Security Snapshot

Shift4 Payments, Inc. - Class A Common Stock, $0.0001 per share (FOUR) Institutional Ownership

CUSIP: 82452J109

13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

353

Shares (Excl. Options)

68,964,794

Price

$48.64

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-1,135,748
Value change
-$53,498,041
Number of holders
353
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
78,993,446
SEC-reported price per share
$49.23
Insider filing price
$49.23
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FOUR - Shift4 Payments, Inc. - Class A Common Stock, $0.0001 per share is tracked under CUSIP 82452J109.
  • 353 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 352 to 353 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $3,093,096,718 to $3,376,521,930.

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

Latest holder context comes from 353 institutions filings for Q2 2026.

Open SEC evidence

Security key

82452J109

Latest holder period

Q2 2026

13F holders

353

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
FOUR
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
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
BlackRock, Inc. 7.4% -12% $287,821,509 -$51,369,434 5,917,383 -15% BlackRock, Inc. 30 Jun 2026
Durable Capital Partners LP 5.6% -25% $217,775,453 -$85,766,537 4,423,633 -28% Durable Capital Partners LP 30 Jun 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
WASATCH ADVISORS LP 2.7% -50% $105,509,742 -$99,081,966 2,169,197 -48% Wasatch Advisors LP 30 Jun 2026

As of 30 Jun 2026, 353 institutional investors reported holding 68,964,794 shares of Shift4 Payments, Inc. - Class A Common Stock, $0.0001 per share (FOUR). This represents 87% of the company’s total 78,993,446 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
66%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 9.1% 7,161,844 +8.9% 15% $348,352,092
BlackRock, Inc. 7.1% 5,584,763 -13% 0% $271,642,871
Durable Capital Partners LP 5.6% 4,423,633 -28% 2.1% $215,165,509
Ensign Peak Advisors, Inc 3.9% 3,058,581 -1.5% 0.24% $148,769,380
NEUBERGER BERMAN GROUP LLC 3.4% 2,649,220 +5.1% 0.09% $128,858,061
VANGUARD CAPITAL MANAGEMENT LLC 3.2% 2,557,320 +12% 0% $124,388,045
VANGUARD PORTFOLIO MANAGEMENT LLC 2.9% 2,324,424 +15% 0.01% $113,059,983
WASATCH ADVISORS LP 2.7% 2,169,197 -48% 0.69% $105,509,742
MARSHALL WACE, LLP 2.6% 2,031,890 +6% 0.08% $98,831,127
STATE STREET CORP 2.5% 1,974,769 -4.5% 0% $96,040,616
Jupiter Topco LLC 2.3% 1,847,588 0% 0.04% $89,866,680
Spyglass Capital Management LLC 2.3% 1,833,803 +4.7% 4.8% $89,196,178
FMR LLC 2.1% 1,693,517 +91% 0% $82,372,686
CITADEL ADVISORS LLC 1.6% 1,246,944 0.03% $60,651,356
GEODE CAPITAL MANAGEMENT, LLC 1.6% 1,226,603 -14% 0% $80,795,707
Clearbridge Investments, LLC 1.5% 1,196,187 -34% 0.05% $58,182,521
Point72 Asset Management, L.P. 1.5% 1,171,428 +176% 0.09% $56,978,258
FULLER & THALER ASSET MANAGEMENT, INC. 1.5% 1,149,918 -3.4% 0.15% $55,932,015
Portolan Capital Management, LLC 1.4% 1,114,116 +420% 2% $54,190,602
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.4% 1,082,866 -4.5% 0.01% $52,670,602
GOODNOW INVESTMENT GROUP, LLC 1.3% 1,047,530 +23% 5.3% $50,951,859
UBS Group AG 1.3% 1,035,766 -52% 0.01% $50,379,659
RICE HALL JAMES & ASSOCIATES, LLC 1.1% 874,492 +3.2% 2.1% $42,535,291
Long Focus Capital Management, LLC 1% 812,000 +20% 1.6% $39,495,680
PRIVATE MANAGEMENT GROUP INC 0.93% 735,225 +62% 0.94% $35,761,344

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 68,964,794 $3,376,521,930 -$53,498,041 $48.64 353
2026 Q1 70,655,711 $3,093,096,718 -$508,823,214 $43.73 352
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
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