Guru Ownership Trend
Guru Analysis for Shift4 Payments, Inc. (FOUR)
Shift4 Payments, Inc. (FOUR), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $64.04 M.
Top institutional holders include Steven Cohen and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $19.47 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 176.0%. Conversely, Joel Greenblatt reduced exposure by 71.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Shift4 Payments, Inc. (FOUR)
Major holders include Steven Cohen ($56.98 M), Joel Greenblatt ($6.85 M), Paul Tudor Jones ($2.22 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.39 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.47 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited FOUR. The total reported sell value was $19.1 M.
Yes, 2 managers opened new positions in FOUR, and 2 increased their existing holdings. The total reported buy value was $38.57 M.
