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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Darlington Partners Capital Management, Lp, Janus Henderson Group Plc, Spyglass Capital Management Llc, Fil Ltd, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +352,730 | +15.0% | 2,697,454 | $169.86M | Q4 2025 | Oct 27, 2026 |
| Op Asset Management Ltd | Buy | +15,220 | — | 15,220 | $958.40K | Q4 2025 | Sep 28, 2026 |
| Vela Investment Management, Llc | Buy | +51,197 | — | 51,197 | $3.22M | Q4 2025 | Aug 27, 2026 |
| Redwood Investment Management, Llc | Sell | -15,857 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -601 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Buy | +188,594 | +7.7% | 2,643,829 | $166.48M | Q4 2025 | Aug 18, 2026 |
| Ares Systematic Credit Ltd | Buy | +1,591 | — | 1,591 | $127.19K | Q4 2025 | May 19, 2026 |
| Independent Financial Group, Llc | Buy | +6,515 | +36.1% | 24,565 | $1.55M | Q4 2025 | May 15, 2026 |
| Galaxy Digital Capital Management Gp Llc | Sell | -21,783 | -100.0% | 0 | $0.00 | Q4 2025 | Mar 24, 2026 |
| Mariner Investment Group Llc | Buy | +125,000 | — | 125,000 | $7.87M | Q4 2025 | Feb 25, 2026 |
| Virtu Financial Llc | Buy | +25,816 | — | 25,816 | $1.63M | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +89,004 | — | 89,004 | $5.59M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +986,093 | — | 986,093 | $62.95M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +24,959 | — | 24,959 | $1.47M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +7,374 | — | 7,374 | $464.37K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +5,973 | — | 5,973 | $376.12K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +56 | — | 56 | $3.53K | Q4 2025 | Feb 18, 2026 |
| Darlington Partners Capital Management, Lp | Buy | +5,571,725 | — | 5,571,725 | $350.85M | Q4 2025 | Feb 17, 2026 |
| Janus Henderson Group Plc | Buy | +1,746,447 | — | 1,746,447 | $109.97M | Q4 2025 | Feb 17, 2026 |
| Spyglass Capital Management Llc | Buy | +1,697,920 | — | 1,697,920 | $106.92M | Q4 2025 | Feb 17, 2026 |
| Fil Ltd | Buy | +1,131,234 | — | 1,131,234 | $71.23M | Q4 2025 | Feb 17, 2026 |
| Durable Capital Partners | Buy | +980,485 | +17.4% | 6,606,969 | $416.04M | Q4 2025 | Feb 17, 2026 |
| Goodnow Investment Group, Llc | Buy | +851,200 | — | 851,200 | $53.60M | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | Buy | +740,956 | — | 740,956 | $46.66M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +726,533 | — | 726,533 | $45.76M | Q4 2025 | Feb 17, 2026 |
| Rice Hall James & Associates, Llc | Buy | +663,788 | — | 663,788 | $41.80M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +495,063 | — | 495,063 | $31.17M | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, Llc | Buy | +468,063 | — | 468,063 | $29.47M | Q4 2025 | Feb 17, 2026 |
| Fairview Capital Investment Management, Llc | Buy | +452,777 | — | 452,777 | $28.51M | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +388,352 | — | 388,352 | $24.45M | Q4 2025 | Feb 17, 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.
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