Shift4 Payments, Inc. (FOUR) — Institutional Holders, Q2 2026

397 institutional investment managers reported a FOUR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← FOUR stock profile

FOUR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

122

Trimmed

160

Sold out

Biggest buyers

BlackRockAdded · +1,936,698 sh+$94.2M
CITADEL ADVISORSNew · +1,246,944 sh+$60.7M
Portolan Capital ManagementAdded · +899,832 sh+$43.8M
Point72 Asset Management, L.P.Added · +746,913 sh+$36.3M
DARLINGTON PARTNERS CAPITAL MANAGEMENTAdded · +585,335 sh+$28.5M

Biggest sellers

WASATCH ADVISORSTrimmed · -2,037,047 sh-$99.1M
Durable Capital PartnersTrimmed · -1,742,160 sh-$84.7M
UBS Group AGTrimmed · -1,532,110 sh-$74.5M
FIL LtdTrimmed · -716,565 sh-$34.9M
BNP PARIBAS FINANCIAL MARKETSTrimmed · -624,789 sh-$30.4M

FOUR 13F holders ranked 1–100 of 397

Institutional investors reporting a position in Shift4 Payments, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	DARLINGTON PARTNERS CAPITAL MANAGEMENT#1 · 7,161,844 sh	7,161,844	$348.4M	15.38%	+8.9%
2	BlackRock#2 · 19,053,189 sh	19,053,189	$330.1M	<0.01%	+11.3%
3	Durable Capital Partners#3 · 4,423,633 sh	4,423,633	$215.2M	2.09%	-28.3%
4	Ensign Peak Advisors#4 · 3,058,581 sh	3,058,581	$148.8M	0.24%	-1.5%
5	VOYA INVESTMENT MANAGEMENT#5 · 141,374,736 sh	141,374,736	$135.2M	0.12%	+41.4%
6	Neuberger Berman Group#6 · 2,649,220 sh	2,649,220	$128.9M	0.09%	+5.1%
7	VANGUARD CAPITAL MANAGEMENT#7 · 2,557,320 sh	2,557,320	$124.4M	<0.01%	+11.9%
8	STATE STREET#8 · 18,712,345 sh	18,712,345	$121.4M	<0.01%	+21.6%
9	VANGUARD PORTFOLIO MANAGEMENT#9 · 2,324,424 sh	2,324,424	$113.1M	<0.01%	+14.8%
10	WASATCH ADVISORS#10 · 2,169,197 sh	2,169,197	$105.5M	—	-48.4%
11	MARSHALL WACE, LLP#11 · 2,031,890 sh	2,031,890	$98.8M	0.08%	+6.0%
12	Jupiter Topco#12 · 1,967,988 sh	1,967,988	$97.3M	0.04%	—
13	Spyglass Capital Management#13 · 1,833,803 sh	1,833,803	$89.2M	4.83%	+4.7%
14	FMR#14 · 1,693,517 sh	1,693,517	$82.4M	<0.01%	-79.4%
15	GEODE CAPITAL MANAGEMENT#15 · 1,226,603 sh	1,226,603	$80.8M	<0.01%	-13.7%
16	D. E. Shaw#16 · 1,235,207 sh	1,235,207	$76.8M	0.04%	0.0%
17	TWO SIGMA INVESTMENTS#17 · 984,315 sh	984,315	$61.1M	0.04%	-93.1%
18	CITADEL ADVISORS#18 · 1,246,944 sh	1,246,944	$60.7M	<0.01%	New
19	MORGAN STANLEY#19 · 6,883,090 sh	6,883,090	$58.4M	<0.01%	-32.1%
20	Clearbridge Investments#20 · 1,196,187 sh	1,196,187	$58.2M	0.05%	-34.3%
21	Point72 Asset Management, L.P.#21 · 1,171,428 sh	1,171,428	$57.0M	0.06%	+175.9%
22	FULLER & THALER ASSET MANAGEMENT#22 · 1,149,918 sh	1,149,918	$55.9M	0.15%	-3.4%
23	Portolan Capital Management#23 · 1,114,116 sh	1,114,116	$54.2M	2.03%	+419.9%
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#24 · 1,082,866 sh	1,082,866	$52.7M	<0.01%	-4.5%
