Shift4 Pmts: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.9%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$11.9M (+12.5 M shares) · bought $11.9M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Ovata Capital ManagementNew$11.9M0.9%+0.9 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders (all 13F filers)
- Ovata Capital Managementconcentrated12.5 MInvestment firm+12.5 M
- Truist Financial6.4 MBank or trading desk+4.4 M
- Rational Advisors5.6 MType not verified+2.4 M
- State of Wisconsin Investment Board4.0 MPension or sovereign fund+1.0 M
- Ewing Morris & Co. Investment Partners3.0 MType not verified+3.0 M
- SEI Investments330 KInvestment firm0
- Northwestern Mutual Wealth Management3,000Wealth adviser0
- Ovata Capital Managementconcentrated
- Shares
- 12.5 M
- Change
- +12.5 M
See more
- Type
- Investment firm
- Value
- $11.9M
- Shares
- 6.4 M
- Change
- +4.4 M
See more
- Type
- Bank or trading desk
- Value
- $6.1M
- Rational Advisors
- Shares
- 5.6 M
- Change
- +2.4 M
See more
- Type
- Type not verified
- Value
- $5.3M
- Shares
- 4.0 M
- Change
- +1.0 M
See more
- Type
- Pension or sovereign fund
- Value
- $3.8M
- Ewing Morris & Co. Investment Partners
- Shares
- 3.0 M
- Change
- +3.0 M
See more
- Type
- Type not verified
- Value
- $2.9M
- Shares
- 330 K
- Change
- 0
See more
- Type
- Investment firm
- Value
- $314K
- Shares
- 3,000
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $2.9K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.