Shift4 Payments Ownership 2024 | Who Owns Shift4 Payments Now?
Institutional Ownership
16.19%
Insider Ownership
1.65%
Retail Ownership
82.16%
Institutional Holders
149.00
Shift4 Payments Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.77% | 0.01% | 5,801,227 | 511,754 | 9.68% | 425,520,000 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 7.51% | 2.99% | 4,968,955 | 200,148 | 4.20% | 364,472,849 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.90% | 1.53% | 3,902,246 | 450,885 | 13.06% | 286,229,744 | Jun 30, 2024 |
| BLACKROCK INC. | 4.32% | 0.00% | 2,859,304 | 298,737 | 11.67% | 209,729,948 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 3.99% | 0.05% | 2,641,919 | 661,574 | 33.41% | 193,786,225 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 3.92% | 0.12% | 2,591,882 | 228,663 | 9.68% | 190,114,561 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 3.50% | 0.14% | 2,314,928 | 235,355 | 11.32% | 169,799,986 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 3.33% | 0.15% | 2,199,900 | - | - | 161,362,665 | Jun 30, 2024 |
| MORGAN STANLEY | 2.97% | 0.01% | 1,967,242 | 275,819 | 16.31% | 144,297,283 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.70% | 0.05% | 1,786,878 | -162,825 | -8.35% | 131,067,501 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.62% | 0.12% | 1,730,704 | 1,716,132 | 11776.91% | 126,947,138 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 2.20% | 0.06% | 1,454,714 | 19,824 | 1.38% | 106,703,730 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.18% | 0.52% | 1,442,281 | 109,029 | 8.18% | 105,791,311 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 2.14% | 3.55% | 1,413,400 | -689,000 | -32.77% | 103,672,890 | Jun 30, 2024 |
| SHAWSPRING PARTNERS LLC | 2.12% | 14.84% | 1,402,433 | -193,988 | -12.15% | 102,868,461 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.94% | 0.08% | 1,283,086 | -34,349 | -2.61% | 94,114,358 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | 1.82% | 6.47% | 1,204,077 | 101,977 | 9.25% | 88,319,048 | Jun 30, 2024 |
| NOMURA ASSET MANAGEMENT CO LTD | 1.72% | 0.28% | 1,135,063 | 202,197 | 21.67% | 83,256,871 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 1.66% | 0.15% | 1,095,546 | 1,078,115 | 6185.04% | 80,358,300 | Jun 30, 2024 |
| INVESCO LTD. | 1.53% | 0.02% | 1,014,173 | 114,245 | 12.69% | 74,389,589 | Jun 30, 2024 |
Shift4 Payments's largest institutional shareholder is VANGUARD GROUP INC, holding 8.77% of the company's total share outstanding, currently valued at $425.52M. The top 10 institutional shareholders own together 46.92% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 14B CAPTIAL MANAGEMENT LP | 0.89% | 20.09% | 586,000 | 69,000 | 13.35% | 42,983,100 | Jun 30, 2024 |
| SHAWSPRING PARTNERS LLC | 2.12% | 14.84% | 1,402,433 | -193,988 | -12.15% | 102,868,461 | Jun 30, 2024 |
| SCION ASSET MANAGEMENT, LLC | 0.15% | 13.97% | 100,000 | 100,000 | 100.00% | 7,335,000 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | 1.82% | 6.47% | 1,204,077 | 101,977 | 9.25% | 88,319,048 | Jun 30, 2024 |
| DEEPWATER ASSET MANAGEMENT, LLC | 0.32% | 5.63% | 211,429 | 4,551 | 2.20% | 15,508,317 | Jun 30, 2024 |
| GOODNOW INVESTMENT GROUP, LLC | 0.92% | 5.16% | 607,702 | 567,892 | 1426.51% | 44,574,942 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 2.14% | 3.55% | 1,413,400 | -689,000 | -32.77% | 103,672,890 | Jun 30, 2024 |
| POINT BREAK CAPITAL MANAGEMENT, LLC | 0.06% | 3.10% | 38,890 | 38,890 | 100.00% | 2,852,582 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 7.51% | 2.99% | 4,968,955 | 200,148 | 4.20% | 364,472,849 | Jun 30, 2024 |
| RATAN CAPITAL MANAGEMENT LP | 0.18% | 2.60% | 116,883 | -20,000 | -14.61% | 8,573,368 | Jun 30, 2024 |
| BULLSEYE ASSET MANAGEMENT LLC | 0.10% | 2.31% | 64,211 | - | - | 4,710,000 | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | 0.04% | 1.91% | 26,843 | 26,843 | 100.00% | 1,969,000 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.90% | 1.75% | 597,300 | 289,908 | 94.31% | 43,811,955 | Jun 30, 2024 |
| GAME CREEK CAPITAL, LP | 0.07% | 1.73% | 46,000 | 1,000 | 2.22% | 3,374,100 | Jun 30, 2024 |
| 1492 CAPITAL MANAGEMENT LLC | 0.06% | 1.71% | 41,331 | -131 | -0.32% | 3,031,629 | Jun 30, 2024 |
| TABOR ASSET MANAGEMENT, LP | 0.07% | 1.61% | 43,703 | 43,703 | 100.00% | 3,006,329 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.90% | 1.53% | 3,902,246 | 450,885 | 13.06% | 286,229,744 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.33% | 1.52% | 217,590 | 16,000 | 7.94% | 16,015,594 | Jun 30, 2024 |
| SAPIENCE INVESTMENTS, LLC | 0.05% | 1.32% | 35,109 | -22,091 | -38.62% | 2,575,245 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 1.00% | 1.30% | 661,980 | 136,023 | 25.86% | 48,556,233 | Jun 30, 2024 |
