SHIFT4 PMTS INC (FOUR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
345
Reporting holders
$3.7B
Reported value
87.0%
Of shares outstanding
9.1%
Held as options
+2
Holder change
Institutions report 68,697,552 shares against 78,960,120 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $348.4M | 7,161,844 | 15.38% | 8q | +8.9%+$28.5M |
| BlackRock, Inc. | $271.6M | 5,584,763 | 0.00% | 8q | -13.5%-$42.3M |
| Durable Capital Partners LP | $215.2M | 4,423,633 | 2.09% | 25q | -28.3%-$84.7M |
| Ensign Peak Advisors, Inc | $148.8M | 3,058,581 | 0.24% | 19q | -50.8%-$153.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $144.1M | 649,853 | 0.01% | 25q | +510.3%+$120.5M |
| NEUBERGER BERMAN GROUP LLC | $128.9M | 2,649,220 | 0.09% | 25q | +5.1%+$6.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $124.4M | 2,557,320 | 0.00% | 2q | +11.9%+$13.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $113.1M | 2,324,424 | 0.01% | 2q | +14.8%+$14.6M |
| CITADEL ADVISORS LLC | $113.1M | 1,246,944 | 0.01% | 25q | HELD |
| WASATCH ADVISORS LP | $105.5M | 2,169,197 | 0.69% | 14q | -48.4%-$99.1M |
| MARSHALL WACE, LLP | $98.8M | 2,031,890 | 0.08% | 17q | +6.0%+$5.6M |
| STATE STREET CORP | $96.0M | 1,974,769 | 0.00% | 24q | -4.5%-$4.5M |
| Jupiter Topco LLC | $89.9M | 1,847,588 | 0.04% | new | FIRST |
| Spyglass Capital Management LLC | $89.2M | 1,833,803 | 4.83% | 12q | +4.7%+$4.0M |
| FMR LLC | $82.4M | 1,693,517 | 0.00% | 25q | +90.8%+$39.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $80.8M | 1,226,603 | 0.00% | 24q | -13.7%-$12.8M |
| Clearbridge Investments, LLC | $58.2M | 1,196,187 | 0.05% | 25q | -34.3%-$30.3M |
| Point72 Asset Management, L.P. | $57.0M | 1,171,428 | 0.06% | 12q | +175.9%+$36.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $55.9M | 1,149,918 | 0.15% | 14q | -3.4%-$1.9M |
| Portolan Capital Management, LLC | $54.2M | 1,114,116 | 2.03% | 12q | +419.9%+$43.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $52.7M | 1,082,866 | 0.01% | 25q | -4.5%-$2.5M |
| GOODNOW INVESTMENT GROUP, LLC | $51.0M | 1,047,530 | 5.29% | 10q | +22.6%+$9.4M |
| UBS Group AG | $50.4M | 1,035,766 | 0.01% | 25q | -51.8%-$54.2M |
| RICE HALL JAMES & ASSOCIATES, LLC | $42.5M | 874,492 | 2.07% | 11q | +3.2%+$1.3M |
| Long Focus Capital Management, LLC | $39.5M | 812,000 | 1.01% | 3q | +20.3%+$6.7M |
| PRIVATE MANAGEMENT GROUP INC | $35.8M | 735,225 | 0.94% | 2q | +61.9%+$13.7M |
| GOLDMAN SACHS GROUP INC | $34.2M | 703,783 | 0.00% | 25q | +66.7%+$13.7M |
| NORGES BANK | $33.4M | 687,363 | 0.00% | 2q | -16.2%-$6.5M |
| NOMURA ASSET MANAGEMENT CO LTD | $32.4M | 666,450 | 0.07% | 14q | -3.2%-$1.1M |
| MORGAN STANLEY | $30.0M | 615,940 | 0.00% | 25q | -3.5%-$1.1M |
| JANE STREET GROUP, LLC | $26.1M | options only | 0.00% | 25q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.1M | 515,500 | 0.00% | 24q | -4.2%-$1.1M |
| Sixth Street Partners Management Company, L.P. | $25.1M | 515,500 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $24.4M | 501,121 | 0.11% | 19q | -27.2%-$9.1M |
| BANK OF AMERICA CORP /DE/ | $23.2M | 477,535 | 0.00% | 25q | +68.6%+$9.5M |
| NORTHERN TRUST CORP | $23.0M | 473,032 | 0.00% | 24q | -6.2%-$1.5M |
| SCHWARTZ INVESTMENT COUNSEL INC | $22.4M | 460,941 | 0.74% | 4q | +3.4%+$741.8K |
| Maestria Partners LLC | $21.9M | 451,186 | 7.63% | 7q | -12.6%-$3.2M |
