FOUR Shift4 Payments, Inc.
Shift4 Payments, Inc. (FOUR) Institutional Ownership
What the institutions did with FOUR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7.2M | 10.3% |
| BlackRock, Inc. | 5.6M | 8.1% |
| Durable Capital Partners LP | 4.4M | 6.4% |
| Ensign Peak Advisors, Inc | 3.1M | 4.4% |
| NEUBERGER BERMAN GROUP LLC | 2.6M | 3.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | 3.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | 3.4% |
| WASATCH ADVISORS LP | 2.2M | 3.1% |
| MARSHALL WACE, LLP | 2.0M | 2.9% |
| STATE STREET CORP | 2.0M | 2.9% |
| Jupiter Topco LLC | 1.8M | 2.7% |
| Spyglass Capital Management LLC | 1.8M | 2.6% |
| FMR LLC | 1.7M | 2.4% |
| CITADEL ADVISORS LLC | 1.2M | 1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | 1.8% |
| Clearbridge Investments, LLC | 1.2M | 1.7% |
| Point72 Asset Management, L.P. | 1.2M | 1.7% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.1M | 1.7% |
| Portolan Capital Management, LLC | 1.1M | 1.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | 1.6% |
| GOODNOW INVESTMENT GROUP, LLC | 1.0M | 1.5% |
| UBS Group AG | 1.0M | 1.5% |
| RICE HALL JAMES & ASSOCIATES, LLC | 874.5K | 1.3% |
| Long Focus Capital Management, LLC | 812.0K | 1.2% |
| PRIVATE MANAGEMENT GROUP INC | 735.2K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WASATCH ADVISORS LP | Reduced | 4.2M | 2.2M | -2.0M |
| Durable Capital Partners LP | Reduced | 6.2M | 4.4M | -1.7M |
| CITADEL ADVISORS LLC | New | 0 | 1.2M | +1.2M |
| UBS Group AG | Reduced | 2.2M | 1.0M | -1.1M |
| Portolan Capital Management, LLC | Increased | 214.3K | 1.1M | +899.8K |
| BlackRock, Inc. | Reduced | 6.5M | 5.6M | -869.1K |
| FMR LLC | Increased | 887.6K | 1.7M | +805.9K |
| Point72 Asset Management, L.P. | Increased | 424.5K | 1.2M | +746.9K |
| FIL Ltd | Reduced | 723.4K | 6.8K | -716.6K |
| Clearbridge Investments, LLC | Reduced | 1.8M | 1.2M | -623.2K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 800.4K | 196.1K | -604.2K |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Increased | 6.6M | 7.2M | +585.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 106.5K | 649.9K | +543.4K |
| Gotham Asset Management, LLC | Reduced | 488.6K | 140.9K | -347.7K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 444.1K | 98.3K | -345.8K |
| SG Americas Securities, LLC | Increased | 2.8K | 329.7K | +326.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 2.0M | 2.3M | +300.5K |
| GOLDMAN SACHS GROUP INC | Increased | 422.2K | 703.8K | +281.6K |
| PRIVATE MANAGEMENT GROUP INC | Increased | 454.2K | 735.2K | +281.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 2.3M | 2.6M | +271.1K |
| Walleye Capital LLC | Increased | 360 | 227.0K | +226.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.4M | 1.2M | -194.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 283.2K | 477.5K | +194.4K |
| GOODNOW INVESTMENT GROUP, LLC | Increased | 854.2K | 1.0M | +193.3K |
| BROWN BROTHERS HARRIMAN & CO | Reduced | 688.5K | 501.1K | -187.4K |
| Quantinno Capital Management LP | Increased | 38.7K | 225.8K | +187.1K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 349.0K | 167.1K | -182.0K |
| Daiwa Securities Group Inc. | Sold Out | 163.6K | 0 | -163.6K |
| Emeth Value Capital, LLC | Increased | 107.0K | 266.0K | +159.0K |
| BW Gestao de Investimentos Ltda. | Sold Out | 151.8K | 0 | -151.8K |
| Pathstone Holdings, LLC | New | 0 | 139.8K | +139.8K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | Reduced | 421.1K | 283.7K | -137.4K |
| Long Focus Capital Management, LLC | Increased | 675.0K | 812.0K | +137.0K |
| Granahan Investment Management, LLC | New | 0 | 132.2K | +132.2K |
| NEUBERGER BERMAN GROUP LLC | Increased | 2.5M | 2.6M | +129.3K |
| Squarepoint Ops LLC | Reduced | 158.2K | 31.4K | -126.8K |
| DEUTSCHE BANK AG\ | Increased | 209.3K | 335.2K | +126.0K |
| Wealthspire Advisors, LLC | New | 0 | 116.8K | +116.8K |
| MARSHALL WACE, LLP | Increased | 1.9M | 2.0M | +115.2K |
| DEEPWATER ASSET MANAGEMENT, LLC | Sold Out | 107.1K | 0 | -107.1K |
| NATIONAL BANK OF CANADA /FI/ | Reduced | 124.5K | 22.7K | -101.8K |
| Freestone Grove Partners LP | New | 0 | 99.4K | +99.4K |
| Marex Group plc | Reduced | 104.0K | 4.6K | -99.4K |
| CAPITAL FUND MANAGEMENT S.A. | New | 0 | 99.2K | +99.2K |
| HRT FINANCIAL LP | New | 0 | 98.6K | +98.6K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 182.9K | 86.3K | -96.6K |
| Penserra Capital Management LLC | Reduced | 144.4K | 47.9K | -96.5K |
| MARINER INVESTMENT GROUP LLC | Reduced | 145.0K | 50.0K | -95.0K |
| SNYDER CAPITAL MANAGEMENT L P | Increased | 290.2K | 384.3K | +94.1K |
| STATE STREET CORP | Reduced | 2.1M | 2.0M | -92.2K |
| Bank of New York Mellon Corp | Reduced | 402.7K | 316.0K | -86.8K |
| Spyglass Capital Management LLC | Increased | 1.8M | 1.8M | +82.7K |
| Allspring Global Investments Holdings, LLC | Sold Out | 81.4K | 0 | -81.4K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | Reduced | 177.5K | 97.6K | -79.9K |
| Corient Private Wealth LP | Reduced | 86.0K | 7.5K | -78.5K |
| READYSTATE ASSET MANAGEMENT LP | Increased | 13.7K | 86.1K | +72.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 40.1K | 108.2K | +68.1K |
| LB Partners LLC | Increased | 30.0K | 96.0K | +66.0K |
| Maestria Partners LLC | Reduced | 516.2K | 451.2K | -65.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Reduced | 79.7K | 16.4K | -63.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.