SHIFT4 Payments Inc. Class AFOUR
13F holders, Q2 2024 (June 30)342holders +18
77new positions
60sold out
7famous investors
$73.44avg. 13F price*
At the end of Q2 2024, 342 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 18 from Q1 2024. 77 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($425.5M), Durable Capital Partners LP ($364.5M) and Wasatch Advisors LP ($286.2M). 7 famous investors held it, including Michael Burry (14.0% of Scion Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $255.9M |
| Exits | 60 | $162.3M |
All 13F filers, Q1 2024 → Q2 2024: 14,209,975 shares bought and 6,974,268 shares sold, net +7,235,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Vanguard Group Inc. | 0.01% | Add +9.7% | 5,801,227 | $425.5M |
| Durable Capital Partners LP | 2.99% | Add +4.2% | 4,968,955 | $364.5M |
| Wasatch Advisors LP | 1.53% | Add +13.1% | 3,902,246 | $286.2M |
| BlackRock Inc. | 0.00% | Add +11.7% | 2,859,304 | $209.7M |
| Ameriprise Financial Inc. | 0.05% | Add +33.4% | 2,641,919 | $193.8M |
| Jennison Associates LLC | 0.12% | Add +9.7% | 2,591,882 | $190.1M |
| Clearbridge Investments, LLC | 0.14% | Add +11.3% | 2,314,928 | $169.8M |
| Morgan Stanley | 0.01% | Add +16.3% | 1,967,242 | $144.3M |
| Alliancebernstein L.P. | 0.05% | Reduce -8.3% | 1,786,878 | $131.1M |
| Manufacturers Life Insurance Company, The | 0.12% | Add +11776.9% | 1,730,704 | $126.9M |
| Janus Henderson Group PLC | 0.06% | Add +1.4% | 1,454,714 | $106.7M |
| Westfield Capital Management Co. LP | 0.52% | Add +8.2% | 1,442,281 | $105.8M |
| ShawSpring Partners LLC | 14.84% | Reduce -12.2% | 1,402,433 | $102.9M |
| Neuberger Berman Group LLC | 0.08% | Reduce -2.6% | 1,283,086 | $94.1M |
| Spyglass Capital Management LLC | 6.47% | Add +9.3% | 1,204,077 | $88.3M |
| Nomura Asset Management Co. Ltd. | 0.28% | Add +21.7% | 1,135,063 | $83.3M |
| Ensign Peak Advisors, Inc | 0.15% | Add +6185.0% | 1,095,546 | $80.4M |
| Invesco Ltd. | 0.02% | Add +12.7% | 1,014,173 | $74.4M |
| Geode Capital Management, LLC | 0.01% | Add +12.5% | 1,004,759 | $73.7M |
| State Street Corp. | 0.00% | Add +7.2% | 1,004,410 | $73.7M |
| Point72 Asset Management | 0.24% | Reduce -16.6% | 996,253 | $73.1M |
| Baird Financial Group, Inc. | 0.13% | Reduce -5.1% | 879,941 | $64.5M |
| Eagle Asset Management Inc. | 0.34% | New | 851,663 | $62.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +35.4% | 849,564 | $62.3M |
| Kodai Capital Management LP | 1.02% | New | 734,109 | $53.8M |
| American Century Companies Inc. | 0.03% | Add +29.2% | 717,526 | $52.6M |
| Wellington Management Group LLP | 0.01% | Reduce -65.3% | 705,866 | $51.8M |
| Millennium Management | 0.04% | New | 675,789 | $49.6M |
| Scout Investments, Inc. | 1.30% | Add +25.9% | 661,980 | $48.6M |
| Goodnow Investment Group, LLC | 5.16% | Add +1426.5% | 607,702 | $44.6M |
| Granahan Investment Management, LLC | 1.75% | Add +94.3% | 597,300 | $43.8M |
| 14B Captial Management LP | 20.09% | Add +13.3% | 586,000 | $43.0M |
| Senator Investment Group LP | 2.01% | Add +8551.1% | 562,236 | $41.2M |
| Franklin Resources Inc. | 0.01% | Reduce -2.1% | 497,411 | $36.5M |
| Bank of America Corp. | 0.00% | Add +0.7% | 483,433 | $35.5M |
| Victory Capital Management Inc. | 0.03% | Add +9.0% | 418,124 | $30.7M |
| Boston Partners | 0.04% | Add +2092.6% | 417,948 | $30.5M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -0.5% | 401,247 | $29.4M |
| Kornitzer Capital Management Inc. | 0.55% | Add +6.7% | 395,551 | $29.0M |
| Emerald Advisers, LLC | 1.21% | Reduce -2.6% | 393,180 | $28.8M |
| FMR LLC | 0.00% | Reduce -71.7% | 381,621 | $28.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +9.9% | 377,032 | $27.7M |
| Brown Brothers Harriman & Co. | 0.19% | Add +24.1% | 347,405 | $25.5M |
| New York State Common Retirement Fund | 0.03% | Add +9.1% | 330,926 | $24.3M |
| Thematics Asset Management | 0.93% | Add +6.9% | 310,000 | $22.7M |
