SHIFT4 Payments Inc. Class AFOUR
13F holders, Q3 2025 (September 30)450holders −8
70new positions
77sold out
5famous investors
$77.40avg. 13F price*
At the end of Q3 2025, 450 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, down 8 from Q2 2025. 70 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($488.5M), Wasatch Advisors LP ($476.6M) and Vanguard Group Inc. ($473.7M). 5 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 Israel Englander (0.0% of Millennium 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $98.6M |
| Exits | 77 | $148.9M |
All 13F filers, Q2 2025 → Q3 2025: 9,951,858 shares bought and 11,799,097 shares sold, net −1,847,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 6,311,401 | $488.5M |
| Wasatch Advisors LP | 2.56% | Reduce -2.9% | 6,157,128 | $476.6M |
| Vanguard Group Inc. | 0.01% | Reduce -4.8% | 6,120,612 | $473.7M |
| Durable Capital Partners LP | 3.23% | Reduce -15.6% | 5,626,484 | $435.5M |
| Darlington Partners Capital Management, LP | 13.25% | Add +2.1% | 5,071,725 | $392.6M |
| Ensign Peak Advisors, Inc | 0.31% | Add +125.1% | 2,455,235 | $190.0M |
| Neuberger Berman Group LLC | 0.13% | Add +29.5% | 2,344,724 | $181.5M |
| Morgan Stanley | 0.01% | Add +8.4% | 2,300,489 | $178.1M |
| Jennison Associates LLC | 0.09% | Add +25.6% | 2,056,056 | $159.1M |
| State Street Corp. | 0.01% | Reduce -0.9% | 2,007,414 | $155.4M |
| Clearbridge Investments, LLC | 0.12% | Add +3.2% | 1,994,284 | $154.4M |
| UBS Group AG | 0.03% | Reduce -16.1% | 1,989,526 | $154.0M |
| Janus Henderson Group PLC | 0.06% | Reduce -1.7% | 1,821,288 | $141.0M |
| Point72 Asset Management | 0.27% | Add +38.7% | 1,527,555 | $118.2M |
| Fuller & Thaler Asset Management, Inc. | 0.35% | Add +100.8% | 1,346,957 | $104.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 1,310,599 | $101.5M |
| ShawSpring Partners LLC | 14.40% | Add +60.7% | 1,251,374 | $96.9M |
| Spyglass Capital Management LLC | 5.13% | Add +20.8% | 1,242,213 | $96.1M |
| FIL Ltd | 0.07% | Add +17.2% | 1,131,532 | $87.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.6% | 1,102,028 | $85.3M |
| Invesco Ltd. | 0.01% | Add +41.1% | 1,087,317 | $84.2M |
| Brown Brothers Harriman & Co. | 0.50% | Add +12.3% | 1,068,801 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.8% | 1,059,881 | $82.0M |
| Nomura Asset Management Co. Ltd. | 0.20% | Add +8.4% | 1,010,360 | $78.2M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -3.1% | 1,002,734 | $77.6M |
| Boston Partners | 0.07% | Reduce -16.2% | 903,021 | $70.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -15.7% | 872,029 | $67.5M |
| Goodnow Investment Group, LLC | 6.43% | Add +1.4% | 868,092 | $67.2M |
| Marshall Wace, LLP | 0.07% | Add +1128.5% | 839,330 | $65.0M |
| Westfield Capital Management Co. LP | 0.21% | Reduce -3.3% | 653,828 | $50.6M |
| BW Gestao de Investimentos Ltda. | 3.71% | Add +50.0% | 632,838 | $49.0M |
| Rice Hall James & Associates, LLC | 2.47% | Add +71.3% | 584,231 | $45.2M |
| Fairview Capital Investment Management, LLC | 2.26% | Add +18.2% | 576,295 | $44.6M |
| Bank of America Corp. | 0.00% | Reduce -16.4% | 570,133 | $44.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.0% | 512,711 | $39.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.2% | 497,715 | $38.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -20.6% | 438,562 | $33.9M |
| American Century Companies Inc. | 0.02% | Reduce -8.1% | 433,118 | $33.5M |
| Susquehanna International Group, LLP | 0.05% | Add +288.9% | 425,455 | $32.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.3% | 419,128 | $32.4M |
| 14B Captial Management LP | 17.98% | Reduce -20.1% | 397,000 | $30.7M |
| Millennium Management | 0.02% | Add +1183.4% | 385,613 | $29.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.8% | 380,214 | $29.4M |
| Maestria Partners LLC | 9.11% | Add +36.6% | 372,423 | $28.8M |
| Palisade Capital Management, LP | 0.79% | Reduce -0.3% | 333,763 | $25.8M |
