Shift4 Payments, Inc.
FOUR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001794669
No open-market purchases or sales by Shift4 Payments, Inc. insiders were filed in the last 90 days; 359 institutions reported holding it in 13F filings for Q2 2026, worth $3.38B in total; no superinvestor holds it.
Other share classesFOUR.PA
Key figures
- Market capClose on Nov 10, 2026
- $3.28B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +11 vs. previous quarter
- 359
- 13F valueReported value at the end of Q2 2026
- $3.38B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $4.18B
- +25.5% year over year
- Net income, FY2025
- $119.0M
- −48.2% year over year
- Free cash flow, FY2025
- $624.0M
- +26.5% year over year
- Revenue, Q3 FY2026
- $1.32B
- +12.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 14.0M
- Shares sold short
- Change
- −606.0K
- −4.2% vs. previous
- Days to cover
- 6.61
- At average daily volume
Superinvestors holding FOUR, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding FOUR at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Shift4 Payments, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 13, 2026 (view filing) | May 11-12 | 2 days | Isaacman Jared10% Owner | PPurchaseClass A Common Stock | +388.5K | $41.04 | +$15.9M | +27.8%1.79M after | 2 lots |
| Mar 11, 2026 (view filing) | Mar 10 | 1 day | Isaacman Jared10% Owner | PPurchaseClass A Common Stock | +43.8K | $45.75 | +$2.01M | +3.2%1.41M after | |
| Mar 4, 2026 (view filing) | Mar 2 | 2 days | Isaacman Jared10% Owner | PPurchaseClass A Common Stock | +45.7K | $43.83 | +$2.00M | +3.5%1.37M after | |
| Mar 2, 2026 (view filing) | Feb 26-27 | 4 days | Isaacman Jared10% Owner | PPurchaseClass A Common Stock | +296.2K | $46.11 | +$13.7M | +28.9%1.32M after | 2 lots |
| Dec 15, 2025 (view filing) | Dec 11 | 4 days | Disman NancyDirector | SSaleClass A Common Stock | −5.00K | $69.50 | −$347.5K | −3.7%130.4K after | 10b5-1 |
| Dec 15, 2025 (view filing) | Dec 11 | 4 days | Lauber David TaylorChief Executive Officer | SSaleClass A Common Stock | −12.0K | $69.00 | −$828.1K | −4.2%273.6K after | 2 lots |
| Nov 14, 2025 (view filing) | Nov 12 | 2 days | Whalen James J.See Remarks | SSaleClass A Common Stock | −1.44K | $71.50 | −$102.8K | −2.6%54.7K after | 10b5-1 |
| Sep 17, 2025 (view filing) | Sep 15 | 2 days | Disman NancyChief Financial Officer | SSaleClass A Common Stock | −5.00K | $87.28 | −$436.4K | −3.6%135.4K after | 10b5-1 |
| Sep 5, 2025 (view filing) | Sep 3 | 2 days | Lauber David TaylorChief Executive Officer | SSaleClass A Common Stock | −2.50K | $88.59 | −$221.5K | −0.9%285.6K after | 10b5-1 |
| Aug 19, 2025 (view filing) | Aug 15 | 4 days | Whalen James J.See Remarks | SSaleClass A Common Stock | −794 | $89.90 | −$71.4K | −1.4%56.3K after |
Top 10 13F holders, Q2 2026
See all 359 holdersThe largest institutional positions in Shift4 Payments, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Darlington Partners Capital Management, LP | 7,161,844 | $348.4M | 15.38% | +585,335+8.9% | Added |
| BlackRock, Inc. | 5,584,763 | $271.6M | 0.00% | −869,069−13.5% | Reduced |
| Durable Capital Partners LP | 4,423,633 | $215.2M | 2.09% | −1,742,160−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,058,581 | $148.8M | 0.24% | −47,860−1.5% | Reduced |
| Neuberger Berman Group LLC | 2,649,220 | $128.9M | 0.09% | +129,315+5.1% | Added |
| Vanguard Capital Management LLC | 2,557,320 | $124.4M | 0.00% | +271,136+11.9% | Added |
| Vanguard Portfolio Management LLC | 2,324,424 | $113.1M | 0.01% | +300,492+14.8% | Added |
| Wasatch Advisors Inc | 2,169,197 | $105.5M | 0.69% | −2,037,047−48.4% | Reduced |
| Marshall Wace, LLP | 2,031,890 | $98.8M | 0.08% | +115,218+6.0% | Added |
| State Street Corp | 1,974,769 | $96.0M | 0.00% | −92,193−4.5% | Reduced |
Holders of 5% or more of FOUR
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Shift4 Payments, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Isaacman Jared | 13G/A | 25.20%22.4M shares | +0.50 ppfrom 24.70% | Feb 16, 20216 filings | Feb 17, 2026 | SEC |
| Darlington Partners Capital Management, LP | 13G/A | 8.30%6.58M shares | +0.10 ppfrom 8.20% | Mar 25, 20254 filings | May 15, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.40%5.92M shares | −1.10 ppfrom 8.50% | Feb 4, 20254 filings | Jul 30, 2026 | SEC |
| Durable Capital Partners LP | 13G/A | 5.60%4.42M shares | −2.00 ppfrom 7.60% | Feb 12, 20219 filings | Aug 14, 2026 | SEC |
Politician trades
All politician trades in FOUR1 member of Congress reported 5 trades in Shift4 Payments, Inc. since 2020. Newest filings:
