Shift4 Payments FOUR Institutional Ownership

NYSE FOUR

$37.09 +0.06 (+0.16%)

As of: Sep 29, 2026 · 3:59 PM EDT

Institutions by Trading Activity

407 Institutions

Increased 205 50.4%

Unchanged 43 10.6%

Reduced 159 39.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

98.97%

▲+44.75 pp QoQ

Shares Held by Institutions

78.47Mn

of 79.28Mn outstanding

▲+2.46% QoQ

Shares Outstanding

79.28Mn

815.50K held outside 13F filers

Institutional Investors

407

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+1.89Mn

accumulated since last quarter

Value of Holdings

$2.91Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Shift4 Payments, Inc. (NYSE:FOUR) appears in 407 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 99.0% of outstanding shares in June 2026, up from 54.2% in March 2026.
They increased total shares held in Shift4 Payments by 2.46% from the prior quarter, while the number of investors in FOUR decreased 19.09% year over year.
During the quarter, 205 of these 407 funds increased positions in FOUR, 159 reduced exposure, and 43 held steady.
The aggregate institutional position in Shift4 Payments amounted to 78.47Mn shares as of June 2026, up by 1.89Mn shares quarter on quarter, and down 47.89Mn shares year over year.
As of June 30, 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held the largest stake in Shift4 Payments with 7.16Mn shares, accounting for 9.03% of total shares outstanding.
Top purchasers of FOUR stock for the quarter ending June 2026 included Jupiter Topco LLC (1.85Mn), CITADEL ADVISORS LLC (1.25Mn), Portolan Capital Management, LLC (899.83K), FMR LLC (805.9K), Point72 Asset Management, L.P. (746.91K).
The biggest sellers of Shift4 Payments for the quarter ending June 2026 included WASATCH ADVISORS LP (2.04Mn), Durable Capital Partners LP (1.74Mn), UBS Group AG (1.12Mn), BlackRock, Inc. (869.07K), FIL Ltd (716.56K).
Per Business Quant data, the top 10 holders of Shift4 Payments for the quarter ending June 2026 are DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (7.16Mn), BlackRock, Inc. (5.58Mn), Durable Capital Partners LP (4.42Mn), Ensign Peak Advisors, Inc (3.06Mn), Neuberger Berman Group LLC (2.65Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.56Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.32Mn), WASATCH ADVISORS LP (2.17Mn), MARSHALL WACE, LLP (2.03Mn), State Street Corp (1.97Mn).

Form 13F Holdings

407 Institutional Holders

Report period 30 Jun, 2026

Total shares held 78.47Mn

Of outstanding 98.97%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0001854440	7,161,844	9.03%	▲585,335	+8.90%	$348.35Mn
2	BlackRock, Inc.	0002012383	5,584,763	7.04%	▼869,069	-13.47%	$271.64Mn
3	Durable Capital Partners LP	0001798849	4,423,633	5.58%	▼1,742,160	-28.26%	$215.17Mn
4	Ensign Peak Advisors, Inc	0001454984	3,058,581	3.86%	▼47,860	-1.54%	$148.77Mn
5	Neuberger Berman Group LLC	0001465109	2,649,220	3.34%	▲129,315	+5.13%	$128.86Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,557,320	3.23%	▲271,136	+11.86%	$124.39Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,324,424	2.93%	▲300,492	+14.85%	$113.06Mn
8	WASATCH ADVISORS LP	0000814133	2,169,197	2.74%	▼2,037,047	-48.43%	$105.51Mn
9	MARSHALL WACE, LLP	0001318757	2,031,890	2.56%	▲115,218	+6.01%	$98.83Mn
10	State Street Corp	0000093751	1,974,769	2.49%	▼92,193	-4.46%	$96.04Mn
11	Jupiter Topco LLC	0002146052	1,847,588	2.33%	▲1,847,588	0.00%	$89.87Mn
12	Spyglass Capital Management LLC	0001654344	1,833,803	2.31%	▲82,663	+4.72%	$89.20Mn
13	FMR LLC	0000315066	1,693,517	2.14%	▲805,905	+90.79%	$82.37Mn
14	CITADEL ADVISORS LLC	0001423053	1,246,944	1.57%	▲1,246,944	0.00%	$60.65Mn
15	D. E. Shaw & Co., Inc.	0001009207	1,235,207	1.56%	0	0.00%	$76.75Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,226,603	1.55%	▼194,361	-13.68%	$80.80Mn
17	Clearbridge Investments, LLC	0001348883	1,196,187	1.51%	▼623,192	-34.25%	$58.18Mn
18	Point72 Asset Management, L.P.	0001603466	1,171,428	1.48%	▲746,913	+175.95%	$56.98Mn
19	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	1,149,918	1.45%	▼40,023	-3.36%	$55.93Mn
20	Portolan Capital Management, LLC	0001350290	1,114,116	1.41%	▲899,832	+419.92%	$54.19Mn

Showing 1 to 20 of 407 holders