Public record / Tickers / FOUR

FOUR — Shift4 Payments, Inc.†

Both disclosure regimes on one name: who in Congress filed about FOUR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming FOUR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
341
top-341 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Susie Lee · $1.0K–$15.0K

SELL · traded 2022-11-30 → filed 2022-12-29. Ranked over every FOUR row by the provable lower bound, never a point estimate.

No member disclosed FOUR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated FOUR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FOUR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FOUR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-12Susie Lee D–NV-3BUY JT (jointly owned)Traded 09-24 +18d$1K–$15K
2021-09-10Susie Lee D–NV-3BUY JT (jointly owned)Traded 08-20 +21d$1K–$15K
2021-06-14Susie Lee D–NV-3BUY JT (jointly owned)Traded 05-26 +19d$1K–$15K
2020-12-08Susie Lee D–NV-3BUY JT (jointly owned)Traded 11-04 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in FOUR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed FOUR in the trailing 12 months.

Congress ↔ notable managers · FOUR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SHIFT4 PMTS INC

Merged timeline of congressional filings and notable-manager moves on FOUR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+442,108 sh
2026-05-15Miller Value Partners 13FNEW+30,035 sh
2026-05-15Bridgewater Associates 13FEXIT−4,428 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of FOUR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$288M1
2BlackRock, Inc.$282M1
3Durable Capital Partners LP$270M1
4WASATCH ADVISORS LP$184M1
5Ensign Peak Advisors, Inc$136M1
6VANGUARD CAPITAL MANAGEMENT LLC$100.0M1
7UBS Group AG$94.1M1
8STATE STREET CORP$90.4M1
9VANGUARD PORTFOLIO MANAGEMENT LLC$88.5M1
10Janus Henderson Group Ltd.$78.9M1
11Spyglass Capital Management LLC$76.6M1
12FULLER & THALER ASSET MANAGEMENT, INC.$52.0M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$49.6M1
14FMR LLC$38.8M1
15GOODNOW INVESTMENT GROUP, LLC$37.4M1
16RICE HALL JAMES & ASSOCIATES, LLC$37.1M1
17RAYMOND JAMES FINANCIAL INC$34.9M1
18FIL Ltd$31.6M1
19NOMURA ASSET MANAGEMENT CO LTD$30.1M1
20Long Focus Capital Management, LLC$29.5M1
21MORGAN STANLEY$27.9M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$23.5M1
23Maestria Partners LLC$22.6M1
24NORTHERN TRUST CORP$22.0M1
25Gotham Asset Management, LLC$21.4M1
26PRIVATE MANAGEMENT GROUP INC$19.9M1
27SCHWARTZ INVESTMENT COUNSEL INC$19.5M1
28Point72 Asset Management, L.P.$18.6M1
29FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$18.4M1
30VANGUARD FIDUCIARY TRUST CO$17.9M1
31PALISADE CAPITAL MANAGEMENT, LP$15.3M1
32DIMENSIONAL FUND ADVISORS LP$14.6M1
33BANK OF AMERICA CORP /DE/$12.4M1
34ALLIANCEBERNSTEIN L.P.$11.5M1
35Occam Crest Management LP$9.5M1
36Portolan Capital Management, LLC$9.4M1
37DEUTSCHE BANK AG\$9.2M1
38Daiwa Securities Group Inc.$7.2M1
39STATE OF WISCONSIN INVESTMENT BOARD$7.0M1
40Squarepoint Ops LLC$6.9M1
41Invesco Ltd.$6.7M1
42PRINCIPAL FINANCIAL GROUP INC$6.6M1
43BW Gestao de Investimentos Ltda.$6.6M1
44SEI INVESTMENTS CO$6.4M1
45MARINER INVESTMENT GROUP LLC$6.3M1
46Nuveen, LLC$5.8M1
47NATIONAL BANK OF CANADA /FI/$5.4M1
48Swiss National Bank$5.3M1
49DEEPWATER ASSET MANAGEMENT, LLC$4.7M1
50Emeth Value Capital, LLC$4.7M1
51SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M1
52Marex Group Ltd$4.5M1
53CastleKnight Management LP$4.5M1
54Corient Private Wealth LLC$3.8M1
55Legal & General Group Plc$3.7M1
56Retirement Systems of Alabama$3.6M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$3.6M1
58Allspring Global Investments Holdings, LLC$3.5M1
59MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.4M1
60NORDEA INVESTMENT MANAGEMENT AB$3.3M1
61ROYAL BANK OF CANADA$3.1M1
62Prana Capital Management, LP$3.1M1
63XTX Topco Ltd$2.9M1
64Qsemble Capital Management, LP$2.8M1
65WELLS FARGO & COMPANY/MN$2.7M1
