FOUR · NYSE · Software - Infrastructure

Shift4 Payments (FOUR)

Connects payment acceptance and commerce software for merchants that shop, dine, stay, and play.

$39.21
vs last close−0.16 (−0.41%)

13F · 13D/G · Form 4

Institutions87.72%69.58M shares
399 holders · as of Jun 30, 2026
Insiders58.30%46.25M shares
12 holders · as of Aug 7, 2026
Adds to146.02%

79.33M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (79.33M in the company's Sep 22, 2026 report, 69.18M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 146.02%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Jared Isaacman1Insider10 percent owner
56.60%22.36M · 22.54Mfiled Feb 17, 2026
Darlington Partners Capital Management, LPInstitution
9.03%7.16Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.04%5.58Mas of Jun 30, 2026
Durable Capital Partners LPInstitution
5.58%4.42Mas of Jun 30, 2026
Ensign Peak Advisors, IncInstitution
3.86%3.06Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
3.34%2.65Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.22%2.56Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.93%2.32Mas of Jun 30, 2026
Wasatch Advisors LPInstitution
2.73%2.17Mas of Jun 30, 2026
Marshall Wace, LLPInstitution
2.56%2.03Mas of Jun 30, 2026
State Street CorpInstitution
2.49%1.97Mas of Jun 30, 2026
Jupiter Topco LLCInstitution
2.33%1.85Mas of Jun 30, 2026
Spyglass Capital Management LLCInstitution
2.31%1.83Mas of Jun 30, 2026
FMR LLCInstitution
2.13%1.69Mas of Jun 30, 2026
Citadel Advisors LLCInstitution
1.57%1.25Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.55%1.23Mas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
1.51%1.20Mas of Jun 30, 2026
Point72 Asset Management, L.P.Institution
1.48%1.17Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
1.45%1.15Mas of Jun 30, 2026
Portolan Capital Management, LLCInstitution
1.40%1.11Mas of Jun 30, 2026
UBS Asset Management Americas IncInstitution
1.37%1.08Mas of Jun 30, 2026
Goodnow Investment Group, LLCInstitution
1.32%1.05Mas of Jun 30, 2026
UBS Group AGInstitution
1.31%1.04Mas of Jun 30, 2026
Rice Hall James & Associates, LLCInstitution
1.10%874,492as of Jun 30, 2026
Long Focus Capital Management, LLCInstitution
1.02%812,000as of Jun 30, 2026
  1. Jared Isaacman's transaction reports restate only vehicles that traded; the 2026 ownership statement (22.36M) is used instead.

13F, as of Jun 30, 2026

399 holders · 69.58M shares · 69 new positions · 185 increased · 154 reduced · 69 closed

HolderShares% outstandingChg q/qFiled
Darlington Partners Capital Management, LP7.16M9.03%+585.3KAug 14, 2026
BlackRock, Inc.5.58M7.04%−869.1KAug 7, 2026
Durable Capital Partners LP4.42M5.58%−1.74MAug 14, 2026
Ensign Peak Advisors, Inc3.06M3.86%−47.9KAug 14, 2026
Neuberger Berman Group LLC2.65M3.34%+129.3KAug 13, 2026
Vanguard Capital Management LLC2.56M3.22%+271.1KAug 13, 2026
Vanguard Portfolio Management LLC2.32M2.93%+300.5KAug 13, 2026
Wasatch Advisors LP2.17M2.73%−2.04MJul 10, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Jared Isaacman25.20%22.36M13GFeb 17, 2026
BlackRock, Inc.8.50%6.97M13GApr 27, 2026
Darlington Partners Capital Management, LP8.30%6.58M13GMay 15, 2026
Durable Capital Partners LP7.60%6.17M13GMay 15, 2026
Wasatch Advisors LP5.20%4.21M13GApr 22, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 11, 2026
Jared Isaacman10 percent owner
Purchase195,500$41.411,594,455
May 12, 2026
Jared Isaacman10 percent owner
Purchase193,000$40.661,787,455
Mar 10, 2026
Jared Isaacman10 percent owner
Purchase43,827$45.751,410,727
Mar 2, 2026
Jared Isaacman10 percent owner
Purchase45,693$43.831,366,900
Feb 26, 2026
Jared Isaacman10 percent owner
Purchase136,993$48.381,161,963
Feb 27, 2026
Jared Isaacman10 percent owner
Purchase159,244$44.151,321,207
Dec 11, 2025
David Taylor Lauberdirector, officer: Chief Executive Officer
Sale · 2 lots12,000$69.00273,588
Dec 11, 2025
Nancy Dismandirector
Sale5,000$69.50130,420
Nov 12, 2025
James J. Whalenofficer: See Remarks
Sale1,438$71.5054,736

House and Senate disclosures

Not reported.