SHIFT4 Payments Inc. (four 0.5 08/01/27)
13F holders, Q2 2026 (June 30)7holders −3
2new positions
5sold out
$0.95avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding SHIFT4 Payments Inc. (four 0.5 08/01/27) in their 13F filings, down 3 from Q1 2026. 2 opened new positions and 5 sold out. The largest holders were Ovata Capital Management Ltd ($11.9M), Truist Financial Corp. ($6.1M) and Rational Advisors, Inc. ($5.3M).
- Company
- SHIFT4 Payments Inc. (four 0.5 08/01/27)
- CUSIP
- 82452JAD1
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $14.8M |
| Exits | 5 | $314K |
All 13F filers, Q1 2026 → Q2 2026: 23,305,000 shares bought and 335,000 shares sold, net +22,970,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Ovata Capital Management Ltd | 0.90% | New | 12,500,000 | $11.9M |
| Truist Financial Corp. | 0.01% | Add +227.4% | 6,371,000 | $6.1M |
| Rational Advisors, Inc. | 0.51% | Add +74.5% | 5,576,000 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +33.3% | 4,000,000 | $3.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.51% | New | 3,000,000 | $2.9M |
| Sei Investments Co. | 0.00% | No change | 330,000 | $314K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $3K |
"% of holder's portfolio" is SHIFT4 PAYMENTS INC (FOUR 0.5 08/01/27)'s weight in each manager's 13F, not the share of SHIFT4 Payments Inc. (four 0.5 08/01/27) the manager owns.