FOUR
Shift4 Payments, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares -11.4% ·
flujo de acciones -8.7% ·
nuevas posiciones netas -13.9%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | +3 | 35.84M | $1.76B | +10 | −7 |
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 6.45M | +1.0% | $282.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | Ensign Peak Advisors, Inc | 3.11M | +17.5% | $135.84M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Neuberger Berman Group LLC | 2.52M | -6.6% | $110.20M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 2.29M | — | $99.97M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 2.15M | +3.4% | $94.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (pasivo) | 2.07M | +2.3% | $90.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.92M | +15.8% | $83.82M | 0.1% | ▲ Add | 8 | SEC ↗ ×3 |
| 8 | Clearbridge Investments, LLC | 1.82M | -10.2% | $79.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Janus Henderson Group Plc | 1.80M | +3.3% | $78.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Geode Capital Management ✦ (pasivo) | 1.42M | +3.9% | $62.15M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | UBS AM, a distinct business unit of… | 1.13M | +42.9% | $49.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 12 | Fidelity (FMR) ✦ | 887.61K | +473.8% | $38.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 13 | Raymond James Financial Inc | 800.37K | -18.8% | $34.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | FIL Ltd | 723.39K | -36.0% | $31.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Nomura Asset Management Co Ltd | 688.55K | -23.7% | $30.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 638.16K | -42.1% | $27.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 17 | Charles Schwab Investment… | 537.93K | +8.7% | $23.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northern Trust Corp | 504.06K | +1.8% | $22.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Gotham Asset Management ✦ | 488.55K | +951.9% | $21.36M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 444.12K | +203.8% | $19.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 424.51K | -42.7% | $18.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 422.16K | +123.9% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Bank of New York Mellon Corp | 402.72K | -4.8% | $17.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 24 | Dimensional Fund Advisors Lp | 335.00K | -34.4% | $14.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Bank Of America Corp /De/ | 283.18K | -3.4% | $12.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 26 | Alliancebernstein L.P. | 182.91K | +104.4% | $11.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Deutsche Bank Ag\ | 209.25K | -19.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Rhumbline Advisers | 187.31K | +4.4% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Daiwa Securities Group Inc. | 163.60K | Nuevo | $7.15M | 0.0% | New | 1 | SEC ↗ |
| 30 | State Of Wisconsin Investment Board | 161.03K | -6.2% | $7.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Squarepoint Ops LLC | 158.16K | Nuevo | $6.92M | 0.0% | New | 1 | SEC ↗ |
| 32 | New York State Common Retirement… | 157.14K | -4.0% | $6.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Invesco Ltd. | 152.49K | -70.5% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 34 | Principal Financial Group Inc | 151.95K | +5.0% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Sei Investments Co | 146.00K | -56.0% | $6.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 135.03K | -3.2% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 37 | Nuveen, LLC | 133.68K | -13.8% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | National Bank Of Canada /Fi/ | 124.55K | Nuevo | $5.45M | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 120.20K | +0.7% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 106.47K | -57.8% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Barclays Plc | 90.95K | -18.1% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Corient Private Wealth LP | 86.00K | -51.8% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Legal & General Group Plc | 85.37K | -11.0% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | California Public Employees… | 81.83K | 0.0% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Allspring Global Investments… | 81.37K | +1.1% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Nordea Investment Management Ab | 75.86K | -4.1% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Royal Bank Of Canada | 71.57K | -7.5% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 48 | California State Teachers… | 70.19K | +23.4% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 62.05K | -33.6% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 50 | T. Rowe Price ✦ | 61.01K | -84.3% | $2.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 57.64K | -92.1% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Universal- Beteiligungs- und… | 47.33K | -58.2% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | LPL Financial LLC | 46.57K | -69.8% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | State Board Of Administration Of… | 46.55K | 0.0% | $2.04M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Stifel Financial Corp | 43.98K | -1.