| Bessemer Group Inc. | 0.04% | Add +40.7% | 307,944 | $22.6M |
| Emerald Mutual Fund Advisers Trust | 1.17% | Add +0.6% | 304,890 | $22.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.9% | 302,534 | $22.2M |
| Palisade Capital Management, LP | 0.67% | Add +16.2% | 295,193 | $21.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -48.0% | 291,404 | $21.4M |
| Northern Trust Corp. | 0.00% | Add +8.7% | 272,240 | $20.0M |
| Bank of Montreal | 0.01% | Add +4002.7% | 269,790 | $19.9M |
| Bank of New York Mellon Corp | 0.00% | Add +40.1% | 263,524 | $19.3M |
| WCM Investment Management, LLC | 0.05% | Add +29.5% | 263,602 | $19.3M |
| Sei Investments Co. | 0.03% | Add +17.9% | 253,345 | $18.6M |
| FIL Ltd | 0.02% | Add +49.1% | 250,583 | $18.4M |
| Hodges Capital Management Inc. | 1.14% | Reduce -19.3% | 233,028 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +62.2% | 222,058 | $16.3M |
| Penn Capital Management Company, LLC | 1.54% | Add +7.9% | 217,590 | $16.0M |
| Susquehanna International Group, LLP | 0.03% | Reduce -6.1% | 216,898 | $15.9M |
| Artemis Investment Management LLP | 0.21% | New | 214,783 | $15.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.5% | 212,673 | $15.6M |
| Deepwater Asset Management, LLC | 5.63% | Add +2.2% | 211,429 | $15.5M |
| Jane Street Group, LLC | 0.02% | Reduce -11.3% | 207,288 | $15.2M |
| Marshall Wace, LLP | 0.02% | Add +1910.3% | 190,975 | $14.0M |
| Portolan Capital Management, LLC | 1.13% | Reduce -21.6% | 187,500 | $13.8M |
| Comerica Bank | 0.06% | Add +12.6% | 186,084 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Add +2.6% | 177,463 | $13.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.4% | 145,841 | $10.7M |
| Nomura Holdings Inc. | 0.07% | Add +612.2% | 137,470 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +12.6% | 137,316 | $10.1M |
| Peregrine Capital Management LLC | 0.28% | Add +6.9% | 132,347 | $9.7M |
| First Trust Advisors LP | 0.01% | Reduce -69.2% | 131,124 | $9.6M |
| Penserra Capital Management LLC | 0.11% | Add +3.5% | 117,552 | $8.6M |
| Ratan Capital Management LP | 2.65% | Reduce -14.6% | 116,883 | $8.6M |
| Nicholas Company, Inc. | 0.14% | No change | 115,015 | $8.4M |
| Graham Capital Management, L.P. | 0.52% | New | 113,483 | $8.3M |
| Pier Capital, LLC | 1.18% | Add +17.7% | 108,584 | $8.0M |
| Swiss National Bank | 0.01% | Add +6.3% | 107,400 | $7.9M |
| Harbor Capital Advisors, Inc. | 0.58% | Add +462.6% | 103,851 | $7.6M |
| Scion Asset Management | 13.97% | New | 100,000 | $7.3M |
| Kennedy Capital Management LLC | 0.15% | Add +19.0% | 98,639 | $7.2M |
| Ingalls & Snyder LLC | 0.26% | Add +1035.0% | 83,252 | $6.1M |
| Thornburg Investment Management Inc. | 0.09% | No change | 82,394 | $6.0M |
| Corsair Capital Management, L.P. | 1.00% | New | 73 | $6.0M |
| UBS Group AG | 0.00% | Add +0.1% | 79,775 | $5.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -33.4% | 79,584 | $5.8M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +14.8% | 79,164 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +9.9% | 71,824 | $5.3M |
| Portman Square Capital LLP | 4.10% | Add +20.1% | 71,760 | $5.3M |
| Susquehanna Fundamental Investments, LLC | 0.12% | New | 70,624 | $5.2M |
| LPL Financial LLC | 0.00% | Add +66.0% | 70,113 | $5.1M |
| Hunter Associates Investment Management LLC | 0.86% | Add +44.9% | 69,790 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 68,454 | $5.0M |
| Fred Alger Management, LLC | 0.02% | Reduce -6.4% | 65,049 | $4.8M |
| Glazer Capital, LLC | 0.42% | New | 65,000 | $4.8M |
| Bullseye Asset Management LLC | 2.31% | No change | 64,211 | $4.7M |
| AXA S.A. | 0.01% | Reduce -7.5% | 63,383 | $4.6M |
| Gotham Asset Management | 0.06% | Add +6.0% | 62,291 | $4.6M |
| Raymond James & Associates | 0.00% | Add +19.1% | 61,012 | $4.5M |
"% 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.