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Funds · FOUR

Who owns FOUR?

Institutional ownership of Shift4 Payments Inc. from Form 13F, Q2 2026

358 institutional managers reported holding Shift4 Payments Inc. (FOUR) in Form 13F filings for Q2 2026, with 69,118,210 shares worth $3.4B. The largest reported holder was Darlington Partners Capital Management, LP. Managers that filed both quarters cut a net 1,657,711 shares (-2.4%). 67 opened new positions and 61 sold out.

Funds holding
358
Value held
$3.4B
New / sold out
67 / 61
Net shares, same filers
-2.4%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FOUR

FundValueShare of 13F holdingsSharesMove
Darlington Partners Capital Management, LP$348M10.4%7,161,844Added
BlackRock, Inc.$272M8.1%5,584,763Trimmed
Durable Capital Partners LP$215M6.4%4,423,633Trimmed
Ensign Peak Advisors, Inc$149M4.4%3,058,581Trimmed
Neuberger Berman Group LLC$129M3.8%2,649,220Added
Vanguard Capital Management LLC$124M3.7%2,557,320Added
Vanguard Portfolio Management LLC$113M3.4%2,324,424Added
Wasatch Advisors LP$106M3.1%2,169,197Trimmed
Marshall Wace, LLP$98.8M2.9%2,031,890Added
State Street Corp$96.0M2.9%1,974,769Trimmed
Jupiter Topco LLC$89.9M2.7%1,847,588First report
Spyglass Capital Management LLC$89.2M2.7%1,833,803Added
FMR LLC$82.4M2.5%1,693,517Added
Geode Capital Management, LLC$80.8M1.8%1,226,603Trimmed
Citadel Advisors LLC$60.7M1.8%1,246,944New
Clearbridge Investments, LLC$58.2M1.7%1,196,187Trimmed
Point72 Asset Management, L.P.$57.0M1.7%1,171,428Added
Fuller & Thaler Asset Management, Inc.$55.9M1.7%1,149,918Trimmed
Portolan Capital Management, LLC$54.2M1.6%1,114,116Added
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$52.7M1.6%1,082,866Trimmed
Goodnow Investment Group, LLC$51.0M1.5%1,047,530Added
UBS Group AG$50.4M1.5%1,035,766Trimmed
Rice Hall James & Associates, LLC$42.5M1.3%874,492Added
Long Focus Capital Management, LLC$39.5M1.2%812,000Added
Private Management Group Inc$35.8M1.1%735,225Added

Share of 13F holdings is each fund's shares as a share of the 69,118,210 FOUR shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Citadel Advisors LLC New+$60.7M
  2. Portolan Capital Management, LLC Added+$43.8M
  3. FMR LLC Added+$39.2M
  4. Point72 Asset Management, L.P. Added+$36.3M
  5. Norges Bank New+$33.4M
  6. Darlington Partners Capital Management, LP Added+$28.5M
  7. Susquehanna International Group, LLP Added+$26.4M
  8. SG Americas Securities, LLC Added+$15.9M
  9. Vanguard Portfolio Management LLC Added+$14.6M
  10. Goldman Sachs Group Inc Added+$13.7M

Biggest sellers in Q2 2026

  1. Wasatch Advisors LP Trimmed-$99.1M
  2. Durable Capital Partners LP Trimmed-$84.7M
  3. UBS Group AG Trimmed-$54.2M
  4. BlackRock, Inc. Trimmed-$42.3M
  5. FIL Ltd Trimmed-$34.9M
  6. Clearbridge Investments, LLC Trimmed-$30.3M
  7. Raymond James Financial Inc Trimmed-$29.4M
  8. Gotham Asset Management, LLC Trimmed-$16.9M
  9. BNP Paribas Financial Markets Trimmed-$16.8M
  10. Geode Capital Management, LLC Trimmed-$12.8M

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $508M and sold $587M; 109 added and 146 trimmed.

Schedule 13D and 13G filings on FOUR

Owners of more than 5% must file within days, so these can be newer than the 13F data.

Questions about FOUR ownership

Who owns FOUR stock?
358 institutional investment managers reported FOUR positions in their Form 13F filings for Q2 2026, holding 69,118,210 shares worth $3.4B in total. Darlington Partners Capital Management, LP reported the largest position.
Are funds buying or selling FOUR?
In Q2 2026, 67 managers opened new FOUR positions, 109 added, 146 trimmed and 61 sold out. Managers that filed in both quarters sold a net 1,657,711 shares.
How current is this FOUR institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FOUR by CUSIP. Options are left out. FOUR news and filings · FOUR insider trades · Top funds