66OPPENHEIMER ASSET MANAGEMENT INC.$2.6M1
67VANGUARD ASSET MANAGEMENT, Ltd$2.4M1
68CLOVERFIELDS CAPITAL GROUP, LP$2.4M1
69Cander Asset Management LP$2.3M1
70ROYCE & ASSOCIATES LP$2.2M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$2.1M1
72LPL Financial LLC$2.0M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.0M1
74STIFEL FINANCIAL CORP$1.9M1
75MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
76MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
77Hilton Capital Management, LLC$1.8M1
78Quantinno Capital Management LP$1.7M1
79State of New Jersey Common Pension Fund D$1.7M1
80Leonteq Securities AG$1.5M1
81Register Financial Advisors LLC$1.5M1
82Mariner, LLC$1.4M1
83Aurora Investment Counsel$1.4M1
84Tidal Investments LLC$1.3M1
85FIFTH THIRD BANCORP$1.3M1
86MILLER VALUE PARTNERS, LLC$1.3M1
87LB Partners LLC$1.3M1
88Havemeyer Place LP$1.2M1
89AXQ CAPITAL, LP$1.2M1
90FORA Capital, LLC$1.2M1
91Kurv Investment Management LLC$1.2M1
92Vanguard Global Advisers, LLC$1.2M1
93INDEPENDENT FINANCIAL GROUP, LLC$1.2M1
94BANK OF MONTREAL /CAN/$1.2M1
95CITIGROUP INC$1.1M1
96Game Creek Capital, LP$1.1M1
97MILLENNIUM MANAGEMENT LLC$1.0M1
98Tejara Capital Ltd$1.0M1
99Creative Planning$1.0M1
100WINTON GROUP Ltd$918K1
101Argyle Capital Management, LLC$888K1
102Diametric Capital, LP$853K1
103Spartan Wealth Advisory Services LLC$834K1
104Summit Trail Advisors, LLC$830K1
105Brevan Howard Capital Management LP$769K1
106COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$740K1
107Arizona State Retirement System$731K1
108BNP Paribas Asset Management Holding S.A.$729K1
109STATE OF MICHIGAN RETIREMENT SYSTEM$713K1
110Intellectus Partners, LLC$712K1
111Zurcher Kantonalbank (Zurich Cantonalbank)$685K1
112FIRST TRUST ADVISORS LP$676K1
113Cetera Investment Advisers$675K1
114OPPENHEIMER & CO INC$674K1
115Triumph Capital Management$667K1
116US BANCORP \DE\$665K1
117Caitong International Asset Management Co., Ltd$665K1
118NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$662K1
119Vanguard Investments Australia, Ltd.$649K1
120MML INVESTORS SERVICES, LLC$641K1
121XPONANCE LLC$640K1
122OREGON PUBLIC EMPLOYEES RETIREMENT FUND$608K1
123READYSTATE ASSET MANAGEMENT LP$597K1
124Alphadyne Asset Management LP$486K1
125ENVESTNET ASSET MANAGEMENT INC$461K1
126SummitTX Capital, L.P.$458K1
127New Age Alpha Advisors, LLC$448K1
128Pictet Asset Management Holding SA$437K1
129Rockefeller Capital Management L.P.$432K1
130AMERICAN CENTURY COMPANIES INC$409K1
131Galaxy Digital Inc.$389K1
132Vident Advisory, LLC$386K1
133OP Asset Management Ltd$385K1
134Vanguard Personalized Indexing Management, LLC$361K1
135CHOREO, LLC$361K1
136Kestra Advisory Services, LLC$354K1
137Orion Capital Management LLC$354K1
138TWO SIGMA INVESTMENTS, LP$344K1
139CSS LLC/IL$338K1
140FLAGSHIP HARBOR ADVISORS, LLC$336K1
141Prasad Wealth Partners, LLC$305K1
142Scientech Research LLC$291K1
143NOMURA HOLDINGS INC$288K1
144EVERGREEN CAPITAL MANAGEMENT LLC$284K1
145Brooklyn Investment Group$284K1
146VOYA INVESTMENT MANAGEMENT LLC$283K1
147Amundi$281K1
148Blackhawk Capital Partners, LLC$277K1
149Baird Financial Group, Inc.$276K1
150PIER 88 INVESTMENT PARTNERS LLC$267K1
151COMMONWEALTH EQUITY SERVICES, LLC$261K1
152J.W. COLE ADVISORS, INC.$257K1
153Retirement Planning Co of New England, Inc.$254K1
154BEESE FULMER INVESTMENT MANAGEMENT, INC.$254K1
155AQR CAPITAL MANAGEMENT LLC$244K1
156LECAP ASSET MANAGEMENT LTD$243K1
157Moors & Cabot, Inc.$240K1
158Cresset Asset Management, LLC$225K1
159SECURIAN ASSET MANAGEMENT, INC$215K1
160Harvest Portfolios Group Inc.$206K1
161Mitsubishi UFJ Asset Management Co., Ltd.$203K1
162M&T BANK CORP$203K1
163Tower Research Capital LLC (TRC)$197K1
164OSAIC HOLDINGS, INC.$187K1
165FEDERATED HERMES, INC.$160K1
166INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$160K1
167BFSG, LLC$150K1
168Cassaday & Co Wealth Management LLC$87.5K1
169Steward Partners Investment Advisory, LLC$82.0K1
