Latest Period
Q1 2026
Security Snapshot
Shift4 Payments, Inc. - Class A Common Stock (FOUR) Institutional Ownership
CUSIP: 82452J109
13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026
Institutions Reporting
350
Shares (Excl. Options)
70,667,489
Price
$43.73
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- Type / Class
- Equity / Class A Common Stock
- Symbol
- FOUR on NYSE
- Shares outstanding
- 79,235,048
- Price per share
- $45.09
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 70,667,489
- Total reported value
- $3,094,958,188
- % of total 13F portfolios
- 0.01%
- Share change
- -9,242,889
- Value change
- -$506,028,182
- Number of holders
- 350
- Price from insider filings
- $45.09
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- FOUR - Shift4 Payments, Inc. - Class A Common Stock is tracked under CUSIP 82452J109.
- 350 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 403 to 350 between Q4 2025 and Q1 2026.
- Reported value moved from $5,119,243,245 to $3,094,958,188.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 350 institutions filings for Q1 2026.
Security key
82452J109
Latest holder period
Q1 2026
13F holders
350
13D/G owners
7
CIK / CUSIP context first
Open Q1 2026 holders
FOUR full holder history
Shift4 Payments, Inc. SEC filings
Shift4 Payments, Inc. company facts
Shift4 Payments, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82452J109:
Significant Owners of Shift4 Payments, Inc. - Class A Common Stock (FOUR) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Isaacman Jared | 25% | +2% | $1,465,019,193 | +$24,652,723 | 22,363,291 | +1.7% | Jared Isaacman | 31 Dec 2025 |
| BlackRock, Inc. | 8.5% | -16% | $304,951,765 | +$2,656,254 | 6,973,498 | +0.88% | BlackRock, Inc. | 31 Mar 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 8.3% | +1.2% | $299,033,864 | +$45,687,528 | 6,576,509 | +18% | Darlington Partners Capital Management, LP | 31 Mar 2026 |
| Durable Capital Partners LP | 7.6% | -22% | $280,358,608 | -$20,060,273 | 6,165,793 | -6.7% | Durable Capital Partners LP | 31 Mar 2026 |
| WASATCH ADVISORS LP | 5.2% | -48% | $183,939,050 | -$112,503,340 | 4,206,244 | -38% | Wasatch Advisors LP | 31 Mar 2026 |
| PRUDENTIAL FINANCIAL INC | 3.4% | $213,377,782 | 2,374,558 | PRUDENTIAL FINANCIAL INC | 31 Dec 2024 | |||
| JENNISON ASSOCIATES LLC | 3.4% | $209,846,553 | 2,335,261 | Jennison Associates LLC | 31 Dec 2024 |
As of 31 Mar 2026, 350 institutional investors reported holding 70,667,489 shares of Shift4 Payments, Inc. - Class A Common Stock (FOUR). This represents 89% of the company’s total 79,235,048 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Shift4 Payments, Inc. - Class A Common Stock (FOUR) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 8.3% | 6,576,509 | +18% | 13% | $287,590,739 |
| BlackRock, Inc. | 8.1% | 6,453,832 | +0.97% | 0% | $282,226,071 |
| Durable Capital Partners LP | 7.8% | 6,165,793 | -6.7% | 2.8% | $269,630,128 |
| WASATCH ADVISORS LP | 5.3% | 4,206,244 | -38% | 1.2% | $183,939,050 |
| Ensign Peak Advisors, Inc | 3.9% | 3,106,441 | +17% | 0.25% | $135,844,665 |
| NEUBERGER BERMAN GROUP LLC | 3.2% | 2,519,905 | -6.6% | 0.08% | $110,195,446 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.9% | 2,286,184 | 0% | 0% | $99,974,826 |
| UBS Group AG | 2.7% | 2,150,968 | +3.4% | 0.02% | $94,061,830 |
