SHIFT4 Payments Inc. Class AFOUR
13F holders, Q2 2025 (June 30)458holders +17
77new positions
59sold out
7famous investors
$99.07avg. 13F price*
At the end of Q2 2025, 458 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, up 17 from Q1 2025. 77 opened new positions and 59 sold out. The largest holders were Durable Capital Partners LP ($660.6M), Vanguard Group Inc. ($637.0M) and Wasatch Advisors LP ($628.2M). 7 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- SHIFT4 Payments Inc. Class A
- CUSIP
- 82452J109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $317.1M |
| Exits | 59 | $151.9M |
All 13F filers, Q1 2025 → Q2 2025: 13,388,320 shares bought and 6,292,425 shares sold, net +7,095,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 458 holders
| Durable Capital Partners LP | 5.00% | Add +12.6% | 6,665,443 | $660.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 6,426,932 | $637.0M |
| Wasatch Advisors LP | 3.29% | Add +16.4% | 6,338,567 | $628.2M |
| BlackRock, Inc. | 0.01% | Add +1.7% | 6,314,960 | $625.9M |
| Darlington Partners Capital Management, LP | 15.67% | Add +4.2% | 4,966,405 | $492.2M |
| UBS Group AG | 0.05% | Add +136.4% | 2,370,535 | $234.9M |
| Morgan Stanley | 0.01% | Reduce -9.9% | 2,122,201 | $210.3M |
| State Street Corp. | 0.01% | Reduce -4.2% | 2,025,958 | $200.8M |
| Clearbridge Investments, LLC | 0.16% | Add +12.7% | 1,932,050 | $191.5M |
| Janus Henderson Group PLC | 0.09% | Add +7.0% | 1,852,198 | $183.6M |
| Neuberger Berman Group LLC | 0.14% | Add +45.4% | 1,810,692 | $179.5M |
| Jennison Associates LLC | 0.10% | Add +2.6% | 1,636,924 | $162.2M |
| Alliancebernstein L.P. | 0.05% | Add +16.6% | 1,505,933 | $149.3M |
| Ameriprise Financial Inc. | 0.03% | Add +5.4% | 1,321,050 | $130.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 1,267,421 | $125.6M |
| Raymond James Financial Inc. | 0.04% | Add +9.5% | 1,167,485 | $115.7M |
| Point72 Asset Management | 0.27% | Add +42.5% | 1,101,548 | $109.2M |
| Ensign Peak Advisors, Inc | 0.18% | Add +17.1% | 1,090,577 | $108.1M |
| Boston Partners | 0.12% | Add +10.1% | 1,077,342 | $106.1M |
| CIBC Private Wealth Group LLC | 0.18% | Reduce -0.9% | 1,035,349 | $102.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.2% | 1,034,692 | $102.5M |
| Spyglass Capital Management LLC | 6.01% | Add +2.6% | 1,027,983 | $101.9M |
| FIL Ltd | 0.08% | Add +129.3% | 965,203 | $95.7M |
| Brown Brothers Harriman & Co. | 0.61% | Add +41.8% | 951,619 | $94.3M |
| Nomura Asset Management Co. Ltd. | 0.25% | Reduce -3.1% | 931,804 | $92.4M |
| Goodnow Investment Group, LLC | 7.91% | Add +6.1% | 856,422 | $84.9M |
| Citadel Advisors | 0.07% | Add +309.5% | 842,551 | $83.5M |
| Senator Investment Group LP | 3.07% | Add +18.3% | 802,736 | $79.6M |
| Wolf Hill Capital Management, LP | 6.58% | New | 799,285 | $79.2M |
| ShawSpring Partners LLC | 9.74% | Reduce -13.4% | 778,722 | $77.2M |
| Invesco Ltd. | 0.01% | Add +100.1% | 770,588 | $76.4M |
| Bank of America Corp. | 0.01% | Add +10.1% | 682,265 | $67.6M |
| Westfield Capital Management Co. LP | 0.28% | Reduce -43.0% | 676,228 | $67.0M |
| Fuller & Thaler Asset Management, Inc. | 0.24% | Add +447017.3% | 670,676 | $66.5M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.9% | 552,430 | $54.8M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 523,088 | $51.8M |
| 14B Captial Management LP | 20.24% | Reduce -5.3% | 497,000 | $49.3M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 494,878 | $49.0M |
| Fairview Capital Investment Management, LLC | 2.50% | New | 487,462 | $48.3M |
| American Century Companies Inc. | 0.03% | Reduce -31.0% | 471,341 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 468,816 | $46.5M |
| T. Rowe Price Investment Management, Inc. | 0.03% | New | 457,680 | $45.4M |
| Portolan Capital Management, LLC | 2.70% | Add +7.0% | 435,175 | $43.1M |
| BW Gestao de Investimentos Ltda. | 3.96% | Add +25.6% | 421,927 | $41.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 391,180 | $38.8M |
