Companies / Shift4 Payments, Inc.

Shift4 Payments, Inc.

NYSE: FOURCIK 1794669CENTER VALLEY, PA

Financials · FY2025

Revenue$4.18B
Net income$147.00M
Total debt$4.51B
Cash$356.00M
Diluted EPS—
Shares outstanding79.0M

Ownership

79.0M shares outstanding · as of Jul 31, 2026
1.5%Insiders
Ownership
Insiders1.52%1,198,668
10%+ / strategic36.65%28,940,567
Institutions94.17%74,360,420
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 7

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Insider% of sharesShares
Jared Isaacman10% owner
28.07%22,161,642
Lauber David TaylorCEOChief Executive Officer · Director
0.58%459,774
Frankel JordanSee Remarks
0.35%279,844
Cruz Christopher NestorSee Remarks
0.31%246,785
Disman NancyDirector
0.24%190,644
Whalen James J.FormerSee Remarks
0.08%66,936
Halkyard Jonathan SDirector
0.03%21,621

Institutional holders 415

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HolderValue% of shares
Wasatch Advisors LP$426.87M8.59%
Durable Capital Partners LP$416.04M8.37%
Vanguard Group Inc$382.23M7.69%
Darlington Partners Capital Management, LP$350.85M7.06%
BlackRock, Inc.$271.64M7.07%
Neuberger Berman Group LLC$169.86M3.42%
Ensign Peak Advisors, Inc$166.48M3.35%
UBS Group AG$130.96M2.63%
Spyglass Capital Management LLC$106.92M2.15%
State Street Corporation$96.04M2.50%

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q4 2025
as of
Norges Bank
13F manager
NewCommon stock$51.64M+820K
820,000
1.04% of shares
high
Q1 2026
as of
Norges Bank
13F manager
ExitCommon stock$-51.64M-820K
-100.00%
0
high
Q2 2026
as of
BlackRock, Inc.
13F manager
TrimCommon stock$-39.25M-807K
-12.62%
5,584,763
7.07% of shares
medium
Q1 2026
as of
Private Management Group Inc
13F manager
NewCommon stock$19.86M+454K
454,242
0.58% of shares
medium
Q4 2025
as of
Bank of America Corp /De
13F manager
TrimCommon stock$-17.44M-277K
-48.57%
293,233
0.37% of shares
medium
Q1 2026
as of
BNP Paribas Financial Markets
13F manager
AddCommon stock$13.03M+298K
+203.83%
444,116
0.56% of shares
medium
Q1 2026
as of
Marshall Wace, LLP
13F manager
AddCommon stock$11.42M+261K
+15.78%
1,916,672
2.43% of shares
medium
Q1 2026
as of
Emerald Advisers, LLC
13F manager
TrimCommon stock$-11.21M-256K
-91.42%
24,044
0.03% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Wasatch Advisors LPPassive13G/A—6,778,925—
Darlington Partners Capital Management, LPPassive13G/A———
Jared IsaacmanPassive13G/A———
Durable Capital Partners LPPassive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
FOUR——82452J109—