Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SHIFT4 PMTS INC (FOUR)

415 + Investors. Track Smart Money conviction in FOUR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -33
Streak
2Q ▼
Buyers last Q
44%

Smart Money Signals — FOUR

Based on 388 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FOUR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
388 funds currently hold this stock — 90% of the 3.0-year high of 431 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
22 fewer hedge funds hold FOUR compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

214 buying267 selling
Last quarter: 267 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FOUR position: 70 → 76 → 68 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 23% new
188 out of 388 hedge funds have held FOUR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -3%, value -71%

Value
-71%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -71%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~77 new funds/quarter

111 → 70 → 76 → 68 → 77 new funds/Q
New funds entering each quarter: 70 → 76 → 68 → 77. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 14% 1-2yr ■ 30% new
Of 415 current holders: 229 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
40 of 388 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FOUR

How many hedge funds hold FOUR — quarterly history vs. share price
Quarterly hedge fund ownership of FOUR vs. share price

Market Analysis: FOUR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FOUR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 10 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: FOUR
2026 Q1 Stats Unlock in 20 days 415 + Investors

Track Smart Money conviction in FOUR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 415 447 -7.16%
13F Shares 85M 88M -3.4%
Total Value $5.31B $18.33B -71.04%
New Positions 81 68 +13
Increased Positions 166 186 -20
Closed Positions 113 79 +34
Reduced Positions 190 208 -18
Total Calls 19 19 -
Total Puts 16 17 -5.88%
PUT/CALL Ratio 0.84 0.89 Neutral

Statistics: FOUR

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

415 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FOUR. Verified SEC 13F-HR filings.

Top 25 institutional holders of FOUR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maestria Partners LLC 8.24% 516,186 $22.6M
2 WASATCH ADVISORS LP 1.22% 4,206,244 $183.9M
3 LB Partners LLC 1.18% 30,000 $1.3M
4 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.76% 130,889 $6K
5 Register Financial Advisors LLC 0.54% 33,530 $1.5M
6 Portman Square Capital LLP 0.33% 197,400 $8.6M
7 Argyle Capital Management, LLC 0.29% 20,300 $888K
8 BW Gestao de Investimentos Ltda. 0.22% 151,827 $6.6M
9 KORNITZER CAPITAL MANAGEMENT INC /KS 0.17% 177,504 $7.8M
10 Intellectus Partners, LLC 0.15% 16,292 $712K
11 S.A. Mason LLC 0.11% 6,952 $304K
12 LECAP ASSET MANAGEMENT LTD 0.09% 5,561 $243K
13 Prasad Wealth Partners, LLC 0.08% 6,982 $305K
14 MN Wealth Advisors, LLC 0.08% 3,774 $165K
15 Leonteq Securities AG 0.06% 34,547 $1.5M
16 Bayforest Capital Ltd 0.05% 1,102 $48K
17 GM Advisory Group, LLC 0.05% 30,025 $1.3M
18 AlphaQuest LLC 0.04% 12,438 $783K
19 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% 59,006 $2.6M
20 JCSD Capital, LLC 0.02% 509 $22K
21 SUMMER ROAD LLC 0.02% 750 $33K
22 Bank of New Hampshire 0.02% 2,095 $92K
23 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% 5,797 $254K
24 Louisiana State Employees Retirement System 0.02% 19,600 —
25 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 7,674 $336K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SHIFT4 PMTS INC (FOUR)

What does the Smart Money Trend signal show for FOUR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FOUR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FOUR?

More sellers than buyers — 44% buying: Last quarter: 267 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FOUR holders?

Strong quality — 28% AUM from major funds: 40 of 388 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FOUR?

48% of holders stayed for 2+ years: 188 out of 388 hedge funds have held FOUR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.