The largest Shift4 Payments shareholder by % of total assets is 14B CAPTIAL MANAGEMENT LP. The company owns 586.00K shares of Shift4 Payments (FOUR), representing 20.09% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.62% | 0.12% | 1,730,704 | 1,716,132 | 11776.91% | 126,947,138 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 1.66% | 0.15% | 1,095,546 | 1,078,115 | 6185.04% | 80,358,300 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 1.29% | 0.34% | 851,663 | 851,663 | 100.00% | 62,886,795 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 1.11% | 1.02% | 734,109 | 734,109 | 100.00% | 53,846,895 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.02% | 0.02% | 675,789 | 675,789 | 100.00% | 49,569,123 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 3.99% | 0.05% | 2,641,919 | 661,574 | 33.41% | 193,786,225 | Jun 30, 2024 |
| GOODNOW INVESTMENT GROUP, LLC | 0.92% | 5.16% | 607,702 | 567,892 | 1426.51% | 44,574,942 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.77% | 0.01% | 5,801,227 | 511,754 | 9.68% | 425,520,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 5.90% | 1.53% | 3,902,246 | 450,885 | 13.06% | 286,229,744 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.63% | 0.04% | 417,948 | 398,886 | 2092.57% | 30,510,234 | Jun 30, 2024 |
| BLACKROCK INC. | 4.32% | 0.00% | 2,859,304 | 298,737 | 11.67% | 209,729,948 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.90% | 1.75% | 597,300 | 289,908 | 94.31% | 43,811,955 | Jun 30, 2024 |
| MORGAN STANLEY | 2.97% | 0.01% | 1,967,242 | 275,819 | 16.31% | 144,297,283 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.41% | 0.01% | 269,790 | 263,214 | 4002.65% | 19,875,429 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 3.50% | 0.14% | 2,314,928 | 235,355 | 11.32% | 169,799,986 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 3.92% | 0.12% | 2,591,882 | 228,663 | 9.68% | 190,114,561 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.28% | 0.02% | 849,564 | 221,881 | 35.35% | 62,315,450 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.32% | 0.21% | 214,783 | 214,783 | 100.00% | 15,754,333 | Jun 30, 2024 |
| NOMURA ASSET MANAGEMENT CO LTD | 1.72% | 0.28% | 1,135,063 | 202,197 | 21.67% | 83,256,871 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 7.51% | 2.99% | 4,968,955 | 200,148 | 4.20% | 364,472,849 | Jun 30, 2024 |
As of Jun 30 2024, Shift4 Payments's largest institutional buyer is MANUFACTURERS LIFE INSURANCE COMPANY, THE. The company purchased 1.72M stocks of FOUR, valued at $126.95M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1.07% | 0.01% | 705,866 | -1,330,093 | -65.33% | 51,775,271 | Jun 30, 2024 |
| FMR LLC | 0.58% | 0.00% | 381,621 | -968,327 | -71.73% | 27,991,908 | Jun 30, 2024 |
| FOXHAVEN ASSET MANAGEMENT, LP | - | - | - | -881,455 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 2.14% | 3.55% | 1,413,400 | -689,000 | -32.77% | 103,672,890 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -675,100 | -100.00% | - | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 302 | -295,383 | -99.90% | 22,186 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.20% | 0.01% | 131,124 | -295,048 | -69.23% | 9,617,953 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.44% | 0.00% | 291,404 | -269,157 | -48.02% | 21,376,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -251,730 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -201,590 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 1.51% | 0.19% | 996,253 | -198,210 | -16.59% | 73,075,158 | Jun 30, 2024 |
| SHAWSPRING PARTNERS LLC | 2.12% | 14.84% | 1,402,433 | -193,988 | -12.15% | 102,868,461 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.70% | 0.05% | 1,786,878 | -162,825 | -8.35% | 131,067,501 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -125,695 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -122,800 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.03% | 0.00% | 19,588 | -117,091 | -85.67% | 1,436,780 | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | - | - | - | -100,618 | -100.00% | - | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | - | - | - | -100,500 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -94,758 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -85,779 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Shift4 Payments's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -1.33M shares of FOUR, valued at $51.78M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EAGLE ASSET MANAGEMENT INC | 1.29% | 0.34% | 851,663 | 851,663 | 100.00% | 62,886,795 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.32% | 0.21% | 214,783 | 214,783 | 100.00% | 15,754,333 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.17% | 0.18% | 113,483 | 113,483 | 100.00% | 8,323,978 | Jun 30, 2024 |
| SCION ASSET MANAGEMENT, LLC | 0.15% | 13.97% | 100,000 | 100,000 | 100.00% | 7,335,000 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.11% | 0.12% | 70,624 | 70,624 | 100.00% | 5,180,270 | Jun 30, 2024 |
| GLAZER CAPITAL, LLC | 0.10% | 0.37% | 65,000 | 65,000 | 100.00% | 4,768,000 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.08% | 0.16% | 51,799 | 51,799 | 100.00% | 3,799,457 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.08% | 0.01% | 49,657 | 49,657 | 100.00% | 3,642,341 | Jun 30, 2024 |