| Squarepoint Ops LLC | $19.0M | 31,407 | 0.02% | 16q | -80.1%-$76.8M |
| SNYDER CAPITAL MANAGEMENT L P | $18.7M | 384,250 | 0.32% | 3q | +32.4%+$4.6M |
| VANGUARD FIDUCIARY TRUST CO | $18.1M | 371,168 | 0.00% | 2q | -9.5%-$1.9M |
| Daiwa Securities Group Inc. | $17.9M | options only | 0.03% | 2q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $16.6M | 340,440 | 0.00% | 17q | +1.6%+$264.4K |
| DEUTSCHE BANK AG\ | $16.3M | 335,202 | 0.00% | 23q | +60.2%+$6.1M |
| IMC-Chicago, LLC | $16.1M | options only | 0.00% | 10q | OPTIONS |
| Bank of New York Mellon Corp | $15.4M | 315,954 | 0.00% | 24q | -21.5%-$4.2M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $13.8M | 283,747 | 0.73% | 5q | -32.6%-$6.7M |
| Emeth Value Capital, LLC | $12.9M | 265,971 | 44.84% | 2q | +148.5%+$7.7M |
| Walleye Capital LLC | $12.3M | 227,005 | 0.04% | 14q | +62956.9%+$12.3M |
| GROUP ONE TRADING LLC | $11.7M | 23,033 | 0.02% | 24q | HELD |
| Skaana Management L.P. | $11.5M | options only | 2.47% | 2q | OPTIONS |
| Occam Crest Management LP | $11.3M | 201,345 | 5.86% | 4q | -7.8%-$952.8K |
| Quantinno Capital Management LP | $11.0M | 225,825 | 0.01% | 10q | +483.7%+$9.1M |
| Caption Management, LLC | $10.7M | options only | 0.05% | 4q | OPTIONS |
| SIMPLEX TRADING, LLC | $10.4M | 7,246 | 0.01% | 24q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.5M | 196,136 | 0.00% | 7q | -75.5%-$29.4M |
| Walleye Trading LLC | $9.1M | 16,757 | 0.01% | 24q | HELD |
| Invesco Ltd. | $8.2M | 169,413 | 0.00% | 23q | +11.1%+$823.3K |
| PALISADE CAPITAL MANAGEMENT, LP | $8.1M | 167,072 | 0.35% | 17q | -52.1%-$8.9M |
| RHUMBLINE ADVISERS | $7.6M | 156,344 | 0.01% | 21q | -16.5%-$1.5M |
| JPMORGAN CHASE & CO | $7.4M | 135,154 | 0.00% | 24q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.3M | 149,744 | 0.01% | 21q | -4.7%-$359.9K |
| CAPITAL FUND MANAGEMENT S.A. | $7.1M | 99,162 | 0.03% | 4q | HELD |
| Gotham Asset Management, LLC | $6.9M | 140,882 | 0.02% | 11q | -71.2%-$16.9M |
| Pathstone Holdings, LLC | $6.8M | 139,809 | 0.02% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.8M | 139,626 | 0.01% | 25q | -13.3%-$1.0M |
| PRINCIPAL FINANCIAL GROUP INC | $6.5M | 133,051 | 0.00% | 21q | -12.4%-$919.4K |
| Granahan Investment Management, LLC | $6.4M | 132,151 | 0.23% | new | NEW |
| Prana Capital Management, LP | $6.4M | 130,707 | 0.19% | 3q | +84.4%+$2.9M |
| Nuveen, LLC | $6.1M | 125,738 | 0.00% | 6q | -5.9%-$386.5K |
| Converium Capital Inc. | $6.1M | options only | 0.78% | 2q | OPTIONS |
| Wealthspire Advisors, LLC | $5.7M | 116,825 | 0.03% | new | NEW |
| CSS LLC/IL | $5.7M | 8,471 | 0.22% | 2q | +9.6%+$496.7K |
| SEI INVESTMENTS CO | $5.6M | 115,255 | 0.00% | 14q | -21.1%-$1.5M |
| TUDOR INVESTMENT CORP ET AL | $5.3M | 45,683 | 0.01% | 7q | HELD |
| CastleKnight Management LP | $5.0M | 102,984 | 0.07% | 3q | HELD |
| Swiss National Bank | $5.0M | 101,900 | 0.00% | 23q | -15.2%-$890.1K |
| Freestone Grove Partners LP | $4.8M | 99,408 | 0.03% | new | NEW |
| BARCLAYS PLC | $4.8M | 99,311 | 0.00% | 18q | +9.2%+$406.5K |
| BNP PARIBAS FINANCIAL MARKETS | $4.8M | 98,327 | 0.00% | 7q | -77.9%-$16.8M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $4.7M | 97,622 | 0.10% | 16q | -45.0%-$3.9M |
| LB Partners LLC | $4.7M | 96,000 | 3.18% | 2q | +220.0%+$3.2M |
| D. E. Shaw & Co., Inc. | $4.6M | options only | 0.00% | 7q | OPTIONS |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $4.6M | 94,689 | 0.03% | 9q | -3.7%-$175.6K |
