SHIFT4 Payments Inc. Class AFOUR

13F holders, Q4 2024 (December 31)
440holders +83
97new positions
38sold out
5famous investors
$103.85avg. 13F price*

At the end of Q4 2024, 440 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 83 from Q3 2024. 97 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($678.7M), BlackRock, Inc. ($644.5M) and Wasatch Advisors LP ($603.1M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions97$184.3M
Exits38$96.5M

All 13F filers, Q3 2024 → Q4 2024: 14,516,801 shares bought and 9,299,894 shares sold, net +5,216,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 440 holders

Vanguard Group Inc. 0.01% Add +9.4% 6,539,486 $678.7M
BlackRock, Inc. 0.01% Add +113.0% 6,210,689 $644.5M
Wasatch Advisors LP 2.99% Reduce -1.2% 5,811,757 $603.1M
Durable Capital Partners LP 4.34% Reduce -15.9% 5,130,841 $532.5M
Darlington Partners Capital Management, LP 9.73% Add +17.1% 2,510,014 $260.5M
Jennison Associates LLC 0.15% Reduce -17.6% 2,335,261 $242.4M
FMR LLC 0.01% Add +651.2% 2,283,589 $237.0M
Morgan Stanley 0.02% Add +25.3% 2,243,442 $232.8M
State Street Corp. 0.01% Add +88.6% 2,079,480 $215.8M
Clearbridge Investments, LLC 0.15% Reduce -20.3% 1,745,084 $181.1M
Alliancebernstein L.P. 0.06% Reduce -1.7% 1,656,913 $172.0M
Westfield Capital Management Co. LP 0.70% Add +6.6% 1,551,549 $161.0M
Janus Henderson Group PLC 0.08% Add +0.1% 1,456,002 $151.1M
Neuberger Berman Group LLC 0.10% Add +7.2% 1,245,783 $129.3M
CIBC Private Wealth Group LLC 0.23% Add +41.4% 1,198,845 $127.7M
Citadel Advisors 0.11% Add +1950.3% 1,171,967 $121.6M
Geode Capital Management, LLC 0.01% Add +10.0% 1,164,586 $120.9M
Raymond James Financial Inc. 0.04% — 1,128,003 $117.1M
Ameriprise Financial Inc. 0.03% Reduce -46.7% 1,109,290 $115.1M
Boston Partners 0.13% Reduce -16.5% 990,416 $103.1M
Spyglass Capital Management LLC 5.73% Add +22.7% 981,859 $101.9M
ShawSpring Partners LLC 13.33% Reduce -26.5% 969,748 $100.6M
Nomura Asset Management Co. Ltd. 0.30% Reduce -11.4% 966,744 $100.3M
Ensign Peak Advisors, Inc 0.18% Reduce -8.4% 966,262 $100.3M
Dimensional Fund Advisors LP 0.02% Reduce -0.8% 926,970 $96.2M
Point72 Asset Management 0.23% Add +32.7% 778,301 $80.8M
Goodnow Investment Group, LLC 6.84% Reduce -1.7% 669,212 $69.5M
UBS Group AG 0.01% Add +432.2% 617,797 $64.1M
American Century Companies Inc. 0.03% Reduce -17.9% 582,999 $60.5M
Brown Brothers Harriman & Co. 0.42% Add +16.0% 571,577 $59.3M
Bank of America Corp. 0.01% Reduce -8.8% 565,512 $58.7M
Northern Trust Corp. 0.01% Add +84.4% 520,990 $54.1M
Granahan Investment Management, LLC 2.25% Reduce -1.4% 519,556 $53.9M
Senator Investment Group LP 1.56% Add +4.9% 512,361 $53.2M
14B Captial Management LP 21.95% Reduce -13.2% 486,000 $50.4M
Bank of New York Mellon Corp 0.01% Add +85.3% 480,405 $49.9M
Charles Schwab Investment Management Inc. 0.01% Add +7.5% 459,623 $47.7M
Franklin Resources Inc. 0.01% Reduce -17.4% 419,223 $43.5M
First Trust Advisors LP 0.04% Add +24.1% 396,820 $41.2M
Artemis Investment Management LLP 0.58% Reduce -14.8% 389,858 $40.5M
Cat Rock Capital Management LP 5.13% New 377,930 $39.2M
Kornitzer Capital Management Inc. 0.73% Reduce -1.2% 358,876 $37.2M
Baird Financial Group, Inc. 0.07% Reduce -54.6% 352,735 $36.6M
T. Rowe Price Associates Inc. 0.00% Add +1.6% 344,859 $35.8M
Sei Investments Co. 0.04% Add +7.2% 322,888 $33.5M
