InvestorLens

FOUR — SHIFT4 PAYMENTS INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About SHIFT4 PAYMENTS INC - US (FOUR)

SHIFT4 PAYMENTS INC - US (FOUR) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Howard Marks (Oaktree Capital Management), valued at $26M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in FOUR

100
/100
Strong Institutional Accumulation
Added / Increased2
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track FOUR

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

FOUR Ownership Composition

How SHIFT4 PAYMENTS INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Hedge Funds
94% of tracked value
Institutions
2
tracked investors
Total Reported
$27.2M
combined 13F value
Sectors2
  • Hedge Funds94.3%
  • Other5.7%
Hedge Funds(1)
94.3%
Other(1)
5.7%

Tracked investors reporting FOUR

  • Howard MarksMar 31, 2026
    Oaktree Capital Management
    Shares
    27.3M
    Value
    $25.7M
    % Portfolio
    0.39%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    35.2K
    Value
    $1.5M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold FOUR?
2 tracked institutional investors disclosed a position in FOUR (SHIFT4 PAYMENTS INC - US) in their most recent 13F filing.
Who is the largest institutional holder of FOUR?
Howard Marks, Oaktree Capital Management, holds the largest disclosed position in FOUR, valued at $26M.
Did institutional ownership of FOUR increase or decrease?
Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 0 fully exited FOUR.
Where does this FOUR ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
FOUR (SHIFT4 PAYMENTS INC - US) — Institutional Holders & — InvestorLens