SHIFT4 Payments Inc. Class AFOUR

13F holders, Q1 2024 (March 31)
324holders
5famous investors
$66.07avg. 13F price*

At the end of Q1 2024, 324 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings. The largest holders were Vanguard Group Inc. ($349.5M), Durable Capital Partners LP ($315.1M) and Wasatch Advisors LP ($228.0M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SHIFT4 Payments Inc. Class A
CUSIP
82452J109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 324Q1 2024Q2 2024: 342Q2 2024Q3 2024: 357Q3 2024Q4 2024: 440Q4 2024Q1 2025: 441Q1 2025Q2 2025: 458Q2 2025Q3 2025: 450Q3 2025Q4 2025: 404Q4 2025Q1 2026: 353Q1 2026Q2 2026: 359Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions75$327.5M
Exits57$318.1M

Ownership 324 holders

Vanguard Group Inc. 0.01% Reduce -0.5% 5,289,473 $349.5M
Durable Capital Partners LP 2.44% No change 4,768,807 $315.1M
Wasatch Advisors LP 1.19% Add +34.3% 3,451,361 $228.0M
BlackRock Inc. 0.00% Add +3.0% 2,560,567 $169.2M
Jennison Associates LLC 0.10% Reduce -19.8% 2,363,219 $156.1M
Clearbridge Investments, LLC 0.11% Reduce -0.2% 2,079,573 $137.4M
Wellington Management Group LLP 0.02% Reduce -50.8% 2,035,959 $134.5M
Ameriprise Financial Inc. 0.04% Add +402.5% 1,980,345 $130.8M
Alliancebernstein L.P. 0.05% Reduce -0.7% 1,949,703 $128.8M
Morgan Stanley 0.01% Add +23.7% 1,691,423 $111.8M
ShawSpring Partners LLC 13.55% New 1,596,421 $105.5M
Janus Henderson Group PLC 0.05% Add +21.7% 1,434,890 $94.8M
FMR LLC 0.01% Reduce -1.1% 1,349,948 $89.2M
Westfield Capital Management Co. LP 0.46% Add +72.8% 1,333,252 $88.1M
Neuberger Berman Group LLC 0.07% Add +3.3% 1,317,435 $87.0M
Point72 Asset Management 0.23% New 1,194,463 $78.9M
Spyglass Capital Management LLC 4.85% Add +21.5% 1,102,100 $72.8M
State Street Corp. 0.00% Add +1.0% 937,296 $61.9M
Nomura Asset Management Co. Ltd. 0.22% Add +34.0% 932,866 $61.6M
Baird Financial Group, Inc. 0.13% Add +1096.2% 927,222 $61.3M
Invesco Ltd. 0.01% Reduce -4.8% 899,928 $59.5M
Geode Capital Management, LLC 0.01% Add +4.3% 892,968 $59.0M
Foxhaven Asset Management, LP 1.57% Add +68.5% 881,455 $58.2M
Dimensional Fund Advisors LP 0.01% Add +2.6% 627,683 $41.5M
T. Rowe Price Associates Inc. 0.00% Reduce -17.3% 560,561 $37.0M
American Century Companies Inc. 0.02% Add +0.7% 555,418 $36.7M
14B Captial Management LP 16.12% Add +39.7% 517,000 $34.2M
Scout Investments, Inc. 0.84% New 525,957 $34.1M
Franklin Resources Inc. 0.01% Reduce -18.1% 508,259 $33.6M
Bank of America Corp. 0.00% Add +59.7% 479,951 $31.7M
First Trust Advisors LP 0.03% Add +287.8% 426,172 $28.2M
Emerald Advisers, LLC 1.07% Reduce -19.4% 403,755 $26.7M
Artisan Partners Limited Partnership 0.04% Add +18.4% 403,372 $26.7M
Victory Capital Management Inc. 0.03% Reduce -20.2% 383,494 $25.3M
Kornitzer Capital Management Inc. 0.45% Add +0.7% 370,706 $24.5M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 343,134 $22.7M
Granahan Investment Management, LLC 0.71% New 307,392 $20.3M
New York State Common Retirement Fund 0.03% Add +77.8% 303,455 $20.0M
Emerald Mutual Fund Advisers Trust 1.04% Reduce -24.7% 303,000 $20.0M
Fuller & Thaler Asset Management, Inc. 0.09% Add +38.4% 295,685 $19.5M
Thematics Asset Management 0.80% Add +20.8% 290,000 $19.2M
Hodges Capital Management Inc. 1.21% Reduce -35.5% 288,676 $19.1M
Brown Brothers Harriman & Co. 0.14% Add +39.2% 279,988 $18.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.3% 256,672 $17.0M
