SHIFT4 PMTS INC - NOTE 0.500% 8/0

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Debt / NOTE 0.500% 8/0
Market price (% of par)
107.1%
Total 13F principal
$684,719,000
Principal change
+$25,265,000
Total reported market value
$735,034,623
Number of holders
49
Value change
+$31,022,248
Number of buys
23
Number of sells
21

Institutional Holders of SHIFT4 PMTS INC - NOTE 0.500% 8/0 as of Q2 2025

As of 30 Jun 2025 SHIFT4 PMTS INC - NOTE 0.500% 8/0 had 49 institutional bondholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of $684,719,000 principal (par value or face value) of the bond of the company.
Largest 10 bondholders included Voya Investment Management LLC, Calamos Advisors LLC, ADVENT CAPITAL MANAGEMENT /DE/, MACKAY SHIELDS LLC, FRANKLIN RESOURCES INC, PIER 88 INVESTMENT PARTNERS LLC, LAZARD ASSET MANAGEMENT LLC, M&G PLC, GOLDMAN SACHS GROUP INC, and Thrivent Financial for Lutherans.
This table shows 49 bond principal holders of the security as of 30 Jun 2025.
Investor Option Weight % Change % Value $ * Price $ Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.