SHIFT4 Payments Inc. Class AFOUR
13F holders, Q2 2026 (June 30)359holders +6
64new positions
60sold out
7famous investors
$48.96avg. 13F price*
At the end of Q2 2026, 359 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 6 from Q1 2026. 64 opened new positions and 60 sold out. The largest holders were Darlington Partners Capital Management, LP ($348.4M), BlackRock, Inc. ($271.6M) and Durable Capital Partners LP ($215.2M). 7 famous investors held it, including Bill Miller (0.3% of Miller Value Partners's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SHIFT4 Payments Inc. Class A
- CUSIP
- 82452J109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $116.7M |
| Exits | 60 | $41.8M |
All 13F filers, Q1 2026 → Q2 2026: 9,738,961 shares bought and 12,102,670 shares sold, net −2,363,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 359 holders
| Darlington Partners Capital Management, LP | 15.38% | Add +8.9% | 7,161,844 | $348.4M |
| BlackRock, Inc. | 0.00% | Reduce -13.5% | 5,584,763 | $271.6M |
| Durable Capital Partners LP | 2.09% | Reduce -28.3% | 4,423,633 | $215.2M |
| Ensign Peak Advisors, Inc | 0.24% | Reduce -1.5% | 3,058,581 | $148.8M |
| Neuberger Berman Group LLC | 0.09% | Add +5.1% | 2,649,220 | $128.9M |
| Vanguard Capital Management LLC | 0.00% | Add +11.9% | 2,557,320 | $124.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +14.8% | 2,324,424 | $113.1M |
| Wasatch Advisors LP | 0.69% | Reduce -48.4% | 2,169,197 | $105.5M |
| Marshall Wace, LLP | 0.08% | Add +6.0% | 2,031,890 | $98.8M |
| State Street Corp. | 0.00% | Reduce -4.5% | 1,974,769 | $96.0M |
| Jupiter Topco LLC | 0.04% | — | 1,847,588 | $89.9M |
| Spyglass Capital Management LLC | 4.83% | Add +4.7% | 1,833,803 | $89.2M |
| FMR LLC | 0.00% | Add +90.8% | 1,693,517 | $82.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -13.7% | 1,226,603 | $80.8M |
| Citadel Advisors | 0.04% | New | 1,246,944 | $60.7M |
| Clearbridge Investments, LLC | 0.05% | Reduce -34.3% | 1,196,187 | $58.2M |
| Point72 Asset Management | 0.09% | Add +175.9% | 1,171,428 | $57.0M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Reduce -3.4% | 1,149,918 | $55.9M |
| Portolan Capital Management, LLC | 2.03% | Add +419.9% | 1,114,116 | $54.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -4.5% | 1,082,866 | $52.7M |
| Goodnow Investment Group, LLC | 5.29% | Add +22.6% | 1,047,530 | $51.0M |
| UBS Group AG | 0.01% | Reduce -51.9% | 1,035,766 | $50.4M |
| Rice Hall James & Associates, LLC | 2.07% | Add +3.2% | 874,492 | $42.5M |
| Long Focus Capital Management, LLC | 1.63% | Add +20.3% | 812,000 | $39.5M |
| Private Management Group Inc. | 0.94% | Add +61.9% | 735,225 | $35.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.7% | 703,783 | $34.2M |
| Norges Bank | 0.00% | — | 687,363 | $33.4M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -3.2% | 666,450 | $32.4M |
| Susquehanna International Group, LLP | 0.03% | Add +510.3% | 649,853 | $31.6M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 615,940 | $30.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.2% | 515,500 | $25.1M |
| Brown Brothers Harriman & Co. | 0.11% | Reduce -27.2% | 501,121 | $24.4M |
| Bank of America Corp. | 0.00% | Add +68.6% | 477,535 | $23.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 473,032 | $23.0M |
| Schwartz Investment Counsel Inc. | 0.74% | Add +3.4% | 460,941 | $22.4M |
| Maestria Partners LLC | 7.63% | Reduce -12.6% | 451,186 | $21.9M |
| Snyder Capital Management L P | 0.32% | Add +32.4% | 384,250 | $18.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -9.5% | 371,168 | $18.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.6% | 340,440 | $16.6M |
| Deutsche Bank AG | 0.00% | Add +60.2% | 335,202 | $16.3M |
| SG Americas Securities, LLC | 0.01% | Add +11516.4% | 329,674 | $16.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.5% | 315,954 | $15.4M |
| Fairview Capital Investment Management, LLC | 0.73% | Reduce -32.6% | 283,747 | $13.8M |
