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FOUR.PRA

Shift4 Payments Inc 6.00% Series A Preferred Stock

40 hedge funds and large institutions have $656M invested in Shift4 Payments Inc 6.00% Series A Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 3840 (+2)

7% less capital invested

Capital invested by funds: $701M → $656M (-$45.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sculptor Capital
New York
$2.69M
Invesco
27
Invesco
Georgia
$2.51M -$2.63M -30,000 -49%
WHG
28
Westwood Holdings Group
Texas
$2.4M
KCM
29
Kornitzer Capital Management
Kansas
$2.39M
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$2.32M +$96.4K +1,100 +4%
CL
31
CSS LLC
Illinois
$2.23M +$2.45M +27,910 New
JP Morgan Chase
32
JP Morgan Chase
New York
$1.7M -$1.85M -21,168 -50%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$1.63M -$7.63M -87,100 -81%
PCM
34
Palisade Capital Management
New Jersey
$773K -$28.4K -324 -3%
1IA
35
1620 Investment Advisors
Massachusetts
$361K -$35.7K -408 -8%
GI
36
GAMCO Investors
Connecticut
$320K +$87.6K +1,000 +33%
VIM
37
VELA Investment Management
Ohio
$240K +$263K +3,000 New
CPBTD
38
Central Pacific Bank - Trust Division
Hawaii
$122K
P8IP
39
Pier 88 Investment Partners
California
$80K -$2.94M -33,600 -97%
Osaic Holdings
40
Osaic Holdings
Arizona
$8K +$8.76K +100 New
NS
41
NBC Securities
Alabama
$6K
Lazard Asset Management
42
Lazard Asset Management
New York
$706
ClearBridge Investments
43
ClearBridge Investments
New York
-$31.3M -330,394 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
-$9.99M -104,800 Closed
Bank of America
45
Bank of America
North Carolina
-$3.48M -36,687 Closed
LTI
46
Laffer Tengler Investments
Tennessee
-$470K -4,945 Closed
MIM
47
Morningstar Investment Management
Illinois
-$459K -4,839 Closed

FOUR.PRA Hedge Fund Activity: Q4 2025 in Review

40 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Shift4 Payments Inc 6.00% Series A Preferred Stock (FOUR.PRA) for Q4 2025, worth a combined $656M — down 6.5% from $701M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FOUR.PRA positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $43.8M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $31.3M sold.

  • 40 institutional investors held Shift4 Payments Inc 6.00% Series A Preferred Stock (FOUR.PRA) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $656M of Shift4 Payments Inc 6.00% Series A Preferred Stock stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 7 funds opened new Shift4 Payments Inc 6.00% Series A Preferred Stock positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest Shift4 Payments Inc 6.00% Series A Preferred Stock buyer in Q4 2025 was Shaolin Capital Management, an estimated $43.8M added.
  • The largest Shift4 Payments Inc 6.00% Series A Preferred Stock seller in Q4 2025 was ClearBridge Investments, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2025.