170QUADRANT CAPITAL GROUP LLC$80.7K1
171Eurizon Capital SGR S.p.A.$78.3K1
172UMB Bank, n.a.$69.3K1
173Pinnacle Wealth Planning Services, Inc.$55.6K1
174Advisors Asset Management, Inc.$53.7K1
175Asset Management One Co., Ltd.$49.8K1
176Bayforest Capital Ltd$48.2K1
177CWM, LLC$38.2K1
178Crewe Advisors LLC$34.1K1
179SUMMER ROAD LLC$32.8K1
180MAI Capital Management$25.0K1
181Parkside Financial Bank & Trust$22.3K1
182JCSD Capital, LLC$22.3K1
183Blue Trust, Inc.$20.6K1
184Allworth Financial LP$17.6K1
185VEGA INVESTMENT SOLUTIONS$16.9K1
186Truvestments Capital LLC$16.7K1
187Federation des caisses Desjardins du Quebec$16.2K1
188Walleye Capital LLC$15.7K1
189SIGNATUREFD, LLC$15.4K1
190LAZARD ASSET MANAGEMENT LLC$15.1K1
191Migdal Insurance & Financial Holdings Ltd.$14.9K1
192Mirae Asset Global Investments Co., Ltd.$9.2K1
193Aster Capital Management (DIFC) Ltd$8.6K1
194Johnson Financial Group, Inc.$7.4K1
195Smartleaf Asset Management LLC$6.6K1
196JFS WEALTH ADVISORS, LLC$6.6K1
197Penserra Capital Management LLC$6.3K1
198Larson Financial Group LLC$5.9K1
199INGALLS & SNYDER LLC$5.3K1
200Intentional Wealth Strategies, LLC$4.9K1
201Quarry LP$4.9K1
202FRANKLIN RESOURCES INC$4.7K1
203Kilter Group LLC$4.0K1
204CVA Family Office, LLC$3.9K1
205Bell Investment Advisors, Inc$3.7K1
206ASSETMARK, INC$3.3K1
207SALEM INVESTMENT COUNSELORS INC$2.9K1
208Owl Creek Wealth Partners LLC$2.7K1
209JNBA Financial Advisors$2.4K1
210TD Waterhouse Canada Inc.$2.4K1
211CANADA LIFE ASSURANCE Co$2.2K1
212Sapience Investments, LLC$2.0K1
213Rakuten Securities, Inc.$1.7K1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7K1
215JPL Wealth Management, LLC$1.5K1
216Treasurer of the State of North Carolina$1.2K1
217VISION FINANCIAL MARKETS LLC$1.1K1
218TORONTO DOMINION BANK$9781
219Clearstead Advisors, LLC$8751
220THRIVENT FINANCIAL FOR LUTHERANS$6661
221Sachetta, LLC$6131
222RD Finance Ltd$5551
223Virtu Financial LLC$5081
224Physician Wealth Advisors, Inc.$4821
225Breakwater Investment Management$3941
226Transamerica Financial Advisors, LLC$3931
227Harel Insurance Investments & Financial Services Ltd.$3131
228Quaker Wealth Management, LLC$3071
229State of Alaska, Department of Revenue$2951
230Investors Portfolio Services LLC$2841
231Cromwell Holdings LLC$2621
232BROWN, LISLE/CUMMINGS, INC.$2191
233Retirement Wealth Solutions LLC$2191
234SHP Wealth Management$1311
235Vestcor Inc$981
236Manchester Capital Management LLC$881
237DecisionPoint Financial, LLC$881
238American Capital Advisory, LLC$881
2393 FACTOR INDEXING, LLC$881
240KBC Group NV$761
241MV CAPITAL MANAGEMENT, INC.$441
242State of Wyoming$441
243Avion Wealth$11
244ASSOCIATED BANC-CORP— value not disclosed1
245CENTRAL TRUST Co— value not disclosed1
246JENNISON ASSOCIATES LLC— value not disclosed1
247VANGUARD GROUP INC— value not disclosed1
248KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
249GLENMEDE TRUST CO NA— value not disclosed1
250HANCOCK WHITNEY CORP— value not disclosed1
251HARBOUR INVESTMENTS, INC.— value not disclosed1
252FULTON BANK, N.A.— value not disclosed1
253COMERICA BANK— value not disclosed1
254WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
255BLAIR WILLIAM & CO/IL— value not disclosed1
256GROUP ONE TRADING LLC— value not disclosed1
257D. E. Shaw & Co., Inc.— value not disclosed1
258KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC— value not disclosed1
259WEXFORD CAPITAL LP— value not disclosed1
260Sculptor Capital LP— value not disclosed1
261ARISTEIA CAPITAL, L.L.C.— value not disclosed1
262SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
263KEYBANK NATIONAL ASSOCIATION/OH— value not disclosed1
264ALLIANZ SE— value not disclosed1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
266THORNBURG INVESTMENT MANAGEMENT INC— value not disclosed1
267BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
268CORSAIR CAPITAL MANAGEMENT, L.P.— value not disclosed1
269CIBC Private Wealth Group LLC— value not disclosed1