| STATE STREET CORP | 2.6% | 2,066,962 | +2.3% | 0% | $90,388,248 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6% | 2,023,932 | 0% | 0% | $88,506,546 |
| MARSHALL WACE, LLP | 2.4% | 1,916,672 | +16% | 0.09% | $83,816,069 |
| Clearbridge Investments, LLC | 2.3% | 1,819,379 | -10% | 0.07% | $79,561,434 |
| JANUS HENDERSON GROUP PLC | 2.3% | 1,804,347 | +3.3% | 0.04% | $78,904,094 |
| Spyglass Capital Management LLC | 2.2% | 1,751,140 | +3.1% | 5.4% | $76,577,352 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 1,420,964 | +3.9% | 0% | $62,153,228 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.5% | 1,189,941 | -2.4% | 0.18% | $52,036,116 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.4% | 1,133,313 | +43% | 0.01% | $49,559,775 |
| FMR LLC | 1.1% | 887,612 | +474% | 0% | $38,815,275 |
| GOODNOW INVESTMENT GROUP, LLC | 1.1% | 854,230 | +0.36% | 4.1% | $37,355,478 |
| RICE HALL JAMES & ASSOCIATES, LLC | 1.1% | 847,726 | +28% | 2.1% | $37,071,058 |
| RAYMOND JAMES FINANCIAL INC | 1% | 800,373 | -19% | 0.01% | $34,940,374 |
| FIL Ltd | 0.91% | 723,386 | -36% | 0.02% | $31,633,670 |
| NOMURA ASSET MANAGEMENT CO LTD | 0.87% | 688,550 | -24% | 0.08% | $30,110,292 |
| BROWN BROTHERS HARRIMAN & CO | 0.87% | 688,502 | -23% | 0.16% | $30,108,192 |
| Long Focus Capital Management, LLC | 0.85% | 675,000 | +91% | 1.3% | $29,517,750 |
Institutional Holders of Shift4 Payments, Inc. - Class A Common Stock (FOUR) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 70,667,489 | $3,094,958,188 | -$506,028,182 | $43.73 | 350 |
| 2025 Q4 | 81,283,007 | $5,119,243,245 | -$253,007,437 | $62.97 | 403 |
| 2025 Q3 | 84,667,387 | $6,553,555,132 | -$166,579,580 | $77.40 | 446 |
| 2025 Q2 | 86,428,738 | $8,562,515,208 | +$779,005,501 | $99.11 | 454 |
| 2025 Q1 | 79,422,766 | $6,486,429,253 | +$241,102,593 | $81.71 | 432 |
| 2024 Q4 | 75,864,792 | $7,878,691,086 | +$557,642,319 | $103.78 | 429 |
| 2024 Q3 | 70,612,572 | $6,273,293,290 | +$278,646,200 | $88.60 | 352 |
| 2024 Q2 | 67,773,771 | $4,971,420,492 | +$549,137,735 | $73.35 | 338 |
| 2024 Q1 | 60,621,797 | $4,005,298,312 | +$77,947,152 | $66.07 | 321 |
| 2023 Q4 | 59,048,051 | $4,389,164,341 | -$67,055,675 | $74.34 | 305 |
| 2023 Q3 | 58,778,622 | $3,254,367,789 | +$5,807,605 | $55.37 | 246 |
| 2023 Q2 | 57,872,603 | $3,932,515,847 | +$146,072,576 | $67.91 | 267 |
| 2023 Q1 | 55,694,423 | $4,221,404,100 | -$123,956,398 | $75.80 | 284 |
| 2022 Q4 | 57,533,467 | $3,217,435,019 | +$82,232,762 | $55.93 | 228 |
| 2022 Q3 | 56,583,739 | $2,524,201,981 | -$12,163,721 | $44.61 | 195 |
| 2022 Q2 | 57,328,436 | $1,896,368,132 | -$256,107,184 | $33.06 | 186 |
| 2022 Q1 | 60,673,750 | $3,757,195,267 | +$192,626,339 | $61.93 | 212 |
| 2021 Q4 | 57,663,844 | $3,341,404,438 | +$14,483,737 | $57.93 | 216 |
| 2021 Q3 | 55,750,066 | $4,322,260,970 | +$654,389,032 | $77.52 | 216 |
| 2021 Q2 | 46,780,833 | $4,384,646,381 | +$497,575,659 | $93.72 | 214 |
| 2021 Q1 | 43,257,419 | $3,546,286,614 | +$371,199,988 | $82.01 | 192 |
| 2020 Q4 | 38,910,019 | $2,933,212,448 | +$955,777,299 | $75.40 | 187 |
| 2020 Q3 | 26,793,888 | $1,294,928,035 | +$552,075,853 | $48.36 | 123 |
| 2020 Q2 | 15,889,521 | $564,347,001 | +$564,216,001 | $35.50 | 72 |
| 2020 Q1 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q4 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q3 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q2 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q1 | 98 | $9,000 | $91.84 | 1 |