Which superinvestors hold Shift4 Payments Inc-Class A (FOUR)?

Per the latest SEC 13F filings, 2 superinvestors hold Shift4 Payments Inc-Class A (FOUR): Henry Ellenbogen, Bill Miller. Combined value held is about $270.9M, with Henry Ellenbogen the largest holder.

Shift4 Payments Inc-Class A

Held by 2 superinvestors (FOUR).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

This quarter1 opened1 trimmed2 exited

TickerFOUR

Holder count2

Total value held$270.9M

Largest holderHenry Ellenbogen

External

Ownership overview

Shift4 Payments Inc-Class A (FOUR) is held by 2 of the superinvestors tracked on Compounder, with a combined $270.9M in reported 13F value. The largest position belongs to Henry Ellenbogen, where it makes up 2.8% of the portfolio.

Other notable holders by value include Bill Miller (0.3% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in FOUR, 0 added to existing ones, 1 trimmed, and 2 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 4 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Superinvestors Holding This Security

Investor	Value	Shares	Weight (prev→now)
Henry Ellenbogen	$269.6M	6,165,793	3.9% → 2.8% ▼
Bill Miller	$1.3M	30,035	New · 0.3%

Henry Ellenbogen
Value$269.6MWeight (prev→now)3.9% → 2.8% ▼
Bill Miller
Value$1.3MWeight (prev→now)New · 0.3%

Exited this quarter (2)

Ray Dalio Dennis Hong

Sources· SEC EDGAR 13F as of 2026-05-15

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