Shift4 Payments FOUR Institutional Ownership

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) showed up in the 13F filings of 395 institutional investors as of March 2026.

• They owned 111.0% of outstanding stock in March 2026, down from 6603.2% the prior quarter.
• Their total shares held in FOUR increased 9.63% quarter over quarter, and separately, investors owning Shift4 Payments decreased 11.04% from a year ago.
• Of these 395 holders, 234 added to their stakes in Shift4 Payments, 123 trimmed positions, and 38 made no changes.
• Altogether, these fund groups held 81.78Mn shares in FOUR by March 2026, up by 7.18Mn shares quarter on quarter, and down 1.6Mn shares year over year.
• As of March 31, 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held the largest stake in Shift4 Payments with 6.58Mn shares, accounting for 8.93% of total shares outstanding.
• Top purchasers of FOUR stock for the quarter ending March 2026 included Ensign Peak Advisors, Inc (3.11Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.29Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.02Mn), Janus Henderson Group Plc (1.86Mn), DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (1.0Mn).
• Leading sellers of Shift4 Payments shares for the quarter ending March 2026 were WASATCH ADVISORS LP (2.57Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.25Mn), Bank Of Montreal /Can/ (846.14K), Ameriprise Financial Inc (668.9K), Magnetar Financial LLC (539.34K).
• According to Business Quant data, leading holders of FOUR for March 2026 are DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (6.58Mn), BlackRock, Inc. (6.45Mn), Durable Capital Partners LP (6.17Mn), WASATCH ADVISORS LP (4.21Mn), Janus Henderson Group Plc (3.61Mn), Ensign Peak Advisors, Inc (3.11Mn), Neuberger Berman Group LLC (2.52Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.29Mn), UBS Group AG (2.15Mn), State Street Corp (2.07Mn).