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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions67$153.5M
Exits63$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
Castleark Management LLC 0.23% Add +2.3% 80,780 $6.6M
Kennedy Capital Management LLC 0.16% Reduce -4.1% 80,578 $6.6M
Bridgewater Associates 0.03% New 80,022 $6.5M
North Reef Capital Management LP 0.28% Reduce -36.0% 80,000 $6.5M
Pier Capital, LLC 1.09% Reduce -6.1% 79,610 $6.5M
Mutual of America Capital Management LLC 0.07% Add +16.7% 76,606 $6.3M
Corebridge Financial, Inc. 0.04% Reduce -2.4% 76,469 $6.2M
Janney Montgomery Scott LLC 0.02% Add +340.3% 72,325 $5.9M
Envestnet Asset Management Inc. 0.00% Add +18.6% 72,194 $5.9M
Public Employees Retirement System of Ohio 0.02% Reduce -11.2% 72,015 $5.9M
Empowered Funds, LLC 0.08% New 69,012 $5.6M
Bullseye Asset Management LLC 2.91% Add +4.1% 65,993 $5.4M
Thornburg Investment Management Inc. 0.08% Reduce -10.8% 65,783 $5.4M
Mawer Investment Management Ltd. 0.03% New 65,287 $5.3M
Oppenheimer Asset Management Inc. 0.07% Reduce -3.1% 65,223 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -58.4% 64,942 $5.3M
Graham Capital Management, L.P. 0.24% No change 64,215 $5.2M
Cubist Systematic Strategies, LLC 0.07% New 61,486 $5.0M
Ingalls & Snyder LLC 0.16% Reduce -3.3% 60,827 $5.0M
Susquehanna International Group, LLP 0.01% Add +945.1% 60,249 $4.9M
1492 Capital Management LLC 2.61% Reduce -0.6% 59,158 $4.8M
Nordea Investment Management AB 0.01% Add +4.2% 58,824 $4.8M
Gotham Asset Management 0.04% Add +20.2% 57,111 $4.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.6% 55,906 $4.6M
California State Teachers Retirement System 0.01% Reduce -1.2% 54,446 $4.4M
Bradley Foster & Sargent Inc. 0.08% Add +16.2% 54,379 $4.4M
King Luther Capital Management Corp. 0.02% Add +1.5% 52,037 $4.3M
Susquehanna Fundamental Investments, LLC 0.07% No change 50,486 $4.1M
Royce & Associates LP 0.04% No change 50,000 $4.1M
Stifel Financial Corp. 0.00% Reduce -13.1% 47,392 $3.9M
State Board of Administration of Florida Retirement System 0.01% No change 46,970 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.0% 45,992 $3.8M
New York State Teachers Retirement System 0.01% Add +1.1% 46,009 $3.8M
Bosman Wealth Management, LLC 3.63% Add +79.9% 43,798 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -1.5% 40,663 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -11.9% 39,268 $3.2M
Prana Capital Management, LP 0.13% Reduce -25.8% 38,251 $3.1M
US Bancorp \de 0.00% Add +539.5% 38,206 $3.1M
Granite Investment Partners, LLC 0.16% Reduce -10.0% 38,189 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -7.0% 37,448 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -22.4% 36,668 $3.0M
AXA S.A. 0.01% Reduce -37.4% 35,900 $2.9M
Hel Ved Capital Management Ltd 1.45% Add +215.9% 35,260 $2.9M
Gilder Gagnon Howe & Co. LLC 0.04% Add +0.8% 34,151 $2.8M
Alberta Investment Management Corp 0.02% Reduce -4.0% 32,507 $2.7M
Amalgamated Bank 0.02% Reduce -3.3% 32,037 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +80.2% 31,723 $2.6M
Voya Investment Management LLC 0.00% Add +15.5% 31,438 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +1481.6% 31,110 $2.5M