| POINT BREAK CAPITAL MANAGEMENT, LLC | 0.06% | 3.10% | 38,890 | 38,890 | 100.00% | 2,852,582 | Jun 30, 2024 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 0.05% | 0.01% | 30,178 | 30,178 | 100.00% | 2,213,556 | Jun 30, 2024 |
| OPPENHEIMER & CO INC | 0.04% | 0.03% | 29,675 | 29,675 | 100.00% | 2,176,661 | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 0.04% | 0.05% | 27,956 | 27,956 | 100.00% | 2,050,573 | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | 0.04% | 1.91% | 26,843 | 26,843 | 100.00% | 1,969,000 | Jun 30, 2024 |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 0.03% | 0.06% | 20,000 | 20,000 | 100.00% | 1,467,000 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.03% | 0.42% | 19,125 | 19,125 | 100.00% | 1,309,332 | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | 0.03% | 0.04% | 18,792 | 18,792 | 100.00% | 1,378,393 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.03% | 0.02% | 18,000 | 18,000 | 100.00% | 1,320,300 | Jun 30, 2024 |
| REGAL INVESTMENT ADVISORS LLC | 0.03% | 0.08% | 16,849 | 16,849 | 100.00% | 1,235,876 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | 0.00% | 15,000 | 15,000 | 100.00% | 1,100,250 | Jun 30, 2024 |
| BLACK SWIFT GROUP, LLC | 0.02% | 0.25% | 15,000 | 15,000 | 100.00% | 1,100,250 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.02% | 0.01% | 13,763 | 13,763 | 100.00% | 1,009,516 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.02% | 0.00% | 12,006 | 12,006 | 100.00% | 880,640 | Jun 30, 2024 |
| JT STRATFORD LLC | 0.02% | 0.15% | 11,075 | 11,075 | 100.00% | 812,351 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.02% | 0.00% | 10,169 | 10,169 | 100.00% | 745,896 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.02% | 0.01% | 10,111 | 10,111 | 100.00% | 741,642 | Jun 30, 2024 |
| FINANCIERE DES PROFESSIONNELS - FONDS D,INVESTISSEMENT INC. | 0.02% | 0.06% | 10,083 | 10,083 | 100.00% | 741,605 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.02% | 0.01% | 10,015 | 10,015 | 100.00% | 734,600 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.04% | 7,300 | 7,300 | 100.00% | 535,455 | Jun 30, 2024 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 0.01% | 0.04% | 5,640 | 5,640 | 100.00% | 413,694 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.01% | 0.00% | 5,231 | 5,231 | 100.00% | 383,695 | Jun 30, 2024 |
| WEXFORD CAPITAL LP | 0.01% | 0.10% | 5,143 | 5,143 | 100.00% | 377,239 | Jun 30, 2024 |
| S.A. MASON LLC | 0.01% | 0.21% | 5,100 | 5,100 | 100.00% | 374,085 | Jun 30, 2024 |
| RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | 0.01% | 0.20% | 5,035 | 5,035 | 100.00% | 369,317 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.01% | 0.34% | 4,300 | 4,300 | 100.00% | 315,405 | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | 0.01% | 0.01% | 4,125 | 4,125 | 100.00% | 302,569 | Jun 30, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 0.01% | 3,622 | 3,622 | 100.00% | 265,674 | Jun 30, 2024 |
| M&T BANK CORP | 0.01% | 0.00% | 3,414 | 3,414 | 100.00% | 250,419 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.01% | 3,404 | 3,404 | 100.00% | 249,683 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.01% | 0.00% | 3,343 | 3,343 | 100.00% | 245,000 | Jun 30, 2024 |
| 0.01% | 0.20% | 3,303 | 3,303 | 100.00% | 242,294 | Jun 30, 2024 | |
| FIFTH THIRD BANCORP | 0.00% | 0.00% | 3,218 | 3,218 | 100.00% | 236,040 | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | 0.00% | 0.02% | 3,172 | 3,172 | 100.00% | 232,666 | Jun 30, 2024 |
| JOHNSON INVESTMENT COUNSEL INC | 0.00% | 0.00% | 3,129 | 3,129 | 100.00% | 229,512 | Jun 30, 2024 |
| ASSOCIATED BANC-CORP | 0.00% | 0.01% | 2,810 | 2,810 | 100.00% | 206,113 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.00% | 0.00% | 2,772 | 2,772 | 100.00% | 203,326 | Jun 30, 2024 |
| MRP CAPITAL INVESTMENTS, LLC | 0.00% | 0.17% | 2,450 | 2,450 | 100.00% | 179,709 | Jun 30, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | 0.00% | 0.03% | 2,400 | 2,400 | 100.00% | 176,040 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.13% | 2,272 | 2,272 | 100.00% | 166,651 | Jun 30, 2024 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0.00% | 0.00% | 1,430 | 1,430 | 100.00% | 104,891 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,195 | 1,195 | 100.00% | 87,653 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.02% | 813 | 813 | 100.00% | 59,634 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | - | 500 | 500 | 100.00% | 5,461 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 353 | 353 | 100.00% | 25,893 | Jun 30, 2024 |
| GLAZER CAPITAL, LLC | 0.00% | 0.00% | 301 | 301 | 100.00% | 40,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.00% | - | 200 | 200 | 100.00% | 14,670 | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 145 | 145 | 100.00% | 10,636 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 115 | 115 | 100.00% | 8,435 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | 0.00% | 0.00% | 88 | 88 | 100.00% | 5,814 | Jun 30, 2024 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.00% | 0.97% | 73 | 73 | 100.00% | 5,959,000 | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | 0.00% | 0.00% | 50 | 50 | 100.00% | 3,802 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 45 | 45 | 100.00% | 3,301 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 2,567 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 19 | 19 | 100.00% | 1,394 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 12 | 12 | 100.00% | 879 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | 0.00% | 8 | 8 | 100.00% | 1,000 | Jun 30, 2024 |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | - | 0.00% | 7 | 7 | 100.00% | 513 | Jun 30, 2024 |
