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Shift4
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Overview Fund Activity

452 hedge funds and large institutions have $8.57B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 154 reducing their positions, and 59 closing their positions.

Holders
452
Holders Change
+17
Holders Change %
+3.91%
% of All Funds
6.07%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
81
Increased
175
Reduced
154
Closed
59
Calls
$166M
Puts
$67.1M
Net Calls
+$99.4M
Net Calls Change
+$9.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$235M
2
WA
2
Wasatch Advisors
Utah
$628M
3
WHCM
3
Wolf Hill Capital Management
Connecticut
$79.2M
4
DCP
4
Durable Capital Partners
Maryland
$661M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.76M
2
PL
2
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$67M
4
CRCM
4
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIG
26
Goodnow Investment Group
Connecticut
$84.9M +$4.86M +49,040 +6%
Citadel Advisors
27
Citadel Advisors
Florida
$83.5M +$63.1M +636,782 +309%
SIG
28
Senator Investment Group
New York
$79.6M +$12.3M +124,402 +18%
WHCM
29
Wolf Hill Capital Management
Connecticut
$79.2M +$79.2M +799,285 New
SP
30
ShawSpring Partners
Massachusetts
$77.2M -$11.9M -120,152 -13%
Invesco
31
Invesco
Georgia
$76.4M +$38.2M +385,441 +100%
Bank of America
32
Bank of America
North Carolina
$67.6M +$6.2M +62,523 +10%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$67M -$50.5M -509,921 -43%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$66.5M +$66.5M +670,526 +447,017%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$54.8M -$2.81M -28,384 -5%
Northern Trust
36
Northern Trust
Illinois
$51.8M -$1.23M -12,419 -2%
1CM
37
14B Capital Management
California
$49.3M -$2.78M -28,000 -5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$49M +$1.53M +15,428 +3%
FCIM
39
Fairview Capital Investment Management
California
$48.3M +$48.3M +487,462 New
American Century Companies
40
American Century Companies
Missouri
$46.7M -$21M -212,159 -31%
Charles Schwab
41
Charles Schwab
California
$46.5M +$876K +8,839 +2%
T. Rowe Price Investment Management
42
T. Rowe Price Investment Management
Maryland
$45.4M +$45.4M +457,680 New
PCM
43
Portolan Capital Management
Massachusetts
$43.1M +$2.84M +28,676 +7%
BGDI
44
BW Gestao de Investimentos
Brazil
$41.8M +$8.52M +85,927 +26%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$38.8M +$3.76M +37,980 +11%
Bessemer Group
46
Bessemer Group
New Jersey
$36.6M +$9.8M +98,919 +37%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$35.8M +$32.7M +329,844 +1,049%
RHJA
48
Rice Hall James & Associates
California
$33.8M -$266K -2,681 -0.8%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$33.2M +$33.2M +335,083 New
PCM
50
Palisade Capital Management
New Jersey
$33.2M -$918K -9,263 -3%
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