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Manufacturers Life Insurance… | 41.51K | -15.8% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 41.14K | +4.1% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Quantinno Capital Management LP | 38.69K | -50.2% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mariner, LLC | 32.76K | +60.3% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Tidal Investments LLC | 30.83K | -79.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fifth Third Bancorp | 30.38K | +19626.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 26.32K | -97.0% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 63 | Citigroup Inc | 26.02K | +37.5% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 64 | Millennium Management ✦ | 23.83K | -15.1% | $1.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | Creative Planning | 22.87K | +166.4% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | BNP Paribas Asset Management… | 16.67K | -11.3% | $729,022 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Zurcher Kantonalbank (Zurich… | 15.66K | +27.3% | $684,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | First Trust Advisors Lp | 15.46K | -31.7% | $676,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Cetera Investment Advisers | 15.44K | +14.0% | $675,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Loomis Sayles & Co L P | 15.41K | -92.2% | $673,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Us Bancorp \De\ | 15.22K | -39.0% | $665,483 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Mml Investors Services, Llc | 14.66K | +16.5% | $641,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Captrust Financial Advisors | 10.81K | -8.6% | $472,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Envestnet Asset Management Inc | 10.54K | -53.6% | $460,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Pictet Asset Management Holding SA | 9.99K | +7.8% | $436,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 9.88K | +345.1% | $432,053 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | American Century Companies Inc | 9.36K | +99.5% | $409,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Victory Capital Management Inc | 9.09K | -66.0% | $397,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 8.55K | -65.0% | $374,066 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | Two Sigma Investments ✦ | 7.88K | Nuevo | $344,417 | 0.0% | New | 1 | SEC ↗ |
| 81 | Pacer Advisors, Inc. | 7.79K | -36.0% | $341,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Nomura Holdings Inc | 6.59K | Nuevo | $288,224 | 0.0% | New | 1 | SEC ↗ |
| 83 | Voya Investment Management Llc | 6.46K | -0.4% | $282,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Amundi | 6.42K | Nuevo | $280,528 | 0.0% | New | 1 | SEC ↗ |
| 85 | Baird Financial Group, Inc. | 6.31K | -97.7% | $275,849 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Commonwealth Equity Services, Llc | 5.97K | -29.8% | $261,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 5.59K | Nuevo | $244,392 | 0.0% | New | 1 | SEC ↗ ×3 |
| 88 | Jones Financial Companies Lllp | 4.93K | +17.7% | $219,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mitsubishi UFJ Asset Management… | 4.63K | -1.7% | $202,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 4.28K | -10.8% | $187,199 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Pnc Financial Services Group, Inc. | 3.77K | -48.0% | $164,993 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 92 | Federated Hermes, Inc. | 3.66K | +6.8% | $160,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Asset Management One Co., Ltd. | 1.14K | -13.8% | $49,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Cwm, Llc | 873 | +35.8% | $38,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Lazard Asset Management Llc | 346 | +1935.3% | $15,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Mirae Asset Global Investments Co.… | 210 | -15.3% | $9,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Franklin Resources Inc | 108 | -74.8% | $4,723 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 98 | Assetmark, Inc | 76 | -10.6% | $3,323 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | TD Waterhouse Canada Inc. | 57 | +16.3% | $2,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Northwestern Mutual Wealth… | 39 | -45.8% | $1,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Daiwa Securities Group Inc. | $7.15M | 0.0% |
| Squarepoint Ops LLC | $6.92M | 0.0% |
| National Bank Of Canada /Fi/ | $5.45M | 0.0% |
| Two Sigma Investments | $344,417 | 0.0% |
| Nomura Holdings Inc | $288,224 | 0.0% |
| Amundi | $280,528 | 0.0% |
| AQR Capital Management | $244,392 | 0.0% |
Posición cerrada
| Jennison Associates Llc | $58.26M | era 0.0% |
| Norges Bank | $51.64M | era 0.0% |
| Wellington Management | $13.01M | era 0.0% |
| Citadel Advisors | $7.77M | era 0.0% |
| Walleye Trading LLC | $5.84M | era 0.1% |
| Hrt Financial Lp | $3.84M | era 0.0% |
| Nomura Asset Management… | $2.25M | era 0.0% |
| Group One Trading Llc | $1.90M | era 0.1% |
| Jane Street Group, Llc | $1.79M | era 0.0% |
| D. E. Shaw & Co. | $1.54M | era 0.0% |
| Balyasny Asset Management L.P. | $1.39M | era 0.0% |
| Lido Advisors, LLC | $1.20M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 351 tenedores, 70.53M acciones, $3.05B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.