Shift4 Payments (FOUR) Superinvestor holders
15 of the superinvestors we track hold Shift4 Payments (FOUR) in their latest 13F filings, $680M in total.
Summary
The largest holder is Henry Ellenbogen (Durable Capital Partners), with $215M, 2.1% of the portfolio.
In their latest quarter: 4 opened a new position, 5 added, 6 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Henry Ellenbogen Durable Capital Partners |
Trimmed | 4,423,633 | $215M | 2.1% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 3,058,581 | $149M | 0.2% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 2,031,890 | $99M | 0.1% | Q2 2026 |
| James Robillard Spyglass Capital Management |
Added | 1,833,803 | $89M | 4.8% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 1,196,187 | $58M | 0.0% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Added | 1,171,428 | $57M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 140,882 | $7M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
New position | 45,683 | $2M | 0.0% | Q2 2026 |
| Bill Miller Miller Value Partners |
Trimmed | 29,965 | $1M | 0.3% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 14,376 | $699,249 | 0.0% | Q2 2026 |
| Brandon Haley Holocene Advisors |
New position | 13,108 | $637,573 | 0.0% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
New position | 12,000 | $583,680 | 0.1% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 6,562 | $319,176 | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 6,008 | $286,986 | 0.0% | Q2 2026 |
| Jimmy Levin Sculptor Capital Management |
New position | 1,000 | $48,640 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 16 |
| Q1 2026 | 14 |
| Q4 2025 | 19 |
| Q3 2025 | 20 |
| Q2 2025 | 21 |
| Q1 2025 | 23 |
| Q4 2024 | 21 |
| Q3 2024 | 21 |
Questions about Shift4 Payments
Which superinvestors own Shift4 Payments?
15 of the superinvestors we track hold Shift4 Payments (FOUR) in their latest 13F filings, $680M in total. Henry Ellenbogen, Ensign Peak, Paul Marshall, James Robillard, Hersh Cohen, Steve Cohen.
Who is the largest superinvestor holder of FOUR?
The largest holder is Henry Ellenbogen (Durable Capital Partners), with $215M, 2.1% of the portfolio.
From Shift4 Payments's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.