SHIFT4 Payments Inc. (four 0.5 08/01/27)

13F holders, Q2 2025 (June 30)
4holders
0new positions
0sold out
$1.07avg. 13F price*

At the end of Q2 2025, 4 institutions reported holding SHIFT4 Payments Inc. (four 0.5 08/01/27) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were New York State Common Retirement Fund ($9.5M), Rational Advisors, Inc. ($7.5M) and Sei Investments Co. ($353K).

Company
SHIFT4 Payments Inc. (four 0.5 08/01/27)
CUSIP
82452JAD1
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 9Q3 2025Q4 2025: 11Q4 2025Q1 2026: 10Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 6,024,000 shares bought and 450,000 shares sold, net +5,574,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

New York State Common Retirement Fund 0.01% Add +131.8% 8,890,000 $9.5M
Rational Advisors, Inc. 0.78% Add +16.1% 7,006,000 $7.5M
Sei Investments Co. 0.00% No change 330,000 $353K
Bank of New York Mellon Corp 0.00% Reduce -69.2% 200,000 $215K

"% 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.