SHIFT4 Payments Inc. (four 6 05/01/28)Preferred / convertible
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 45 institutions reported holding SHIFT4 Payments Inc. (four 6 05/01/28) in their 13F filings, up 5 from Q4 2025. 18 opened new positions and 12 sold out. The largest holders were D. E. Shaw & Co. ($67.7M), Two Sigma Investments, LP ($45.0M) and BlackRock, Inc. ($43.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $104.6M |
| Exits | 12 | $121.5M |
All 13F filers, Q4 2025 → Q1 2026: 3,534,893 shares bought and 2,691,684 shares sold, net +843,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| D. E. Shaw & Co. | — | Reduce -20.4% | 1,235,207 | $67.7M |
| Two Sigma Investments, LP | — | Add +38.4% | 839,190 | $45.0M |
| BlackRock, Inc. | — | New | 812,659 | $43.6M |
| Wolverine Asset Management LLC | — | Add +39.8% | 706,580 | $39.0M |
| Susquehanna Advisors Group, Inc. | — | Add +240.6% | 545,000 | $29.2M |
| Calamos Advisors LLC | — | Add +0.0% | 451,458 | $24.2M |
| Wells Fargo & Company | — | Add +113.5% | 422,000 | $22.6M |
| Morgan Stanley | — | Add +7.8% | 379,714 | $20.4M |
| Context Capital Management, LLC | — | Add +250.0% | 350,000 | $18.8M |
| Sculptor Capital LP | — | New | 335,416 | $18.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +39.7% | 311,410 | $16.7M |
| Franklin Resources Inc. | — | Reduce -30.0% | 262,500 | $14.1M |
| Advent Capital Management | — | Reduce -23.6% | 247,214 | $13.2M |
| Skaana Management L.P. | — | New | 173,150 | $9.4M |
| Ameriprise Financial Inc. | — | Reduce -35.3% | 165,000 | $8.8M |
| Portman Square Capital LLP | — | No change | 155,000 | $8.5M |
| Highbridge Capital Management LLC | — | New | 150,000 | $8.0M |
| Magnetar Financial LLC | — | Reduce -78.7% | 145,660 | $8.0M |
| State Street Corp. | — | Add +2.3% | 135,388 | $7.5M |
| Janus Henderson Group PLC | — | Add +490.2% | 120,400 | $6.6M |
| Stansberry Asset Management, LLC | — | New | 105,333 | $5.7M |
| Ssi Investment Management LLC | — | Add +41.2% | 100,000 | $5.3M |
| BlueCrest Capital Management Ltd | — | Reduce -7.1% | 98,161 | $5.3M |
| CSS LLC | — | Add +194.0% | 82,046 | $4.5M |
| Gabelli Funds LLC | — | No change | 77,298 | $4.1M |
| Aequim Alternative Investments LP | — | New | 70,000 | $3.8M |
| Jane Street Group, LLC | — | New | 60,951 | $3.3M |
| TPG GP A, LLC | — | New | 60,000 | $3.2M |
| Warberg Asset Management LLC | — | New | 49,991 | $2.7M |
| Goldman Sachs Group Inc. | — | New | 50,000 | $2.7M |
| Invesco Ltd. | — | No change | 31,400 | $1.7M |
| Jefferies Financial Group Inc. | — | New | 28,400 | $1.5M |
| Bank of Montreal | — | New | 25,623 | $1.4M |
| Citigroup Inc. | — | Reduce -76.9% | 9,068 | $486K |
| VELA Investment Management, LLC | — | Add +100.0% | 6,000 | $322K |
| Laffer Tengler Investments, Inc. | — | New | 4,850 | $265K |
| Susquehanna International Group, LLP | — | New | 4,894 | $263K |
| 1620 Investment Advisors, Inc. | — | Add +4.7% | 4,720 | $253K |
| GAMCO Investors | — | No change | 4,000 | $215K |
| Credit Industriel Et Commercial | — | No change | 125,000 | $125K |
| Steward Partners Investment Advisory, LLC | — | New | 2,325 | $125K |
| Ares Systematic Credit Ltd | — | New | 1,591 | $87K |
| Elequin Capital, LP | — | New | 411 | $22K |
| Register Financial Advisors LLC | — | New | 400 | $21K |
| Osaic Holdings, Inc. | — | No change | 100 | $5K |
"% 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.