Shift4

FOUR

Market cap $3.53B

351 hedge funds and large institutions have $3.09B invested in Shift4 in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 134 increasing their positions, 119 reducing their positions, and 107 closing their positions.

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New

Increased

Maintained

Reduced

Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

less ownership

Funds ownership: →

38% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 107

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

351

Holders Change

Holders Change %

% of All Funds

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

New

Increased

Reduced

Closed

Calls

$222M

Puts

$130M

Net Calls

Net Calls Change

Top Buyers

1		+$55.5M
2		+$40.5M
3		+$25.5M
4	PMG Private Management Group Irvine, California	+$25.1M
5	GAM Gotham Asset Management New York	+$24.4M

Top Sellers

1		-$142M
2		-$72.3M
3		-$58.3M
4	Bank of Montreal Toronto, Ontario, Canada	-$46.7M
5	Ameriprise Minneapolis, Minnesota	-$36.9M

#	Name	Holding
76	76 California Public Employees Retirement System Sacramento, California	$3.58M
77	77 Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.48M
78	78 Allspring Global Investments Charlotte, North Carolina	$3.47M
79	MOACM 79 Mutual of America Capital Management New York	$3.38M
80	80 Nordea Investment Management Stockholm, Sweden	$3.29M
81	81 Royal Bank of Canada Toronto, Ontario, Canada	$3.13M
82	PCM 82 Prana Capital Management Greenwich, Connecticut	$3.1M
83	83 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.07M
84	XT 84 XTX Topco George Town, Cayman Islands	$2.94M
85	BAM 85 Bullseye Asset Management Denver, Colorado	$2.89M
86	KCM 86 Kennedy Capital Management St Louis, Missouri	$2.89M
87	QCM 87 Qsemble Capital Management New York	$2.76M
88	88 Wells Fargo San Francisco, California	$2.71M
89	89 T. Rowe Price Associates Baltimore, Maryland	$2.67M
90	OAM 90 Oppenheimer Asset Management New York	$2.58M
91	91 Ameriprise Minneapolis, Minnesota	$2.52M
92	VIM 92 VELA Investment Management New Albany, Ohio	$2.45M
93	VAM 93 Vanguard Asset Management London, Ec4n 8af,	$2.4M
94	CCG 94 Cloverfields Capital Group Minneapolis, Minnesota	$2.39M
95	CAM 95 Cander Asset Management New York	$2.31M
96	96 New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.31M
97	RA 97 Royce & Associates New York	$2.19M
98	98 Canada Life Winnipeg, Manitoba, Canada	$2.16M
99	99 Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$2.07M
100	100 LPL Financial San Diego, California	$2.04M