Which hedge funds own FOUR? SHIFT4 PMTS INC, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in FOUR (SHIFT4 PMTS INC) in their Q2 2026 13F filings, worth $977.3m in total. The largest holder by portfolio weight is Darlington Partners Capital Management, LP at 15.4% of its book. 25 opened a new position this quarter: AlphaGrep UK Ltd, Oak Thistle LLC, Corsair Capital Management, L.P., Fox Run Management, L.L.C.. 7 exited: Deepwater Asset Management, LLC, Game Creek Capital, LP, Scientech Research LLC.
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $85.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $8.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $977m
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Deepwater Asset Management, LLC | 3.0% | $4.7m |
| Game Creek Capital, LP | 0.4% | $1.1m |
| Scientech Research LLC | 0.2% | $291k |
| Lecap Asset Management Ltd | 0.09% | $243k |
| FORA Capital, LLC | 0.09% | $1.2m |
| Alphadyne Asset Management LP | 0.06% | $486k |
| SummitTX Capital, L.P. | 0.01% | $458k |
Ownership over time
Who discovered FOUR first? Beta
The run: Q2 2022 → Q4 2024, +214%
| Durable Capital Partners LP high conviction | Q1 2022 | 1.2% | +0.7 pts |
| Intrinsic Edge Capital Management LLC | Q3 2022 | 0.1% | 0.0 pts |
| Tremblant Capital Group | Q1 2022 | 2.3% | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.