Macquarie Group Ltd. 0.00% Add +10.8% 30,766 $2.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -29.1% 30,750 $2.5M
Wolverine Trading, LLC 0.08% Add +13.0% 29,689 $2.5M
Edgestream Partners, L.P. 0.08% Add +56.2% 29,794 $2.4M
Delta Global Management LP 0.17% New 29,412 $2.4M
Quantinno Capital Management LP 0.02% Add +2.2% 29,180 $2.4M
Verition Fund Management LLC 0.01% Reduce -13.2% 28,409 $2.3M
Treasurer of the State of North Carolina 0.01% Add +4.0% 28,034 $2.3M
E. Ohman J:or Asset Management AB 0.06% Add +17.6% 27,956 $2.3M
Cloverfields Capital Group, LP 0.74% New 27,515 $2.2M
State of Tennessee, Department of Treasury 0.01% No change 26,028 $2.1M
Harbour Capital Advisors, LLC 0.52% Reduce -0.8% 26,426 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 23,355 $1.9M
Group One Trading LLC 0.08% Reduce -1.8% 23,020 $1.9M
Citigroup Inc. 0.00% Add +1.2% 22,785 $1.9M
Investment House LLC 0.11% New 22,690 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 22,610 $1.8M
PEAK6 LLC 0.07% Add +16.9% 22,488 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% No change 22,433 $1.8M
Mariner, LLC 0.00% Reduce -6.9% 22,337 $1.8M
Game Creek Capital, LP 1.12% Reduce -26.7% 22,000 $1.8M
IMA Advisory Services, Inc. 0.21% Reduce -15.0% 21,705 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.0% 21,123 $1.7M
Danske Bank A/S 0.01% Add +293.6% 20,612 $1.7M
Tidal Investments LLC 0.01% Add +207.2% 19,201 $1.6M
Louisiana State Employees Retirement System 0.03% Add +0.5% 19,200 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +96.4% 36,050 $1.5M
Credit Agricole S A 0.01% No change 18,334 $1.5M
JT Stratford LLC 0.26% Reduce -1.9% 18,127 $1.5M
Bokf, NA 0.03% Reduce -4.4% 17,546 $1.4M
Arizona State Retirement System 0.01% Add +2.7% 17,486 $1.4M
Independent Financial Group, LLC 0.05% Add +11.9% 17,400 $1.4M
Black Swift Group, LLC 0.32% Reduce -28.9% 17,250 $1.4M
Lazard Asset Management LLC 0.00% Add +89689.5% 17,060 $1.4M
Exchange Traded Concepts, LLC 0.02% Add +1.0% 16,709 $1.4M
Shay Capital LLC 0.40% Add +286.1% 16,600 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 16,414 $1.3M
State of Michigan Retirement System 0.01% Add +0.6% 16,400 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 16,099 $1.3M
Intellectus Partners, LLC 0.32% Reduce -5.3% 15,925 $1.3M
Penn Capital Management Company, LLC 0.13% Reduce -70.9% 15,620 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +0.7% 15,858 $1.3M
Brevan Howard Capital Management LP 0.04% Reduce -36.5% 15,739 $1.3M
Gateway Investment Advisers LLC 0.01% Reduce -70.2% 15,713 $1.3M
Handelsbanken Fonder AB 0.01% No change 15,700 $1.3M
Sapience Investments, LLC 0.91% Reduce -15.4% 15,558 $1.3M
Lido Advisors, LLC 0.01% New 15,517 $1.3M
Hilton Capital Management, LLC 0.11% New 15,397 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.0% 15,267 $1.2M
MML Investors Services, LLC 0.00% Add +19.2% 15,107 $1.2M
Simplex Trading, LLC 0.04% Add +102.1% 14,761 $1.2M
Oregon Public Employees Retirement Fund 0.02% No change 14,000 $1.1M
Natixis Advisors, LLC 0.00% New 13,833 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.8% 13,510 $1.1M
New Mexico Educational Retirement Board 0.04% No change 13,400 $1.1M
