FOURNYSEServices-Business Services, NECFiscal year ends December 31Also trades as FOUR.PA
Shift4 Payments, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$39.77+0.34 (+0.86%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69M
Shares held, 13F filers
Institutional holders
358
72 new, 60 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
6 buys · 4 sales
Net bought $32.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Darlington Partners GP, LLC | 6,576,509 | 8.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 5,917,383 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Darlington Partners Capital Management, LP | 5,571,725 | 8.20% | 13G (passive) amendment | Dec 31, 2025 |
| Durable Capital Partners LP | 4,423,633 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Jared Isaacman | 22,363,291 | 25.20% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FOUR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Darlington Partners Capital Management, LP | 7,161,844 | – | $348.35M | +585,335 | 15.38% |
| BlackRock, Inc. | 5,584,763 | – | $271.64M | −869,069 | 0.00% |
| Durable Capital Partners LP | 4,423,633 | – | $215.17M | −1,742,160 | 2.09% |
| Ensign Peak Advisors, Inc | 3,058,581 | – | $148.77M | −47,860 | 0.24% |
| Neuberger Berman Group LLC | 2,649,220 | – | $128.86M | +129,315 | 0.09% |
| Vanguard Capital Management LLC | 2,557,320 | – | $124.39M | +271,136 | 0.00% |
| Vanguard Portfolio Management LLC | 2,324,424 | – | $113.06M | +300,492 | 0.01% |
| Wasatch Advisors LP | 2,169,197 | – | $105.51M | −2,037,047 | 0.69% |
| Marshall Wace, Llp | 2,031,890 | – | $98.83M | +115,218 | 0.08% |
| State Street Corp | 1,974,769 | – | $96.04M | −92,193 | 0.00% |
| Jupiter Topco LLC | 1,847,588 | – | $89.87M | New | 0.04% |
| Spyglass Capital Management LLC | 1,833,803 | – | $89.20M | +82,663 | 4.83% |
| FMR LLC | 1,693,517 | – | $82.37M | +805,905 | 0.00% |
| Citadel Advisors LLC | 1,246,944 | – | $60.65M | New | 0.01% |
| Geode Capital Management, LLC | 1,226,603 | – | $80.80M | −194,361 | 0.00% |
| Clearbridge Investments, LLC | 1,196,187 | – | $58.18M | −623,192 | 0.05% |
| Point72 Asset Management, L.P. | 1,171,428 | – | $56.98M | +746,913 | 0.06% |
| Fuller & Thaler Asset Management, Inc. | 1,149,918 | – | $55.93M | −40,023 | 0.15% |
| Portolan Capital Management, LLC | 1,114,116 | – | $54.19M | +899,832 | 2.03% |
| UBS Asset Management Americas Inc | 1,082,866 | – | $52.67M | −50,447 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 358 | 69M | 72 / 113 | 147 / 60 | 12M | 12M |
| Q1 2026 | 353 | 71M | 65 / 135 | 121 / 108 | 12M | 18M |
| Q4 2025 | 404 | 83M | 75 / 138 | 156 / 113 | 11M | 13M |
| Q3 2025 | 450 | 85M | 73 / 150 | 177 / 77 | 10M | 12M |
| Q2 2025 | 458 | 87M | 81 / 178 | 156 / 60 | 14M | 6M |
| Q1 2025 | 441 | 80M | 70 / 178 | 144 / 63 | 11M | 7M |
| Q4 2024 | 440 | 76M | 132 / 132 | 138 / 38 | 16M | 9M |
| Q3 2024 | 357 | 71M | 59 / 147 | 108 / 41 | 14M | 8M |
| Q2 2024 | 342 | 68M | 80 / 161 | 67 / 60 | 14M | 10M |
| Q1 2024 | 325 | 64M | 79 / 110 | 99 / 59 | 15M | 11M |
| Q4 2023 | 308 | 61M | 89 / 85 | 105 / 30 | 10M | 8M |
| Q3 2023 | 252 | 59M | 40 / 90 | 87 / 57 | 9M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FOUR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,006,995 | – | $97.62M | 0.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,766,006 | – | $85.90M | 0.00% | Jun 30, 2026 |
| Fidelity Value Fund | 1,274,000 | – | $67.52M | 0.64% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,270,419 | – | $61.79M | 0.03% | Jun 30, 2026 |