| Franklin Resources Inc. | 0.01% | Add +1.7% | 328,935 | $25.5M |
| Royal Bank of Canada | 0.00% | Add +9.2% | 304,514 | $23.6M |
| Sei Investments Co. | 0.02% | Reduce -5.4% | 291,201 | $22.5M |
| Emerald Advisers, LLC | 0.69% | Reduce -1.9% | 277,675 | $21.5M |
| First Trust Advisors LP | 0.02% | Add +40.7% | 276,422 | $21.4M |
| Senator Investment Group LP | 0.79% | Reduce -65.8% | 274,918 | $21.3M |
| Kornitzer Capital Management Inc. | 0.39% | Reduce -23.1% | 249,606 | $19.3M |
| Bridgewater Associates | 0.07% | Reduce -1.1% | 243,236 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.6% | 225,440 | $17.4M |
| Woodline Partners LP | 0.08% | New | 220,965 | $17.1M |
| Wellington Management Group LLP | 0.00% | Add +33.8% | 218,278 | $16.9M |
| LPL Financial LLC | 0.00% | Add +32.0% | 206,387 | $16.0M |
| Granahan Investment Management, LLC | 0.62% | Reduce -23.4% | 196,810 | $15.2M |
| Thematics Asset Management | 0.69% | Add +1.0% | 196,367 | $15.2M |
| Kennedy Capital Management LLC | 0.33% | Add +43.8% | 193,366 | $15.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.5% | 192,653 | $14.9M |
| Portolan Capital Management, LLC | 0.79% | Reduce -56.6% | 188,761 | $14.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.1% | 182,808 | $14.1M |
| SG Americas Securities, LLC | 0.05% | Add +1105.6% | 180,893 | $14.0M |
| Nicholas Company, Inc. | 0.24% | No change | 180,500 | $14.0M |
| Mawer Investment Management Ltd. | 0.07% | Add +66.9% | 178,318 | $13.8M |
| Deutsche Bank AG | 0.00% | Add +105.6% | 176,077 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 174,961 | $13.5M |
| Emerald Mutual Fund Advisers Trust | 0.68% | Add +6.4% | 169,718 | $13.1M |
| Deepwater Asset Management, LLC | 5.07% | Add +11.5% | 164,482 | $12.7M |
| Tidal Investments LLC | 0.05% | Add +107.8% | 149,674 | $11.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.0% | 148,952 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.5% | 148,686 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.8% | 146,468 | $11.3M |
| Nuveen, LLC | 0.00% | Add +12.6% | 144,805 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.4% | 142,608 | $11.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.2% | 140,544 | $10.9M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -3.9% | 134,348 | $10.4M |
| Penserra Capital Management LLC | 0.12% | Add +0.4% | 128,386 | $9.9M |
| Schwartz Investment Counsel Inc. | 0.32% | New | 125,000 | $9.7M |
| Jane Street Group, LLC | 0.01% | New | 120,298 | $9.3M |
| Peregrine Capital Management LLC | 0.28% | Add +18.3% | 118,994 | $9.2M |
| University of Illinois Foundation | 3.17% | New | 115,848 | $9.0M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 115,800 | $9.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.9% | 113,084 | $8.7M |
| Corient Private Wealth LP | 0.01% | Reduce -6.3% | 104,427 | $8.1M |
| North Reef Capital Management LP | 0.37% | Add +312.2% | 103,056 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.7% | 98,086 | $7.6M |
| Hunter Associates Investment Management LLC | 1.05% | Add +10.0% | 98,037 | $7.6M |
| CenterBook Partners LP | 0.36% | Add +79.2% | 94,971 | $7.4M |
| Nordea Investment Management AB | 0.01% | Add +56.4% | 92,832 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.0% | 90,256 | $7.0M |
| Carnegie Investment Counsel | 0.13% | Reduce -26.0% | 85,731 | $6.6M |
| Ratan Capital Management LP | 3.58% | Reduce -43.2% | 85,703 | $6.6M |
| California Public Employees Retirement System | 0.00% | New | 81,826 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.3% | 81,359 | $6.3M |
| Mutual of America Capital Management LLC | 0.07% | Add +3.2% | 80,367 | $6.2M |
| Maxi Investments CY Ltd | 1.25% | Add +368.3% | 77,585 | $6.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +16.9% | 75,074 | $5.8M |
| Jackson Square Partners, LLC | 2.32% | New | 74,100 | $5.7M |
"% 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.