Xponance LLC 0.01% Add +3.4% 13,295 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +10.8% 13,165 $1.1M
Captrust Financial Advisors 0.00% Add +3.5% 13,087 $1.1M
Polianta Ltd 0.50% New 12,700 $1.0M
Argyle Capital Management, LLC 0.38% New 12,600 $1.0M
EdgeRock Capital LLC 0.73% No change 12,497 $1.0M
Pier 88 Investment Partners LLC 1.16% Reduce -35.7% 11,810 $965K
SG Americas Securities, LLC 0.00% Add +253.0% 11,705 $956K
KLP Kapitalforvaltning As 0.00% Reduce -5.7% 11,600 $948K
Silvercrest Asset Management Group LLC 0.01% Add +3.9% 11,554 $944K
Russell Investments Group, Ltd. 0.00% Add +11.3% 11,435 $934K
STRS Ohio 0.00% New 11,376 $930K
Hexagon Capital Partners LLC 0.17% Reduce -1.8% 10,700 $874K
Nvwm, LLC 0.23% Add +0.1% 10,695 $874K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.6% 10,653 $870K
Marathon Trading Investment Management LLC 0.45% New 10,100 $825K
Redhawk Wealth Advisors, Inc. 0.11% Reduce -8.3% 10,054 $822K
Pictet Asset Management Holding SA 0.00% Add +19.0% 9,834 $805K
Freestone Grove Partners LP 0.01% Add +48.5% 9,041 $739K
Galaxy Group Investments LLC 0.16% No change 8,902 $727K
Kestra Advisory Services, LLC 0.00% Reduce -10.7% 8,899 $727K
Teacher Retirement System of Texas 0.00% New 8,891 $726K
Hodges Capital Management Inc. 0.07% Reduce -64.1% 8,865 $724K
Guggenheim Capital LLC 0.01% Reduce -7.2% 8,505 $695K
Numerai GP LLC 0.13% Add +220.3% 8,300 $678K
State of Alaska, Department of Revenue 0.01% Add +2.8% 8,045 $657K
Pathstone Holdings, LLC 0.00% Add +24.7% 8,021 $655K
Militia Capital Partners, LP 0.53% Add +166.7% 8,000 $654K
Sphera Management Technology Funds Ltd 0.52% No change 8,000 $654K
Orion Capital Management LLC 0.27% Add +2.6% 7,945 $649K
Main Management ETF Advisors, LLC 0.03% Reduce -30.4% 7,931 $648K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.8% 7,638 $624K
CreativeOne Wealth, LLC 0.02% Reduce -3.0% 7,449 $609K
Pacific Point Advisors, LLC 0.32% No change 7,000 $572K
Pinebridge Investments, L.P. 0.00% New 6,965 $569K
Walleye Trading LLC 0.02% New 6,834 $558K
Fox Run Management, L.L.C. 0.09% New 6,798 $555K
Corsair Capital Management, L.P. 0.14% Add +18.0% 6,559 $536K
Bailard, Inc. 0.01% Reduce -12.5% 6,498 $531K
AssuredPartners Investment Advisors, LLC 0.10% Add +24.3% 6,419 $524K
Retirement Planning Co of New England, Inc. 0.26% Add +6.6% 6,378 $521K
AQR Capital Management 0.00% Reduce -23.0% 6,311 $513K
MIG Capital, LLC 0.06% New 6,135 $501K
Prospera Financial Services Inc 0.01% No change 6,100 $498K
Unique Wealth Strategies, LLC 0.23% New 6,087 $497K
HighTower Advisors, LLC 0.00% Reduce -4.8% 6,003 $491K
M&T Bank Corp 0.00% Reduce -14.7% 5,983 $489K
NewEdge Advisors, LLC 0.00% Reduce -70.0% 5,983 $489K
Global Endowment Management, LP 0.06% New 5,830 $476K
Pacer Advisors, Inc. 0.00% Reduce -61.5% 5,781 $472K
Prasad Wealth Partners, LLC 0.15% Reduce -63.6% 5,572 $455K
Public Employees Retirement Association of Colorado 0.00% No change 5,482 $448K
Shaker Investments LLC 0.21% New 5,451 $445K
S.A. Mason LLC 0.23% Add +3.4% 5,275 $431K
Securian Asset Management, Inc. 0.01% No change 5,190 $424K
Jane Street Group, LLC 0.00% Reduce -71.2% 5,187 $424K
Engineers Gate Manager LP 0.01% New 5,121 $418K
