SHIFT4 Payments Inc. Class AFOUR
13F holders, Q1 2026 (March 31)353holders −51
54new positions
106sold out
5famous investors
$43.78avg. 13F price*
At the end of Q1 2026, 353 institutions reported holding SHIFT4 Payments Inc. Class A (FOUR) in their 13F filings, down 51 from Q4 2025. 54 opened new positions and 106 sold out. The largest holders were Darlington Partners Capital Management, LP ($287.6M), BlackRock, Inc. ($282.2M) and Durable Capital Partners LP ($269.6M). 5 famous investors held it, including Bill Miller (0.3% of Miller Value Partners's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $62.8M |
| Exits | 106 | $289.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,230,921 shares bought and 15,358,578 shares sold, net −8,127,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Darlington Partners Capital Management, LP | 12.92% | Add +18.0% | 6,576,509 | $287.6M |
| BlackRock, Inc. | 0.01% | Add +1.0% | 6,453,832 | $282.2M |
| Durable Capital Partners LP | 2.78% | Reduce -6.7% | 6,165,793 | $269.6M |
| Wasatch Advisors LP | 1.22% | Reduce -38.0% | 4,206,244 | $183.9M |
| Ensign Peak Advisors, Inc | 0.25% | Add +17.5% | 3,106,441 | $135.8M |
| Neuberger Berman Group LLC | 0.08% | Reduce -6.6% | 2,519,905 | $110.2M |
| Vanguard Capital Management LLC | 0.00% | — | 2,286,184 | $100.0M |
| UBS Group AG | 0.02% | Add +3.4% | 2,150,968 | $94.1M |
| State Street Corp. | 0.00% | Add +2.3% | 2,066,962 | $90.4M |
| Vanguard Portfolio Management LLC | 0.00% | — | 2,023,932 | $88.5M |
| Marshall Wace, LLP | 0.09% | Add +15.8% | 1,916,672 | $83.8M |
| Clearbridge Investments, LLC | 0.07% | Reduce -10.2% | 1,819,379 | $79.6M |
| Janus Henderson Group PLC | 0.04% | Add +3.3% | 1,804,347 | $78.9M |
| Spyglass Capital Management LLC | 5.42% | Add +3.1% | 1,751,140 | $76.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 1,420,964 | $62.2M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Reduce -2.4% | 1,189,941 | $52.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +42.9% | 1,133,313 | $49.6M |
| FMR LLC | 0.00% | Add +473.8% | 887,612 | $38.8M |
| Goodnow Investment Group, LLC | 4.09% | Add +0.4% | 854,230 | $37.4M |
| Rice Hall James & Associates, LLC | 2.06% | Add +27.7% | 847,726 | $37.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.8% | 800,373 | $34.9M |
| FIL Ltd | 0.02% | Reduce -36.0% | 723,386 | $31.6M |
| Nomura Asset Management Co. Ltd. | 0.08% | Reduce -23.7% | 688,550 | $30.1M |
| Brown Brothers Harriman & Co. | 0.16% | Reduce -22.8% | 688,502 | $30.1M |
| Long Focus Capital Management, LLC | 1.31% | Add +90.7% | 675,000 | $29.5M |
| Morgan Stanley | 0.00% | Reduce -42.1% | 638,160 | $27.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.7% | 537,935 | $23.5M |
| Maestria Partners LLC | 8.24% | No change | 516,186 | $22.6M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 504,058 | $22.0M |
| Gotham Asset Management | 0.07% | Add +951.9% | 488,551 | $21.4M |
| Private Management Group Inc. | 0.57% | New | 454,242 | $19.9M |
| Schwartz Investment Counsel Inc. | 0.69% | Add +55.5% | 445,691 | $19.5M |
| BNP Paribas Financial Markets | 0.01% | Add +203.8% | 444,116 | $19.4M |
| Point72 Asset Management | 0.03% | Reduce -42.7% | 424,515 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +123.9% | 422,157 | $18.5M |
| Fairview Capital Investment Management, LLC | 1.00% | Reduce -7.0% | 421,102 | $18.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 410,068 | $17.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 402,717 | $17.6M |
| Palisade Capital Management, LP | 0.55% | Reduce -7.5% | 349,041 | $15.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -34.4% | 335,005 | $14.6M |
| Snyder Capital Management L P | 0.25% | Reduce -1.4% | 290,177 | $12.7M |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 283,177 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Add +104.4% | 182,912 | $11.5M |
