SHIFT4 Payments Inc. Class AFOUR
13F holders, Q3 2024 (September 30)357holders +15
56new positions
41sold out
5famous investors
$88.84avg. 13F price*
At the end of Q3 2024, 357 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 15 from Q2 2024. 56 opened new positions and 41 sold out. The largest holders were Durable Capital Partners LP ($540.5M), Vanguard Group Inc. ($529.5M) and Wasatch Advisors LP ($521.3M). 5 famous investors held it, including Michael Burry (16.0% of Scion Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $272.4M |
| Exits | 41 | $166.5M |
All 13F filers, Q2 2024 → Q3 2024: 10,578,495 shares bought and 7,812,538 shares sold, net +2,765,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| Durable Capital Partners LP | 3.95% | Add +22.8% | 6,100,963 | $540.5M |
| Vanguard Group Inc. | 0.01% | Add +3.0% | 5,976,712 | $529.5M |
| Wasatch Advisors LP | 2.55% | Add +50.8% | 5,883,186 | $521.3M |
| BlackRock, Inc. | 0.01% | — | 2,916,515 | $258.4M |
| Jennison Associates LLC | 0.16% | Add +9.3% | 2,834,061 | $251.1M |
| Clearbridge Investments, LLC | 0.15% | Reduce -5.4% | 2,189,672 | $194.0M |
| Darlington Partners Capital Management, LP | 7.68% | New | 2,142,514 | $189.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -21.2% | 2,082,769 | $184.5M |
| Morgan Stanley | 0.01% | Reduce -9.0% | 1,790,939 | $158.7M |
| Manufacturers Life Insurance Company, The | 0.13% | Reduce -1.4% | 1,706,049 | $151.2M |
| Alliancebernstein L.P. | 0.05% | Reduce -5.6% | 1,686,212 | $149.4M |
| Westfield Capital Management Co. LP | 0.58% | Add +0.9% | 1,455,085 | $128.9M |
| Janus Henderson Group PLC | 0.07% | Reduce -0.1% | 1,453,800 | $128.8M |
| ShawSpring Partners LLC | 14.77% | Reduce -5.9% | 1,319,879 | $116.9M |
| Boston Partners | 0.12% | Add +183.8% | 1,186,281 | $105.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -9.4% | 1,162,575 | $103.0M |
| State Street Corp. | 0.00% | Add +9.8% | 1,102,382 | $97.7M |
| Nomura Asset Management Co. Ltd. | 0.30% | Reduce -3.8% | 1,091,495 | $96.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.3% | 1,058,369 | $93.8M |
| Ensign Peak Advisors, Inc | 0.16% | Reduce -3.7% | 1,054,805 | $93.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +10.0% | 934,752 | $82.8M |
| Eagle Asset Management Inc. | 0.40% | Reduce -8.5% | 779,250 | $78.5M |
| CIBC Private Wealth Group LLC | 0.13% | Add +242226.3% | 848,142 | $75.1M |
| Spyglass Capital Management LLC | 4.66% | Reduce -33.5% | 800,320 | $70.9M |
| Baird Financial Group, Inc. | 0.13% | Reduce -11.7% | 776,717 | $68.8M |
| American Century Companies Inc. | 0.04% | Reduce -1.0% | 710,471 | $62.9M |
| Goodnow Investment Group, LLC | 6.40% | Add +12.0% | 680,762 | $60.3M |
| Scout Investments, Inc. | 1.50% | Reduce -10.5% | 592,205 | $57.1M |
| Bank of America Corp. | 0.00% | Add +28.2% | 619,733 | $54.9M |
| Point72 Asset Management | 0.18% | Reduce -41.1% | 586,456 | $52.0M |
| 14B Captial Management LP | 22.24% | Reduce -4.4% | 560,000 | $49.6M |
| Franklin Resources Inc. | 0.01% | Add +2.0% | 507,443 | $47.8M |
| Granahan Investment Management, LLC | 1.84% | Reduce -11.8% | 526,830 | $46.7M |
| Wellington Management Group LLP | 0.01% | Reduce -27.1% | 514,234 | $45.6M |
| Brown Brothers Harriman & Co. | 0.30% | Add +41.9% | 492,849 | $43.7M |
| Senator Investment Group LP | 2.06% | Reduce -13.1% | 488,561 | $43.3M |
| Artemis Investment Management LLP | 0.62% | Add +113.0% | 457,467 | $40.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +13.4% | 427,696 | $37.9M |
| Emerald Advisers, LLC | 1.37% | Add +1.4% | 398,807 | $35.3M |
| Kornitzer Capital Management Inc. | 0.60% | Reduce -8.1% | 363,376 | $32.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 339,418 | $30.1M |
| First Trust Advisors LP | 0.03% | Add +144.0% | 319,892 | $28.3M |
| Bessemer Group Inc. | 0.05% | Add +2.0% | 314,090 | $27.8M |
| Palisade Capital Management, LP | 0.83% | Add +5.3% | 310,814 | $27.5M |