| RFP FINANCIAL GROUP LLC | - | 0.00% | 7 | 7 | 100.00% | 513 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 74 | Jun 30, 2024 |
Shift4 Payments's largest new institutional shareholder by number of shares is EAGLE ASSET MANAGEMENT INC, purchased 851.66K shares, valued at $62.89M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOXHAVEN ASSET MANAGEMENT, LP | - | - | - | -881,455 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -675,100 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -251,730 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -201,590 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -125,695 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -122,800 | -100.00% | - | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | - | - | - | -100,618 | -100.00% | - | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | - | - | - | -100,500 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -94,758 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -85,779 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -61,200 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -55,219 | -100.00% | - | Jun 30, 2024 |
| KEPOS CAPITAL LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| TROLUCE CAPITAL ADVISORS LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | - | - | - | -48,563 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -48,485 | -100.00% | - | Jun 30, 2024 |
| BECK BODE, LLC | - | - | - | -47,593 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -41,100 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -40,780 | -100.00% | - | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -31,900 | -100.00% | - | Jun 30, 2024 |
| SKYE GLOBAL MANAGEMENT LP | - | - | - | -29,500 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -27,207 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -25,121 | -100.00% | - | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | - | - | - | -24,065 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -22,852 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON HARBOUR PARTNERS LP | - | - | - | -20,308 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -19,450 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -19,249 | -100.00% | - | Jun 30, 2024 |
| FORGE FIRST ASSET MANAGEMENT INC. | - | - | - | -18,800 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -17,400 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -14,705 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -13,708 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -12,815 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -11,890 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -11,769 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -11,370 | -100.00% | - | Jun 30, 2024 |
| HORIZON INVESTMENT SERVICES, LLC | - | - | - | -8,287 | -100.00% | - | Jun 30, 2024 |
| CHESAPEAKE CAPITAL CORP /IL/ | - | - | - | -7,617 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -7,066 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -6,500 | -100.00% | - | Jun 30, 2024 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | - | - | - | -5,925 | -100.00% | - | Jun 30, 2024 |
| OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | - | - | - | -5,898 | -100.00% | - | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | - | - | - | -5,255 | -100.00% | - | Jun 30, 2024 |
| DRW SECURITIES, LLC | - | - | - | -5,200 | -100.00% | - | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | - | - | - | -5,128 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -4,478 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -3,811 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -3,724 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| SHEETS SMITH WEALTH MANAGEMENT | - | - | - | -3,314 | -100.00% | - | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | - | - | - | -3,311 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | - | - | -3,109 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | - | - | - | -2,880 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,413 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -1,841 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -894 | -100.00% | - | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| ACCORDANT ADVISORY GROUP INC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -120 | -100.00% | - | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Shift4 Payments's largest sold out institutional shareholder by shares sold is FOXHAVEN ASSET MANAGEMENT, LP, sold -0.88M shares, valued at -, as of undefined.
