SHIFT4 PMTS INC (FOUR) — Hedge Fund Ownership Q4 2025
FOUR
- SHIFT4 PMTS INC (FOUR) is held by 2 of 82 tracked hedge funds, with ShawSpring Partners (14%) and Durable Capital Partners (4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in FOUR holdings came from Durable Capital Partners (+17%), highlighting conviction.
- The biggest decreases in FOUR holdings came from ShawSpring Partners (-8%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SHIFT4 PMTS INC (FOUR) by +13% vs the prior quarter and +27% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ShawSpring Partners Dennis Hong
|
13.62% | 1.1M | -8.19% | +18.47% | $72.3M | $62.97 | — |
| 2 |
Durable Capital Partners Henry Ellenbogen
|
3.94% | 6.6M | +17.43% | +28.77% | $416.0M | $62.97 | — |
| 2 | Total | — | 7.8M | +12.77% | +27.13% | $488.4M | — | — |
* 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.