SHIFT4 PAYMENTS INC-CLASS A (FOUR) Institutional Shareholders
SHIFT4 PAYMENTS INC-CLASS A (FOUR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.32B in FOUR holdings during the latest filing period.
Darlington Partners Capital Management, Lp is currently the largest disclosed institutional shareholder of FOUR tracked by InsiderSet, reporting ownership valued at approximately $348.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $301.44M, representing an estimated loss of -13.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed FOUR value among the investors covered in this analysis. Major shareholders include Darlington Partners Capital Management, Lp, Blackrock, Inc., Durable Capital Partners, and several other long-term asset managers with concentrated positions in SHIFT4 PAYMENTS INC-CLASS A (FOUR).
This page ranks the largest institutional FOUR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
347
Total Reported Value
$3.32B
Largest Holder
Darlington Partners Capital Management, Lp
Largest Position
$348.35M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Darlington Partners Capital Management, Lp | 15.38% | 7,161,844 | $348,352,092 | $301,442,014 | -$46,910,078 | -13.47% | |
| Blackrock, Inc. | 0.00% | 5,584,763 | $271,642,871 | $235,062,675 | -$36,580,196 | -13.47% | |
| Durable Capital Partners | Henry Ellenbogen | 2.09% | 4,423,633 | $215,165,509 | $186,190,713 | -$28,974,796 | -13.47% |
| Ensign Peak Advisors, Inc | 0.25% | 3,106,441 | $135,844,665 | $130,750,102 | -$5,094,563 | -3.75% | |
| Neuberger Berman Group Llc | 0.09% | 2,649,220 | $128,858,061 | $111,505,670 | -$17,352,391 | -13.47% | |
| Vanguard Capital Management Llc | 0.00% | 2,557,320 | $124,388,045 | $107,637,599 | -$16,750,446 | -13.47% | |
| Vanguard Portfolio Management Llc | 0.01% | 2,324,424 | $113,059,983 | $97,835,006 | -$15,224,977 | -13.47% | |
| Wasatch Advisors Lp | 0.69% | 2,169,197 | $105,509,742 | $91,301,502 | -$14,208,240 | -13.47% | |
| Marshall Wace, Llp | 0.08% | 2,031,890 | $98,831,127 | $85,522,250 | -$13,308,877 | -13.47% | |
| State Street Corp | 0.00% | 1,974,769 | $96,040,616 | $83,118,027 | -$12,922,589 | -13.46% | |
| Spyglass Capital Management Llc | 4.83% | 1,833,803 | $89,196,178 | $77,184,768 | -$12,011,410 | -13.47% | |
| Fmr Llc | 0.00% | 1,693,517 | $82,372,686 | $71,280,131 | -$11,092,555 | -13.47% | |
| Geode Capital Management, Llc | 0.00% | 1,226,603 | $80,795,707 | $51,627,720 | -$29,167,987 | -36.10% | |
| Janus Henderson Group Plc | 0.04% | 1,804,347 | $78,904,094 | $75,944,965 | -$2,959,129 | -3.75% | |
| Citadel Advisors Llc | 0.03% | 1,246,944 | $60,651,356 | $52,483,873 | -$8,167,483 | -13.47% | |
| Clearbridge Investments, Llc | 0.05% | 1,196,187 | $58,182,521 | $50,347,511 | -$7,835,010 | -13.47% | |
| Point72 Asset Management, L.P. | 0.09% | 1,171,428 | $56,978,258 | $49,305,405 | -$7,672,853 | -13.47% | |
| Fuller & Thaler Asset Management, Inc. | 0.15% | 1,149,918 | $55,932,015 | $48,400,049 | -$7,531,966 | -13.47% | |
| Portolan Capital Management, Llc | 2.03% | 1,114,116 | $54,190,602 | $46,893,142 | -$7,297,460 | -13.47% | |
| Goodnow Investment Group, Llc | 5.29% | 1,047,530 | $50,951,859 | $44,090,538 | -$6,861,321 | -13.47% | |
| Ubs Group Ag | 0.01% | 1,035,766 | $50,379,659 | $43,595,391 | -$6,784,268 | -13.47% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,133,313 | $49,559,775 | $47,701,144 | -$1,858,631 | -3.75% | |
