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Shift4 Payments Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Union Bancaire Privee, UBP SA
NEW
Shares632,500,000
Change+632,500,000
Value$96
Filed 2026-11-04
Context Capital Management, LLC
INCREASED
Shares80,370,000 from 27,620,000
Change+52,750,000 (+191%)
Value$77.6M (+$51.2M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares20,783,000 from 20,768,000
Change+15,000 (+0%)
Value$20.0K (+$195)
Filed 2026-11-05
Mackay Shields LLC
DECREASED
Shares19,050,000 from 19,157,000
Change-107,000 (-1%)
Value$18.4M (+$87.0K)
Filed 2026-10-13
Piper Sandler & Co.
UNCHANGED
Shares7,260,000 from 7,260,000
Change0 (0%)
Value$7.0M (+$141.6K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares6,249,000 from 6,371,000
Change-122,000 (-2%)
Value$6.0M (-$54.3K)
Filed 2026-10-30
Rational Advisors, Inc.
UNCHANGED
Shares5,576,000 from 5,576,000
Change0 (0%)
Value$5.4M (+$55.4K)
Filed 2026-11-02
Jefferies Financial Group Inc.
INCREASED
Shares418,000 from 21,000
Change+397,000 (+1890%)
Value$402.8K (+$382.9K)
Filed 2026-11-05
Arena Capital Advisors, LLC- CA
CLOSED
Shares0 from 18,331,000
Change-18,331,000 (-100%)
Value$0 (-$17.5M)
Filed 2026-10-28
Voya Investment Management LLC
N/A
Shares— from 141,370,000
Change-141,370,000 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 53,398,000
Change-53,398,000 (-100%)
Value—
Oaktree Capital Management LP
N/A
Shares— from 48,444,000
Change-48,444,000 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 31,842,000
Change-31,842,000 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 29,000,000
Change-29,000,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 27,200,000
Change-27,200,000 (-100%)
Value—
Converium Capital Inc.
N/A
Shares— from 25,500,000
Change-25,500,000 (-100%)
Value—
Pier 88 Investment Partners LLC
N/A
Shares— from 18,726,000
Change-18,726,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 17,262,000
Change-17,262,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 16,585,000
Change-16,585,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 15,000,000
Change-15,000,000 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 13,418,000
Change-13,418,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,725,000
Change-12,725,000 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 12,500,000
Change-12,500,000 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,770,000
Change-7,770,000 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 7,390,000
Change-7,390,000 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7,022,000
Change-7,022,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 6,827,000
Change-6,827,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,900,000
Change-5,900,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,948,000
Change-4,948,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,676,000
Change-4,676,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,602,000
Change-4,602,000 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,485,000
Change-3,485,000 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Amundi
N/A
Shares— from 2,703,000
Change-2,703,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,370,000
Change-2,370,000 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 810,000
Change-810,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 330,000
Change-330,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 315,000
Change-315,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 273,000
Change-273,000 (-100%)
Value—
Kohlberg Kravis Roberts & Co. L.P.
N/A
Shares— from 265,000
Change-265,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Union Bancaire Privee, UBP SA
NEW632,500,000—+632,500,000——$96—2026-11-04
Context Capital Management, LLC
INCREASED80,370,00027,620,000+52,750,000+191%$26.4M$77.6M+$51.2M2026-11-04
Thrivent Financial for Lutherans
INCREASED20,783,00020,768,000+15,000+0%$19.8K$20.0K+$1952026-11-05
Mackay Shields LLC
DECREASED19,050,00019,157,000-107,000-1%$18.3M$18.4M+$87.0K2026-10-13
Piper Sandler & Co.
UNCHANGED7,260,0007,260,00000%$6.8M$7.0M+$141.6K2026-10-27
Truist Financial Corp
DECREASED6,249,0006,371,000-122,000-2%$6.1M$6.0M-$54.3K2026-10-30
Rational Advisors, Inc.
UNCHANGED5,576,0005,576,00000%$5.3M$5.4M+$55.4K2026-11-02
Jefferies Financial Group Inc.
INCREASED418,00021,000+397,000+1890%$20.0K$402.8K+$382.9K2026-11-05
Arena Capital Advisors, LLC- CA
CLOSED018,331,000-18,331,000-100%$17.5M$0-$17.5M2026-10-28
Voya Investment Management LLC
N/A—141,370,000-141,370,000-100%$135.0M———
Sona Asset Management (US) LLC
N/A—53,398,000-53,398,000-100%$51.0M———
Oaktree Capital Management LP
N/A—48,444,000-48,444,000-100%$46.3M———
DeepCurrents Investment Group LLC
N/A—31,842,000-31,842,000-100%$30.4M———
Walleye Capital LLC
N/A—29,000,000-29,000,000-100%$27.7M———
Franklin Resources Inc
N/A—27,200,000-27,200,000-100%$26.0M———
Converium Capital Inc.
N/A—25,500,000-25,500,000-100%$24.4M———
Pier 88 Investment Partners LLC
N/A—18,726,000-18,726,000-100%$17.8M———
Lord, Abbett & Co. LLC
N/A—17,262,000-17,262,000-100%$16.4K———
State Street Corp
N/A—16,585,000-16,585,000-100%$15.8M———
Verition Fund Management LLC
N/A—15,000,000-15,000,000-100%$14.3M———
Advent Capital Management
N/A—13,418,000-13,418,000-100%$12.8M———
BlackRock, Inc.
N/A—12,725,000-12,725,000-100%$12.1M———
Ovata Capital Management Ltd
N/A—12,500,000-12,500,000-100%$11.9M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,770,000-7,770,000-100%$7.4M———
Palisade Capital Management, LP
N/A—7,390,000-7,390,000-100%$7.1M———
Russell Investments Group, Ltd.
N/A—7,022,000-7,022,000-100%$6.7M———
Man Group plc
N/A—6,827,000-6,827,000-100%$6.5M———
Morgan Stanley
N/A—5,900,000-5,900,000-100%$5.6M———
Royal Bank of Canada
N/A—4,948,000-4,948,000-100%$4.7M———
JPMorgan Chase & Co
N/A—4,676,000-4,676,000-100%$4.5M———
Wells Fargo & Company
N/A—4,602,000-4,602,000-100%$4.4M———
State of Wisconsin Investment Board
N/A—4,000,000-4,000,000-100%$3.8M———
Lazard Asset Management LLC
N/A—3,485,000-3,485,000-100%$33.3K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—3,000,000-3,000,000-100%$2.9M———
Amundi
N/A—2,703,000-2,703,000-100%$2.6M———
Millennium Management LLC
N/A—2,500,000-2,500,000-100%$2.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,370,000-2,370,000-100%$2.3M———
Zazove Associates LLC
N/A—810,000-810,000-100%$773.7K———
SEI Investments Co
N/A—330,000-330,000-100%$314.3K———
UBS Group AG
N/A—315,000-315,000-100%$300.0K———
SSI Investment Management LLC
N/A—273,000-273,000-100%$260.0K———
Kohlberg Kravis Roberts & Co. L.P.
N/A—265,000-265,000-100%$253.1K———
Northwestern Mutual Wealth Management Co
N/A—3,000-3,000-100%$2.9K———
Erste Asset Management GmbH
N/A—00—$0———
Showing 44 of 44 institutions