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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 %
ACM
101
Aquatic Capital Management
Illinois
$7.85M +$7.85M +79,177 New
MOACM
102
Mutual of America Capital Management
New York
$7.72M +$127K +1,282 +2%
PC
103
Pier Capital
Connecticut
$7.34M -$551K -5,558 -7%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.31M +$176K +1,778 +2%
GLA
105
Great Lakes Advisors
Illinois
$7.29M -$1.02M -10,248 -12%
TI
106
Tidal Investments
Wisconsin
$7.14M +$5.23M +52,814 +275%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$6.87M -$287K -2,900 -4%
OAM
108
Oppenheimer Asset Management
New York
$6.86M +$391K +3,948 +6%
Marshall Wace
109
Marshall Wace
United Kingdom
$6.77M -$23.4M -236,530 -78%
Comerica Bank
110
Comerica Bank
Texas
$6.74M -$10.8M -109,206 -62%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$6.69M +$6.32M +63,813 +1,715%
MCP
112
Meridiem Capital Partners
Texas
$6.62M +$6.62M +66,767 New
BAM
113
Bullseye Asset Management
Colorado
$6.54M – – –
Universal-Beteiligungs- und Servicegesellschaft
114
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.37M -$69.3K -699 -1%
GEH
115
General Equity Holdings
New York
$6.03M +$6.03M +60,800 New
TIM
116
Thornburg Investment Management
New Mexico
$5.96M -$563K -5,680 -9%
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$5.95M +$552K +5,565 +10%
Nordea Investment Management
118
Nordea Investment Management
Sweden
$5.9M +$53.3K +536 +0.9%
1CM
119
1492 Capital Management
Wisconsin
$5.77M -$89.6K -904 -2%
GAM
120
Gotham Asset Management
New York
$5.69M +$25.8K +260 +0.5%
Canada Life
121
Canada Life
Manitoba, Canada
$5.33M +$1.44M +14,476 +37%
CP
122
CenterBook Partners
Connecticut
$5.25M -$5.91M -59,634 -53%
CM
123
Castleark Management
Illinois
$5.24M -$2.77M -27,900 -35%
BMSSC
124
B. Metzler seel. Sohn & Co
Germany
$5.19M +$1.55M +15,668 +43%
CAU
125
Caxton Associates (UK)
$5.17M +$5.17M +52,195 New
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