Who Owns Shift4 Payments, Inc. (FOUR)?Hedge Fund & Institutional Holders

$43.55-0.36 (-0.83%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.2686835085134975e+251T

% of Float Held

Infinity%

QoQ Change in Holders

+15 / -1

Price History

$43.91$64.35$84.78$105.22$125.66Aug 24Jun 25Mar 26

FOUR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JENNISON ASSOCIATES LLCNew Position+925K+$58.3M
NORGES BANKNew Position+820K+$51.0M
RICE HALL JAMES & ASSOCIATES, LLCNew Position+664K+$41.8M
Maestria Partners LLCNew Position+516K+$32.5M
Long Focus Capital Management, LLCNew Position+354K+$22.3M
Bank of New York Mellon CorpNew Position+423K+$22.0M
SNYDER CAPITAL MANAGEMENT L PNew Position+294K+$18.5M
SCHWARTZ INVESTMENT COUNSEL INCNew Position+287K+$18.1M
EMERALD ADVISERS, LLCNew Position+280K+$17.6M
KORNITZER CAPITAL MANAGEMENT INC /KSNew Position+199K+$12.5M
SG Americas Securities, LLCNew Position+183K+$11.5M
EMERALD MUTUAL FUND ADVISERS TRUSTNew Position+165K+$10.4M
Mawer Investment Management Ltd.New Position+170K+$10.0M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+164K+$10.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+145K+$9.1M

FOUR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-51K-$473.4B
MORGAN STANLEYDecreased-1.2M-$178.0B
JANUS HENDERSON GROUP PLCDecreased-75K-$140.9B
Point72 Asset Management, L.P.Decreased-787K-$118.2B
FULLER & THALER ASSET MANAGEMENT, INC.Decreased-128K-$104.2B
ShawSpring Partners LLCDecreased-103K-$96.8B
FIL LtdDecreased-298-$87.5B
RAYMOND JAMES FINANCIAL INCDecreased-116K-$85.2B
Invesco Ltd.Decreased-570K-$84.1B
BROWN BROTHERS HARRIMAN & CODecreased-177K-$82.7B
AMERIPRISE FINANCIAL INCDecreased-333K-$82.0B
NOMURA ASSET MANAGEMENT CO LTDDecreased-108K-$78.1B
CIBC Private Wealth Group LLCDecreased-1000K-$77.6B
CIBC Bancorp USA Inc.Closed Position-999K-$77.3B
Boston PartnersDecreased-894K-$70.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WASATCH ADVISORS LP6,778,925$426.9M2.54%Share
2DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP5,571,725$350.9M14.03%Share
3VANGUARD GROUP INC5,554,349$349.8M0.01%Share
4BlackRock, Inc.3,854,983$242.0M0.00%Share
5Neuberger Berman Group LLC2,686,702$169.0M0.13%Share
6Ensign Peak Advisors, Inc2,643,829$166.0M0.29%Share
7STATE STREET CORP2,020,076$127.0M0.00%Share
8Clearbridge Investments, LLC2,025,529$127.0M0.10%Share
9UBS Group AG1,968,575$124.0M0.02%Share
10BlackRock, Inc.1,950,419$122.0M0.00%Share
11Spyglass Capital Management LLC1,697,920$106.9M5.35%Share
12JANUS HENDERSON GROUP PLC1,580,587$99.0M0.04%Share
13MARSHALL WACE, LLP1,268,608$79.0M0.07%Share
14FULLER & THALER ASSET MANAGEMENT, INC.1,218,606$76.0M0.26%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP1,160,100$73.0M0.01%Call
16ShawSpring Partners LLC1,148,861$72.3M13.62%Share
17FIL Ltd1,131,183$71.0M0.05%Share
18GEODE CAPITAL MANAGEMENT, LLC1,143,088$71.0M0.00%Share
19BROWN BROTHERS HARRIMAN & CO891,981$56.0M0.31%Share
20NOMURA ASSET MANAGEMENT CO LTD887,256$55.0M0.14%Share
21JENNISON ASSOCIATES LLC861,705$54.3M0.03%Share
22GOODNOW INVESTMENT GROUP, LLC851,200$53.6M5.00%Share
23BANK OF MONTREAL /CAN/852,989$53.0M0.02%Share
24NORGES BANK820,000$51.0M0.01%Share
25Point72 Asset Management, L.P.740,956$46.0M0.05%Share
26BW Gestao de Investimentos Ltda.689,788$43.4M0.98%Share
27RICE HALL JAMES & ASSOCIATES, LLC663,788$41.8M2.30%Share
28AMERIPRISE FINANCIAL INC624,451$39.0M0.01%Share
29RAYMOND JAMES FINANCIAL INC587,099$37.0M0.01%Share
30Maestria Partners LLC516,186$32.5M9.52%Share
31DIMENSIONAL FUND ADVISORS LP496,465$31.0M0.01%Share
32CHARLES SCHWAB INVESTMENT MANAGEMENT INC495,055$31.0M0.00%Share
33SUSQUEHANNA INTERNATIONAL GROUP, LLP484,100$30.0M0.00%Put
34Portolan Capital Management, LLC468,063$29.5M1.58%Share
35FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC452,777$28.5M1.46%Share
36JANE STREET GROUP, LLC445,500$28.0M0.00%Call
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC447,452$28.0M0.01%Share
38Invesco Ltd.436,783$27.5M0.00%Share
39NORTHERN TRUST CORP435,641$27.0M0.00%Share
40VANGUARD GROUP INC419,197$26.4M0.00%Share
4114B Captial Management LP385,000$24.2M19.49%Share
42PALISADE CAPITAL MANAGEMENT, LP377,410$23.8M0.70%Share
43Long Focus Capital Management, LLC354,000$22.3M0.59%Share
44PRICE T ROWE ASSOCIATES INC /MD/334,174$21.0M0.00%Share
45MORGAN STANLEY344,143$21.0M0.00%Share
46SEI INVESTMENTS CO327,814$20.0M0.02%Share
47SNYDER CAPITAL MANAGEMENT L P294,157$18.5M0.35%Share
48SCHWARTZ INVESTMENT COUNSEL INC286,691$18.1M0.63%Share
49CITADEL ADVISORS LLC295,400$18.0M0.00%Call
50EMERALD ADVISERS, LLC280,306$17.6M0.54%Share

FOUR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025404$4.6B+89
Q3 2025315$6.0T-72
Q2 2025387$7.0T-49
Q1 2025436$6.4T+38
Q4 2024398$144.5T+113
Q3 2024285$2651.4T+18
Q2 2024267$2030.6T+17
Q1 2024250$1743.5T—

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As of Q4 2025, 50 institutional investors hold FOUR (Shift4 Payments, Inc.). The largest holder is WASATCH ADVISORS LP with $426.9M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FOUR?

As of Q4 2025, 50 institutional investors report holding FOUR (Shift4 Payments, Inc.) in their 13F filings.

Who is the largest institutional holder of FOUR?

The largest institutional holder of FOUR is WASATCH ADVISORS LP with $426.9M in shares.

Is institutional ownership of FOUR increasing or decreasing?

This quarter, 15 institutions opened new positions in FOUR and 1 closed their positions.