.7M) and Magnetar Financial LLC ($54.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $83.3M |
| Exits | 5 | $45.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,957,890 shares bought and 1,187,297 shares sold, net +770,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| D. E. Shaw & Co. | — | Reduce -11.9% | 1,550,707 | $124.0M |
| Voya Investment Management LLC | — | Reduce -30.1% | 746,395 | $59.7M |
| Magnetar Financial LLC | — | Add +28.0% | 685,000 | $54.8M |
| Two Sigma Investments, LP | — | Add +14.0% | 606,373 | $48.5M |
| Wolverine Asset Management LLC | — | Add +31.5% | 505,482 | $40.4M |
| Shaolin Capital Management LLC | — | New | 500,000 | $39.9M |
| Calamos Advisors LLC | — | Add +0.1% | 451,296 | $36.1M |
| Franklin Resources Inc. | — | No change | 375,000 | $30.0M |
| Morgan Stanley | — | Add +741.2% | 352,242 | $28.2M |
| Advent Capital Management | — | Add +13.8% | 323,380 | $25.9M |
| Ameriprise Financial Inc. | — | Add +15.9% | 255,000 | $20.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 222,963 | $17.8M |
| Wells Fargo & Company | — | Add +217.6% | 197,645 | $15.8M |
| Susquehanna Advisors Group, Inc. | — | New | 160,000 | $12.8M |
| Portman Square Capital LLP | — | No change | 155,000 | $12.4M |
| State Street Corp. | — | Reduce -1.8% | 132,388 | $10.6M |
| Credit Industriel Et Commercial | — | New | 125,000 | $10.3M |
| BlueCrest Capital Management Ltd | — | Add +4.2% | 105,709 | $8.5M |
| AQR Arbitrage LLC | — | No change | 101,000 | $8.1M |
| Context Capital Management, LLC | — | No change | 100,000 | $8.0M |
| Gabelli Funds LLC | — | Add +11.5% | 77,298 | $6.2M |
| Ssi Investment Management LLC | — | No change | 70,800 | $5.7M |
| Angelo Gordon & Co., L.P. | — | No change | 60,000 | $4.8M |
| Barclays PLC | — | Add +192.8% | 50,947 | $4.1M |
| Citigroup Inc. | — | Add +14.6% | 39,268 | $3.1M |
| Invesco Ltd. | — | Reduce -48.9% | 31,400 | $2.5M |
| Westwood Holdings Group Inc. | — | No change | 30,000 | $2.4M |
| Kornitzer Capital Management Inc. | — | No change | 30,000 | $2.4M |
| Schroder Investment Management Group | — | Add +4.0% | 28,556 | $2.3M |
| CSS LLC | — | New | 27,910 | $2.2M |
| JPMorgan Chase & Co. | — | Reduce -49.9% | 21,251 | $1.7M |
| Janus Henderson Group PLC | — | Reduce -81.0% | 20,400 | $1.6M |
| Palisade Capital Management, LP | — | Reduce -3.2% | 9,676 | $773K |
| 1620 Investment Advisors, Inc. | — | Reduce -8.3% | 4,508 | $361K |
| GAMCO Investors | — | Add +33.3% | 4,000 | $320K |
| VELA Investment Management, LLC | — | New | 3,000 | $240K |
| Central Pacific Bank - Trust Division | — | No change | 1,530 | $122K |
| Pier 88 Investment Partners LLC | — | Reduce -97.1% | 1,000 | $80K |
| Osaic Holdings, Inc. | — | New | 100 | $8K |
| Lanark Financial, Inc. | — | No change | 75 | $6K |
"% 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.