SHIFT4 Payments Inc. Class AFOUR
13F holders, Q4 2025 (December 31)404holders −46
57new positions
113sold out
6famous investors
$62.98avg. 13F price*
At the end of Q4 2025, 404 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, down 46 from Q3 2025. 57 opened new positions and 113 sold out. The largest holders were Wasatch Advisors LP ($426.9M), Durable Capital Partners LP ($416.0M) and BlackRock, Inc. ($402.5M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $77.7M |
| Exits | 113 | $181.4M |
All 13F filers, Q3 2025 → Q4 2025: 8,988,985 shares bought and 13,192,639 shares sold, net −4,203,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Wasatch Advisors LP | 2.54% | Add +10.1% | 6,778,925 | $426.9M |
| Durable Capital Partners LP | 3.94% | Add +17.4% | 6,606,969 | $416.0M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 6,391,633 | $402.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 6,070,018 | $382.2M |
| Darlington Partners Capital Management, LP | 14.03% | Add +9.9% | 5,571,725 | $350.9M |
| Neuberger Berman Group LLC | 0.13% | Add +15.0% | 2,697,454 | $169.9M |
| Ensign Peak Advisors, Inc | 0.29% | Add +7.7% | 2,643,829 | $166.5M |
| UBS Group AG | 0.03% | Add +4.5% | 2,079,709 | $131.0M |
| Clearbridge Investments, LLC | 0.10% | Add +1.6% | 2,025,529 | $127.5M |
| State Street Corp. | 0.00% | Add +0.6% | 2,020,076 | $127.2M |
| Janus Henderson Group PLC | 0.05% | Reduce -4.1% | 1,746,447 | $110.0M |
| Spyglass Capital Management LLC | 5.35% | Add +36.7% | 1,697,920 | $106.9M |
| Marshall Wace, LLP | 0.10% | Add +97.2% | 1,655,485 | $104.2M |
| Geode Capital Management, LLC | 0.01% | Add +4.4% | 1,367,881 | $86.2M |
| Fuller & Thaler Asset Management, Inc. | 0.26% | Reduce -9.5% | 1,218,606 | $76.7M |
| ShawSpring Partners LLC | 13.62% | Reduce -8.2% | 1,148,861 | $72.3M |
| FIL Ltd | 0.05% | Reduce -0.0% | 1,131,234 | $71.2M |
| Morgan Stanley | 0.00% | Reduce -52.1% | 1,101,671 | $69.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.5% | 986,093 | $63.0M |
| Jennison Associates LLC | 0.04% | Reduce -55.0% | 925,232 | $58.3M |
| Nomura Asset Management Co. Ltd. | 0.14% | Reduce -10.7% | 902,016 | $56.8M |
| Brown Brothers Harriman & Co. | 0.31% | Reduce -16.5% | 891,981 | $56.2M |
| Bank of Montreal | 0.02% | Add +3048.8% | 872,453 | $54.9M |
| Goodnow Investment Group, LLC | 5.00% | Reduce -1.9% | 851,200 | $53.6M |
| Norges Bank | 0.01% | — | 820,000 | $51.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +311.7% | 793,116 | $49.9M |
| Point72 Asset Management | 0.08% | Reduce -51.5% | 740,956 | $46.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.4% | 726,533 | $45.8M |
| BW Gestao de Investimentos Ltda. | 1.53% | Add +9.0% | 689,788 | $43.4M |
| Rice Hall James & Associates, LLC | 2.30% | Add +13.6% | 663,788 | $41.8M |
| Invesco Ltd. | 0.00% | Reduce -52.4% | 517,578 | $32.6M |
| Maestria Partners LLC | 9.52% | Add +38.6% | 516,186 | $32.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -41.5% | 510,496 | $32.1M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 495,063 | $31.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.5% | 495,055 | $31.2M |
| Portolan Capital Management, LLC | 1.58% | Add +148.0% | 468,063 | $29.5M |
| Fairview Capital Investment Management, LLC | 1.46% | Reduce -21.4% | 452,777 | $28.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 423,166 | $26.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 388,352 | $24.5M |
| 14B Captial Management LP | 19.49% | Reduce -3.0% | 385,000 | $24.2M |
| Palisade Capital Management, LP | 0.79% | Add +13.1% | 377,410 | $23.8M |
| Long Focus Capital Management, LLC | 1.11% | New | 354,000 | $22.3M |
| Sei Investments Co. | 0.02% | Add +13.8% | 331,465 | $20.9M |
| Snyder Capital Management L P | 0.35% | New | 294,157 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -48.6% | 293,233 | $18.5M |