| FMR LLC | 0.00% | Reduce -20.3% | 303,995 | $26.9M |
| Sei Investments Co. | 0.03% | Add +18.9% | 301,239 | $26.7M |
| Emerald Mutual Fund Advisers Trust | 1.36% | Reduce -3.0% | 295,658 | $26.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -4.0% | 290,403 | $25.7M |
| Victory Capital Management Inc. | 0.03% | Reduce -30.8% | 289,209 | $25.6M |
| Thematics Asset Management | 0.99% | Reduce -8.7% | 283,000 | $25.1M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 282,512 | $25.0M |
| WCM Investment Management, LLC | 0.05% | Add +0.6% | 265,128 | $23.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 259,304 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -27.5% | 239,779 | $21.2M |
| Comerica Bank | 0.08% | Add +25.6% | 233,698 | $20.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.4% | 213,599 | $18.9M |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 195,993 | $17.4M |
| Penn Capital Management Company, LLC | 1.59% | Reduce -11.0% | 193,624 | $17.2M |
| Harbor Capital Advisors, Inc. | 0.74% | Add +84.8% | 191,907 | $17.0M |
| FIL Ltd | 0.01% | Reduce -27.3% | 182,086 | $16.1M |
| Deepwater Asset Management, LLC | 5.61% | Reduce -14.7% | 180,360 | $16.0M |
| Wells Fargo & Company | 0.00% | Add +31.1% | 180,043 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.8% | 172,519 | $15.3M |
| Shellback Capital, LP | 1.19% | New | 166,649 | $14.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +245.7% | 161,330 | $14.3M |
| Scion Asset Management | 16.00% | Add +50.0% | 150,000 | $13.3M |
| BW Gestao de Investimentos Ltda. | 2.05% | New | 140,000 | $12.4M |
| Squarepoint Ops LLC | 0.04% | New | 135,053 | $12.0M |
| Portolan Capital Management, LLC | 0.86% | Reduce -28.2% | 134,612 | $11.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -42.0% | 125,768 | $11.1M |
| Peregrine Capital Management LLC | 0.32% | Reduce -9.5% | 119,772 | $10.6M |
| Penserra Capital Management LLC | 0.23% | Add +0.9% | 118,615 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.2% | 116,333 | $10.3M |
| UBS Group AG | 0.00% | Add +45.5% | 116,078 | $10.3M |
| Nicholas Company, Inc. | 0.17% | Add +0.0% | 115,040 | $10.2M |
| Swiss National Bank | 0.01% | Add +1.5% | 109,000 | $9.7M |
| Pier Capital, LLC | 1.35% | Reduce -0.1% | 108,460 | $9.6M |
| Raymond James & Associates | 0.01% | Add +63.8% | 99,907 | $8.9M |
| Graham Capital Management, L.P. | 0.45% | Reduce -16.7% | 94,515 | $8.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.08% | — | 88,887 | $7.9M |
| B. Metzler seel. Sohn & Co. AG | 0.08% | Add +12.3% | 88,887 | $7.9M |
| Great Lakes Advisors, LLC | 0.07% | Add +52.8% | 87,664 | $7.8M |
| Kennedy Capital Management LLC | 0.17% | Reduce -13.7% | 85,110 | $7.5M |
| Dark Forest Capital Management LP | 0.95% | New | 83,594 | $7.4M |
| LPL Financial LLC | 0.00% | Add +15.3% | 80,813 | $7.2M |
| Thornburg Investment Management Inc. | 0.09% | Reduce -2.2% | 80,583 | $7.1M |
| Public Employees Retirement System of Ohio | 0.03% | Add +246.2% | 79,321 | $7.0M |
| Ingalls & Snyder LLC | 0.27% | Reduce -5.3% | 78,844 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 78,143 | $6.9M |
| Hunter Associates Investment Management LLC | 1.04% | Add +8.9% | 76,034 | $6.7M |
| Long Focus Capital Management, LLC | 0.59% | Add +275.0% | 75,000 | $6.6M |
| Barclays PLC | 0.00% | Add +152.7% | 74,953 | $6.6M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 72,602 | $6.4M |
| Ratan Capital Management LP | 1.69% | Reduce -39.3% | 70,902 | $6.3M |
| Castleark Management LLC | 0.25% | New | 68,500 | $6.1M |
| Bullseye Asset Management LLC | 2.62% | No change | 64,211 | $5.7M |
| Point Break Capital Management, LLC | 6.42% | Add +58.9% | 61,790 | $5.5M |
| AXA S.A. | 0.02% | Reduce -3.6% | 61,125 | $5.4M |
| 1492 Capital Management LLC | 2.71% | Add +47.6% | 61,015 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 60,993 | $5.4M |
"% 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.