SHIFT4 PMTS INC (FOUR) is held by 145 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling FOUR?

In Q1 2026, 69 institutions opened or increased positions in SHIFT4 PMTS INC while 110 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on FOUR?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SHIFT4 PMTS INC.

How many hedge funds hold FOUR?

145 institutional investors report holding SHIFT4 PMTS INC (FOUR) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into FOUR?

As of Q1 2026, tracked institutions in SHIFT4 PMTS INC show 69 buyers versus 110 sellers — net outflows.

Are Congress members and hedge funds both buying FOUR?

Yes — in the latest quarter, 1 members of Congress and 69 institutional investors bought SHIFT4 PMTS INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

SHIFT4 PMTS INC

FOUR·82452J109·US·Common Stock·Technology - Software - Infrastructure-13D/G

145

Holders

(15 Elite)

$2.4B

Total Value

39% (179)

Consensus

69 buying - 110 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 145 funds

15 elite

Who's Trading

ActivistDADarlington Partners Capital Management, LP8.3%May 15, 2026

ActivistDUDurable Capital Partners LP7.6%May 15, 2026

CongressJIJared IsaacmanBuy $5,000,001 - $25,000,000May 12, 2026

InsiderIJIsaacman JaredBuy $8.1MMay 11, 2026

CongressJIJared IsaacmanBuy $5,000,001 - $25,000,000May 11, 2026

InsiderIJIsaacman JaredBuy $2.0MMar 10, 2026

CongressJIJared IsaacmanBuy $1,000,001 - $5,000,000Mar 10, 2026

InsiderIJIsaacman JaredBuy $2.0MMar 2, 2026

CongressJIJared IsaacmanBuy $1,000,001 - $5,000,000Mar 2, 2026

InsiderIJIsaacman JaredBuy $7.0MFeb 27, 2026

View all insider trades View all activist filings View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	6.5M(+1.0%)	$282.2M	0.0%	-51.01%	31
DUDurable Capital Partners LP	Decreased	6.2M(-6.7%)	$269.6M	2.8%	-23.79%	0
WASATCH ADVISORS LP	Decreased	4.2M(-38.0%)	$183.9M	1.2%	-35.04%	0
Ensign Peak Advisors, Inc	Increased	3.1M(+17.5%)	$135.8M	0.3%	-30.40%	42
Neuberger Berman Group LLC	Decreased	2.5M(-6.6%)	$110.2M	0.1%	-32.73%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.3M	$100M	0.0%	+1.84%	41
UBS Group AG	Increased	2.2M(+3.4%)	$94.1M	0.0%	-45.48%	31
STATE STREET CORP	Increased	2.1M(+2.3%)	$90.4M	0.0%	-42.34%	31
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	2M	$88.5M	0.0%	+1.84%	41
MWMARSHALL WACE, LLP	Increased	1.9M(+15.8%)	$83.8M	0.1%	-26.75%	34
Clearbridge Investments, LLC	Decreased	1.8M(-10.2%)	$79.6M	0.1%	-21.29%	0
Janus Henderson Group Ltd.	Increased	1.8M(+3.3%)	$78.9M	0.0%	-29.21%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.4M(+3.9%)	$62.2M	0.0%	-30.33%	31
FULLER & THALER ASSET MANAGEMENT, INC.	Decreased	1.2M(-2.4%)	$52M	0.2%	-42.64%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	1.1M(+42.9%)	$49.6M	0.0%	-16.89%	39
FMR LLC	Increased	887,612(+473.8%)	$38.8M	0.0%	-5.26%	47
RAYMOND JAMES FINANCIAL INC	Decreased	800,373(-18.8%)	$34.9M	0.0%	-51.27%	0
FIL Ltd	Decreased	723,386(-36.0%)	$31.6M	0.0%	-42.21%	0
NANOMURA ASSET MANAGEMENT CO LTD	Decreased	688,550(-23.7%)	$30.1M	0.1%	-28.98%	0
BROWN BROTHERS HARRIMAN & CO	Decreased	688,502(-22.8%)	$30.1M	0.2%	-39.58%	0