SHIFT4 Payments Inc. Class AFOUR
13F holders, Q1 2025 (March 31)441holders +1
67new positions
63sold out
6famous investors
$81.65avg. 13F price*
At the end of Q1 2025, 441 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 1 from Q4 2024. 67 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($527.5M), BlackRock, Inc. ($507.5M) and Durable Capital Partners LP ($483.7M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- SHIFT4 Payments Inc. Class A
- CUSIP
- 82452J109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $153.5M |
| Exits | 63 | $37.1M |
All 13F filers, Q4 2024 → Q1 2025: 10,722,781 shares bought and 7,100,137 shares sold, net +3,622,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 6,455,243 | $527.5M |
| BlackRock, Inc. | 0.01% | Reduce 0.0% | 6,210,505 | $507.5M |
| Durable Capital Partners LP | 4.32% | Add +15.4% | 5,919,793 | $483.7M |
| Wasatch Advisors LP | 2.48% | Reduce -6.3% | 5,447,577 | $445.1M |
| Darlington Partners Capital Management, LP | 13.02% | Add +89.9% | 4,766,405 | $389.5M |
| Morgan Stanley | 0.01% | Add +5.0% | 2,354,486 | $192.4M |
| State Street Corp. | 0.01% | Add +1.7% | 2,113,905 | $172.7M |
| Janus Henderson Group PLC | 0.08% | Add +18.9% | 1,731,359 | $146.4M |
| Clearbridge Investments, LLC | 0.12% | Reduce -1.8% | 1,714,321 | $140.1M |
| Jennison Associates LLC | 0.09% | Reduce -31.7% | 1,595,376 | $130.4M |
| Alliancebernstein L.P. | 0.04% | Reduce -22.1% | 1,291,306 | $105.5M |
| Ameriprise Financial Inc. | 0.03% | Add +13.0% | 1,253,401 | $102.4M |
| Neuberger Berman Group LLC | 0.09% | Reduce -0.0% | 1,245,718 | $101.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.8% | 1,231,786 | $100.7M |
| Westfield Capital Management Co. LP | 0.47% | Reduce -23.6% | 1,186,149 | $96.9M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.5% | 1,066,168 | $87.1M |
| UBS Group AG | 0.02% | Add +62.3% | 1,002,540 | $81.9M |
| Spyglass Capital Management LLC | 5.62% | Add +2.1% | 1,002,330 | $81.9M |
| Boston Partners | 0.10% | Reduce -1.2% | 978,836 | $79.8M |
| Nomura Asset Management Co. Ltd. | 0.24% | Reduce -0.5% | 961,905 | $78.6M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -12.8% | 1,045,107 | $76.9M |
| Ensign Peak Advisors, Inc | 0.15% | Reduce -3.6% | 931,276 | $76.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 930,751 | $76.1M |
| ShawSpring Partners LLC | 10.09% | Reduce -7.3% | 898,874 | $73.4M |
| Goodnow Investment Group, LLC | 7.11% | Add +20.6% | 807,382 | $66.0M |
| Point72 Asset Management | 0.18% | Reduce -0.7% | 773,233 | $63.2M |
| Perpetual Ltd | 0.69% | New | 695,912 | $56.9M |
| American Century Companies Inc. | 0.03% | Add +17.2% | 683,500 | $55.8M |
| Senator Investment Group LP | 2.94% | Add +32.4% | 678,334 | $55.4M |
| Brown Brothers Harriman & Co. | 0.38% | Add +17.4% | 671,299 | $54.9M |
| FMR LLC | 0.00% | Reduce -71.7% | 647,188 | $52.9M |
| Bank of America Corp. | 0.00% | Add +9.6% | 619,742 | $50.6M |
| BNP Paribas Financial Markets | 0.04% | Add +7719.4% | 590,126 | $48.2M |
| Baird Financial Group, Inc. | 0.09% | Add +64.7% | 580,814 | $47.5M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 535,507 | $43.8M |
| 14B Captial Management LP | 17.87% | Add +8.0% | 525,000 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 479,450 | $39.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 459,977 | $37.6M |
| FIL Ltd | 0.03% | Add +132.0% | 420,894 | $34.4M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 419,431 | $34.3M |
| Portolan Capital Management, LLC | 2.52% | Add +188.4% | 406,499 | $33.2M |
| Cat Rock Capital Management LP | 4.28% | Add +4.5% | 394,932 | $32.3M |
| Invesco Ltd. | 0.01% | Add +82.5% | 385,147 | $31.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.4% | 353,200 | $28.9M |
| Palisade Capital Management, LP | 0.92% | Add +9.1% | 343,867 | $28.1M |
