Shift4 Payments, Inc. (FOUR) Institutional Ownership

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) has 432 institutional investors with active 13F positions as of December 2025.

• They owned 96.8% of outstanding stock in December 2025, down from 103.8% the prior quarter.
• They increased total shares held in FOUR by 1.27% quarter over quarter, and investors in Shift4 Payments decreased 1.14% from a year ago.
• Of these 432 holders, 226 added to their stakes in Shift4 Payments, 163 trimmed positions, and 43 made no changes.
• The aggregate institutional position in Shift4 Payments amounted to 87.82Mn shares as of December 2025, up by 1.1Mn shares quarter on quarter, and up 5.83Mn shares year over year.
• As of December 31, 2025, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held the largest stake in Shift4 Payments with 6.58Mn shares, accounting for 7.25% of total shares outstanding.
• The most significant purchases of FOUR for the quarter ending December 2025 came from 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).
• Top sellers of FOUR stock for the quarter ending December 2025 included 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).
• Per Business Quant data, the top 10 holders of Shift4 Payments for the quarter ending December 2025 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).