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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-522-5.0%10,019$487.30KQ2 2026Sep 23, 2026
State Street CorpSell-92,193-4.5%1,974,769$96.04MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-1,182-2.8%40,326$1.96MQ2 2026Sep 09, 2026
M&T Bank CorpSell-4,632-100.0%0$0.00Q2 2026Sep 04, 2026
Parkside Financial Bank & TrustBuy+18+3.5%528$25.68KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+1,246,944—1,246,944$60.65MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+13—13$632.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-78,499-91.3%7,496$364.60KQ2 2026Aug 27, 2026
Vela Investment Management, LlcSell-49,530-92.2%4,166$202.63KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-12,144-17.3%58,047$2.82MQ2 2026Aug 24, 2026
Ratan Capital Management LpSell-20,587-45.1%25,053$1.22MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-2,150-26.6%5,935$288.68KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+58—58$2.80KQ2 2026Aug 18, 2026
Public Employees Retirement System Of OhioSell-63,305-79.4%16,384$796.92KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+4,154—4,154$202.05KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+993+25.1%4,944$240.48KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1+11.1%10$486.00Q2 2026Aug 17, 2026
Durable Capital PartnersSell-1,742,160-28.3%4,423,633$215.17MQ2 2026Aug 14, 2026
Portolan Capital Management, LlcBuy+899,832+419.9%1,114,116$54.19MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+746,913+175.9%1,171,428$56.98MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-604,237-75.5%196,136$9.54MQ2 2026Aug 14, 2026
Darlington Partners Capital Management, LpBuy+585,335+8.9%7,161,844$348.35MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+543,378+510.3%649,853$31.61MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcSell-347,669-71.2%140,882$6.85MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+281,626+66.7%703,783$34.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+194,358+68.6%477,535$23.23MQ2 2026Aug 14, 2026
Goodnow Investment Group, LlcBuy+193,300+22.6%1,047,530$50.95MQ2 2026Aug 14, 2026
Palisade Capital Management, LpSell-181,969-52.1%167,072$8.13MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+169,413—169,413$8.24MQ2 2026Aug 14, 2026
Fairview Capital Investment Management, LlcSell-137,355-32.6%283,747$13.80MQ2 2026Aug 14, 2026
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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.