| Emeth Value Capital, LLC | 44.84% | Add +148.5% | 265,971 | $12.9M |
| Occam Crest Management LP | 6.23% | Reduce -7.8% | 201,345 | $11.3M |
| Walleye Capital LLC | 0.06% | Add +62956.9% | 227,005 | $11.0M |
| Quantinno Capital Management LP | 0.01% | Add +483.7% | 225,825 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -75.5% | 196,136 | $9.5M |
| Invesco Ltd. | 0.00% | Add +11.1% | 169,413 | $8.2M |
| Palisade Capital Management, LP | 0.39% | Reduce -52.1% | 167,072 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -16.5% | 156,344 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.7% | 149,744 | $7.3M |
| Gotham Asset Management | 0.02% | Reduce -71.2% | 140,882 | $6.9M |
| Pathstone Holdings, LLC | 0.02% | New | 139,809 | $6.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -13.3% | 139,626 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 135,154 | $6.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.4% | 133,051 | $6.5M |
| Granahan Investment Management, LLC | 0.23% | New | 132,151 | $6.4M |
| Hunter Associates Investment Management LLC | 0.74% | Add +0.5% | 131,472 | $6.4M |
| Prana Capital Management, LP | 0.19% | Add +84.4% | 130,707 | $6.4M |
| Ingalls & Snyder LLC | 0.17% | Add +5.6% | 128,104 | $6.2M |
| Nuveen, LLC | 0.00% | Reduce -5.9% | 125,738 | $6.1M |
| Wealthspire Advisors, LLC | 0.03% | New | 116,825 | $5.7M |
| Sei Investments Co. | 0.00% | Reduce -21.1% | 115,255 | $5.6M |
| CastleKnight Management LP | 0.18% | No change | 102,984 | $5.0M |
| Swiss National Bank | 0.00% | Reduce -15.2% | 101,900 | $5.0M |
| Freestone Grove Partners LP | 0.03% | New | 99,408 | $4.8M |
| Barclays PLC | 0.00% | Add +9.2% | 99,311 | $4.8M |
| Capital Fund Management S.A. | 0.03% | New | 99,162 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.9% | 98,327 | $4.8M |
| Kornitzer Capital Management Inc. | 0.10% | Reduce -45.0% | 97,622 | $4.7M |
| LB Partners LLC | 3.19% | Add +220.0% | 96,000 | $4.7M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -3.7% | 94,689 | $4.6M |
| Nicholas Company, Inc. | 0.08% | No change | 93,963 | $4.6M |
| Readystate Asset Management LP | 0.28% | Add +530.2% | 86,082 | $4.2M |
| LPL Financial LLC | 0.00% | Add +75.3% | 81,645 | $4.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.5% | 80,636 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -52.8% | 86,302 | $3.8M |
| Axxion S.A. | 0.27% | — | 76,284 | $3.7M |
| Main Street Financial Solutions, LLC | 0.24% | Add +95.5% | 75,643 | $3.7M |
| Kennedy Capital Management LLC | 0.06% | Add +14.1% | 75,307 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.5% | 74,697 | $3.6M |
| Nordea Investment Management AB | 0.00% | Reduce -0.4% | 75,566 | $3.5M |
| California Public Employees Retirement System | 0.00% | Reduce -17.9% | 67,152 | $3.3M |
| Bullseye Asset Management LLC | 1.65% | Add +1.1% | 66,687 | $3.2M |
| Millennium Management | 0.00% | Add +176.5% | 65,898 | $3.2M |
| Cander Asset Management LP | 0.55% | Add +16.0% | 61,256 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 61,159 | $3.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -26.7% | 60,716 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.0% | 59,422 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -17.3% | 58,047 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.9% | 57,278 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +34.8% | 54,124 | $2.6M |
| New York State Teachers Retirement System | 0.00% | Add +0.3% | 52,866 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -6.9% | 51,059 | $2.5M |
| Mariner Investment Group LLC | 0.91% | Reduce -65.5% | 50,000 | $2.4M |
| Creative Planning | 0.00% | Add +117.3% | 49,689 | $2.4M |
| Penserra Capital Management LLC | 0.02% | Reduce -66.8% | 47,938 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.0% | 47,266 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.5% | 45,849 | $2.2M |
"% of holder's portfolio" is FOUR's weight in each manager's 13F, not the share of SHIFT4 Payments Inc. Class A the manager owns.