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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Class A Common Stock, $0.0001 par value per share
Symbol
FOUR on NYSE
Shares outstanding
88,743,218
Price per share
$59.40
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
81,241,737
Total reported value
$5,116,617,467
% of total 13F portfolios
0.01%
Share change
-3,452,610
Value change
-$252,634,320
Number of holders
399
Price from insider filings
$59.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Shift4 Payments, Inc. - Class A Common Stock, $0.0001 par value per share (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. 10% +12% $636,664,828 +$64,660,371 6,912,756 +11% BlackRock, Inc. 31 May 2025
WASATCH ADVISORS LP 10% $426,867,551 6,778,925 Wasatch Advisors LP 31 Dec 2025
Durable Capital Partners LP 9.8% +18% $432,822,539 +$64,231,572 6,606,969 +17% Durable Capital Partners LP 31 Dec 2025
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 8.2% +17% $365,003,705 +$52,756,513 5,571,725 +17% Darlington Partners Capital Management, LP 31 Dec 2025
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 Dec 2025, 399 institutional investors reported holding 81,241,737 shares of Shift4 Payments, Inc. - Class A Common Stock, $0.0001 par value per share (FOUR). This represents 92% of the company’s total 88,743,218 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Shift4 Payments, Inc. - Class A Common Stock, $0.0001 par value per share (FOUR) together control 68% 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
WASATCH ADVISORS LP 7.6% 6,778,925 +10% 2.5% $426,868,907
Durable Capital Partners LP 7.4% 6,606,969 +17% 3.9% $416,040,838
BlackRock, Inc. 7.2% 6,391,633 +1.3% 0.01% $402,481,129
VANGUARD GROUP INC 6.8% 6,070,018 -0.83% 0.01% $382,229,034
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 6.3% 5,571,725 +9.9% 14% $350,851,523
NEUBERGER BERMAN GROUP LLC 3% 2,697,454 +15% 0.13% $169,858,678
Ensign Peak Advisors, Inc 3% 2,643,829 +7.7% 0.29% $166,481,912
UBS Group AG 2.3% 2,079,709 +4.5% 0.03% $130,959,276
Clearbridge Investments, LLC 2.3% 2,025,529 +1.6% 0.1% $127,547,538
STATE STREET CORP 2.3% 2,020,076 +0.63% 0% $127,204,186
JANUS HENDERSON GROUP PLC 2% 1,746,447 -4.1% 0.05% $109,973,479
Spyglass Capital Management LLC 1.9% 1,697,920 +37% 5.3% $106,918,022
MARSHALL WACE, LLP 1.9% 1,655,485 +97% 0.1% $104,245,892
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,367,881 +4.4% 0.01% $86,152,635
FULLER & THALER ASSET MANAGEMENT, INC. 1.4% 1,218,606 -9.5% 0.26% $76,735,615
ShawSpring Partners LLC 1.3% 1,148,861 -8.2% 14% $72,343,777
FIL Ltd 1.3% 1,131,234 -0.03% 0.05% $71,233,805
MORGAN STANLEY 1.2% 1,101,671 -52% 0% $69,372,312
RAYMOND JAMES FINANCIAL INC 1.1% 986,093 -11% 0.02% $62,951,389
JENNISON ASSOCIATES LLC 1% 925,232 -55% 0.03% $58,261,884
NOMURA ASSET MANAGEMENT CO LTD 1% 902,016 -11% 0.14% $56,799,947
BROWN BROTHERS HARRIMAN & CO 1% 891,981 -17% 0.31% $56,168,044
BANK OF MONTREAL /CAN/ 0.98% 872,453 +3049% 0.02% $54,938,366
GOODNOW INVESTMENT GROUP, LLC 0.96% 851,200 -1.9% 5% $53,600,064
NORGES BANK 0.92% 820,000 0.01% $51,635,400

Institutional Holders of Shift4 Payments, Inc. - Class A Common Stock, $0.0001 par value per share (FOUR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 81,241,737 $5,116,617,467 -$252,634,320 $62.97 399
2025 Q3 84,636,745 $6,551,183,442 -$168,264,113 $77.40 444
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