Shift4 Payments FOUR Institutional Ownership

NYSE FOUR

$39.76 +0.33 (+0.82%)

As of: Oct 19, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 358 institutions held 44.42% of Shift4 Payments (FOUR) shares outstanding. Versus the prior quarter, institutional ownership was down 1.78 percentage points, the holder count rose by 8 and shares held were down 2.31%. The largest holder is DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP with 7.16Mn shares (4.61% of outstanding).

Updated Oct 11, 2026 Shift4 Payments (FOUR) stock price and overview

Institutions by Trading Activity

358 Institutions

Increased 187 52.2%

Unchanged 29 8.1%

Reduced 142 39.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

44.42%

▼-1.78 pp QoQ

Shares Held by Institutions

69.04Mn

of 155.44Mn outstanding

▼-2.31% QoQ

Shares Outstanding

155.44Mn

86.40Mn held outside 13F filers

Institutional Investors

358

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

-1.63Mn

distributed since last quarter

Value of Holdings

$2.72Bn

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

Updated Oct 11, 2026

Shift4 Payments, Inc. (NYSE:FOUR) was reported as a holding by 358 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 44.42% of outstanding shares in Q2 2026, down from 46.20% the quarter before.
Total shares held in FOUR fell 2.31% from Q1 2026; the number of holders fell 21.32% from Q2 2025.
Among the 358 holders of Shift4 Payments, 187 added to their positions, 142 reduced their stakes and 29 left their positions unchanged.
Altogether, institutional holders owned 69.04Mn FOUR shares at the end of Q2 2026, down 1.63Mn from the prior quarter and down 14.43Mn from a year earlier.
As of June 30, 2026, the biggest holder of Shift4 Payments was Darlington Partners Capital Management, LP with 7.16Mn shares, or 4.61% of shares outstanding.
Among existing holders, the largest additions to Shift4 Payments in Q2 2026 came from Portolan Capital Management, LLC (+899.83K shares), FMR LLC (+805.9K shares), Point72 Asset Management, L.P. (+746.91K shares), Darlington Partners Capital Management, LP (+585.34K shares) and Susquehanna International Group, LLP (+543.38K shares).
Among holders that kept a stake in Shift4 Payments, the biggest sellers in Q2 2026 were Wasatch Advisors LP (-2.04Mn shares), Durable Capital Partners LP (-1.74Mn shares), UBS Group AG (-1.12Mn shares), BlackRock, Inc. (-869.07K shares) and FIL Ltd (-716.57K shares).
Per Business Quant, the top 10 investors in FOUR for the quarter ended June 30, 2026 were Darlington Partners Capital Management, LP (7.16Mn shares), BlackRock, Inc. (5.58Mn shares), Durable Capital Partners LP (4.42Mn shares), Ensign Peak Advisors, Inc (3.06Mn shares), Neuberger Berman Group LLC (2.65Mn shares), Vanguard Capital Management LLC (2.56Mn shares), Vanguard Portfolio Management LLC (2.32Mn shares), Wasatch Advisors LP (2.17Mn shares), Marshall Wace, LLP (2.03Mn shares) and State Street Corp (1.97Mn shares).

Form 13F Holdings

358 Institutional Holders

Report period 30 Jun, 2026

Total shares held 69.04Mn

Of outstanding 44.42%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0001854440	7,161,844	4.61%	▲585,335	+8.90%	$348.35Mn
2	BlackRock, Inc.	0002012383	5,584,763	3.59%	▼869,069	-13.47%	$271.64Mn
3	Durable Capital Partners LP	0001798849	4,423,633	2.85%	▼1,742,160	-28.26%	$215.17Mn
4	Ensign Peak Advisors, Inc	0001454984	3,058,581	1.97%	▼47,860	-1.54%	$148.77Mn
5	Neuberger Berman Group LLC	0001465109	2,649,220	1.70%	▲129,315	+5.13%	$128.86Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,557,320	1.65%	▲271,136	+11.86%	$124.39Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,324,424	1.50%	▲300,492	+14.85%	$113.06Mn
8	WASATCH ADVISORS LP	0000814133	2,169,197	1.40%	▼2,037,047	-48.43%	$105.51Mn
9	MARSHALL WACE, LLP	0001318757	2,031,890	1.31%	▲115,218	+6.01%	$98.83Mn
10	State Street Corp	0000093751	1,974,769	1.27%	▼92,193	-4.46%	$96.04Mn
11	Jupiter Topco LLC	0002146052	1,847,588	1.19%	▲1,847,588	0.00%	$89.87Mn
12	Spyglass Capital Management LLC	0001654344	1,833,803	1.18%	▲82,663	+4.72%	$89.20Mn
13	FMR LLC	0000315066	1,693,517	1.09%	▲805,905	+90.79%	$82.37Mn
14	CITADEL ADVISORS LLC	0001423053	1,246,944	0.80%	▲1,246,944	0.00%	$60.65Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,226,603	0.79%	▼194,361	-13.68%	$80.80Mn
16	Clearbridge Investments, LLC	0001348883	1,196,187	0.77%	▼623,192	-34.25%	$58.18Mn
17	Point72 Asset Management, L.P.	0001603466	1,171,428	0.75%	▲746,913	+175.95%	$56.98Mn
18	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	1,149,918	0.74%	▼40,023	-3.36%	$55.93Mn
19	Portolan Capital Management, LLC	0001350290	1,114,116	0.72%	▲899,832	+419.92%	$54.19Mn
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	1,082,866	0.70%	▼50,447	-4.45%	$52.67Mn

Showing 1 to 20 of 358 holders