1 tracked superinvestor hold SHIFT4 PMTS INC (FOUR), worth $1M combined, led by Bill Miller. Smart money is accumulating FOUR as of the latest 13F filings.
Current price
$49.30
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and visa, QR Pay, and mobile wallets, as well as alternative payment methods; merchant acquiring; proprietary omni-channel gateway; complementary software…
Market cap
$4.6B
P/E
41.86
Div yield
0.0%
Revenue YoY
25.5%
Analyst target
$64
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$1M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating FOUR: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
SHIFT4 PMTS INC (FOUR) is held by 1 tracked funds worth $1M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Miller at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Bill Miller), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.4% | $1M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own FOUR?
1 tracked funds hold SHIFT4 PMTS INC (FOUR), the largest being Bill Miller (Miller Value Partners) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling FOUR?
In the most recent 13F quarter, 1 tracked fund added or opened FOUR and 0 trimmed it, including 1 brand-new position.
How much FOUR do tracked funds hold?
Combined disclosed long exposure to FOUR across tracked superinvestors is $1M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.