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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Susie Lee · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-10-12Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 09-24 +18d$1K–$15K
2021-09-10Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 08-20 +21d$1K–$15K
2021-06-14Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 05-26 +19d$1K–$15K
2020-12-08Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 11-04 +34d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
245CENTRAL TRUST Co$01
246JENNISON ASSOCIATES LLC$01
247VANGUARD GROUP INC$01
248KING LUTHER CAPITAL MANAGEMENT CORP$01
249GLENMEDE TRUST CO NA$01
250HANCOCK WHITNEY CORP$01
251HARBOUR INVESTMENTS, INC.$01
252FULTON BANK, N.A.$01
253COMERICA BANK$01
254WELLINGTON MANAGEMENT GROUP LLP$01
255BLAIR WILLIAM & CO/IL$01
256GROUP ONE TRADING LLC$01
257D. E. Shaw & Co., Inc.$01
258KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$01
259WEXFORD CAPITAL LP$01
260Sculptor Capital LP$01
261ARISTEIA CAPITAL, L.L.C.$01
262SCHRODER INVESTMENT MANAGEMENT GROUP$01
263KEYBANK NATIONAL ASSOCIATION/OH$01
264ALLIANZ SE$01
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
266THORNBURG INVESTMENT MANAGEMENT INC$01
267BALYASNY ASSET MANAGEMENT L.P.$01
268CORSAIR CAPITAL MANAGEMENT, L.P.$01
269CIBC Private Wealth Group LLC$01
270HighVista Strategies LLC$01
271SCOTIA CAPITAL INC.$01
272Bridgewater Associates, LP$01
273NORGES BANK$01
274Boston Partners$01
275Walleye Trading LLC$01
276PEAK6 LLC$01
277MidWestOne Financial Group, Inc.$01
278CITADEL ADVISORS LLC$01
279Verition Fund Management LLC$01
280EXCHANGE TRADED CONCEPTS, LLC$01
281Alberta Investment Management Corp$01
282HRT FINANCIAL LP$01
283Savant Capital, LLC$01
284Carnegie Investment Counsel$01
285SRH ADVISORS, LLC$01
286Mawer Investment Management Ltd.$01
287MIRABELLA FINANCIAL SERVICES LLP$01
288Focus Partners Wealth$01
289Annex Advisory Services, LLC$01
290Utah Retirement Systems$01
291BOOTHBAY FUND MANAGEMENT, LLC$01
292Headlands Technologies LLC$01
293Perigon Wealth Management, LLC$01
294JANE STREET GROUP, LLC$01
295Capital Advisors, Ltd. LLC$01
296FJ Capital Management LLC$01
297Malaga Cove Capital, LLC$01
298Engineers Gate Manager LP$01
299WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$01
300Nishkama Capital, LLC$01
301Lido Advisors, LLC$01
302Phoenix Financial Ltd.$01
303Harbour Capital Advisors, LLC$01
304HMS Capital Management, LLC$01
305Centiva Capital, LP$01
306Holocene Advisors, LP$01
307Caption Management, LLC$01
3087G CAPITAL MANAGEMENT, LLC$01
309DV Trading LLC$01
310Shay Capital LLC$01
311Global Trust Asset Management, LLC$01
312CreativeOne Wealth, LLC$01
313Global Retirement Partners, LLC$01
314Oak Thistle LLC$01
315ShawSpring Partners LLC$01
316Curated Wealth Partners LLC$01
317Maryland State Retirement & Pension System$01
318Key FInancial Inc$01
319Aquatic Capital Management LLC$01
320Amitell Capital Pte Ltd$01
321Elequin Capital, LP$01
322INCEPTIONR LLC$01
323F/m Investments LLC$01
324Militia Capital Partners, LP$01
325Maxi Investments CY Ltd$01
326North Reef Capital Management LP$01
327Y.D. More Investments Ltd$01
328AlphaQuest LLC$01
329SJS Investment Consulting Inc.$01
330EdgeRock Capital LLC$01
331HB Wealth Management, LLC$01
332Galaxy Group Investments LLC$01
333SageView Advisory Group, LLC$01
334Dunhill Financial, LLC$01
335ELEVATION WEALTH PARTNERS, LLC$01
3369823 Capital, L.P.$01
337University of Illinois Foundation$01
338Heights Point Management, LP$01
339Eddie Patel Inc$01
340VARCOV Co.$01
341FirstWave Capital Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 341 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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