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Shift4
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Overview Fund Activity

449 hedge funds and large institutions have $8.45B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 153 reducing their positions, and 59 closing their positions.

Holders
449
Holders Change
+14
Holders Change %
+3.22%
% of All Funds
6.03%
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
173
Reduced
153
Closed
59
Calls
$129M
Puts
$45.4M
Net Calls
+$83.9M
Net Calls Change
-$6.32M

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$15.5M 156,388 +66,587 +74%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$15.3M 154,052 -8,690 -5%
Principal Financial Group
78
Principal Financial Group
Iowa
$15.2M 153,567 -5,212 -3%
DAM
79
Deepwater Asset Management
Minnesota
$14.6M 147,509 -8,916 -6%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$14M 140,801 +9,166 +7%
Loomis, Sayles & Company
81
Loomis, Sayles & Company
Massachusetts
$13.9M 139,820 +37,755 +37%
KCM
82
Kennedy Capital Management
Missouri
$13.3M 134,446 +53,868 +67%
NL
83
Nuveen LLC
North Carolina
$12.7M 128,596 -22,079 -15%
PCM
84
Penserra Capital Management
California
$12.7M 127,866 -1,257 -1%
DC
85
Davenport & Co
Virginia
$12.5M 127,539 -2,368 -2%
RCM
86
Ratan Capital Management
Florida
$12.3M 150,902 – –
Swiss National Bank
87
Swiss National Bank
Switzerland
$11.5M 116,500 -1,600 -1%
CIC
88
Carnegie Investment Counsel
Ohio
$11.5M 115,864 +115,864 New
Allspring Global Investments
89
Allspring Global Investments
North Carolina
$11.4M 116,470 -30,049 -21%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$10.8M 109,399 +49,150 +82%
Mawer Investment Management
91
Mawer Investment Management
Alberta, Canada
$10.6M 106,829 +41,542 +64%
Victory Capital Management
92
Victory Capital Management
Texas
$10.5M 106,441 -2,635 -2%
Legal & General Group
93
Legal & General Group
United Kingdom
$10.4M 105,106 -22,954 -18%
PCM
94
Peregrine Capital Management
Minnesota
$9.97M 100,571 -5,725 -5%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$9.04M 91,200 +91,200 New
HAIM
96
Hunter Associates Investment Management
Pennsylvania
$8.83M 89,097 +6,105 +7%
SI
97
Sora Investors
Pennsylvania
$8.5M 85,714 +85,714 New
Deutsche Bank
98
Deutsche Bank
Germany
$8.49M 85,654 +1,303 +2%
Walleye Capital
99
Walleye Capital
New York
$8.43M 85,012 +81,235 +2,151%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$8.17M 82,466 -1,109 -1%
2 3
4
5 6