25	SONA ASSET MANAGEMENT (US)#25 · 53,398,000 sh	53,398,000	$51.0M	1.07%	+17.0%
26	GOODNOW INVESTMENT GROUP#26 · 1,047,530 sh	1,047,530	$51.0M	5.29%	+22.6%
27	UBS Group AG#27 · 1,350,858 sh	1,350,858	$50.7M	<0.01%	-53.1%
28	OAKTREE CAPITAL MANAGEMENT#28 · 48,444,000 sh	48,444,000	$46.3M	0.64%	+77.6%
29	RICE HALL JAMES & ASSOCIATES#29 · 874,492 sh	874,492	$42.5M	2.07%	+3.2%
30	FRANKLIN RESOURCES#30 · 27,462,531 sh	27,462,531	$42.3M	<0.01%	-4.4%
31	WOLVERINE ASSET MANAGEMENT#31 · 674,596 sh	674,596	$41.8M	0.37%	-98.6%
32	Long Focus Capital Management#32 · 812,000 sh	812,000	$39.5M	1.01%	+20.3%
33	Walleye Capital#33 · 29,227,005 sh	29,227,005	$38.7M	0.14%	+143.6%
34	PRIVATE MANAGEMENT GROUP#34 · 735,225 sh	735,225	$35.8M	0.94%	+61.9%
35	Sculptor Capital#35 · 555,195 sh	555,195	$34.6M	0.28%	+65.5%
36	GOLDMAN SACHS GROUP#36 · 703,783 sh	703,783	$34.2M	<0.01%	+49.1%
37	NORGES BANK#37 · 687,363 sh	687,363	$33.4M	<0.01%	—
38	NOMURA ASSET MANAGEMENT LTD#38 · 666,450 sh	666,450	$32.4M	0.07%	-3.2%
39	SUSQUEHANNA ADVISORS GROUP#39 · 520,000 sh	520,000	$32.4M	0.56%	-4.6%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP#40 · 649,853 sh	649,853	$31.6M	<0.01%	+483.5%
41	DeepCurrents Investment Group#41 · 31,842,000 sh	31,842,000	$30.4M	0.92%	+633.3%
42	WELLS FARGO & COMPANY#42 · 4,994,555 sh	4,994,555	$28.3M	<0.01%	+22.4%
43	Calamos Advisors#43 · 452,106 sh	452,106	$28.2M	0.09%	-96.2%
44	ADVENT CAPITAL MANAGEMENT#44 · 13,639,869 sh	13,639,869	$26.6M	0.60%	+396.9%
45	CHARLES SCHWAB INVESTMENT MANAGEMENT#45 · 515,500 sh	515,500	$25.1M	<0.01%	-4.2%
46	BROWN BROTHERS HARRIMAN#46 · 501,121 sh	501,121	$24.4M	0.11%	-27.2%
47	Converium Capital#47 · 25,500,000 sh	25,500,000	$24.4M	3.11%	+18.6%
48	BANK OF AMERICA#48 · 491,192 sh	491,192	$24.1M	<0.01%	+73.5%
49	NORTHERN#49 · 473,032 sh	473,032	$23.0M	<0.01%	-6.2%
50	SCHWARTZ INVESTMENT COUNSEL#50 · 460,941 sh	460,941	$22.4M	—	+3.4%
51	Maestria Partners#51 · 451,186 sh	451,186	$21.9M	—	-12.6%
52	THRIVENT FINANCIAL FOR LUTHERANS#52 · 20,781,036 sh	20,781,036	$20.5M	0.03%	0.0%
53	Skaana Management L.P.#53 · 330,944 sh	330,944	$20.2M	4.34%	+91.1%
54	SNYDER CAPITAL MANAGEMENT L P#54 · 384,250 sh	384,250	$18.7M	0.32%	+32.4%
55	MACKAY SHIELDS#55 · 19,157,000 sh	19,157,000	$18.3M	—	-1.9%
56	PIER 88 INVESTMENT PARTNERS#56 · 18,733,600 sh	18,733,600	$18.2M	4.33%	+14.6%
57	VANGUARD FIDUCIARY#57 · 371,168 sh	371,168	$18.1M	<0.01%	-9.5%
58	MIRAE ASSET GLOBAL ETFS Ltd.#58 · 281,509 sh	281,509	$16.9M	0.02%	-20.2%
59	DIMENSIONAL FUND ADVISORS#59 · 340,440 sh	340,440	$16.6M	<0.01%	+1.6%
60	LORD, ABBETT#60 · 17,262,000 sh	17,262,000	$16.4M	0.05%	+15.9%
61	DEUTSCHE BANK AG\#61 · 335,202 sh	335,202	$16.3M	<0.01%	+60.2%
62	SG Americas Securities#62 · 329,674 sh	329,674	$16.0M	<0.01%	+1988.1%
63	Bank of New York Mellon#63 · 315,954 sh	315,954	$15.4M	<0.01%	-21.5%
64	PALISADE CAPITAL MANAGEMENT#64 · 7,557,072 sh	7,557,072	$15.2M	0.66%	+12.1%
65	Verition Fund Management#65 · 15,004,500 sh	15,004,500	$14.5M	0.02%	New
66	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#66 · 283,747 sh	283,747	$13.8M	0.73%	-32.6%
67	HIGHBRIDGE CAPITAL MANAGEMENT#67 · 210,000 sh	210,000	$13.1M	0.32%	+40.0%
68	Emeth Value Capital#68 · 265,971 sh	265,971	$12.9M	44.84%	+148.5%
69	Ovata Capital Management Ltd#69 · 12,500,000 sh	12,500,000	$11.9M	0.90%	New
70	Occam Crest Management#70 · 201,345 sh	201,345	$11.3M	5.86%	-7.8%
71	JPMORGAN CHASE#71 · 4,851,272 sh	4,851,272	$11.1M	<0.01%	-45.9%
72	Quantinno Capital Management#72 · 225,825 sh	225,825	$11.0M	0.01%	+483.7%
73	STATE OF WISCONSIN INVESTMENT BOARD#73 · 4,139,626 sh	4,139,626	$10.6M	0.02%	+31.0%
74	RAYMOND JAMES FINANCIAL#74 · 196,136 sh	196,136	$9.5M	<0.01%	-75.5%
75	Magnetar Financial#75 · 145,660 sh	145,660	$9.1M	0.08%	0.0%
76	Invesco Ltd.#76 · 180,813 sh	180,813	$9.0M	<0.01%	-1.7%
77	AMERIPRISE FINANCIAL#77 · 147,266 sh	147,266	$8.5M	<0.01%	-33.9%
78	Russell Investments Group, Ltd.#78 · 7,042,251 sh	7,042,251	$7.7M	<0.01%	+40.2%
79	ROYAL BANK OF CANADA#79 · 5,007,465 sh	5,007,465	$7.6M	<0.01%	+139.2%
80	RHUMBLINE ADVISERS#80 · 156,344 sh	156,344	$7.6M	<0.01%	-16.5%
81	CREDIT INDUSTRIEL ET COMMERCIAL#81 · 125,000 sh	125,000	$7.6M	0.49%	0.0%
82	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#82 · 7,770,000 sh	7,770,000	$7.4M	<0.01%	0.0%
83	NEW YORK STATE COMMON RETIREMENT FUND#83 · 149,744 sh	149,744	$7.3M	<0.01%	-4.7%
84	Gotham Asset Management#84 · 140,882 sh	140,882	$6.9M	0.02%	-71.2%
85	PIPER SANDLER#85 · 7,260,000 sh	7,260,000	$6.8M	—	New
86	Pathstone#86 · 139,809 sh	139,809	$6.8M	0.02%	New
87	TRUIST FINANCIAL#87 · 6,383,192 sh	6,383,192	$6.7M	<0.01%	+228.0%
88	Man Group plc#88 · 6,827,000 sh	6,827,000	$6.5M	0.01%	0.0%
89	PRINCIPAL FINANCIAL GROUP#89 · 133,051 sh	133,051	$6.5M	<0.01%	-12.4%
90	SSI INVESTMENT MANAGEMENT#90 · 373,000 sh	373,000	$6.5M	0.38%	0.0%
91	Granahan Investment Management#91 · 132,151 sh	132,151	$6.4M	0.23%	New
92	HUNTER ASSOCIATES INVESTMENT MANAGEMENT#92 · 131,472 sh	131,472	$6.4M	—	+0.4%
93	Prana Capital Management#93 · 130,707 sh	130,707	$6.4M	0.19%	+84.4%
94	STANSBERRY ASSET MANAGEMENT#94 · 101,709 sh	101,709	$6.3M	0.58%	-3.4%
95	INGALLS & SNYDER#95 · 128,104 sh	128,104	$6.2M	0.17%	+5.6%
96	Nuveen#96 · 125,738 sh	125,738	$6.1M	<0.01%	-5.9%
97	SEI INVESTMENTS#97 · 445,255 sh	445,255	$5.9M	<0.01%	-6.5%
98	MARINER INVESTMENT GROUP#98 · 105,000 sh	105,000	$5.9M	1.14%	-27.6%
99	Wealthspire Advisors#99 · 116,825 sh	116,825	$5.7M	0.03%	New
100	MILLENNIUM MANAGEMENT#100 · 2,565,898 sh	2,565,898	$5.6M	<0.01%	New