Shift4 Payments Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VOYAGEUR MUTUAL FUNDS III | 16.49% | 162,546 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 3.09% | 505,509 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2.99% | 343,035 | 146,337 | 74.40% | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 2.03% | 1,610,000 | - | - | Dec 29, 2023 |
| Stock Portfolio | 1.94% | 119,417 | 30,217 | 33.88% | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund II | 1.94% | 157,901 | 58,757 | 59.26% | Mar 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 1.57% | 12,000,000 | - | - | Jan 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 1.57% | 12,000,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 1.54% | 6,090,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 1.54% | 1,000,000 | - | - | Dec 29, 2023 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.46% | 7,103,000 | - | - | Jan 31, 2024 |
| BANCROFT FUND LTD | 1.44% | 2,000,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.43% | 2,000,000 | - | - | Dec 29, 2023 |
| Virtus Equity & Convertible Income Fund | 1.30% | 2,575,000 | 215,000 | 9.11% | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.28% | 3,035,000 | 250,000 | 8.98% | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 1.20% | 15,000,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 1.20% | 15,000,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.20% | 2,440,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 1.20% | 13,750,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 1.20% | 13,750,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 1.11% | 2,195,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.11% | 2,625,000 | - | - | Jan 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 1.09% | 136,332 | 32,830 | 31.72% | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.09% | 2,210,000 | 175,000 | 8.60% | Jan 31, 2024 |
| BANCROFT FUND LTD | 1.08% | 1,500,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.07% | 1,500,000 | - | - | Dec 29, 2023 |
| ADVENT CONVERTIBLE & INCOME FUND | 1.07% | 3,655,000 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 1.04% | 22,090,000 | - | - | Mar 28, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 1.04% | 4,090,000 | - | - | Jan 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.04% | 110,641 | 23,482 | 26.94% | Mar 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 0.88% | 64,000 | - | - | Mar 31, 2024 |
| Virtus Convertible & Income Fund | 0.86% | 4,265,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.85% | 3,215,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 0.78% | 3,075,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 0.78% | 3,075,000 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.77% | 610,000 | - | - | Dec 29, 2023 |
| AGF Investments Trust | 0.73% | -13,878 | 3,210 | -18.79% | Mar 31, 2024 |
| Virtus Convertible & Income Fund II | 0.73% | 2,755,000 | 220,000 | 8.68% | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.71% | 3,485,000 | 275,000 | 8.57% | Jan 31, 2024 |
| Virtus Strategy Trust | 0.70% | 14,775,000 | -785,000 | -5.04% | Mar 28, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.68% | 633,105 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.56% | 11,755,000 | - | - | Mar 28, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.55% | 1,125,000 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.54% | 18,465,000 | -2,610,000 | -12.38% | Mar 28, 2024 |
| Franklin Investors Securities Trust | 0.52% | 36,000,000 | - | - | Jan 31, 2024 |
| Tax-Managed Multi-Cap Growth Portfolio | 0.52% | 13,838 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.50% | 17,240,000 | - | - | Mar 28, 2024 |
| Virtus Convertible & Income Fund | 0.46% | 2,280,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.46% | 1,720,000 | - | - | Jan 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.45% | 4,981,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.44% | 1,045,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.44% | 865,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.40% | 42,317,000 | - | - | Jan 31, 2024 |
