FOUR
Shift4 Payments, Inc. · Technology · Software - Infrastructure
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | +3 | 35.85M | $1.76B | +10 | −6 |
| Q1 2026 | 101 | -13 | 38.13M | $1.67B | +7 | −21 |
| Q4 2025 | 115 | +1 | 46.38M | $2.92B | +2 | — |
| Q3 2025 | 16 | -2 | 22.25M | $1.72B | — | −2 |
| Q2 2025 | 15 | +1 | 19.06M | $1.89B | +1 | — |
| Q1 2025 | 11 | +1 | 5.56M | $454.34M | +1 | — |
| Q4 2024 | 10 | -2 | 6.12M | $635.04M | +1 | −3 |
| Q3 2024 | 11 | -1 | 2.85M | $252.42M | +1 | −2 |
| Q2 2024 | 12 | — | 4.06M | $297.57M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.00M | — | $73.73M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.00M | — | $73.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 996.25K | — | $73.08M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 705.87K | — | $51.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 705.87K | — | $51.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 705.87K | — | $51.78M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 705.87K | — | $51.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 705.87K | — | $51.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 675.79K | — | $49.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 291.40K | — | $21.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 291.40K | — | $21.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 190.97K | — | $14.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Scion Asset Management ✦ | 100.00K | — | $7.33M | 14.0% | n/c | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 62.29K | — | $4.57M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 13.76K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 7.70K | — | $564,795 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 7.58K | — | $555,756 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 7.58K | — | $555,756 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 28 | — | $2,053 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 28 | — | $2,053 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 351 holders, 70.53M shares, $3.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.