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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $43.09 M.
Top institutional holders include Joel Greenblatt and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $6.77 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 951.9%. Conversely, Steven Cohen reduced exposure by 42.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Shift4 Payments, Inc. (FOUR)
Major holders include Joel Greenblatt ($21.36 M), Steven Cohen ($18.56 M), Chuck Royce ($2.19 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 998,690 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.77 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited FOUR. The total reported sell value was $14.12 M.
Yes, 2 managers opened new positions in FOUR, and 1 increased their existing holdings. The total reported buy value was $20.89 M.