Shift4 Payments, Inc. - Class A Common Stock (FOUR)

CUSIP: 82452J109

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Class A Common Stock
Shares outstanding
79,235,048
Total 13F shares
81,283,007
Share change
-3,453,543
Total reported value
$5,119,243,245
Put/Call ratio
58%
Price per share
$62.97
Number of holders
403
Value change
-$253,007,437
Number of buys
192
Number of sells
270

Security key

82452J109

Report period

Q4 2025

Institutions

403

Top holders

10

Ownership snapshot

Top shareholders of FOUR - Shift4 Payments, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.

Lead holder
Jared Isaacman
13D/G signal
Jared Isaacman
Evidence rows
50
Latest as of
31 Dec 2025
13D/G 13F 3/4/5 Lead comparable stake: 25% 13D/G row: Jared Isaacman
Holder Evidence Ownership % Position 12M Net Δ As of
Jared Isaacman
13D/G
25%
$1,465,019,193
22,363,291 shares
+$24,652,723 31 Dec 2025
PRUDENTIAL FINANCIAL INC
13D/G
3.4%
$213,377,782
2,374,558 shares
$0 31 Dec 2024
JENNISON ASSOCIATES LLC
13D/G 13F
Company
3.4%
$209,846,553
2,335,261 shares
$0 31 Dec 2024
Donald Isaacman
3/4/5
Director
0.03%
$2,325,212
25,113 shares
13 Jun 2025
Jonathan S. Halkyard
3/4/5
Director
0.02%
$1,529,679
16,521 shares
13 Jun 2025
Sam Bakhshandehpour
3/4/5
Director
0.01%
$895,530
9,672 shares
13 Jun 2025
Karen Roter Davis
3/4/5
Director
0.01%
$820,900
8,209 shares
-$335,619 30 Jun 2025
Sarah Goldsmith-Grover
3/4/5
Director
0.01%
$688,400
6,884 shares
-$390,230 30 Jun 2025
Seth Dallaire
3/4/5
Director
0%
$276,288
2,984 shares
13 Jun 2025
BlackRock, Inc.
13F
Company
13F
8%
$488,502,437
6,311,401 shares
30 Sep 2025
WASATCH ADVISORS LP
13F
Company
13F
7.8%
$476,561,707
6,157,128 shares
30 Sep 2025
VANGUARD GROUP INC
13F
Company
13F
7.7%
$473,735,368
6,120,612 shares
30 Sep 2025
Durable Capital Partners LP
13F
Company
13F
7.1%
$435,489,862
5,626,484 shares
30 Sep 2025
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
13F
Company
13F
6.4%
$392,551,515
5,071,725 shares
30 Sep 2025
Ensign Peak Advisors, Inc
13F
Company
13F
3.1%
$190,035,189
2,455,235 shares
30 Sep 2025
Neuberger Berman Group LLC
13F
Company
13F
3%
$181,481,638
2,344,724 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
2.9%
$178,058,011
2,300,489 shares
30 Sep 2025
STATE STREET CORP
13F
Company
13F
2.5%
$155,373,844
2,007,414 shares
30 Sep 2025
Clearbridge Investments, LLC
13F
Company
13F
2.5%
$154,357,566
1,994,284 shares
30 Sep 2025
UBS Group AG
13F
Company
13F
2.5%
$153,989,313
1,989,526 shares
30 Sep 2025
JANUS HENDERSON GROUP PLC
13F
Company
13F
2.3%
$140,967,806
1,821,288 shares
30 Sep 2025
Point72 Asset Management, L.P.
13F
Company
13F
1.9%
$118,232,757
1,527,555 shares
30 Sep 2025
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
13F
1.7%
$104,254,478
1,346,957 shares
30 Sep 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.7%
$101,458,626
1,310,599 shares
30 Sep 2025
ShawSpring Partners LLC
13F
Company
13F
1.6%
$96,856,348
1,251,374 shares
30 Sep 2025
Spyglass Capital Management LLC
13F
Company
13F
1.6%
$96,147,286
1,242,213 shares
30 Sep 2025
FIL Ltd
13F
Company
13F
1.4%
$87,580,577
1,131,532 shares
30 Sep 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
1.4%
$85,296,956
1,102,028 shares
30 Sep 2025
Invesco Ltd.
13F
Company
13F
1.4%
$84,158,336
1,087,317 shares
30 Sep 2025
BROWN BROTHERS HARRIMAN & CO
13F
Company
13F
1.3%
$82,725,197
1,068,801 shares
30 Sep 2025
AMERIPRISE FINANCIAL INC
13F
Company
13F
1.3%
$82,035,073
1,059,881 shares
30 Sep 2025
NOMURA ASSET MANAGEMENT CO LTD
13F
Company
13F
1.3%
$78,201,864
1,010,360 shares
30 Sep 2025
CIBC Private Wealth Group LLC
13F
Company
13F
1.3%
$77,611,620
1,002,734 shares
30 Sep 2025
Boston Partners
13F
Company
13F
1.1%
$70,058,074
903,021 shares
30 Sep 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.1%
$67,495,045
872,029 shares
30 Sep 2025
GOODNOW INVESTMENT GROUP, LLC
13F
Company
13F
1.1%
$67,190,321
868,092 shares
30 Sep 2025
MARSHALL WACE, LLP
13F
Company
13F
1.1%
$64,964,144
839,330 shares
30 Sep 2025
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
13F
0.83%
$50,606,287
653,828 shares
30 Sep 2025
BW Gestao de Investimentos Ltda.
13F
Company
13F
0.8%
$48,981,661
632,838 shares
30 Sep 2025
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
13F
0.74%
$45,219,479
584,231 shares
30 Sep 2025
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.73%
$44,605,233
576,295 shares
30 Sep 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.72%
$44,128,301
570,133 shares
30 Sep 2025
NORTHERN TRUST CORP
13F
Company
13F
0.65%
$39,683,830
512,711 shares
30 Sep 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.63%
$38,523,141
497,715 shares
30 Sep 2025
Baird Financial Group, Inc.
13F
Company
13F
0.55%
$33,944,699
438,562 shares
30 Sep 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
0.55%
$33,523,447
433,118 shares
30 Sep 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
0.54%
$32,930,217
425,455 shares
30 Sep 2025
Bank of New York Mellon Corp
13F
Company
13F
0.53%
$32,440,509
419,128 shares
30 Sep 2025
14B Captial Management LP
13F
Company
13F
0.5%
$30,727,800
397,000 shares
30 Sep 2025
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
0.49%
$29,846,446
385,613 shares
30 Sep 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
403
Shares
81,283,007
Rows loaded
403
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
446
Q4 2025 holders
403
Holder diff
-43
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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