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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+352,730+15.0%2,697,454$169.86MQ4 2025Oct 27, 2026
Op Asset Management LtdBuy+15,220—15,220$958.40KQ4 2025Sep 28, 2026
Vela Investment Management, LlcBuy+51,197—51,197$3.22MQ4 2025Aug 27, 2026
Redwood Investment Management, LlcSell-15,857-100.0%0$0.00Q4 2025Aug 26, 2026
Advisors Asset Management, Inc.Sell-601-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncBuy+188,594+7.7%2,643,829$166.48MQ4 2025Aug 18, 2026
Ares Systematic Credit LtdBuy+1,591—1,591$127.19KQ4 2025May 19, 2026
Independent Financial Group, LlcBuy+6,515+36.1%24,565$1.55MQ4 2025May 15, 2026
Galaxy Digital Capital Management Gp LlcSell-21,783-100.0%0$0.00Q4 2025Mar 24, 2026
Mariner Investment Group LlcBuy+125,000—125,000$7.87MQ4 2025Feb 25, 2026
Virtu Financial LlcBuy+25,816—25,816$1.63MQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+89,004—89,004$5.59MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+986,093—986,093$62.95MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+24,959—24,959$1.47MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+7,374—7,374$464.37KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+5,973—5,973$376.12KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+56—56$3.53KQ4 2025Feb 18, 2026
Darlington Partners Capital Management, LpBuy+5,571,725—5,571,725$350.85MQ4 2025Feb 17, 2026
Janus Henderson Group PlcBuy+1,746,447—1,746,447$109.97MQ4 2025Feb 17, 2026
Spyglass Capital Management LlcBuy+1,697,920—1,697,920$106.92MQ4 2025Feb 17, 2026
Fil LtdBuy+1,131,234—1,131,234$71.23MQ4 2025Feb 17, 2026
Durable Capital PartnersBuy+980,485+17.4%6,606,969$416.04MQ4 2025Feb 17, 2026
Goodnow Investment Group, LlcBuy+851,200—851,200$53.60MQ4 2025Feb 17, 2026
Point72 Asset Management, L.P.Buy+740,956—740,956$46.66MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+726,533—726,533$45.76MQ4 2025Feb 17, 2026
Rice Hall James & Associates, LlcBuy+663,788—663,788$41.80MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+495,063—495,063$31.17MQ4 2025Feb 17, 2026
Portolan Capital Management, LlcBuy+468,063—468,063$29.47MQ4 2025Feb 17, 2026
Fairview Capital Investment Management, LlcBuy+452,777—452,777$28.51MQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+388,352—388,352$24.45MQ4 2025Feb 17, 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.