| Schwartz Investment Counsel Inc. | 0.63% | Add +129.3% | 286,691 | $18.1M |
| Emerald Advisers, LLC | 0.54% | Add +0.9% | 280,306 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -38.1% | 271,329 | $17.1M |
| Deutsche Bank AG | 0.01% | Add +47.3% | 259,388 | $16.3M |
| Susquehanna International Group, LLP | 0.02% | Reduce -40.7% | 252,395 | $15.9M |
| Wellington Management Group LLP | 0.00% | Reduce -5.3% | 206,680 | $13.0M |
| Deepwater Asset Management, LLC | 3.78% | Add +25.4% | 206,217 | $13.0M |
| Kornitzer Capital Management Inc. | 0.26% | Reduce -20.4% | 198,686 | $12.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +46.2% | 196,475 | $12.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.4% | 188,531 | $11.9M |
| University of Illinois Foundation | 3.95% | Add +57.8% | 182,848 | $11.5M |
| SG Americas Securities, LLC | 0.02% | Add +1.0% | 182,665 | $11.5M |
| Nicholas Company, Inc. | 0.20% | Add +0.0% | 180,550 | $11.4M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 179,388 | $11.3M |
| State of Wisconsin Investment Board | 0.02% | Add +15.4% | 171,647 | $10.8M |
| Mawer Investment Management Ltd. | 0.06% | Reduce -4.7% | 169,872 | $10.7M |
| Emerald Mutual Fund Advisers Trust | 0.51% | Reduce -2.6% | 165,269 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +16.4% | 163,598 | $10.3M |
| North Reef Capital Management LP | 0.40% | Add +51.3% | 155,929 | $9.8M |
| Nuveen, LLC | 0.00% | Add +7.1% | 155,067 | $9.8M |
| FMR LLC | 0.00% | Add +484.0% | 154,701 | $9.7M |
| LPL Financial LLC | 0.00% | Reduce -25.2% | 154,369 | $9.7M |
| Penserra Capital Management LLC | 0.11% | Add +18.4% | 151,962 | $9.6M |
| Tidal Investments LLC | 0.04% | Add +0.9% | 151,016 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Add +2.5% | 146,174 | $9.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.8% | 144,740 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 139,487 | $8.8M |
| Peregrine Capital Management LLC | 0.25% | Add +9.3% | 130,018 | $8.2M |
| Mariner Investment Group LLC | 0.49% | Add +177.8% | 125,000 | $7.9M |
| Citadel Advisors | 0.01% | Add +469.2% | 123,445 | $7.8M |
| Swiss National Bank | 0.00% | Add +3.1% | 119,400 | $7.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +51.0% | 113,358 | $7.2M |
| Hunter Associates Investment Management LLC | 0.96% | Add +15.9% | 113,644 | $7.2M |
| Barclays PLC | 0.00% | Add +74.8% | 111,102 | $7.0M |
| Legal & General Group Plc | 0.00% | Reduce -2.2% | 95,937 | $6.0M |
| Occam Crest Management LP | 4.29% | Add +31.9% | 95,000 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -46.6% | 93,483 | $5.9M |
| Walleye Trading LLC | 0.09% | Add +59.9% | 92,676 | $5.8M |
| Maxi Investments CY Ltd | 1.06% | Add +19.1% | 92,404 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 89,468 | $5.6M |
| Corient Private Wealth LP | 0.01% | Reduce -14.6% | 89,235 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Add +15.6% | 83,511 | $5.3M |
| FirstWave Capital Management LLC | 3.10% | — | 82,871 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -0.0% | 81,798 | $5.2M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.3% | 81,089 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -28.8% | 80,511 | $5.0M |
| Game Creek Capital, LP | 1.91% | Add +122.2% | 80,000 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +15.3% | 79,964 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -0.6% | 79,877 | $5.0M |
| Nordea Investment Management AB | 0.00% | Reduce -14.8% | 79,106 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +65.1% | 77,751 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -74.6% | 77,401 | $4.9M |
| Ratan Capital Management LP | 1.26% | No change | 85,703 | $4.6M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +39.9% | 72,143 | $4.5M |
| 7G Capital Management, LLC | 2.74% | New | 70,000 | $4.4M |
"% 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.