Shift4 Payments, Inc. (FOUR) Institutional Ownership

Ownership Summary

Shift4 Payments, Inc. (NYSE:FOUR) showed up in the 13F filings of 432 institutional investors as of December 2025.

• These investors held 96.8% of outstanding shares in December 2025, down from 103.8% in September 2025.
• Their total shares held in FOUR increased 1.27% from the prior quarter, while the number of investors in Shift4 Payments decreased 1.14% year over year.
• Of these 432 funds, 226 grew their exposure to Shift4 Payments, 163 cut back, and 43 maintained positions.
• Combined, these investors held 87.82Mn shares in FOUR for December 2025, up by 1.1Mn shares quarter on quarter, and up 5.83Mn shares year over year.
• DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP is the top holder of Shift4 Payments as of December 31, 2025, with 6.58Mn shares representing 7.25% of outstanding stock.
• The largest buyers of Shift4 Payments for the quarter ending December 2025 were 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).