$FOUR

$37.74 +$0.75 (2.03%) Live

$FOUR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 79.0M shares outstanding

Who owns FOUR?

By type of holder

Institutions 86.6% Insiders 0.0% Everyone else 13.4%

Concentration Top 10 holders own 41.7%

Darlington Partners Capital Management, LP 9.1% · BlackRock, Inc. 7.1%

Institutional ownership

86.6%

-2.8 pts vs last qtr

Institutional holders

357

+6 vs last qtr

Net shares bought

−2.2M

by institutions in Q2 2026

New / sold out

71 / 65

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +1.8M
Citadel Advisors LLC NEW +1.2M

Biggest sellers in Q2 2026

Wasatch Advisors LP −2.0M
Janus Henderson Group PLC SOLD OUT −1.8M

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.28M

3 notices from 3 people

Shares covered

18.4K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lauber David Taylor Officer $828K
Disman Nancy Director $348K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

−65.5%

−29.86% a year

Each share's claim on the business

+189.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$890M vs $254M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years46% 3–5 years16% 1–3 years25% Under 1 year13%

Quarterly turnover

18.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FOUR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DP Darlington Partners Capital Management, LP	7.2M	9.07%	+585.3K (+8.9%)	2024	15.4%
Shares held by quarter Peak holding7.2M (Q2'26) Change over 8 quarters+5.0M Share of the company9.070% Darlington Partners Capital Management, LP's full portfolio →
B BlackRock, Inc.	5.6M	7.07%	−869.1K (−13.5%)	≤2021	0.0%
Shares held by quarter Peak holding6.5M (Q1'26) Change over 8 quarters+2.7M Share of the company7.070% BlackRock, Inc.'s full portfolio →

Darlington Partners Capital Management, LP

7.2M

% of company

9.07%

Change vs last qtr

+585.3K (+8.9%)

Held since

2024

BlackRock, Inc.

5.6M

% of company

7.07%

Change vs last qtr

−869.1K (−13.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Shift4 Payments, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FOUR on Form N-PORT; together they hold 28.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$97.6M	2.0M	2.54%	0.08%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$85.9M	1.8M	2.24%	0.00%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$97.6M

% of company

2.54%

% of the fund

0.08%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$85.9M

% of company

2.24%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Shift4 Payments, Inc. and how much of the fund the position is.

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