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 |
| Oppenheimer Asset Management Inc. | 0.06% | Add +12.6% | 60,804 | $5.4M |
| O'Neil Global Advisors, Inc. | 1.37% | New | 60,387 | $5.3M |
| Invesco Ltd. | 0.00% | Reduce -94.2% | 59,029 | $5.2M |
| Schroder Investment Management Group | 0.01% | Add +194.7% | 57,728 | $5.1M |
| Citadel Advisors | 0.01% | Add +204042.9% | 57,160 | $5.1M |
| Stifel Financial Corp. | 0.01% | Add +14.3% | 56,894 | $5.0M |
| Deutsche Bank AG | 0.00% | Add +696.1% | 55,931 | $5.0M |
| Nordea Investment Management AB | 0.01% | Reduce -5.3% | 55,726 | $4.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -31.5% | 54,524 | $4.8M |
| Alberta Investment Management Corp | 0.04% | Add +15.4% | 53,424 | $4.7M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 53,229 | $4.7M |
| Gotham Asset Management | 0.05% | Reduce -15.1% | 52,865 | $4.7M |
| Royce & Associates LP | 0.04% | No change | 50,000 | $4.4M |
| Nomura Holdings Inc. | 0.03% | Reduce -63.6% | 50,000 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 49,942 | $4.4M |
| Bokf, NA | 0.08% | Add +0.5% | 49,244 | $4.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 49,000 | $4.3M |
| Black Swift Group, LLC | 0.95% | Add +225.0% | 48,750 | $4.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,970 | $4.2M |
| King Luther Capital Management Corp. | 0.02% | Add +54.5% | 46,638 | $4.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -15.2% | 42,098 | $3.7M |
| Granite Investment Partners, LLC | 0.15% | Reduce -23.0% | 39,890 | $3.5M |
| Pier 88 Investment Partners LLC | 4.00% | Add +21.9% | 38,750 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -81.7% | 37,969 | $3.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -9.1% | 37,784 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +26.6% | 37,580 | $3.3M |
| Game Creek Capital, LP | 1.67% | Reduce -23.9% | 35,000 | $3.1M |
| Hodges Capital Management Inc. | 0.20% | Reduce -85.1% | 34,649 | $3.1M |
| Bank of Montreal | 0.00% | Reduce -87.3% | 34,376 | $3.0M |
| E. Ohman J:or Asset Management AB | 0.07% | Add +6.4% | 29,756 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -4.2% | 28,556 | $2.5M |
| Harbour Capital Advisors, LLC | 0.58% | Reduce -1.0% | 26,801 | $2.5M |
| Two Sigma Investments, LP | 0.01% | Add +265.8% | 28,167 | $2.5M |
| EFG Asset Management (North America) Corp. | 0.41% | Add +7.8% | 27,712 | $2.5M |
| Jump Financial, LLC | 0.05% | New | 27,589 | $2.4M |
| Millrace Asset Group, Inc. | 2.44% | Add +1.1% | 27,151 | $2.4M |
| Tabor Asset Management, LP | 1.16% | Reduce -37.9% | 27,129 | $2.4M |
| Sapience Investments, LLC | 1.18% | Reduce -23.4% | 26,885 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.4% | 26,774 | $2.4M |
| Quantinno Capital Management LP | 0.03% | Add +204.8% | 26,254 | $2.3M |
| IMA Advisory Services, Inc. | 0.50% | Reduce -1.7% | 25,807 | $2.3M |
| PEAK6 Investments LLC | 0.11% | Add +150.7% | 25,709 | $2.3M |
| Exchange Traded Concepts, LLC | 0.05% | Add +3.5% | 25,705 | $2.3M |
| Rice Hall James & Associates, LLC | 0.12% | Reduce -20.7% | 25,673 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.7% | 24,443 | $2.2M |
| Mariner, LLC | 0.00% | Add +0.3% | 23,361 | $2.1M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | New | 22,958 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +11535.4% | 23,038 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -0.1% | 21,703 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -30.0% | 21,370 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +339.4% | 20,629 | $1.8M |
| Keybank National Association | 0.01% | Reduce -1.5% | 20,082 | $1.8M |
| Wolverine Trading, LLC | 0.05% | Add +57.6% | 19,824 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +260.5% | 18,860 | $1.7M |
| Danske Bank A/S | 0.01% | Add +9.2% | 18,859 | $1.7M |
| Coronation Fund Managers Ltd. | 0.09% | No change | 18,792 | $1.7M |
| Caption Management, LLC | 0.17% | New | 18,000 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 17,854 | $1.6M |
| Group One Trading LLC | 0.06% | Add +727.8% | 17,416 | $1.5M |
| CastleKnight Management LP | 0.19% | No change | 17,200 | $1.5M |
