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FOUR · Shift4 Payments, Inc. · Held by Funds

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$44.78 +3.26 (+7.85%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$3.36B
Shares
74.94M
Volume · Nov 13 2.9M Avg daily vol (3M) 2.19M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of FOUR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 15.25% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.59% 1,944,698
Index ETFs 12.66% 9,486,323
Active ETFs 0.15% 111,281
Active funds 10.99% 8,238,991
Unclassified 0.96% 721,359
All registered funds 27.36% 20,502,652
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding FOUR

313 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 2,006,995 $97,620,237 0.08%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,766,006 $85,898,532 0.00%
Fidelity Value Fund 1,274,000 $67,522,000 0.64%
VANGUARD SMALL-CAP INDEX FUND 1,270,419 $61,793,180 0.03%
Spyglass Growth Fund 986,719 $47,994,012 4.78%
Undiscovered Managers Behavioral Value Fund 946,000 $46,013,440 0.51%
Janus Henderson Triton Fund 914,307 $44,471,892 0.75%
VANGUARD SMALL-CAP GROWTH INDEX FUND 736,260 $35,811,686 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 673,904 $32,778,691 0.03%
VANGUARD EXPLORER FUND 607,030 $32,172,590 0.15%
Strategic Advisers U.S. Total Stock Fund 730,334 $30,878,522 0.03%
Janus Henderson Venture Fund 495,878 $24,119,506 0.67%
State Street SPDR S&P MidCap 400SM ETF Trust 451,661 $21,968,791 0.08%
ClearBridge Small Cap Growth Fund 390,680 $20,706,040 1.08%
DWS Small Cap Core Fund 325,000 $15,808,000 1.36%
AVE MARIA GROWTH FUND 324,941 $15,805,130 1.25%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 297,160 $14,453,862 0.08%
Fidelity Advisor Value Strategies Fund 313,600 $13,259,008 0.51%
Fidelity Extended Market Index Fund 287,488 $12,154,993 0.03%
Schwab U.S. Small-Cap ETF 278,825 $11,788,721 0.05%
U.S. SMALL CAP PORTFOLIO 218,201 $11,564,653 0.06%
iShares Russell Mid-Cap ETF 235,524 $11,455,887 0.02%
Fidelity Mid Cap Index Fund 212,469 $11,260,857 0.02%
iShares S&P Mid-Cap 400 Growth ETF 227,762 $11,078,344 0.10%
BBH Select Mid Cap ETF 158,667 $8,409,351 1.89%
iShares Russell Mid-Cap Growth ETF 125,495 $6,104,077 0.03%
VIP Value Strategies Portfolio 108,233 $5,264,453 0.43%
Fidelity Crypto Industry and Digital Payments ETF 105,718 $5,142,124 1.95%
iShares S&P Mid-Cap 400 Value ETF 102,934 $5,006,710 0.06%
Nicholas Limited Edition, Inc. 93,214 $4,940,342 1.43%
Fidelity Total Market Index Fund 112,939 $4,775,061 0.00%
iShares Core S&P Total U.S. Stock Market ETF 89,220 $4,339,661 0.00%
ClearBridge Variable Small Cap Growth Portfolio 85,825 $4,174,528 0.91%
VANGUARD S&P MID-CAP 400 INDEX FUND 96,402 $4,075,877 0.07%
Hodges Small Cap Fund 60,000 $4,074,600 2.24%
Buffalo Small Cap Growth Fund 83,092 $4,041,595 0.87%
iShares Russell 1000 Growth ETF 79,468 $3,865,324 0.00%
Fidelity Series Total Market Index Fund 91,095 $3,851,497 0.00%
First Trust Small Cap Growth AlphaDEX Fund 72,172 $3,825,116 0.29%
iShares Russell 1000 Value ETF 77,957 $3,791,828 0.00%
Hodges Fund 55,000 $3,735,050 2.40%
Schwab Fundamental U.S. Small Company ETF 86,466 $3,655,782 0.04%
AVE MARIA RISING DIVIDEND FUND 75,000 $3,648,000 0.42%
VANGUARD FINANCIALS INDEX FUND 82,262 $3,478,037 0.02%
Jackson Square SMID-Cap Growth Fund 49,499 $3,420,381 4.73%
Jackson Square Large-Cap Growth Fund 48,831 $3,374,222 1.84%
Fidelity Convertible Securities Fund 77,000 $3,255,560 0.13%
Nuveen Equity Index Fund 58,037 $3,075,961 0.01%
JNL Mid Cap Index Fund 60,208 $2,928,517 0.08%
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF 59,035 $2,871,462 0.10%
Showing 1–50 of 313 positions
Key facts CIK 1794669 CUSIP 82452J109 13F (30d) 274 filings 247 filers Visit website Investor relations