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Shift4
FOUR
FOUR
352 hedge funds and large institutions have $3.09B invested in Shift4 in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 105 closing their positions.
New
Increased
Maintained
Reduced
Closed
70% more call options, than puts
Call options by funds: $222M | Put options by funds: $130M
11% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 121
12% less funds holding
Funds holding: 402 → 352 (-50)
33.49% less ownership
Funds ownership: 120.42% → 86.92% (-33%)
38% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 105
40% less capital invested
Capital invested by funds: $5.12B → $3.09B (-$2.03B)
47% less funds holding in top 10
Funds holding in top 10: 15 → 8 (-7)
Holders
352
Holders Change
-50
Holders Change %
-12.44%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.1%
New
65
Increased
134
Reduced
121
Closed
105
Calls
$222M
Puts
$130M
Net Calls
+$91.6M
Net Calls Change
+$8.97M
Top Buyers
Top Sellers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$142M |
| 2 |
SP
ShawSpring Partners
Boston,
Massachusetts
|
-$72.3M |
| 3 |
Jennison Associates
New York
|
-$58.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$46.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
451
Central Trust Company
Jefferson City,
Missouri
| – | -$5.67K | -90 | Closed |
|
452
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$3K | -38 | Closed |
|
|
EWP
453
Elevation Wealth Partners
Santa Rosa,
California
| – | -$1.07K | -17 | Closed |
|
|
CAL
454
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -9 | Closed |
|
455
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$315 | -5 | Closed |
|
|
SIC
456
SJS Investment Consulting
Sylvania,
Ohio
| – | -$252 | -4 | Closed |
|
|
RF
457
Rossby Financial
Melbourne,
Florida
| – | -$189 | -3 | Closed |
|