| Intellectus Partners, LLC | 0.38% | Add +15.1% | 16,750 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.5% | 16,218 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +5.2% | 16,072 | $1.4M |
| JT Stratford LLC | 0.24% | Add +43.9% | 15,940 | $1.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -49.2% | 15,697 | $1.4M |
| Avitas Wealth Management LLC | 0.20% | Reduce -0.0% | 15,660 | $1.4M |
| GTS Securities LLC | 0.03% | Reduce -16.0% | 15,027 | $1.3M |
| MML Investors Services, LLC | 0.00% | New | 14,699 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +63.5% | 14,615 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -16.3% | 14,439 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 13,400 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 13,094 | $1.2M |
| Rational Advisors, Inc. | 0.11% | New | 12,900 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.3% | 12,640 | $1.1M |
| EdgeRock Capital LLC | 0.78% | No change | 12,497 | $1.1M |
| Main Management ETF Advisors, LLC | 0.05% | New | 12,416 | $1.1M |
| STRS Ohio | 0.00% | New | 12,292 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 12,011 | $1.1M |
| First Hawaiian Bank | 0.03% | Add +58.4% | 11,400 | $1.0M |
| Hexagon Capital Partners LLC | 0.20% | Reduce -8.3% | 11,300 | $1.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | Add +3.7% | 10,455 | $926K |
| Walleye Capital LLC | 0.01% | Add +41.9% | 10,294 | $912K |
| Algebris (uk) Ltd. | 0.38% | Reduce -40.3% | 11,424 | $909K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.8% | 10,192 | $903K |
| Bleakley Financial Group, LLC | 0.03% | New | 10,036 | $889K |
| SpiderRock Advisors, LLC | 0.02% | No change | 10,015 | $887K |
| Capital Planning Advisors, LLC | 0.13% | Reduce -29.3% | 10,000 | $886K |
| Bailard, Inc. | 0.02% | Reduce -5.4% | 9,670 | $857K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.2% | 9,053 | $802K |
| ClariVest Asset Management LLC | 0.08% | No change | 10,665 | $782K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,668 | $768K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.3% | 8,627 | $764K |
| Centiva Capital, LP | 0.03% | Add +104.3% | 8,504 | $753K |
| Moody National Bank Trust Division | 0.08% | No change | 8,500 | $753K |
| Orion Capital Management LLC | 0.36% | Add +10.5% | 8,445 | $748K |
| FJ Capital Management LLC | 0.08% | New | 8,399 | $744K |
| Verition Fund Management LLC | 0.01% | Add +30.9% | 8,386 | $743K |
| Blair William & Co. | 0.00% | Add +175.4% | 8,203 | $727K |
| Tidal Investments LLC | 0.01% | Add +66.1% | 8,057 | $714K |
| Regal Investment Advisors LLC | 0.05% | Reduce -52.3% | 8,044 | $713K |
| AQR Capital Management | 0.00% | Add +1.4% | 7,687 | $681K |
| Xponance LLC | 0.01% | Reduce -1.8% | 7,595 | $673K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.3% | 7,352 | $651K |
| XTX Topco Ltd | 0.05% | New | 7,118 | $631K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +23.1% | 6,940 | $615K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.5% | 6,840 | $606K |
| Lanark Financial, Inc. | 0.05% | Reduce -15.9% | 6,660 | $590K |
| Savant Capital, LLC | 0.00% | Add +0.4% | 6,608 | $585K |
| First Dallas Securities Inc. | 0.23% | Reduce -45.6% | 6,250 | $554K |
| Chesapeake Capital Corp. | 0.50% | New | 6,279 | $552K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 6,100 | $540K |
| Retirement Planning Co of New England, Inc. | 0.27% | Add +19.4% | 6,010 | $532K |
| Corsair Capital Management, L.P. | 0.12% | Add +7515.1% | 5,559 | $493K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,482 | $486K |
| Marshall Wace, LLP | 0.00% | Reduce -97.2% | 5,341 | $473K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 5,281 | $468K |
| Lewis Asset Management, LLC | 0.34% | Reduce -5.4% | 5,210 | $462K |
| Prosperity Wealth Management, Inc. | 0.18% | New | 5,205 | $461K |
| Principal Financial Group Inc. | 0.00% | Reduce -0.6% | 5,205 | $461K |
| QRG Capital Management, Inc. | 0.01% | Add +10.7% | 5,188 | $460K |
| Holocene Advisors, LP | 0.00% | Reduce -49.8% | 5,110 | $453K |
| S.A. Mason LLC | 0.24% | No change | 5,100 | $452K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,063 | $450K |
| HighTower Advisors, LLC | 0.00% | New | 5,008 | $448K |
