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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.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+17
Holders Change %
+3.91%
% of All Funds
6.06%
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
UBS Group
Switzerland
+$136M
2
WA
Wasatch Advisors
Utah
+$88.3M
3
WHCM
Wolf Hill Capital Management
Connecticut
+$79.2M
4
DCP
Durable Capital Partners
Maryland
+$73.9M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$66.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.4M
2
PL
Perpetual Ltd
Australia
-$56.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$50.5M
4
CRCM
Cat Rock Capital Management
Connecticut
-$32.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCP
1
Durable Capital Partners
Maryland
$661M +$73.9M +745,650 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M -$2.81M -28,311 -0.4%
WA
3
Wasatch Advisors
Utah
$628M +$88.3M +890,990 +16%
BlackRock
4
BlackRock
New York
$626M +$10.4M +104,455 +2%
DPCM
5
Darlington Partners Capital Management
California
$492M +$19.8M +200,000 +4%
UBS Group
6
UBS Group
Switzerland
$235M +$136M +1,367,995 +136%
Morgan Stanley
7
Morgan Stanley
New York
$210M -$23M -232,285 -10%
State Street
8
State Street
Massachusetts
$201M -$8.72M -87,947 -4%
ClearBridge Investments
9
ClearBridge Investments
New York
$191M +$21.6M +217,729 +13%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$184M +$12M +120,839 +7%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$179M +$56M +564,974 +45%
Jennison Associates
12
Jennison Associates
New York
$162M +$4.12M +41,548 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$149M +$21.3M +214,627 +17%
Ameriprise
14
Ameriprise
Minnesota
$131M +$6.7M +67,649 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$126M +$3.53M +35,635 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$116M +$10M +101,317 +10%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$109M +$32.5M +328,315 +42%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$108M +$15.8M +159,301 +17%
Boston Partners
19
Boston Partners
Massachusetts
$106M +$9.7M +98,506 +10%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$103M -$967K -9,758 -0.9%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$103M +$10.3M +103,941 +11%
SCM
22
Spyglass Capital Management
California
$102M +$2.54M +25,653 +3%
Fidelity International
23
Fidelity International
Bermuda
$95.7M +$53.9M +544,309 +129%
BBHC
24
Brown Brothers Harriman & Co
New York
$94.3M +$27.8M +280,320 +42%
Nomura Asset Management
25
Nomura Asset Management
Japan
$92.4M -$2.98M -30,101 -3%
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