| Bessemer Group Inc. | 0.06% | Add +36.6% | 368,981 | $36.6M |
| Voya Investment Management LLC | 0.04% | Add +1049.2% | 361,282 | $35.8M |
| Rice Hall James & Associates, LLC | 1.82% | Reduce -0.8% | 341,070 | $33.8M |
| Balyasny Asset Management L.P. | 0.08% | New | 335,083 | $33.2M |
| Palisade Capital Management, LP | 1.07% | Reduce -2.7% | 334,604 | $33.2M |
| Kornitzer Capital Management Inc. | 0.65% | No change | 324,371 | $32.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.1% | 323,982 | $32.1M |
| Franklin Resources Inc. | 0.01% | Reduce -22.9% | 323,476 | $32.1M |
| Artemis Investment Management LLP | 0.40% | Add +49.9% | 315,683 | $31.3M |
| Bank of Montreal | 0.02% | Add +8.1% | 315,026 | $31.2M |
| Sei Investments Co. | 0.04% | Add +9.1% | 307,923 | $30.5M |
| BNP Paribas Financial Markets | 0.02% | Reduce -50.3% | 293,144 | $29.1M |
| Emerald Advisers, LLC | 1.03% | Add +6.6% | 283,004 | $28.0M |
| Royal Bank of Canada | 0.01% | Add +21.2% | 278,749 | $27.6M |
| Maestria Partners LLC | 9.39% | Add +2.8% | 272,700 | $27.0M |
| Granahan Investment Management, LLC | 1.04% | Add +8.0% | 257,074 | $25.5M |
| Bridgewater Associates | 0.10% | Add +207.5% | 246,050 | $24.4M |
| Blair William & Co. | 0.07% | Add +2.8% | 237,991 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 221,136 | $21.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.9% | 202,145 | $20.0M |
| First Trust Advisors LP | 0.02% | Reduce -40.4% | 196,419 | $19.5M |
| Thematics Asset Management | 0.87% | Reduce -7.3% | 194,457 | $19.3M |
| Rhumbline Advisers | 0.02% | Add +0.1% | 186,666 | $18.5M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +5689.2% | 186,182 | $18.5M |
| Nicholas Company, Inc. | 0.30% | Add +0.8% | 180,500 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.2% | 167,465 | $16.6M |
| Harbor Capital Advisors, Inc. | 0.68% | Add +0.5% | 163,718 | $16.2M |
| Wellington Management Group LLP | 0.00% | Reduce -2.6% | 163,097 | $16.2M |
| Emerald Mutual Fund Advisers Trust | 0.96% | Add +1.0% | 159,569 | $15.8M |
| LPL Financial LLC | 0.01% | Add +74.2% | 156,388 | $15.5M |
| State of Wisconsin Investment Board | 0.04% | Reduce -5.3% | 154,052 | $15.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.3% | 153,567 | $15.2M |
| Deepwater Asset Management, LLC | 5.79% | Reduce -5.7% | 147,509 | $14.6M |
| New York State Common Retirement Fund | 0.02% | Add +7.0% | 140,801 | $14.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +37.0% | 139,820 | $13.9M |
| Kennedy Capital Management LLC | 0.32% | Add +66.8% | 134,446 | $13.3M |
| Nuveen, LLC | 0.00% | Reduce -14.7% | 128,596 | $12.7M |
| Penserra Capital Management LLC | 0.18% | Reduce -1.0% | 127,866 | $12.7M |
| DAVENPORT & Co LLC | 0.07% | Reduce -1.8% | 127,539 | $12.5M |
| Ratan Capital Management LP | 5.69% | No change | 150,902 | $12.3M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 116,500 | $11.5M |
| Carnegie Investment Counsel | 0.23% | New | 115,864 | $11.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -20.5% | 116,470 | $11.4M |
| Corient Private Wealth LP | 0.01% | Add +14.6% | 111,499 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | Add +81.6% | 109,399 | $10.8M |
| Mawer Investment Management Ltd. | 0.05% | Add +63.6% | 106,829 | $10.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.4% | 106,441 | $10.5M |
| Legal & General Group Plc | 0.00% | Reduce -17.9% | 105,106 | $10.4M |
| Peregrine Capital Management LLC | 0.30% | Reduce -5.4% | 100,571 | $10.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 91,200 | $9.0M |
| Hunter Associates Investment Management LLC | 1.31% | Add +7.4% | 89,097 | $8.8M |
| Sora Investors LLC | 0.77% | New | 85,714 | $8.5M |
| Deutsche Bank AG | 0.00% | Add +1.5% | 85,654 | $8.5M |
| Walleye Capital LLC | 0.09% | Add +2150.8% | 85,012 | $8.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.3% | 82,466 | $8.2M |
"% 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.