Shift4 Payments, Inc.

Who owns it

Quarter close

$55

Tracked value

$2.3B

Filers

81

Net bought

+$106M

Quarter ended 30 September 2023. One filer from each family. The book calls it Infrastructure. CUSIP 82452J109.

Bought this quarter

• Millennium ManagementGeneralist+$127M$128M
• Marshall WaceGeneralist+$89.3M$79.1M
• Morgan StanleyGeneralist+$38.5M$85.7M
• Wasatch AdvisorsGeneralist+$37.4M$108M
• Durable Capital PartnersSpecialist+$32.2M$231M

Largest holders

• Wellington Management GroupGeneralist$279M5,040,341
• Durable Capital PartnersSpecialist$231M4,167,388
• FidelityGeneralist$145M2,612,336
• BlackRockPassive$140M2,532,918
• Jennison AssociatesGeneralist$130M2,343,311
• Millennium ManagementGeneralist$128M2,303,511
• Clearbridge InvestmentsGeneralist$112M2,025,558
• AlliancebernsteinGeneralist$109M1,963,370

Quarter history

From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.

• Q2 202688 filers · $49$2.5B−$183M
• Q1 202685 filers · $44$2.3B−$370M
• Q4 202595 filers · $63$3.6B−$233M
• Q3 202597 filers · $77$4.8B+$12.2M
• Q2 202596 filers · $99$6.0B+$479M
• Q1 202594 filers · $82$4.5B+$132M
• Q4 202491 filers · $104$5.5B+$441M
• Q3 202485 filers · $89$4.2B+$202M
• Q2 202485 filers · $73$3.3B+$286M
• Q1 202482 filers · $66$2.6B−$7.9M
• Q4 202383 filers · $74$3.0B−$102M
• Q3 202381 filers · $55$2.3B+$106M
• Q2 202383 filers · $68$2.7B+$209M
• Q1 202383 filers · $76$2.8B−$27.1M
• Q4 202271 filers · $56$2.2B−$16.8M
• Q3 202267 filers · $45$1.7B+$23.0M
• Q2 202270 filers · $33$1.3B+$66.2M
• Q1 202271 filers · $62$2.3B+$93.8M
• Q4 202172 filers · $58$2.1B+$99.3M
• Q3 202169 filers · $78$2.6B+$528M
• Q2 202168 filers · $94$2.7B+$106M
• Q1 202166 filers · $82$2.2B+$270M
• Q4 202063 filers · $75$1.8B+$297M
• Q3 202052 filers · $48$844M+$275M
• Q2 202037 filers · $36$346M+$345M