270HighVista Strategies LLC— value not disclosed1
271SCOTIA CAPITAL INC.— value not disclosed1
272Bridgewater Associates, LP— value not disclosed1
273NORGES BANK— value not disclosed1
274Boston Partners— value not disclosed1
275Walleye Trading LLC— value not disclosed1
276PEAK6 LLC— value not disclosed1
277MidWestOne Financial Group, Inc.— value not disclosed1
278CITADEL ADVISORS LLC— value not disclosed1
279Verition Fund Management LLC— value not disclosed1
280EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
281Alberta Investment Management Corp— value not disclosed1
282HRT FINANCIAL LP— value not disclosed1
283Savant Capital, LLC— value not disclosed1
284Carnegie Investment Counsel— value not disclosed1
285SRH ADVISORS, LLC— value not disclosed1
286Mawer Investment Management Ltd.— value not disclosed1
287MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
288Focus Partners Wealth— value not disclosed1
289Annex Advisory Services, LLC— value not disclosed1
290Utah Retirement Systems— value not disclosed1
291BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
292Headlands Technologies LLC— value not disclosed1
293Perigon Wealth Management, LLC— value not disclosed1
294JANE STREET GROUP, LLC— value not disclosed1
295Capital Advisors, Ltd. LLC— value not disclosed1
296FJ Capital Management LLC— value not disclosed1
297Malaga Cove Capital, LLC— value not disclosed1
298Engineers Gate Manager LP— value not disclosed1
299WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
300Nishkama Capital, LLC— value not disclosed1
301Lido Advisors, LLC— value not disclosed1
302Phoenix Financial Ltd.— value not disclosed1
303Harbour Capital Advisors, LLC— value not disclosed1
304HMS Capital Management, LLC— value not disclosed1
305Centiva Capital, LP— value not disclosed1
306Holocene Advisors, LP— value not disclosed1
307Caption Management, LLC— value not disclosed1
3087G CAPITAL MANAGEMENT, LLC— value not disclosed1
309DV Trading LLC— value not disclosed1
310Shay Capital LLC— value not disclosed1
311Global Trust Asset Management, LLC— value not disclosed1
312CreativeOne Wealth, LLC— value not disclosed1
313Global Retirement Partners, LLC— value not disclosed1
314Oak Thistle LLC— value not disclosed1
315ShawSpring Partners LLC— value not disclosed1
316Curated Wealth Partners LLC— value not disclosed1
317Maryland State Retirement & Pension System— value not disclosed1
318Key FInancial Inc— value not disclosed1
319Aquatic Capital Management LLC— value not disclosed1
320Amitell Capital Pte Ltd— value not disclosed1
321Elequin Capital, LP— value not disclosed1
322INCEPTIONR LLC— value not disclosed1
323F/m Investments LLC— value not disclosed1
324Militia Capital Partners, LP— value not disclosed1
325Maxi Investments CY Ltd— value not disclosed1
326North Reef Capital Management LP— value not disclosed1
327Y.D. More Investments Ltd— value not disclosed1
328AlphaQuest LLC— value not disclosed1
329SJS Investment Consulting Inc.— value not disclosed1
330EdgeRock Capital LLC— value not disclosed1
331HB Wealth Management, LLC— value not disclosed1
332Galaxy Group Investments LLC— value not disclosed1
333SageView Advisory Group, LLC— value not disclosed1
334Dunhill Financial, LLC— value not disclosed1
335ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
3369823 Capital, L.P.— value not disclosed1
337University of Illinois Foundation— value not disclosed1
338Heights Point Management, LP— value not disclosed1
339Eddie Patel Inc— value not disclosed1
340VARCOV Co.— value not disclosed1
341FirstWave Capital Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 243 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FOUR

RETAINED WINDOW · ACTIVE HITS

Zero hits on FOUR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for FOUR · financials and macro

Financials — as filed PLANNED

FOUR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FOUR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing