SHIFT4 PAYMENTS INC-CLASS A FOUR
$51.35
+4.4% 52w: $35.63 – $106.81
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data35.6371.22106.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
381
-44 QoQ
13F value
$3.58B
-39.0% QoQ
Smart-money holders
33
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
1.6×
$192.3M calls / $118.0M puts
Institutional value by quarter
Number of holders
Who owns FOUR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP ★3 | Fundamental concentrated | 6.6M | $287.6M | 12.9% | +18.0% |
| BlackRock, Inc. | Index provider | 6.5M | $282.2M | 0.0% | +1.0% |
| Durable Capital Partners LP ★2 | Fundamental diversified | 6.2M | $269.6M | 2.8% | -6.7% |
| WASATCH ADVISORS LP | Other | 4.2M | $183.9M | 1.2% | -38.0% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 3.1M | $135.8M | 0.3% | +17.5% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 2.5M | $110.2M | 0.1% | -6.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.3M | $100.0M | 0.0% | — |
| UBS Group AG | Bank broker | 2.2M | $94.1M | 0.0% | +3.4% |
| STATE STREET CORP | Index provider | 2.1M | $90.4M | 0.0% | +2.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.0M | $88.5M | 0.0% | — |
| MARSHALL WACE, LLP | Quant stat arb | 1.9M | $83.8M | 0.1% | +15.8% |
| Clearbridge Investments, LLC | Other | 1.8M | $79.6M | 0.1% | -10.2% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 1.8M | $78.9M | 0.0% | +3.3% |
| Spyglass Capital Management LLC ★3 | Fundamental concentrated | 1.8M | $76.6M | 5.4% | +3.1% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.2M | $67.7M | 0.1% | -20.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.4M | $62.2M | 0.0% | +3.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 1.2M | $52.0M | 0.2% | -51.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1M | $49.6M | 0.0% | +42.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 839.2K | $45.0M | 0.0% | +38.4% |
| BlackRock, Inc. | Index provider | 812.7K | $43.6M | 0.0% | New |
| WOLVERINE ASSET MANAGEMENT LLC | Market maker | 706.6K | $39.0M | 1.7% | +39.8% |
| FMR LLC | Long only active | 887.6K | $38.8M | 0.0% | +473.8% |
| GOODNOW INVESTMENT GROUP, LLC ★3 | Fundamental concentrated | 854.2K | $37.4M | 4.1% | +0.4% |
| RICE HALL JAMES & ASSOCIATES, LLC | Other | 847.7K | $37.1M | 2.1% | +27.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 800.4K | $34.9M | 0.0% | -18.8% |
| FIL Ltd | Other | 723.4K | $31.6M | 0.0% | -36.1% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 688.5K | $30.1M | 0.1% | -23.7% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 688.5K | $30.1M | 0.2% | -22.8% |
| Long Focus Capital Management, LLC ★2 | Fundamental diversified | 675.0K | $29.5M | 1.3% | +90.7% |
| SUSQUEHANNA ADVISORS GROUP, INC. | Market maker | 545.0K | $29.2M | 1.5% | +240.6% |
| MORGAN STANLEY | Bank broker | 638.2K | $27.9M | 0.0% | -42.1% |
| Calamos Advisors LLC | Other | 451.5K | $24.2M | 0.1% | 0.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 537.9K | $23.5M | 0.0% | +8.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 422.0K | $22.6M | 0.0% | +113.5% |
| Maestria Partners LLC ★3 | Fundamental concentrated | 516.2K | $22.6M | 8.2% | Held |
| NORTHERN TRUST CORP | Index provider | 504.1K | $22.0M | 0.0% | +1.8% |
| Gotham Asset Management, LLC | Diversified mechanical | 488.6K | $21.4M | 0.1% | +951.9% |
| MORGAN STANLEY | Bank broker | 379.7K | $20.4M | 0.0% | +7.8% |
| PRIVATE MANAGEMENT GROUP INC | Other | 454.2K | $19.9M | 0.6% | New |
| SCHWARTZ INVESTMENT COUNSEL INC | Other | 445.7K | $19.5M | 0.7% | +55.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 444.1K | $19.4M | 0.0% | +203.8% |
| Context Capital Management, LLC ★2 | Fundamental diversified | 350.0K | $18.8M | 3.5% | +250.0% |
| Sculptor Capital LP | Other | 335.4K | $18.6M | 0.4% | New |
| Point72 Asset Management, L.P. | Multistrat pod | 424.5K | $18.6M | 0.0% | -42.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 422.2K | $18.5M | 0.0% | +123.9% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ★2 | Fundamental diversified | 421.1K | $18.4M | 1.0% | -7.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 410.1K | $17.9M | 0.0% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 402.7K | $17.6M | 0.0% | -4.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 311.4K | $16.7M | 0.0% | +39.7% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 349.0K | $15.3M | 0.5% | -7.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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