| Spyglass Growth Fund | 986,719 | – | $47.99M | 4.78% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 946,000 | – | $46.01M | 0.51% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 914,307 | – | $44.47M | 0.75% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 736,260 | – | $35.81M | 0.08% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 673,904 | – | $32.78M | 0.03% | Jun 30, 2026 |
| Vanguard Explorer Fund | 607,030 | – | $32.17M | 0.15% | Jul 31, 2026 |
| Wasatch Core Growth Fund | 512,745 | – | $24.94M | 0.84% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 495,878 | – | $24.12M | 0.67% | Jun 30, 2026 |
| ClearBridge Small Cap Growth Fund | 390,680 | – | $20.71M | 1.08% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 350,400 | – | $15.61M | 0.04% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 325,929 | – | $14.52M | 0.06% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| David Taylor Lauber | Chief Executive Officer, Director | 660,700 | Jun 9, 2026 |
| Christopher Nestor Cruz | See Remarks | 257,566 | Aug 7, 2026 |
| Jordan Frankel | See Remarks | 279,844 | Mar 4, 2026 |
| James J. Whalen | See Remarks | 66,936 | Mar 3, 2026 |
| Sam Bakhshandehpour | Director | 14,772 | Jun 17, 2026 |
| Seth Dallaire | Director | 8,084 | Jun 17, 2026 |
| Jonathan S. Halkyard | Director | 21,621 | Jun 17, 2026 |
| Nancy Disman | Director | 197,987 | Jun 17, 2026 |
| Sarah Goldsmith-Grover | Director | 11,984 | Jun 17, 2026 |
| Karen Roter Davis | Director | 13,309 | Jun 17, 2026 |
| Donald Isaacman | Director | 25,113 | Jun 17, 2025 |
| Jared Isaacman | 10% owner | 1,959,277 | May 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher Nestor Cruz See Remarks | Aug 7, 2026 | Award | +24,854 | – | – | 257,566 |
| Christopher Nestor Cruz See Remarks | Aug 5, 2026 | Tax withholding | −14,073 | $55.61 | $782.60K | 232,712 |
| Karen Roter Davis Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 13,309 |
| Sam Bakhshandehpour Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 14,772 |
| Jonathan S. Halkyard Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 21,621 |
| Sarah Goldsmith-Grover Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 11,984 |
| Nancy Disman Director | Jun 15, 2026 | Award | +7,343 | $41.18 | $302.38K | 197,987 |
| Seth Dallaire Director | Jun 15, 2026 | Award | +5,100 | $41.18 | $210.02K | 8,084 |
| David Taylor Lauber Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −5,193 | $39.29 | $204.03K | 450,557 |
| Jared Isaacman 10% owner | May 12, 2026 | Buy | +193,000 | $40.66 | $7.85M | 1,787,455 |
| Jared Isaacman 10% owner | May 11, 2026 | Buy | +195,500 | $41.41 | $8.10M | 1,594,455 |
| Jared Isaacman 10% owner | Mar 17, 2026 | Gift | −1,600 | – | – | 20,750,915 |
| Jared Isaacman 10% owner | Mar 10, 2026 | Buy | +43,827 | $45.75 | $2.01M | 1,410,727 |
| Jordan Frankel See Remarks | Mar 2, 2026 | Tax withholding | −4,175 | $44.07 | $183.99K | 279,844 |
| Jared Isaacman 10% owner | Mar 2, 2026 | Buy | +45,693 | $43.83 | $2.00M | 1,366,900 |
| David Taylor Lauber Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −12,302 | $44.07 | $542.15K | 459,774 |
| Nancy Disman Director | Mar 2, 2026 | Tax withholding | −5,760 | $44.07 | $253.84K | 190,644 |
| Jordan Frankel See Remarks | Feb 28, 2026 | Tax withholding | −3,199 | $44.07 | $140.98K | 284,019 |
| James J. Whalen See Remarks | Feb 28, 2026 | Tax withholding | −902 | $44.07 | $39.75K | 66,936 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 28, 2026 | Tax withholding | −9,926 | $44.07 | $437.44K | 472,076 |
| Nancy Disman Director | Feb 28, 2026 | Tax withholding | −4,266 | $44.07 | $188.00K | 196,404 |
| Jordan Frankel See Remarks | Feb 27, 2026 | Award | +62,514 | $44.07 | $2.75M | 287,218 |
