FOUR · NYSE · Software - Infrastructure

Shift4 Payments

Connects payment acceptance and commerce software for merchants that shop, dine, stay, and play.

$44.50
After-hours close+0.54 (+1.23%)
At close$43.96(+0.05%)

Breakdown13F · Form 4

Institutions 104.58%Insiders 1.95%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 69.18M · Float 43.31M · 62.6% free float

A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Isaacman Jared · 10 percent owner22.36M32.33%Form 4May 13, 2026
Darlington Partners Capital Management, LP7.16M10.35%13FAug 14, 2026
BlackRock, Inc.5.58M8.07%13FAug 7, 2026
Durable Capital Partners LP4.42M6.39%13FAug 14, 2026
Ensign Peak Advisors, Inc3.06M4.42%13FAug 14, 2026

Institutions13F, as of Jun 30, 2026

397 holders · 72.35M shares · 69 new positions · 187 increased · 151 reduced · 71 closed

HolderShares% outstandingChg q/qFiled
Darlington Partners Capital Management, LP7.16M10.35%+585.3KAug 14, 2026
BlackRock, Inc.5.58M8.07%−869.1KAug 7, 2026
Durable Capital Partners LP4.42M6.39%−1.74MAug 14, 2026
Ensign Peak Advisors, Inc3.06M4.42%−47.9KAug 14, 2026
Neuberger Berman Group LLC2.65M3.83%+129.3KAug 13, 2026
Vanguard Capital Management LLC2.56M3.70%+271.1KAug 13, 2026
Vanguard Portfolio Management LLC2.32M3.36%+300.5KAug 13, 2026
Wasatch Advisors LP2.17M3.14%−2.04MJul 10, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Jared Isaacman25.20%22.36M13GFeb 17, 2026
BlackRock, Inc.8.50%6.97M13GApr 27, 2026
Darlington Partners Capital Management, LP8.30%6.58M13GMay 15, 2026
Durable Capital Partners LP7.60%6.17M13GMay 15, 2026
Wasatch Advisors LP5.20%4.21M13GApr 22, 2026

InsidersForm 4

InsiderRoleShares% outstandingFiled
Isaacman Jared10 percent owner22.36M32.33%May 13, 2026
David Taylor Lauberdirector, officer: Chief Executive Officer450.6K0.65%Jun 9, 2026
Jordan Frankelofficer: See Remarks279.8K0.40%Mar 4, 2026
Christopher Nestor Cruzofficer: See Remarks257.6K0.37%Aug 7, 2026
Nancy Dismandirector198.0K0.29%Jun 17, 2026
James J. Whalenofficer: See Remarks66.9K0.10%Mar 3, 2026
Donald Isaacmandirector25.1K0.04%Jun 17, 2025
Jonathan S. Halkyarddirector21.6K0.03%Jun 17, 2026
Sam Bakhshandehpourdirector14.8K0.02%Jun 17, 2026
Karen Roter Davisdirector13.3K0.02%Jun 17, 2026

2 ten-percent owners hold 23.32M shares by Form 4, outside the officers-and-directors figure above · 5 people have not refiled in the last 18 months (683.0K shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 11, 2026
Jared Isaacman10 percent owner
Purchase195,500$41.411,594,455
May 12, 2026
Jared Isaacman10 percent owner
Purchase193,000$40.661,787,455
Mar 10, 2026
Jared Isaacman10 percent owner
Purchase43,827$45.751,410,727
Mar 2, 2026
Jared Isaacman10 percent owner
Purchase45,693$43.831,366,900
Feb 26, 2026
Jared Isaacman10 percent owner
Purchase136,993$48.381,161,963
Feb 27, 2026
Jared Isaacman10 percent owner
Purchase159,244$44.151,321,207
Dec 11, 2025
David Taylor Lauberdirector, officer: Chief Executive Officer
Sale · 2 lots12,000$69.00273,588
Dec 11, 2025
Nancy Dismandirector
Sale5,000$69.50130,420
Nov 12, 2025
James J. Whalenofficer: See Remarks
Sale1,438$71.5054,736
Sep 15, 2025
Nancy Dismanofficer: Chief Financial Officer
Sale5,000$87.28135,420

CongressHouse and Senate disclosures

Not reported.