| Alps Advisors Inc. | 0.00% | Add +6.0% | 4,745 | $420K |
| Avior Wealth Management, LLC | 0.02% | Add +31.9% | 4,675 | $414K |
| Axq Capital, LP | 0.12% | New | 4,651 | $412K |
| HMS Capital Management, LLC | 0.20% | Add +35.3% | 4,613 | $409K |
| Truist Financial Corp. | 0.00% | Add +19.5% | 4,608 | $408K |
| Nicholas Investment Partners, LP | 0.04% | New | 4,513 | $400K |
| Global Trust Asset Management, LLC | 0.15% | Add +16.1% | 4,512 | $400K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,277 | $399K |
| US Bancorp \de | 0.00% | Add +238.8% | 4,496 | $398K |
| Modera Wealth Management, LLC | 0.01% | New | 4,419 | $392K |
| Atria Investments, Inc | 0.00% | New | 4,340 | $385K |
| Scotia Capital Inc. | 0.00% | Add +0.2% | 4,309 | $382K |
| Triumph Capital Management | 0.13% | Add +7.9% | 4,223 | $374K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 4,129 | $366K |
| Amalgamated Bank | 0.00% | Reduce -63.6% | 4,061 | $360K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.9% | 4,046 | $358K |
| GM Advisory Group, LLC | 0.02% | Reduce -20.1% | 4,005 | $355K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,967 | $351K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.4% | 3,980 | $351K |
| M&T Bank Corp | 0.00% | Add +15.5% | 3,944 | $349K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.8% | 3,938 | $349K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,862 | $342K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.3% | 3,776 | $335K |
| Truvestments Capital LLC | 0.09% | Add +11.6% | 3,771 | $334K |
| Stonekeep Investments, LLC | 0.25% | Add +10.0% | 3,633 | $322K |
| Associated Banc-Corp | 0.01% | Add +27.8% | 3,592 | $318K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 3,538 | $313K |
| Annex Advisory Services, LLC | 0.01% | Reduce -25.0% | 3,537 | $313K |
| Johnson Investment Counsel Inc. | 0.00% | Add +10.0% | 3,443 | $305K |
| Verdence Capital Advisors LLC | 0.02% | Add +7.7% | 3,415 | $303K |
| Cerity Partners LLC | 0.00% | New | 3,411 | $302K |
| Creative Planning | 0.00% | New | 3,310 | $293K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.3% | 3,267 | $289K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 3,264 | $289K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3288.5% | 3,253 | $287K |
| Utah Retirement Systems | 0.00% | No change | 3,200 | $284K |
| Cetera Investment Advisers | 0.00% | New | 2,876 | $255K |
| Covestor Ltd | 0.15% | Add +68.4% | 2,730 | $242K |
| Cresset Asset Management, LLC | 0.00% | New | 2,723 | $241K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,709 | $240K |
| Prudential Financial Inc. | 0.00% | New | 2,703 | $239K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 2,669 | $236K |
| MRP Capital Investments, LLC | 0.21% | Add +4.1% | 2,550 | $226K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.5% | 2,536 | $225K |
| Vident Advisory, LLC | 0.01% | New | 2,418 | $214K |
| Amundi | 0.00% | New | 2,306 | $212K |
| Insight Folios Inc | 0.07% | New | 2,366 | $210K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,905 | $209K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,294 | $208K |
| 1620 Investment Advisors, Inc. | 0.15% | Add +3.0% | 2,339 | $207K |
| SkyOak Wealth, LLC | 0.05% | New | 2,332 | $207K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,329 | $206K |
| Cwm, LLC | 0.00% | Add +95.8% | 2,214 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 2,067 | $183K |
| West Tower Group, LLC | 0.38% | No change | 2,000 | $177K |
| International Assets Investment Management, LLC | 0.01% | Add +16.4% | 1,812 | $161K |
| KBC Group NV | 0.00% | Add +22.5% | 1,734 | $154K |
| Parallel Advisors, LLC | 0.00% | Add +1074.8% | 1,680 | $149K |
| Natixis Investment Managers International | 0.01% | Reduce -16.6% | 1,623 | $144K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 1,558 | $138K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,430 | $127K |
| Crewe Advisors LLC | 0.01% | No change | 1,330 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +328.1% | 1,190 | $105K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 1,177 | $104K |
| Parkside Financial Bank & Trust | 0.01% | Add +50.5% | 1,117 | $99K |
