LongFOURAug 2026
Shift4 Payments, Inc.
Shift4 is a vertically integrated payments business with powerful positions across restaurants, hospitality, stadiums, entertainment venues and luxury retail. Emeth believes…
FOUR
Which hedge funds are long FOUR?
2 published ideas on Shift4 Payments, Inc. across 2 funds — 2 long and 0 short.
Shift4 Payments hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Shift4 Payments: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongFOURSep 2026
Shift4 Technologies
Shift4 shares fell after strong 2025 results were accompanied by weaker-than-expected 2026 guidance, tax-free-shopping headwinds and lower free-cash-flow conversion. Greystone…