Avior Wealth Management, LLC 0.02% No change 5,107 $417K
Cerity Partners LLC 0.00% Add +10.0% 5,092 $416K
QRG Capital Management, Inc. 0.00% Add +6.5% 5,012 $410K
Atria Investments, Inc 0.01% Reduce -2.6% 5,007 $409K
Federated Hermes, Inc. 0.00% Reduce -5.5% 5,003 $409K
Global Trust Asset Management, LLC 0.24% Reduce -5.2% 4,874 $398K
Prudential Financial Inc. 0.00% Add +39.4% 4,175 $397K
Keybank National Association 0.00% Reduce -60.9% 4,733 $387K
Fifth Third Bancorp 0.00% Add +4.0% 4,646 $380K
Savant Capital, LLC 0.00% Reduce -3.0% 4,626 $378K
&partners 0.00% Add +11.9% 4,425 $375K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -9.1% 4,586 $375K
Cetera Investment Advisers 0.00% Add +27.0% 4,583 $374K
Triumph Capital Management 0.12% Add +5.1% 4,582 $374K
Nicholas Investment Partners, LP 0.04% Add +0.2% 4,523 $370K
Truist Financial Corp. 0.00% Add +3.5% 4,437 $363K
Yorktown Management & Research Co Inc 0.39% No change 4,400 $360K
United Services Automobile Association 0.01% New 4,215 $357K
Scotia Capital Inc. 0.00% No change 4,309 $352K
Verdence Capital Advisors LLC 0.03% Add +24.7% 4,198 $343K
Occidental Asset Management, LLC 0.05% New 4,191 $342K
HMS Capital Management, LLC 0.19% Reduce -1.1% 4,557 $341K
Alps Advisors Inc. 0.00% Reduce -4.0% 4,124 $337K
Perigon Wealth Management, LLC 0.01% Add +5.5% 4,122 $337K
First Dallas Securities Inc. 0.14% Reduce -24.9% 4,000 $327K
Prelude Capital Management, LLC 0.03% New 3,939 $322K
Lewis Asset Management, LLC 0.26% Reduce -18.8% 3,900 $319K
Creative Planning 0.00% Add +10.3% 3,882 $317K
Stonekeep Investments, LLC 0.23% Add +7.0% 3,866 $316K
Leonteq Securities AG 0.02% Add +5892.2% 3,835 $315K
Schroder Investment Management Group 0.00% Reduce -93.3% 3,720 $315K
Walleye Capital LLC 0.00% Reduce -46.1% 3,777 $309K
Crossmark Global Holdings, Inc. 0.01% Add +5.6% 3,641 $298K
Voloridge Investment Management, LLC 0.00% Reduce -97.0% 3,609 $295K
Glenmede Trust Co. NA 0.00% Add +15.0% 3,556 $291K
Inspirion Wealth Advisors, LLC 0.04% No change 3,538 $289K
Annex Advisory Services, LLC 0.01% No change 3,537 $289K
Parallel Advisors, LLC 0.01% Add +5.9% 3,517 $287K
Lanark Financial, Inc. 0.02% — 3,475 $283K
Legato Capital Management LLC 0.04% Add +41.8% 3,413 $279K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 3,300 $270K
Allianz Asset Management GmbH 0.00% New 3,300 $270K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.9% 3,216 $263K
Utah Retirement Systems 0.00% No change 3,200 $261K
J.Safra Asset Management Corp 0.02% Add +5.7% 3,194 $261K
Associated Banc-Corp 0.01% Reduce -15.2% 3,084 $252K
CHICAGO TRUST Co NA 0.05% No change 3,040 $248K
Chilton Investment Co. Inc. 0.01% New 3,038 $248K
Modera Wealth Management, LLC 0.00% New 3,000 $245K
MRP Capital Investments, LLC 0.23% Add +10.9% 2,995 $245K
SBI Securities Co., Ltd. 0.01% Reduce -4.9% 2,988 $244K
Magnetar Financial LLC 0.00% New 2,932 $240K
ProShare Advisors LLC 0.00% Reduce -8.9% 2,926 $239K
Maryland State Retirement & Pension System 0.01% Reduce -15.5% 2,864 $234K
GM Advisory Group, LLC 0.01% Reduce -26.2% 2,850 $233K
Union Bancaire Privee, UBP SA 0.00% Reduce -8.3% 2,518 $230K
Johnson Investment Counsel Inc. 0.00% Reduce -11.4% 2,717 $222K