| NICHOLAS COMPANY, INC. | $4.6M | 93,963 | 0.08% | 15q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $4.2M | 86,082 | 0.14% | 2q | +530.2%+$3.5M |
| WOLVERINE ASSET MANAGEMENT LLC | $4.2M | 7,456 | 0.04% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $4.0M | 14,376 | 0.00% | 2q | +82.5%+$1.8M |
| LPL Financial LLC | $4.0M | 81,645 | 0.00% | 24q | +75.3%+$1.7M |
| Legal & General Group Plc | $3.9M | 80,636 | 0.00% | 25q | -5.5%-$230.1K |
| ALLIANCEBERNSTEIN L.P. | $3.8M | 86,302 | 0.00% | 25q | -52.8%-$4.2M |
| MILLENNIUM MANAGEMENT LLC | $3.8M | 65,898 | 0.00% | 16q | +176.5%+$2.4M |
| M&G PLC | $3.8M | options only | 0.02% | 2q | OPTIONS |
| Axxion S.A. | $3.7M | 76,284 | 0.26% | new | FIRST |
| Main Street Financial Solutions, LLC | $3.7M | 75,643 | 0.24% | 2q | +95.5%+$1.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.7M | 75,307 | 0.06% | 18q | +14.1%+$453.6K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.6M | 74,697 | 0.04% | 7q | -3.5%-$130.6K |
| NORDEA INVESTMENT MANAGEMENT AB | $3.5M | 75,566 | 0.00% | 13q | HELD |
| NOMURA HOLDINGS INC | $3.3M | options only | 0.00% | 10q | OPTIONS |
| California Public Employees Retirement System | $3.3M | 67,152 | 0.00% | 4q | -17.9%-$714.1K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Durable Capital Partners LP | 5.6% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 7.4% |
| 2026-07-17 | 13G/A | Wasatch Advisors LP | 2.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 345 | $3.7B | 68,697,552 | 61 | 101 | 139 | 9.1% |
| Q1 2026 | 343 | $3.5B | 73,183,526 | 60 | 122 | 109 | 10.0% |
| Q4 2025 | 381 | $5.6B | 83,876,599 | 56 | 124 | 137 | 5.1% |
| Q3 2025 | 423 | $6.9B | 85,853,551 | 68 | 131 | 157 | 3.9% |
| Q2 2025 | 422 | $8.6B | 84,611,654 | 69 | 154 | 143 | 2.6% |
| Q1 2025 | 407 | $6.6B | 77,761,376 | 64 | 145 | 132 | 3.2% |
| Q4 2024 | 408 | $7.9B | 74,413,526 | 82 | 118 | 120 | 2.8% |
| Q3 2024 | 337 | $6.3B | 69,286,505 | 53 | 128 | 99 | 2.7% |
| Q2 2024 | 322 | $5.6B | 66,728,553 | 71 | 140 | 62 | 13.3% |
| Q1 2024 | 302 | $4.6B | 62,383,304 | 71 | 91 | 88 | 10.9% |
| Q4 2023 | 277 | $5.0B | 58,792,313 | 64 | 68 | 90 | 11.9% |
| Q3 2023 | 221 | $3.5B | 56,887,229 | 30 | 70 | 79 | 10.8% |
| Q2 2023 | 237 | $4.1B | 55,504,331 | 34 | 77 | 85 | 8.8% |
| Q1 2023 | 242 | $4.7B | 55,490,236 | 72 | 75 | 65 | 10.8% |
| Q4 2022 | 186 | $3.2B | 52,828,330 | 44 | 62 | 52 | 7.8% |
| Q3 2022 | 208 | $2.7B | 57,261,706 | 35 | 57 | 79 | 5.6% |
| Q2 2022 | 200 | $2.0B | 57,566,069 | 33 | 77 | 63 | 6.0% |
| Q1 2022 | 222 | $3.9B | 61,017,886 | 45 | 81 | 70 | 3.4% |
| Q4 2021 | 225 | $3.6B | 58,026,352 | 51 | 91 | 58 | 6.1% |
| Q3 2021 | 223 | $4.5B | 55,750,599 | 39 | 97 | 49 | 3.1% |
| Q2 2021 | 219 | $4.5B | 47,017,979 | 50 | 77 | 63 | 1.3% |
| Q1 2021 | 203 | $3.7B | 44,805,916 | 45 | 75 | 61 | 2.0% |
| Q4 2020 | 192 | $3.0B | 39,091,797 | 81 | 52 | 40 | 2.8% |
| Q3 2020 | 126 | $1.3B | 26,794,048 | 68 | 40 | 15 | 1.7% |
| Q2 2020 | 74 | $574.6M | 16,039,676 | 73 | 0 | 0 | 0.7% |
| Q1 2020 | 1 | $9.0K | 98 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $9.0K | 98 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $9.0K | 98 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $9.0K | 98 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $9.0K | 98 | 1 | 0 | 0 | 0.0% |