SHIFT4 PMTS INC (FOUR) — Hedge Fund Ownership Q1 2026
FOUR
- SHIFT4 PMTS INC (FOUR) is held by 2 of 84 tracked hedge funds, with Durable Capital Partners (3%) and Miller Value Partners (0.3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in FOUR holdings came from Durable Capital Partners (-7%), suggesting profit-taking or de-risking.
- 1 hedge fund exited FOUR, led by ShawSpring Partners (14%).
- Overall, hedge funds decreased exposure to SHIFT4 PMTS INC (FOUR) by -21% vs the prior quarter and -10% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
2.78% | 6.2M | -6.68% | +4.16% | $269.6M | $43.73 | — |
| 2 |
Miller Value Partners Bill Miller
|
0.34% | 30K | NEW | — | $1.3M | $43.73 | — |
| — |
ShawSpring Partners Dennis Hong
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 6.2M | -20.50% | -9.57% | $270.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.