Shift4 Payments, Inc. (FOUR)

SERVICES-BUSINESS SERVICES, NEC

Shift4 Payments, Inc. (FOUR) is listed on the New York Stock Exchange, where it has traded since June 5, 2020.

Listed On
the New York Stock Exchange
Listed Since
June 5, 2020
Employees
6,300
Market Cap
$3.0B

About Shift4 Payments, Inc.

Shift4 Payments Inc is an independent provider of software and payment processing solutions in the U.S., expanding internationally. Its payments platform offers integrated products and services across in-store, online, mobile and tablet-based channels, including end-to-end payment processing, merchant acquiring services, a proprietary omni-channel gateway, eCommerce capabilities, and reporting tools. The company distributes its services through internal sales teams and partners, including independent software vendors (ISVs) and value-added resellers (VARs). Revenue is predominantly recurring, derived mainly from processing fees and subscription revenue from POS software, business intelligence tools and other technology solutions. The company derives maximum revenue from the United States.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 347 institutions reported holding FOUR, with 69.0 million shares worth $3.4 billion in aggregate. The largest reported holder was Darlington Partners Capital Management, with 7.2 million shares worth $348.4 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Darlington Partners Capital Management7,161,844$348MAdded 8.9%
BlackRock5,584,763$272MReduced 13.47%
Vanguard5,348,033$260MAdded 10.83%
Durable Capital Partners4,423,633$215MReduced 28.26%
Ensign Peak Advisors3,058,581$149MReduced 1.54%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FOUR?

Shift4 Payments, Inc. (FOUR) is listed on the New York Stock Exchange, where it has traded since June 5, 2020.

Who are the largest institutional holders of FOUR?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FOUR were Darlington Partners Capital Management, BlackRock and Vanguard.

How many institutions own FOUR?

347 institutions reported a position in FOUR for the quarter ended June 30, 2026, worth $3.4 billion in total.

Did institutions buy or sell FOUR last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for FOUR.

Every reported institutional holder, plus insider and congressional trades in FOUR, on SentiSense.