SHIFT4 Payments Inc. (four 0.5 08/01/27)
13F holders, Q4 2024 (December 31)7holders +1
2new positions
1sold out
$1.09avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding SHIFT4 Payments Inc. (four 0.5 08/01/27) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Rational Advisors, Inc. ($8.4M), Truist Financial Corp. ($1.8M) and Bank of New York Mellon Corp ($541K).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 1 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 4,604,000 shares bought and 2,945,535 shares sold, net +1,658,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Rational Advisors, Inc. | 0.85% | Add +51.2% | 7,796,000 | $8.4M |
| Truist Financial Corp. | 0.00% | New | 1,634,000 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | No change | 500,000 | $541K |
| Sei Investments Co. | 0.00% | New | 330,000 | $355K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -98.9% | 1,940 | $201K |
| Stonegate Investment Group, LLC | 0.00% | No change | 26,000 | $28K |
| Nomura Holdings Inc. | 0.00% | Reduce -17.5% | 3,832 | $4K |
"% 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.