Palisade Capital Management, LP 0.99% Add +1.4% 315,333 $32.7M
Emerald Advisers, LLC 1.26% Reduce -21.3% 313,845 $32.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.6% 292,204 $30.3M
Comerica Bank 0.12% Add +18.3% 276,524 $28.7M
Wellington Management Group LLP 0.00% Reduce -50.4% 254,894 $26.5M
Goldman Sachs Group Inc. 0.00% Add +105.4% 238,988 $24.8M
Rice Hall James & Associates, LLC 1.32% Add +799.9% 231,034 $24.0M
Bessemer Group Inc. 0.04% Reduce -30.0% 219,763 $22.8M
Invesco Ltd. 0.00% Add +257.6% 211,071 $21.9M
Thematics Asset Management 0.92% Reduce -27.9% 204,000 $21.2M
Emerald Mutual Fund Advisers Trust 1.23% Reduce -33.8% 195,684 $20.3M
Maestria Partners LLC 7.77% — 189,000 $19.6M
Rhumbline Advisers 0.02% Add +155.9% 185,795 $19.3M
Wells Fargo & Company 0.00% Add +2.5% 184,633 $19.2M
FIL Ltd 0.02% Reduce -0.3% 181,445 $18.8M
State of Wisconsin Investment Board 0.05% Add +4.7% 180,649 $18.7M
Harbor Capital Advisors, Inc. 0.82% Reduce -6.2% 180,084 $18.7M
Royal Bank of Canada 0.00% Reduce -17.3% 162,138 $16.8M
Allspring Global Investments Holdings, LLC 0.03% Reduce -4.1% 154,751 $16.8M
Victory Capital Management Inc. 0.02% Reduce -44.5% 160,490 $16.7M
Principal Financial Group Inc. 0.01% Add +2954.7% 158,998 $16.5M
New York State Common Retirement Fund 0.02% Reduce -34.3% 157,519 $16.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 156,049 $16.2M
Deepwater Asset Management, LLC 5.23% Reduce -14.4% 154,302 $16.0M
Marshall Wace, LLP 0.02% Add +2682.7% 148,626 $15.4M
Penserra Capital Management LLC 0.28% Add +24.7% 147,862 $15.3M
Nuveen Asset Management, LLC 0.00% Reduce -33.6% 141,879 $14.7M
Portolan Capital Management, LLC 0.98% Add +4.7% 140,971 $14.6M
JPMorgan Chase & Co. 0.00% Add +165.7% 132,689 $13.8M
North Reef Capital Management LP 0.58% New 124,998 $13.0M
Barclays PLC 0.01% Add +65.5% 124,073 $12.9M
Blair William & Co. 0.04% Add +1396.4% 122,748 $12.7M
Voloridge Investment Management, LLC 0.04% New 121,052 $12.6M
Millennium Management 0.01% New 120,280 $12.5M
Swiss National Bank 0.01% Add +5.9% 115,400 $12.0M
Nicholas Company, Inc. 0.19% Reduce -0.1% 114,965 $11.9M
LPL Financial LLC 0.00% Add +25.3% 101,291 $10.5M
Legal & General Group Plc 0.00% Add +59.1% 97,067 $10.1M
Peregrine Capital Management LLC 0.28% Reduce -23.9% 91,143 $9.5M
Corient Private Wealth LP 0.01% Add +356.0% 86,000 $8.9M
Great Lakes Advisors, LLC 0.08% Reduce -2.5% 85,466 $8.9M
Pier Capital, LLC 1.25% Reduce -21.9% 84,751 $8.8M
Kennedy Capital Management LLC 0.19% Reduce -1.3% 83,996 $8.7M
Retirement Systems of Alabama 0.03% New 83,490 $8.7M
Public Employees Retirement System of Ohio 0.03% Add +2.2% 81,057 $8.4M
Castleark Management LLC 0.29% Add +15.2% 78,940 $8.2M
Corebridge Financial, Inc. 0.04% Add +6556.7% 78,349 $8.1M
Hunter Associates Investment Management LLC 1.23% Add +1.9% 77,438 $8.0M
Ratan Capital Management LP 1.19% No change 70,902 $7.8M
Thornburg Investment Management Inc. 0.10% Reduce -8.5% 73,725 $7.7M
BW Gestao de Investimentos Ltda. 0.33% Reduce -51.2% 68,285 $7.1M
Oppenheimer Asset Management Inc. 0.09% Add +10.8% 67,345 $7.0M
Mutual of America Capital Management LLC 0.07% New 65,660 $6.8M
Graham Capital Management, L.P. 0.33% Reduce -32.1% 64,215 $6.7M
Bullseye Asset Management LLC 3.09% Reduce -1.3% 63,393 $6.6M

"% 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 440 holders