Palisade Capital Management, LP 0.50% Reduce -1.3% 253,981 $16.8M
Qube Research & Technologies Ltd 0.03% Add +479.9% 251,730 $16.6M
Northern Trust Corp. 0.00% Reduce -1.0% 250,356 $16.5M
Portolan Capital Management, LLC 1.20% Add +10.9% 239,309 $15.8M
Jane Street Group, LLC 0.02% Reduce -13.9% 233,565 $15.4M
Susquehanna International Group, LLP 0.02% Add +118.0% 231,082 $15.3M
Bessemer Group Inc. 0.03% Add +7.1% 218,921 $14.5M
Nuveen Asset Management, LLC 0.00% Reduce -21.3% 218,219 $14.4M
Sei Investments Co. 0.02% Add +18.1% 214,807 $14.2M
Deepwater Asset Management, LLC 5.15% Add +23.7% 206,878 $13.7M
WCM Investment Management, LLC 0.03% Add +0.2% 203,587 $13.5M
Penn Capital Management Company, LLC 1.19% New 201,590 $13.4M
Bank of New York Mellon Corp 0.00% Reduce -10.3% 188,127 $12.4M
State of Wisconsin Investment Board 0.03% Reduce -7.1% 172,995 $11.4M
FIL Ltd 0.01% Add +977.5% 168,098 $11.1M
Comerica Bank 0.05% Add +102.3% 165,196 $10.9M
Royal Bank of Canada 0.00% Add +124.5% 136,887 $9.0M
Ratan Capital Management LP 4.91% Add +93.1% 136,883 $9.0M
Schroder Investment Management Group 0.01% Add +35.1% 136,679 $9.0M
Cinctive Capital Management LP 0.43% New 125,695 $8.3M
Peregrine Capital Management LLC 0.23% Add +52.4% 123,794 $8.2M
Wells Fargo & Company 0.00% Add +42.9% 122,001 $8.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -0.2% 119,538 $7.9M
Nicholas Company, Inc. 0.13% No change 115,015 $7.6M
Penserra Capital Management LLC 0.09% Add +492.7% 113,522 $7.5M
Swiss National Bank 0.00% Add +0.9% 101,000 $6.7M
Shellback Capital, LP 0.45% New 100,618 $6.6M
Ardsley Advisory Partners LP 0.95% New 100,500 $6.6M
Goldman Sachs Group Inc. 0.00% Reduce -82.1% 100,332 $6.6M
Dark Forest Capital Management LP 1.06% Reduce -62.1% 94,758 $6.3M
Pier Capital, LLC 0.84% Add +2.0% 92,243 $6.1M
Zenyatta Capital Management LP 7.99% Add +71.4% 90,000 $5.9M
Lazard Asset Management LLC 0.01% Add +590.7% 85,779 $5.7M
Kennedy Capital Management LLC 0.11% Reduce -33.3% 82,907 $5.5M
Thornburg Investment Management Inc. 0.08% Reduce -2.4% 82,394 $5.4M
UBS Group AG 0.00% Add +77.5% 79,720 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.5% 71,739 $4.9M
Nordea Investment Management AB 0.01% Reduce -0.8% 68,354 $4.6M
Fred Alger Management, LLC 0.02% New 69,474 $4.6M
B. Metzler seel. Sohn & Co. AG 0.05% Add +13.4% 68,959 $4.6M
AXA S.A. 0.01% Reduce -5.1% 68,496 $4.5M
Envestnet Asset Management Inc. 0.00% Add +268.5% 65,414 $4.3M
Rhumbline Advisers 0.00% Reduce -8.0% 65,369 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -5.6% 64,581 $4.3M
Bullseye Asset Management LLC 1.99% No change 64,211 $4.2M
Aquatic Capital Management LLC 0.13% Add +414.3% 61,200 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -45.7% 60,666 $4.0M
Great Lakes Advisors, LLC 0.03% Reduce -0.5% 59,966 $4.0M
Portman Square Capital LLP 4.06% Add +119.8% 59,729 $3.9M
Gotham Asset Management 0.06% Add +0.6% 58,753 $3.9M
Legal & General Group Plc 0.00% Add +2.7% 58,579 $3.9M
Sapience Investments, LLC 1.25% Reduce -34.8% 57,200 $3.8M
Twinbeech Capital LP 0.08% New 55,219 $3.6M
Citigroup Inc. 0.00% Reduce -58.8% 53,576 $3.5M
Stifel Financial Corp. 0.00% Add +6.4% 53,072 $3.5M
Credit Suisse AG/ 0.00% Reduce -0.4% 52,157 $3.4M

"% 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.

Show all 324 holders