| CALAMOS GLOBAL TOTAL RETURN FUND | 0.39% | 900,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.38% | 763,650 | 24,838 | 3.36% | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.36% | 37,679,000 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.36% | 285,000 | - | - | Dec 29, 2023 |
| Virtus Convertible & Income Fund | 0.34% | 1,695,000 | - | - | Jan 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.34% | 113,530 | - | - | Dec 31, 2023 |
| Virtus Convertible & Income Fund II | 0.34% | 1,275,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.33% | 660,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.33% | 790,000 | - | - | Jan 31, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.33% | 494,936 | 9,489 | 1.95% | Jan 31, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.31% | 435,000 | - | - | Dec 29, 2023 |
| SPARROW FUNDS | 0.29% | 1,040 | - | - | Feb 29, 2024 |
| BANCROFT FUND LTD | 0.28% | 390,000 | - | - | Dec 29, 2023 |
| Virtus Diversified Income & Convertible Fund | 0.28% | 570,000 | - | - | Jan 31, 2024 |
| BlackRock Science & Technology Trust II | 0.26% | 146,133 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.26% | 8,115,000 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.22% | 140,000 | - | - | Dec 29, 2023 |
| COLUMBIA ACORN TRUST | 0.21% | 689,769 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.20% | 600,000 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.20% | 6,780,000 | - | - | Mar 28, 2024 |
| WASATCH FUNDS TRUST | 0.19% | 1,796,176 | 396,741 | 28.35% | Mar 31, 2024 |
| Virtus Convertible & Income Fund II | 0.19% | 715,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.18% | 905,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.18% | 763,683 | 5,361 | 0.71% | Mar 28, 2024 |
| WANGER ADVISORS TRUST | 0.17% | 95,000 | - | - | Mar 31, 2024 |
| Columbia Seligman Premium Technology Growth Fund, Inc. | 0.17% | 32,500 | 32,500 | - | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.17% | 17,575,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.17% | 17,575,000 | - | - | Jan 31, 2024 |
| SEI Exchange Traded Funds | 0.14% | 1,972 | 168 | 9.31% | Dec 31, 2023 |
| T. Rowe Price New Horizons Fund, Inc. | 0.13% | 663,003 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.13% | 407,200 | -86,700 | -17.55% | Mar 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.12% | 28,346 | -26,088 | -47.93% | Dec 31, 2023 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.10% | 145,000 | - | - | Jan 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.10% | 145,000 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.10% | 382,329 | 302,884 | 381.25% | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.09% | 30,650 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.09% | 846,006 | -56,799 | -6.29% | Feb 29, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.08% | 900,000 | - | - | Jan 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.08% | 900,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.08% | 49,917 | 3,121 | 6.67% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 40,041 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.08% | 46,727 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.07% | 55,783 | 19,820 | 55.11% | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.07% | 552,900 | -35,000 | -5.95% | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.06% | 720,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.06% | 720,000 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.06% | 50,000 | - | - | Mar 31, 2024 |
Shift4 Payments's largest mutual fund holder by % of total assets is "VOYAGEUR MUTUAL FUNDS III", owning 162.55K shares, compromising 16.49% of its total assets.
Shift4 Payments Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 149 | -58.61% |
| 31 Mar, 24 | 360 | 5.88% |
| 31 Dec, 23 | 340 | 24.09% |
| 30 Sep, 23 | 274 | -5.52% |
| 30 Jun, 23 | 290 | -6.15% |
| 31 Mar, 23 | 309 | 23.11% |
| 31 Dec, 22 | 251 | 14.61% |
| 30 Sep, 22 | 219 | 0.92% |
| 30 Jun, 22 | 217 | -9.58% |
| 31 Mar, 22 | 240 | -4.00% |
| 31 Dec, 21 | 250 | 1.21% |
| 30 Sep, 21 | 247 | 6.47% |
| 30 Jun, 21 | 232 | 7.91% |
| 31 Mar, 21 | 215 | 5.39% |
| 31 Dec, 20 | 204 | 47.83% |
| 30 Sep, 20 | 138 | 70.37% |