Beverly Hills Private Wealth, LLC 0.04% Add +0.0% 2,670 $218K
IFP Advisors, Inc 0.01% Add +10.4% 2,567 $214K
Birch Financial Group, LLC 0.19% Reduce -0.8% 2,594 $212K
Vident Advisory, LLC 0.00% Add +13.2% 2,590 $212K
Vontobel Holding Ltd. 0.00% Add +33.1% 2,576 $210K
Mercer Global Advisors Inc. 0.00% Reduce -11.9% 2,522 $206K
KBC Group NV 0.00% Add +1.9% 2,514 $205K
Praxis Investment Management Inc. 0.01% No change 2,500 $204K
Impact Partnership Wealth, LLC 0.04% Add +4.0% 2,467 $202K
Shelton Capital Management 0.00% No change 2,456 $201K
1620 Investment Advisors, Inc. 0.15% Add +0.4% 2,346 $192K
Cwm, LLC 0.00% Reduce -1.3% 2,139 $175K
Johnson Financial Group, Inc. 0.01% Add +108.0% 1,841 $150K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +114.8% 1,718 $140K
Jones Financial Companies LLLP 0.00% Add +24.1% 1,602 $135K
Tower Research Capital LLC (TRC) 0.00% Reduce -50.4% 1,398 $114K
Crewe Advisors LLC 0.02% Add +2.0% 1,357 $111K
Nemes Rush Group LLC 0.01% No change 1,350 $110K
Asset Management One Co., Ltd. 0.00% Add +54.7% 1,199 $98K
Twin Tree Management, LP 0.00% New 1,158 $95K
Amundi 0.00% Reduce -44.0% 1,158 $92K
Covestor Ltd 0.06% Add +0.1% 1,110 $91K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +396.9% 1,108 $91K
Truvestments Capital LLC 0.02% Reduce -72.7% 1,082 $88K
Northwestern Mutual Wealth Management Co. 0.00% Add +214.1% 1,024 $84K
Spire Wealth Management 0.00% Add +24.0% 1,012 $83K
Summer Road LLC 0.06% New 750 $63K
Vega Investment Solutions 0.01% New 760 $62K
Ostrum Asset Management 0.00% Reduce -67.6% 760 $62K
GAMMA Investing LLC 0.00% Add +36.1% 750 $61K
Parkside Financial Bank & Trust 0.01% Add +25.3% 728 $59K
Y.D. More Investments Ltd 0.00% Add +0.6% 488 $48K
Financial Management Professionals, Inc. 0.01% Reduce -7.8% 575 $47K
UMB Bank, n.a. 0.00% Add +91.4% 534 $44K
Riggs Asset Managment Co. Inc. 0.01% Add +31.4% 532 $43K
Quadrant Capital Group LLC 0.00% Add +265.5% 530 $43K
Clearstead Advisors, LLC 0.00% Reduce -91.9% 530 $43K
Principal Securities, Inc. 0.00% No change 406 $42K
Summit Securities Group LLC 0.03% New 500 $41K
2UniFi Bank 0.03% No change 400 $40K
Quantbot Technologies LP 0.00% New 457 $37K
Huntington National Bank 0.00% Add +574.6% 452 $37K
Advisors Asset Management, Inc. 0.00% Add +100.0% 434 $35K
Valley National Advisers Inc. 0.01% Add +41.7% 425 $34K
Berbice Capital Management LLC 0.03% Reduce -20.0% 400 $33K
Harbour Investments, Inc. 0.00% New 393 $32K
Smithfield Trust Co 0.00% No change 400 $32K
Central Pacific Bank - Trust Division 0.00% Add +37.6% 377 $31K
Riverview Trust Co 0.03% No change 366 $30K
Coldstream Capital Management Inc. 0.00% New 361 $29K
Toth Financial Advisory Corp. 0.00% No change 360 $29K
Brooklyn Investment Group 0.01% Add +40.1% 325 $27K
SRH Advisors, LLC 0.01% New 320 $26K
Salem Investment Counselors Inc. 0.00% No change 266 $22K
Heck Capital Advisors, LLC 0.00% No change 248 $20K
Federation des caisses Desjardins du Quebec 0.00% Reduce -29.2% 230 $19K
TD Waterhouse Canada Inc. 0.00% Reduce -93.5% 216 $18K
Lindbrook Capital, LLC 0.00% Reduce -6.5% 215 $18K
Sterling Capital Management LLC 0.00% Reduce -79.3% 205 $17K
Farther Finance Advisors, LLC 0.00% Add +50.0% 177 $15K
