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 $2.99B 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 $287.59M in its March 31, 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 $348.55M, representing an estimated gain of +21.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
346
Total Reported Value
$2.99B
Largest Holder
Darlington Partners Capital Management, Lp
Largest Position
$287.59M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | 12.92% | 6,576,509 | $287,590,739 | $348,554,977 | +$60,964,238 | +21.20% | |
| Blackrock, Inc. | 0.00% | 6,453,832 | $282,226,071 | $342,053,096 | +$59,827,025 | +21.20% | |
| Durable Capital Partners | Henry Ellenbogen | 2.78% | 6,165,793 | $269,630,128 | $326,787,029 | +$57,156,901 | +21.20% |
| Ensign Peak Advisors, Inc | 0.25% | 3,106,441 | $135,844,665 | $164,641,373 | +$28,796,708 | +21.20% | |
| Neuberger Berman Group Llc | 0.08% | 2,519,905 | $110,195,446 | $133,554,965 | +$23,359,519 | +21.20% | |
| Wasatch Advisors Lp | 0.69% | 2,169,197 | $105,509,742 | $114,967,441 | +$9,457,699 | +8.96% | |
| Vanguard Capital Management Llc | 0.00% | 2,286,184 | $99,974,826 | $121,167,752 | +$21,192,926 | +21.20% | |
| Ubs Group Ag | 0.02% | 2,150,968 | $94,061,830 | $114,001,304 | +$19,939,474 | +21.20% | |
| State Street Corp | 0.00% | 2,066,962 | $90,388,248 | $109,548,986 | +$19,160,738 | +21.20% | |
| Vanguard Portfolio Management Llc | 0.00% | 2,023,932 | $88,506,546 | $107,268,396 | +$18,761,850 | +21.20% | |
| Marshall Wace, Llp | 0.09% | 1,916,672 | $83,816,069 | $101,583,616 | +$17,767,547 | +21.20% | |
| Clearbridge Investments, Llc | 0.07% | 1,819,379 | $79,561,434 | $96,427,087 | +$16,865,653 | +21.20% | |
| Janus Henderson Group Plc | 0.04% | 1,804,347 | $78,904,094 | $95,630,391 | +$16,726,297 | +21.20% | |
| Spyglass Capital Management Llc | 5.76% | 1,751,140 | $76,577,352 | $92,810,420 | +$16,233,068 | +21.20% | |
| Geode Capital Management, Llc | 0.00% | 1,420,964 | $62,153,228 | $75,311,092 | +$13,157,864 | +21.17% | |
| Fuller & Thaler Asset Management, Inc. | 0.18% | 1,189,941 | $52,036,116 | $63,066,873 | +$11,030,757 | +21.20% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,133,313 | $49,559,775 | $60,065,589 | +$10,505,814 | +21.20% | |
| Fmr Llc | 0.00% | 887,612 | $38,815,275 | $47,043,436 | +$8,228,161 | +21.20% | |
| Goodnow Investment Group, Llc | 4.09% | 854,230 | $37,355,478 | $45,274,190 | +$7,918,712 | +21.20% | |
| Rice Hall James & Associates, Llc | 2.06% | 847,726 | $37,071,058 | $44,929,478 | +$7,858,420 | +21.20% | |
| Private Management Group Inc | 0.94% | 735,225 | $35,761,344 | $38,966,925 | +$3,205,581 | +8.96% | |
| Raymond James Financial Inc | 0.01% | 800,373 | $34,940,374 | $42,419,769 | +$7,479,395 | +21.41% | |
| Fil Ltd | 0.02% | 723,386 | $31,633,670 | $38,339,458 | +$6,705,788 | +21.20% | |
| Nomura Asset Management Co Ltd | 0.08% | 688,550 | $30,110,292 | $36,493,150 | +$6,382,858 | +21.20% | |
| Brown Brothers Harriman & Co | 0.16% | 688,502 | $30,108,192 | $36,490,606 | +$6,382,414 | +21.20% | |
| Long Focus Capital Management, Llc | 1.30% | 675,000 | $29,517,750 | $35,775,000 | +$6,257,250 | +21.20% | |
| Morgan Stanley | 0.00% | 638,160 | $27,906,786 | $33,822,480 | +$5,915,694 | +21.20% | |
| Charles Schwab Investment Management Inc | 0.00% | 537,935 | $23,523,898 | $28,510,555 | +$4,986,657 | +21.20% | |
| Maestria Partners Llc | 8.24% | 516,186 | $22,572,814 | $27,357,858 | +$4,785,044 | +21.20% | |
| Schwartz Investment Counsel Inc | 0.74% | 460,941 | $22,420,170 | $24,429,873 | +$2,009,703 | +8.96% | |
| Northern Trust Corp | 0.00% | 504,058 | $22,042,456 | $26,715,074 | +$4,672,618 | +21.20% | |
| Gotham Asset Management, Llc | 0.07% | 488,551 | $21,364,335 | $25,893,203 | +$4,528,868 | +21.20% | |
| Bnp Paribas Financial Markets | 0.01% | 444,116 | $19,421,193 | $23,538,148 | +$4,116,955 | +21.20% | |
| Point72 Asset Management, L.P. | 0.03% | 424,515 | $18,564,041 | $22,499,295 | +$3,935,254 | +21.20% | |
| Goldman Sachs Group Inc | 0.00% | 422,157 | $18,460,926 | $22,374,321 | +$3,913,395 | +21.20% | |
| Fairview Capital Investment Management, Llc | 1.00% | 421,102 | $18,414,790 | $22,318,406 | +$3,903,616 | +21.20% | |
| Vanguard Fiduciary Trust Co | 0.00% | 410,068 | $17,932,274 | $21,733,604 | +$3,801,330 | +21.20% | |
| Bank Of New York Mellon Corp | 0.00% | 401,970 | $17,578,149 | $21,304,410 | +$3,726,261 | +21.20% | |
| Palisade Capital Management, Lp | 0.51% | 349,041 | $15,263,563 | $18,499,173 | +$3,235,610 | +21.20% | |
| Dimensional Fund Advisors Lp | 0.00% | 335,005 | $14,649,768 | $17,755,265 | +$3,105,497 | +21.20% | |
| Snyder Capital Management L P | 0.25% | 290,177 | $12,689,440 | $15,379,381 | +$2,689,941 | +21.20% | |
| Bank Of America Corp | 0.00% | 283,177 | $12,383,332 | $15,008,381 | +$2,625,049 | +21.20% | |
| Alliancebernstein L.P. | 0.00% | 182,912 | $11,517,969 | $9,694,336 | -$1,823,633 | -15.83% | |
| Walleye Capital Llc | 0.05% | 227,005 | $11,041,523 | $12,031,265 | +$989,742 | +8.96% | |
| Occam Crest Management Lp | 5.94% | 218,345 | $9,548,227 | $11,572,285 | +$2,024,058 | +21.20% | |
| Portolan Capital Management, Llc | 0.50% | 214,284 | $9,370,639 | $11,357,052 | +$1,986,413 | +21.20% | |
| Deutsche Bank Ag\ | 0.00% | 209,252 | $9,150,589 | $11,090,356 | +$1,939,767 | +21.20% | |
| Rhumbline Advisers | 0.01% | 187,312 | $8,191,096 | $9,927,536 | +$1,736,440 | +21.20% | |
| New York State Common Retirement Fund | 0.01% | 149,744 | $7,283,548 | $7,936,432 | +$652,884 | +8.96% | |
| State Of Wisconsin Investment Board | 0.02% | 161,035 | $7,042,061 | $8,534,855 | +$1,492,794 | +21.20% |
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.