| 30 Jun, 20 | 81 | 8000.00% |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 30 Jun 24, 149 institutions are holding Shift4 Payments's shares, representing a decrease of -58.61% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,708,092 | -82.39% |
| 31 Mar, 24 | 60,814,663 | 2.76% |
| 31 Dec, 23 | 59,182,272 | 1.12% |
| 30 Sep, 23 | 58,528,939 | 1.11% |
| 30 Jun, 23 | 57,887,112 | 3.80% |
| 31 Mar, 23 | 55,766,097 | -2.90% |
| 31 Dec, 22 | 57,432,105 | 1.73% |
| 30 Sep, 22 | 56,457,798 | -1.53% |
| 30 Jun, 22 | 57,337,593 | -5.40% |
| 31 Mar, 22 | 60,611,748 | 5.11% |
| 31 Dec, 21 | 57,664,172 | 3.40% |
| 30 Sep, 21 | 55,769,424 | 19.21% |
| 30 Jun, 21 | 46,780,786 | 8.08% |
| 31 Mar, 21 | 43,281,996 | 11.24% |
| 31 Dec, 20 | 38,909,982 | 45.22% |
| 30 Sep, 20 | 26,793,948 | 67.05% |
| 30 Jun, 20 | 16,039,676 | 16366916.33% |
| 31 Mar, 20 | 98 | - |
| 31 Dec, 19 | 98 | - |
| 30 Sep, 19 | 98 | - |
| 30 Jun, 19 | 98 | - |
| 31 Mar, 19 | 98 | - |
Shift4 Payments (FOUR) has 10.71M shares outstanding as of 30 Jun 24, down -82.39% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.19% | 0.16% |
| 31 Mar, 24 | 101.90% | 0.99% |
| 31 Dec, 23 | 101.52% | 1.03% |
| 30 Sep, 23 | 99.24% | 0.98% |
| 30 Jun, 23 | 100.71% | 1.07% |
| 31 Mar, 23 | 97.02% | 0.80% |
| 31 Dec, 22 | 109.80% | 1.05% |
| 30 Sep, 22 | 102.37% | 0.97% |
| 30 Jun, 22 | 102.76% | 0.90% |
| 31 Mar, 22 | 106.91% | 1.00% |
| 31 Dec, 21 | 103.32% | 1.03% |
| 30 Sep, 21 | 99.93% | 1.35% |
| 30 Jun, 21 | 85.92% | 1.27% |
| 31 Mar, 21 | 82.16% | 1.10% |
| 31 Dec, 20 | 86.41% | 2.18% |
| 30 Sep, 20 | 63.00% | 3.75% |
| 30 Jun, 20 | 40.98% | 54397001266.67% |
| 31 Mar, 20 | 0.00% | 333333.33% |
| 31 Dec, 19 | 0.00% | 333333.33% |
| 30 Sep, 19 | 0.00% | 333333.33% |
| 30 Jun, 19 | 0.00% | 333333.33% |
| 31 Mar, 19 | 0.00% | - |
As of 30 Jun 24, Shift4 Payments is held by 16.19% institutional shareholders, representing a 0.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 103 | -45.50% |
| 31 Mar, 24 | 189 | 9.25% |
| 31 Dec, 23 | 173 | 30.08% |
| 30 Sep, 23 | 133 | -3.62% |
| 30 Jun, 23 | 138 | -22.47% |
| 31 Mar, 23 | 178 | 23.61% |
| 31 Dec, 22 | 144 | 51.58% |
| 30 Sep, 22 | 95 | -15.18% |
| 30 Jun, 22 | 112 | -15.15% |
| 31 Mar, 22 | 132 | -12.58% |
| 31 Dec, 21 | 151 | 7.09% |
| 30 Sep, 21 | 141 | 9.30% |
| 30 Jun, 21 | 129 | 2.38% |
| 31 Mar, 21 | 126 | -10.64% |
| 31 Dec, 20 | 141 | 36.89% |
| 30 Sep, 20 | 103 | 41.10% |
| 30 Jun, 20 | 73 | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
103 institutional shareholders have increased their position in FOUR stock as of 30 Jun 24 compared to 189 in the previous quarter (a -45.50% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 23 | -77.45% |
| 31 Mar, 24 | 102 | -6.42% |
| 31 Dec, 23 | 109 | 26.74% |
| 30 Sep, 23 | 86 | -7.53% |
| 30 Jun, 23 | 93 | 14.81% |
| 31 Mar, 23 | 81 | 26.56% |
| 31 Dec, 22 | 64 | -22.89% |
| 30 Sep, 22 | 83 | 27.69% |
| 30 Jun, 22 | 65 | -5.80% |
| 31 Mar, 22 | 69 | 18.97% |
| 31 Dec, 21 | 58 | 5.45% |
| 30 Sep, 21 | 55 | -17.91% |
| 30 Jun, 21 | 67 | 17.54% |
| 31 Mar, 21 | 57 | 46.15% |
| 31 Dec, 20 | 39 | 143.75% |
| 30 Sep, 20 | 16 | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
23 institutional shareholders have reduced their position in FOUR stock as of 30 Jun 24 compared to 102 in the previous quarter (a -77.45% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 149 | -58.61% | 10,708,092 | -82.39% | 16.19% | 0.16% | 103 | -45.50% | 23 | -77.45% |
| 31 Mar, 24 | 360 | 5.88% | 60,814,663 | 2.76% | 101.90% | 0.99% | 189 | 9.25% | 102 | -6.42% |
| 31 Dec, 23 | 340 | 24.09% | 59,182,272 | 1.12% | 101.52% | 1.03% | 173 | 30.08% | 109 | 26.74% |
| 30 Sep, 23 | 274 | -5.52% | 58,528,939 | 1.11% | 99.24% | 0.98% | 133 | -3.62% | 86 | -7.53% |
| 30 Jun, 23 | 290 | -6.15% | 57,887,112 | 3.80% | 100.71% | 1.07% | 138 | -22.47% | 93 | 14.81% |
| 31 Mar, 23 | 309 | 23.11% | 55,766,097 | -2.90% | 97.02% | 0.80% | 178 | 23.61% | 81 | 26.56% |
| 31 Dec, 22 | 251 | 14.61% | 57,432,105 | 1.73% | 109.80% | 1.05% | 144 | 51.58% | 64 | -22.89% |
| 30 Sep, 22 | 219 | 0.92% | 56,457,798 | -1.53% | 102.37% | 0.97% | 95 | -15.18% | 83 | 27.69% |
| 30 Jun, 22 | 217 | -9.58% | 57,337,593 | -5.40% | 102.76% | 0.90% | 112 | -15.15% | 65 | -5.80% |