| Rice Hall James & Associates, Llc | 2.07% | 874,492 | $42,535,291 | $36,807,368 | -$5,727,923 | -13.47% | |
| Long Focus Capital Management, Llc | 1.61% | 812,000 | $39,495,680 | $34,177,080 | -$5,318,600 | -13.47% | |
| Private Management Group Inc | 0.94% | 735,225 | $35,761,344 | $30,945,620 | -$4,815,724 | -13.47% | |
| Goldman Sachs Group Inc | 0.00% | 703,783 | $34,231,989 | $29,622,226 | -$4,609,763 | -13.47% | |
| Norges Bank | 0.00% | 687,363 | $33,433,336 | $28,931,109 | -$4,502,227 | -13.47% | |
| Nomura Asset Management Co Ltd | 0.07% | 666,450 | $32,416,128 | $28,050,881 | -$4,365,247 | -13.47% | |
| Susquehanna International Group, Llp | 0.03% | 649,853 | $31,608,850 | $27,352,313 | -$4,256,537 | -13.47% | |
| Morgan Stanley | 0.00% | 615,940 | $29,959,351 | $25,924,915 | -$4,034,436 | -13.47% | |
| Charles Schwab Investment Management Inc | 0.00% | 515,500 | $25,073,920 | $21,697,395 | -$3,376,525 | -13.47% | |
| Brown Brothers Harriman & Co | 0.11% | 501,121 | $24,374,525 | $21,092,183 | -$3,282,342 | -13.47% | |
| Bank Of America Corp | 0.00% | 477,535 | $23,227,302 | $20,099,448 | -$3,127,854 | -13.47% | |
| Northern Trust Corp | 0.00% | 473,032 | $23,008,277 | $19,909,917 | -$3,098,360 | -13.47% | |
| Schwartz Investment Counsel Inc | 0.74% | 460,941 | $22,420,170 | $19,401,007 | -$3,019,163 | -13.47% | |
| Maestria Partners Llc | 7.63% | 451,186 | $21,945,687 | $18,990,419 | -$2,955,268 | -13.47% | |
| Snyder Capital Management L P | 0.32% | 384,250 | $18,689,920 | $16,173,083 | -$2,516,837 | -13.47% | |
| Vanguard Fiduciary Trust Co | 0.00% | 371,168 | $18,053,612 | $15,622,461 | -$2,431,151 | -13.47% | |
| Dimensional Fund Advisors Lp | 0.00% | 340,440 | $16,559,001 | $14,329,120 | -$2,229,881 | -13.47% | |
| Deutsche Bank Ag\ | 0.00% | 335,202 | $16,304,226 | $14,108,652 | -$2,195,574 | -13.47% | |
| Sg Americas Securities, Llc | 0.01% | 329,674 | $16,035,000 | $13,875,979 | -$2,159,021 | -13.46% | |
| Bank Of New York Mellon Corp | 0.00% | 315,954 | $15,368,003 | $13,298,504 | -$2,069,499 | -13.47% | |
| Fairview Capital Investment Management, Llc | 0.73% | 283,747 | $13,801,454 | $11,942,911 | -$1,858,543 | -13.47% | |
| Emeth Value Capital, Llc | 44.84% | 265,971 | $12,936,829 | $11,194,719 | -$1,742,110 | -13.47% | |
| Occam Crest Management Lp | 6.22% | 201,345 | $11,285,387 | $8,474,611 | -$2,810,776 | -24.91% | |
| Walleye Capital Llc | 0.05% | 227,005 | $11,041,523 | $9,554,640 | -$1,486,883 | -13.47% | |
| Quantinno Capital Management Lp | 0.01% | 225,825 | $10,984,128 | $9,504,974 | -$1,479,154 | -13.47% | |
| Raymond James Financial Inc | 0.00% | 196,136 | $9,540,031 | $8,255,364 | -$1,284,667 | -13.47% | |
| Invesco Ltd. | 0.00% | 169,413 | $8,240,248 | $7,130,593 | -$1,109,655 | -13.47% | |
| Palisade Capital Management, Lp | 0.35% | 167,072 | $8,126,382 | $7,032,060 | -$1,094,322 | -13.47% |
Frequently asked questions about FOUR
Who owns the most FOUR stock?
The largest holders of FOUR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SHIFT4 PAYMENTS INC-CLASS A (FOUR).
Is FOUR widely held by superinvestors?
Many widely followed stocks like FOUR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FOUR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.