What Makes Shift4 Payments (FOUR) an Investment Bet?

Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 0.84% compared to the S&P 500 Index’s 8.12% return and the S&P 500® Equal Weight Index’s 4.84% gain. You can check the fund’s top 5 holdings for its best picks for 2025.

In its third-quarter 2025 investor letter, Ave Maria Growth Fund highlighted stocks such as Shift4 Payments, Inc. (NYSE:FOUR). Shift4 Payments, Inc. (NYSE:FOUR) offers software and payment processing solutions. The one-month return of Shift4 Payments, Inc. (NYSE:FOUR) was -4.45%, and its shares lost 38.26% of their value over the last 52 weeks. On January 6, 2026 Shift4 Payments, Inc. (NYSE:FOUR) stock closed at $65.89 per share, with a market capitalization of $5.827 billion.

Ave Maria Growth Fund stated the following regarding Shift4 Payments, Inc. (NYSE:FOUR) in its third quarter 2025 investor letter:

Shift4 Payments, Inc. (NYSE:FOUR) is a payment processor focused on the hospitality industry. The company charges for payment processing services but gives customers the critical software they need to run their businesses for free. The company was started by Jared Isaacman, who set the world record for circumnavigating the earth in a light jet at age 26, and more recently, was the commander of the first all-civilian space flight.Shift4 has a long history of acquiring software companies and converting the business models to a bundling model, earning shareholders exceptional returns in the process.”

Is Shift4 Payments, Inc. (FOUR) the Top Stock to Buy According to Durable Capital Partners?

Shift4 Payments, Inc. (NYSE:FOUR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Shift4 Payments, Inc. (NYSE:FOUR) at the end of the third quarter, which was 55 in the previous quarter. While we acknowledge the risk and potential of Shift4 Payments, Inc. (NYSE:FOUR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Shift4 Payments, Inc. (NYSE:FOUR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Shift4 Payments, Inc. (NYSE:FOUR) and shared the list of best beaten down technology stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.