| 31 Mar, 22 | 240 | -4.00% | 60,611,748 | 5.11% | 106.91% | 1.00% | 132 | -12.58% | 69 | 18.97% |
| 31 Dec, 21 | 250 | 1.21% | 57,664,172 | 3.40% | 103.32% | 1.03% | 151 | 7.09% | 58 | 5.45% |
| 30 Sep, 21 | 247 | 6.47% | 55,769,424 | 19.21% | 99.93% | 1.35% | 141 | 9.30% | 55 | -17.91% |
| 30 Jun, 21 | 232 | 7.91% | 46,780,786 | 8.08% | 85.92% | 1.27% | 129 | 2.38% | 67 | 17.54% |
| 31 Mar, 21 | 215 | 5.39% | 43,281,996 | 11.24% | 82.16% | 1.10% | 126 | -10.64% | 57 | 46.15% |
| 31 Dec, 20 | 204 | 47.83% | 38,909,982 | 45.22% | 86.41% | 2.18% | 141 | 36.89% | 39 | 143.75% |
| 30 Sep, 20 | 138 | 70.37% | 26,793,948 | 67.05% | 63.00% | 3.75% | 103 | 41.10% | 16 | - |
| 30 Jun, 20 | 81 | 8000.00% | 16,039,676 | 16366916.33% | 40.98% | 54397001266.67% | 73 | - | - | - |
| 31 Mar, 20 | 1 | - | 98 | - | 0.00% | 333333.33% | - | - | - | - |
| 31 Dec, 19 | 1 | - | 98 | - | 0.00% | 333333.33% | - | - | - | - |
| 30 Sep, 19 | 1 | - | 98 | - | 0.00% | 333333.33% | - | - | - | - |
| 30 Jun, 19 | 1 | - | 98 | - | 0.00% | 333333.33% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 98 | - | 0.00% | - | 1 | - | - | - |
Shift4 Payments Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Shift4 Payments's stock was made by Disman Nancy on Aug 16 2024, selling 71,995 shares at $62.71 per share (valued at $4.51M). The last insider buy of FOUR was made by Isaacman Jared on Jun 14 2024, buying 14,486 shares at $69.40 per share (worth $1.01M).
Shift4 Payments Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 12 | 12 | 100.00% |
| Q1 2024 | 4 | 11 | 36.36% |
| Q4 2023 | - | 11 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 7 | 5 | 140.00% |
| Q1 2023 | 5 | 11 | 45.45% |
| Q4 2022 | 1 | 7 | 14.29% |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 7 | 3 | 233.33% |
| Q1 2022 | 7 | 4 | 175.00% |
| Q4 2021 | 4 | 8 | 50.00% |
| Q3 2021 | 5 | 8 | 62.50% |
| Q2 2021 | 60 | 207 | 28.99% |
| Q1 2021 | 7 | 5 | 140.00% |
| Q4 2020 | 9 | 13 | 69.23% |
| Q3 2020 | 2 | 4 | 50.00% |
| Q2 2020 | 19 | - | - |
| Q4 2015 | 1 | - | - |
| Q2 2015 | 3 | 6 | 50.00% |
| Q1 2015 | 3 | - | - |
12 total buy trades, and 12 total sell trades (buy/sell ratio of 1.00%) were made by Shift4 Payments's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 5 | 3 | 166.67% |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 6 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 3 | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 5 | - |
| Q2 2021 | - | 119 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | - | - |
| Q4 2015 | - | - | - |
| Q2 2015 | - | 3 | - |
| Q1 2015 | 2 | - | - |
As of Q2 2024, Insider owners conducted 5 open market buy trades and 3 open market sell trades of Shift4 Payments's stocks.
Shift4 Payments Peer Ownership
FOUR Ownership FAQ
Who Owns Shift4 Payments?
Shift4 Payments is owned by institutional shareholders (16.19%), insiders (1.65%), and public (82.16%). The largest institutional shareholder of Shift4 Payments is VANGUARD GROUP INC (8.77% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (16.49% of total shares).
Who are the major institutional shareholders of Shift4 Payments?
Shift4 Payments's major institutional shareholders are VANGUARD GROUP INC, DURABLE CAPITAL PARTNERS LP, WASATCH ADVISORS LP, BLACKROCK INC., and AMERIPRISE FINANCIAL INC. The top five shareholders own together 30.50% of the company's share outstanding.
How many Shift4 Payments shareholders are there?
As of Jun 2024, there are 149 institutional shareholders of Shift4 Payments.
What percentage of Shift4 Payments is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.8M shares of Shift4 Payments, representing 8.77% of the company's total shares outstanding, valued at $425.52M (as of Jun 2024).
What percentage of Shift4 Payments is owned by DURABLE CAPITAL PARTNERS LP?
As of Jun 2024, DURABLE CAPITAL PARTNERS LP holds 4.97M shares of Shift4 Payments (FOUR), compromising 7.51% of the company, valued at $364.47M.
What percentage of Shift4 Payments is owned by WASATCH ADVISORS LP?
WASATCH ADVISORS LP is the third largest holder of Shift4 Payments. The company owns 3.9M of the company's shares outstanding (worth $286.23M).