SHIFT4 PAYMENTS INC-CLASS A (FOUR) Institutional Ownership Changes & 13F Activity
SHIFT4 PAYMENTS INC-CLASS A (FOUR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Durable Capital Partners, Citadel Advisors Llc, Portolan Capital Management, Llc, Point72 Asset Management, L.P., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -522 | -5.0% | 10,019 | $487.30K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -92,193 | -4.5% | 1,974,769 | $96.04M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,182 | -2.8% | 40,326 | $1.96M | Q2 2026 | Sep 09, 2026 |
| M&T Bank Corp | Sell | -4,632 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 04, 2026 |
| Parkside Financial Bank & Trust | Buy | +18 | +3.5% | 528 | $25.68K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +1,246,944 | — | 1,246,944 | $60.65M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +13 | — | 13 | $632.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -78,499 | -91.3% | 7,496 | $364.60K | Q2 2026 | Aug 27, 2026 |
| Vela Investment Management, Llc | Sell | -49,530 | -92.2% | 4,166 | $202.63K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -12,144 | -17.3% | 58,047 | $2.82M | Q2 2026 | Aug 24, 2026 |
| Ratan Capital Management Lp | Sell | -20,587 | -45.1% | 25,053 | $1.22M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -2,150 | -26.6% | 5,935 | $288.68K | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +58 | — | 58 | $2.80K | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -63,305 | -79.4% | 16,384 | $796.92K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +4,154 | — | 4,154 | $202.05K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +993 | +25.1% | 4,944 | $240.48K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1 | +11.1% | 10 | $486.00 | Q2 2026 | Aug 17, 2026 |
| Durable Capital Partners | Sell | -1,742,160 | -28.3% | 4,423,633 | $215.17M | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, Llc | Buy | +899,832 | +419.9% | 1,114,116 | $54.19M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +746,913 | +175.9% | 1,171,428 | $56.98M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -604,237 | -75.5% | 196,136 | $9.54M | Q2 2026 | Aug 14, 2026 |
| Darlington Partners Capital Management, Lp | Buy | +585,335 | +8.9% | 7,161,844 | $348.35M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +543,378 | +510.3% | 649,853 | $31.61M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Sell | -347,669 | -71.2% | 140,882 | $6.85M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +281,626 | +66.7% | 703,783 | $34.23M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +194,358 | +68.6% | 477,535 | $23.23M | Q2 2026 | Aug 14, 2026 |
| Goodnow Investment Group, Llc | Buy | +193,300 | +22.6% | 1,047,530 | $50.95M | Q2 2026 | Aug 14, 2026 |
| Palisade Capital Management, Lp | Sell | -181,969 | -52.1% | 167,072 | $8.13M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +169,413 | — | 169,413 | $8.24M | Q2 2026 | Aug 14, 2026 |
| Fairview Capital Investment Management, Llc | Sell | -137,355 | -32.6% | 283,747 | $13.80M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about FOUR activity
Which institutional owners are buying FOUR?
Institutional owners buying FOUR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FOUR activity?
"Buy" means an investor increased their reported position in FOUR compared to the prior reporting period. This reflects growing exposure to SHIFT4 PAYMENTS INC-CLASS A (FOUR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FOUR increasing?
Institutional interest in FOUR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FOUR Institutional Insights
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- Institutional Portfolio Overlap & Shared Holdings
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- FOUR Insider Trading & SEC Form 4 Activity
- FOUR Articles
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