Funds that sold out of FOUR in Q2 2026 (73)

Held FOUR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held FOUR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Wellesley Asset Management31,386,000 sh	31,386,000	$29.5M
M&G Plc9,306,000 sh	9,306,000	$8.7M
Portman Square Capital LLP155,000 sh	155,000	$8.5M
Daiwa Securities Group163,600 sh	163,600	$7.2M
BW Gestao de Investimentos Ltda.151,827 sh	151,827	$6.6M
Fore Capital7,000,000 sh	7,000,000	$6.6M
DEEPWATER ASSET MANAGEMENT107,110 sh	107,110	$4.7M
7G CAPITAL MANAGEMENT70,000 sh	70,000	$4.4M
Allspring Global Investments81,367 sh	81,367	$3.5M
Warberg Asset Management49,991 sh	49,991	$2.7M
CLOVERFIELDS CAPITAL GROUP54,564 sh	54,564	$2.4M
ROYCE & ASSOCIATES50,000 sh	50,000	$2.2M
AXQ CAPITAL27,618 sh	27,618	$1.2M
FORA Capital27,586 sh	27,586	$1.2M
Kurv Investment Management27,412 sh	27,412	$1.2M
Benefit Street Partners1,250,000 sh	1,250,000	$1.2M
Game Creek Capital25,000 sh	25,000	$1.1M
EMERALD ADVISERS24,044 sh	24,044	$1.1M
WINTON GROUP Ltd21,000 sh	21,000	$918.3K
TrueNorth20,973 sh	20,973	$917.1K
LOOMIS SAYLES & L P15,406 sh	15,406	$673.7K
Caitong International Asset Management , Ltd15,217 sh	15,217	$665.4K
RD Finance Ltd12,700 sh	12,700	$555.0K
WELLINGTON MANAGEMENT GROUP LLP562,000 sh	562,000	$527.8K
Virtu Financial11,610 sh	11,610	$508.0K
Alphadyne Asset Management11,123 sh	11,123	$486.4K
SummitTX Capital, L.P.10,483 sh	10,483	$458.4K
NATIXIS ADVISORS10,373 sh	10,373	$454.0K
Legato Capital Management9,508 sh	9,508	$415.8K
OP Asset Management Ltd8,807 sh	8,807	$385.1K
Harel Insurance Investments & Financial Services Ltd.7,168 sh	7,168	$313.0K
Prasad Wealth Partners6,982 sh	6,982	$305.3K
S.A. Mason6,952 sh	6,952	$304.0K
Scientech Research6,656 sh	6,656	$291.1K
NOMURA6,591 sh	6,591	$288.2K
Blackhawk Capital Partners6,328 sh	6,328	$276.7K
Baird Financial Group6,308 sh	6,308	$275.8K
LAFFER TENGLER INVESTMENTS4,850 sh	4,850	$264.7K
BEESE FULMER INVESTMENT MANAGEMENT5,797 sh	5,797	$253.5K
LECAP ASSET MANAGEMENT LTD5,561 sh	5,561	$243.2K
M&T BANK4,632 sh	4,632	$202.6K
QUADRANT CAPITAL GROUP3,690 sh	3,690	$129.6K
Root Financial Partners1,750 sh	1,750	$76.5K
SUMMER ROAD750 sh	750	$32.8K
MAI Capital Management571 sh	571	$25.0K
VEGA INVESTMENT SOLUTIONS386 sh	386	$16.9K
Migdal Insurance & Financial Ltd.340 sh	340	$14.9K
Western Wealth Management320 sh	320	$14.0K
FORESIGHT CAPITAL MANAGEMENT ADVISORS14,000 sh	14,000	$13.2K
CX Institutional273 sh	273	$12.0K
Cerity Partners12,000 sh	12,000	$11.3K
WILEY BROS.-AINTREE CAPITAL12,000 sh	12,000	$11.3K
Advisory Services Network192 sh	192	$8.4K
JFS WEALTH ADVISORS150 sh	150	$6.6K
Pier Capital131 sh	131	$5.7K
Intentional Wealth Strategies112 sh	112	$4.9K
Bell Investment Advisors84 sh	84	$3.7K
ASSETMARK76 sh	76	$3.3K
JNBA Financial Advisors56 sh	56	$2.4K
TWIN PEAKS WEALTH ADVISORS16 sh	16	$700.00
Fortitude Family Office15 sh	15	$656.00
RMG Wealth Management15 sh	15	$622.00
Sachetta14 sh	14	$613.00
Bare Financial Services12 sh	12	$525.00
ROTHSCHILD INVESTMENT12 sh	12	$525.00
Cornerstone Planning Group11 sh	11	$451.00
Breakwater Investment Management9 sh	9	$394.00
Investors Portfolio Services7 sh	7	$284.00
TD PRIVATE CLIENT WEALTH3 sh	3	$131.00
SHP Wealth Management3 sh	3	$131.00
Manchester Capital Management2 sh	2	$88.00
DecisionPoint Financial2 sh	2	$88.00
State of Wyoming1 sh	1	$44.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.