| Rice Hall James & Associates, LLC | 1.65% | Add +48.8% | 343,751 | $28.1M |
| BW Gestao de Investimentos Ltda. | 3.11% | Add +392.1% | 336,000 | $27.5M |
| First Trust Advisors LP | 0.02% | Reduce -17.0% | 329,518 | $26.9M |
| Kornitzer Capital Management Inc. | 0.55% | Reduce -9.6% | 324,371 | $26.5M |
| Marshall Wace, LLP | 0.03% | Add +105.1% | 304,853 | $24.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.6% | 299,738 | $24.5M |
| Bank of Montreal | 0.01% | Add +1178.0% | 291,382 | $23.8M |
| Squarepoint Ops LLC | 0.06% | Add +738.0% | 290,775 | $23.8M |
| Sei Investments Co. | 0.03% | Reduce -12.6% | 282,190 | $23.1M |
| Bessemer Group Inc. | 0.04% | Add +22.9% | 270,062 | $22.1M |
| Millennium Management | 0.02% | Add +121.5% | 266,473 | $21.8M |
| Emerald Advisers, LLC | 0.98% | Reduce -15.4% | 265,422 | $21.7M |
| Maestria Partners LLC | 9.16% | Add +40.3% | 265,200 | $21.7M |
| J. Goldman & Co LP | 0.70% | New | 240,757 | $19.7M |
| Granahan Investment Management, LLC | 0.97% | Reduce -54.2% | 238,142 | $19.5M |
| Blair William & Co. | 0.06% | Add +88.5% | 231,422 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +41.8% | 229,911 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +22.8% | 226,796 | $18.5M |
| Artemis Investment Management LLP | 0.26% | Reduce -46.0% | 210,561 | $17.2M |
| Thematics Asset Management | 0.87% | Add +2.8% | 209,713 | $17.1M |
| Citadel Advisors | 0.02% | Reduce -82.4% | 205,769 | $16.8M |
| Rhumbline Advisers | 0.01% | Add +0.4% | 186,495 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 185,598 | $15.2M |
| Nicholas Company, Inc. | 0.25% | Add +55.8% | 179,084 | $14.6M |
| Comerica Bank | 0.06% | Reduce -35.9% | 177,205 | $14.5M |
| Kodai Capital Management LP | 0.56% | New | 174,749 | $14.3M |
| Wellington Management Group LLP | 0.00% | Reduce -34.3% | 167,439 | $13.7M |
| Harbor Capital Advisors, Inc. | 0.61% | Reduce -9.6% | 162,848 | $13.3M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.9% | 162,742 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.1% | 162,231 | $13.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 158,779 | $13.0M |
| Emerald Mutual Fund Advisers Trust | 0.95% | Reduce -19.3% | 158,005 | $12.9M |
| Deepwater Asset Management, LLC | 5.41% | Add +1.4% | 156,425 | $12.8M |
| Ratan Capital Management LP | 3.98% | Add +112.8% | 150,902 | $12.3M |
| Nuveen, LLC | 0.00% | — | 150,675 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.3% | 146,519 | $12.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -16.4% | 131,635 | $10.8M |
| DAVENPORT & Co LLC | 0.06% | New | 129,907 | $10.6M |
| Penserra Capital Management LLC | 0.19% | Reduce -12.7% | 129,123 | $10.6M |
| Legal & General Group Plc | 0.00% | Add +31.9% | 128,060 | $10.5M |
| Swiss National Bank | 0.01% | Add +2.3% | 118,100 | $9.6M |
| CenterBook Partners LP | 0.59% | Add +350.5% | 112,620 | $9.2M |
| Vestor Capital, LLC | 0.75% | Add +81.5% | 111,590 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Add +599.3% | 109,718 | $9.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -32.0% | 109,076 | $8.9M |
| Peregrine Capital Management LLC | 0.29% | Add +16.6% | 106,296 | $8.7M |
| Lynwood Price Capital Management LP | 4.85% | Add +128.6% | 104,000 | $8.5M |
| Loomis Sayles & Co. L P | 0.01% | New | 102,065 | $8.3M |
| Corient Private Wealth LP | 0.01% | Add +13.2% | 97,312 | $8.0M |
| LPL Financial LLC | 0.00% | Reduce -11.3% | 89,801 | $7.3M |
| Barclays PLC | 0.00% | Reduce -30.0% | 86,831 | $7.1M |
| Deutsche Bank AG | 0.00% | Add +48.0% | 84,351 | $6.9M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -1.9% | 83,838 | $6.9M |
| Retirement Systems of Alabama | 0.03% | Add +0.1% | 83,575 | $6.8M |
| Hunter Associates Investment Management LLC | 1.05% | Add +7.2% | 82,992 | $6.8M |
"% 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.