Shift4 Payments, Inc. - FOUR

Sector: Technology · Industry: Software - Infrastructure

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$4.392B

QoQ value delta ($000)

-$1.669B (-27.53%)

Implied price effect (QoQ)

-28.5%

Total shares

95,384,991

QoQ shares delta

+1,271,156 (+1.35%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 388 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
VANGUARD GROUP INC	382,229	6,070,018	0.01%
BlackRock, Inc.	325,817	7,266,491	0.01%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	287,590	6,576,509	12.92%
Durable Capital Partners LP	269,630	6,165,793	2.78%
WASATCH ADVISORS LP	183,939	4,206,244	1.22%
Ensign Peak Advisors, Inc	135,844	3,106,441	0.25%
Neuberger Berman Group LLC	110,195	2,519,905	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	105,825	2,418,869	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	99,974	2,286,184	0.0%
STATE STREET CORP	97,845	2,202,350	0.0%
UBS Group AG	94,201	2,154,168	0.01%
VANGUARD PORTFOLIO MANAGEMENT LLC	88,506	2,023,932	0.0%
JANUS HENDERSON GROUP PLC	85,458	1,924,747	0.04%
MARSHALL WACE, LLP	83,816	1,916,672	0.08%
Clearbridge Investments, LLC	79,561	1,819,379	0.07%
Spyglass Capital Management LLC	76,577	1,751,140	5.42%
D. E. Shaw & Co., Inc.	73,328	1,364,207	0.04%
CITADEL ADVISORS LLC	68,621	1,569,200	0.01%
GEODE CAPITAL MANAGEMENT, LLC	62,153	1,420,964	0.0%
FULLER & THALER ASSET MANAGEMENT, INC.	52,036	1,189,941	0.18%
NORGES BANK	51,635	820,000	0.01%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	49,559	1,133,313	0.01%
MORGAN STANLEY	48,274	1,017,874	0.0%
WOLVERINE ASSET MANAGEMENT LLC	46,947	887,280	0.45%
TWO SIGMA INVESTMENTS, LP	46,062	863,166	0.04%