| Sterling Capital Management LLC | 0.00% | — | 1,115 | $99K |
| Nemes Rush Group LLC | 0.01% | No change | 1,317 | $87K |
| J.Safra Asset Management Corp | 0.01% | No change | 988 | $87K |
| CoreCap Advisors, LLC | 0.00% | New | 950 | $84K |
| Ostrum Asset Management | 0.01% | Reduce -65.4% | 850 | $75K |
| Spire Wealth Management | 0.00% | Add +5000.0% | 816 | $72K |
| IFP Advisors, Inc | 0.00% | Add +36.4% | 795 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +53.1% | 735 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +1513.3% | 726 | $64K |
| Leonteq Securities AG | 0.01% | Add +90.6% | 692 | $61K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.8% | 676 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 649 | $58K |
| Financial Management Professionals, Inc. | 0.01% | New | 627 | $56K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 548 | $49K |
| Baldwin Wealth Partners LLC | 0.00% | Add +78.0% | 436 | $39K |
| Salem Investment Counselors Inc. | 0.00% | No change | 416 | $37K |
| Y.D. More Investments Ltd | 0.00% | Reduce -17.6% | 495 | $36K |
| Principal Securities, Inc. | 0.00% | Reduce -33.6% | 401 | $36K |
| Riverview Trust Co | 0.03% | No change | 366 | $32K |
| Venturi Wealth Management, LLC | 0.00% | Add +2.3% | 361 | $32K |
| Toth Financial Advisory Corp. | 0.00% | New | 360 | $32K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 338 | $30K |
| Transcendent Capital Group LLC | 0.01% | New | 300 | $27K |
| Waldron Private Wealth LLC | 0.00% | New | 285 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +5.4% | 233 | $21K |
| Advisors Asset Management, Inc. | 0.00% | Add +7.4% | 218 | $19K |
| Blue Trust, Inc. | 0.00% | Add +51.2% | 254 | $19K |
| Brooklyn Investment Group | 0.01% | New | 206 | $18K |
| Elequin Capital, LP | 0.04% | New | 183 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +40.0% | 175 | $16K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -49.7% | 152 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +1175.0% | 153 | $13K |
| Quadrant Capital Group LLC | 0.00% | No change | 140 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 115 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -71.4% | 111 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 107 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +148.8% | 102 | $9K |
| CI Investments Inc. | 0.00% | Reduce -7.1% | 104 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 100 | $9K |
| GAMMA Investing LLC | 0.00% | Add +123.7% | 85 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $7K |
| Signaturefd, LLC | 0.00% | Add +83.3% | 55 | $5K |
| Huntington National Bank | 0.00% | No change | 54 | $5K |
| Main Street Group, LTD | 0.00% | No change | 50 | $4K |
| Allworth Financial LP | 0.00% | Reduce -8.3% | 44 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 44 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 40 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.9% | 18 | $2K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 18 | $2K |
| Hemington Wealth Management | 0.00% | New | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -12.5% | 7 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 11 | $975 |
| TD Private Client Wealth LLC | 0.00% | No change | 11 | $975 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 9 | $797 |
| Continuum Advisory, LLC | 0.00% | Add +60.0% | 8 | $790 |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 8 | $709 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 7 | $621 |
| Stone House Investment Management, LLC | 0.00% | No change | 7 | $620 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $532 |
| Geneos Wealth Management Inc. | 0.00% | New | 6 | $532 |
| Cornerstone Planning Group LLC | 0.00% | New | 5 | $453 |
| Sachetta, LLC | 0.00% | Reduce -80.8% | 5 | $443 |
| Earned Wealth Advisors, LLC | 0.00% | New | 5 | $443 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $443 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $266 |
| Larson Financial Group LLC | 0.00% | New | 3 | $266 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $177 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $89 |
"% 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.