| Occam Crest Management LP | 6.04% | Add +129.8% | 218,345 | $9.5M |
| Portolan Capital Management, LLC | 0.50% | Reduce -54.2% | 214,284 | $9.4M |
| Deutsche Bank AG | 0.00% | Reduce -19.3% | 209,252 | $9.2M |
| Rhumbline Advisers | 0.01% | Add +4.4% | 187,312 | $8.2M |
| Kornitzer Capital Management Inc. | 0.17% | Reduce -10.7% | 177,504 | $7.8M |
| Daiwa Securities Group Inc. | 0.02% | New | 163,600 | $7.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.2% | 161,035 | $7.0M |
| Squarepoint Ops LLC | 0.01% | New | 158,161 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.0% | 157,144 | $6.9M |
| Invesco Ltd. | 0.00% | Reduce -70.5% | 152,487 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Add +5.0% | 151,954 | $6.6M |
| BW Gestao de Investimentos Ltda. | 0.30% | Reduce -78.0% | 151,827 | $6.6M |
| Sei Investments Co. | 0.01% | Reduce -56.0% | 145,996 | $6.4M |
| Mariner Investment Group LLC | 3.26% | Add +16.0% | 145,000 | $6.3M |
| Penserra Capital Management LLC | 0.07% | Reduce -5.0% | 144,437 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 135,032 | $5.9M |
| Nuveen, LLC | 0.00% | Reduce -13.8% | 133,684 | $5.8M |
| Hunter Associates Investment Management LLC | 0.76% | Add +15.2% | 130,889 | $5.7M |
| National Bank of Canada | 0.01% | New | 124,546 | $5.4M |
| Ingalls & Snyder LLC | 0.19% | Add +281.4% | 121,340 | $5.3M |
| Swiss National Bank | 0.00% | Add +0.7% | 120,200 | $5.3M |
| Deepwater Asset Management, LLC | 2.97% | Reduce -48.1% | 107,110 | $4.7M |
| Emeth Value Capital, LLC | 7.09% | New | 107,016 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -57.8% | 106,475 | $4.7M |
| Marex Group Ltd | 0.05% | Add +2883.4% | 104,032 | $4.5M |
| CastleKnight Management LP | 0.21% | Add +67.5% | 102,984 | $4.5M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +787.7% | 98,299 | $4.3M |
| Nicholas Company, Inc. | 0.08% | Reduce -48.0% | 93,963 | $4.1M |
| Barclays PLC | 0.00% | Reduce -18.1% | 90,954 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -3.6% | 85,995 | $3.8M |
| Legal & General Group Plc | 0.00% | Reduce -11.0% | 85,367 | $3.7M |
| Retirement Systems of Alabama | 0.01% | Add +2.1% | 82,830 | $3.6M |
| California Public Employees Retirement System | 0.00% | Add +0.0% | 81,833 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.6% | 79,689 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.1% | 81,367 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.1% | 77,382 | $3.4M |
| Nordea Investment Management AB | 0.00% | Reduce -4.1% | 75,860 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 71,571 | $3.1M |
| Prana Capital Management, LP | 0.10% | Add +575.4% | 70,899 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +23.4% | 70,191 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +96.2% | 67,189 | $2.9M |
| Bullseye Asset Management LLC | 1.67% | No change | 65,993 | $2.9M |
| Kennedy Capital Management LLC | 0.06% | Reduce -1.2% | 65,982 | $2.9M |
| Qsemble Capital Management, LP | 0.21% | New | 63,192 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -33.6% | 62,051 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -84.3% | 61,014 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -26.2% | 59,006 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -92.1% | 57,637 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 54,838 | $2.4M |
| Cloverfields Capital Group, LP | 0.77% | Reduce -1.1% | 54,564 | $2.4M |
| VELA Investment Management, LLC | 0.61% | Add +4.9% | 53,696 | $2.3M |
| Cander Asset Management LP | 0.41% | New | 52,800 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -4.0% | 52,719 | $2.3M |
| Royce & Associates LP | 0.02% | No change | 50,000 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 49,268 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -58.2% | 47,333 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -69.8% | 46,568 | $2.0M |
"% 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.