Heritage Wealth Advisors 0.00% No change 167 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +305.1% 158 $13K
Rise Advisors, LLC 0.01% New 153 $13K
Geneos Wealth Management Inc. 0.00% Add +360.6% 152 $12K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -1.3% 150 $12K
Smartleaf Asset Management LLC 0.00% Add +8.3% 144 $12K
Chesapeake Asset Management LLC 0.01% New 126 $10K
CI Investments Inc. 0.00% Reduce -36.9% 123 $10K
Rakuten Securities, Inc. 0.00% Reduce -56.4% 113 $9K
Washington Trust Advisors, Inc. 0.00% No change 107 $9K
EverSource Wealth Advisors, LLC 0.00% Reduce -95.3% 106 $9K
Atala Financial Inc 0.01% No change 100 $8K
CVA Family Office, LLC 0.00% Add +7.5% 86 $7K
BOK Financial Private Wealth, Inc. 0.00% New 78 $6K
Signaturefd, LLC 0.00% Reduce -5.1% 74 $6K
AdvisorNet Financial, Inc 0.00% New 68 $6K
AlphaQuest LLC 0.00% New 66 $5K
Bayforest Capital Ltd 0.00% Reduce -77.1% 64 $5K
Assetmark, Inc. 0.00% Add +148.0% 62 $5K
Versant Capital Management, Inc 0.00% Reduce -49.1% 57 $5K
Allworth Financial LP 0.00% Add +37.5% 55 $4K
TD Private Client Wealth LLC 0.00% Add +381.8% 53 $4K
Main Street Group, LTD 0.00% No change 50 $4K
Hantz Financial Services, Inc. 0.00% New 51 $4K
First Horizon Advisors, Inc. 0.00% No change 44 $4K
SVB Wealth LLC 0.00% New 43 $4K
Bellevue Asset Management, LLC 0.00% No change 40 $3K
Private Trust Co. NA 0.00% New 39 $3K
Larson Financial Group LLC 0.00% Add +1133.3% 37 $3K
Farmers & Merchants Investments Inc. 0.00% New 36 $3K
Redwood Park Advisors LLC 0.00% Add +40.0% 35 $3K
Nisa Investment Advisors, LLC 0.00% New 35 $3K
MAI Capital Management 0.00% New 35 $3K
Vermillion & White Wealth Management Group, LLC 0.00% New 34 $3K
Vision Financial Markets LLC 0.00% New 25 $2K
Stonebridge Financial Group, LLC 0.00% No change 25 $2K
SouthState Bank Corp 0.00% New 21 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -30.8% 18 $1K
Winthrop Capital Management, LLC 0.00% New 14 $1K
Hemington Wealth Management 0.00% Reduce -33.3% 14 $1K
Capital Advisors, Ltd. LLC 0.00% No change 7 $1K
WPG Advisers, LLC 0.00% Reduce -33.3% 12 $981
Arax Advisory Partners 0.00% Add +11.1% 10 $818
Bare Financial Services, Inc 0.00% New 10 $817
Quarry LP 0.00% Reduce -98.1% 10 $817
Private Wealth Asset Management, LLC 0.00% — 9 $735
NewSquare Capital LLC 0.00% New 8 $654
Whipplewood Advisors, LLC 0.00% Add +2071.4% 152 $572
Stone House Investment Management, LLC 0.00% New 7 $572
SJS Investment Consulting Inc. 0.00% Reduce -12.5% 7 $572
Hughes Financial Services, LLC 0.00% New 6 $502
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $491
Sachetta, LLC 0.00% No change 5 $409
Bruce G. Allen Investments, LLC 0.00% Add +33.3% 4 $327
Activest Wealth Management 0.00% New 4 $327
American Capital Advisory, LLC 0.00% New 3 $246
Manchester Capital Management LLC 0.00% No change 3 $246
Caitong International Asset Management Co., Ltd 0.00% New 2 $163
Parkworth Wealth Management, Inc. 0.00% No change 1 $82
Clark Wealth Partners 0.00% No change 1 $82
MV Capital Management, Inc. 0.00% No change 1 $82
Clearstead Trust, LLC 0.00% New 1 $82
Avion Wealth 0.00% New 2 $0

"% 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.