| James J. Whalen See Remarks | Feb 27, 2026 | Award | +17,018 | $44.07 | $749.98K | 67,838 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 27, 2026 | Award | +222,373 | $44.07 | $9.80M | 482,002 |
| Christopher Nestor Cruz See Remarks | Feb 27, 2026 | Award | +17,137 | $44.07 | $755.23K | 246,785 |
| Nancy Disman Director | Feb 27, 2026 | Award | +76,015 | $44.07 | $3.35M | 200,670 |
| Jared Isaacman 10% owner | Feb 27, 2026 | Buy | +159,244 | $44.15 | $7.03M | 1,321,207 |
| Jared Isaacman 10% owner | Feb 26, 2026 | Buy | +136,993 | $48.38 | $6.63M | 1,161,963 |
| Jordan Frankel See Remarks | Feb 20, 2026 | Tax withholding | −2,750 | $58.49 | $160.85K | 224,704 |
| James J. Whalen See Remarks | Feb 20, 2026 | Tax withholding | −3,916 | $58.49 | $229.05K | 50,820 |
| David Taylor Lauber Chief Executive Officer, Director | Feb 20, 2026 | Tax withholding | −13,959 | $58.49 | $816.46K | 259,629 |
| Nancy Disman Director | Feb 20, 2026 | Tax withholding | −5,765 | $58.49 | $337.19K | 124,655 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −85,911 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +951,487 | – | – | 951,487 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −951,487 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Conversion | +19,801,028 | – | – | 20,752,515 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −19,801,028 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +85,911 | – | – | 85,911 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Returned to company | −85,911 | – | – | 0 |
| Jared Isaacman 10% owner | Feb 7, 2026 | Award | +85,911 | – | – | 85,911 |
| David Taylor Lauber Chief Executive Officer, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −1,319 | $69.77 | $92.03K | 273,588 |
| David Taylor Lauber Chief Executive Officer, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −10,681 | $68.91 | $736.03K | 274,907 |
| Nancy Disman Director | Dec 11, 2025 | Sale(10b5-1 plan) | −5,000 | $69.50 | $347.50K | 130,420 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 9, 2025 | Tax withholding | −54,137 | $68.88 | $3.73M | 1,024,970 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 8, 2025 | Gift | −130,257 | – | – | 951,487 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Dec 8, 2025 | Award | +127,620 | – | – | 1,079,107 |
| James J. Whalen See Remarks | Nov 12, 2025 | Sale(10b5-1 plan) | −1,438 | $71.50 | $102.82K | 54,736 |
| Nancy Disman Chief Financial Officer | Sep 15, 2025 | Sale(10b5-1 plan) | −5,000 | $87.28 | $436.40K | 135,420 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Sep 8, 2025 | Gift | −56,818 | – | – | 1,081,744 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Sep 8, 2025 | Gift | −28,523 | – | – | 1,138,562 |
| David Taylor Lauber Chief Executive Officer, Director | Sep 3, 2025 | Sale(10b5-1 plan) | −2,500 | $88.59 | $221.48K | 285,588 |
| James J. Whalen See Remarks | Aug 15, 2025 | Sale | −794 | $89.90 | $71.38K | 56,324 |
| James J. Whalen See Remarks | Aug 15, 2025 | Gift | −150 | – | – | 56,174 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Aug 11, 2025 | Buy | +104,705 | $83.61 | $8.75M | 939,715 |
| Jared Isaacman Executive Chairman, Director, 10% owner | Aug 8, 2025 | Buy | +91,721 | $81.90 | $7.51M | 835,010 |
| Christopher Nestor Cruz See Remarks | Aug 6, 2025 | Award | +121,655 | $82.20 | $10.00M | 132,324 |
| Christopher Nestor Cruz See Remarks | Aug 6, 2025 | Award | +97,324 | $82.20 | $8.00M | 229,648 |
| Nancy Disman Chief Financial Officer | Aug 5, 2025 | Tax withholding | −27,202 | $102.20 | $2.78M | 140,420 |
| Karen Roter Davis Director | Jun 30, 2025 | Sale(10b5-1 plan) | −750 | $100.00 | $75.00K | 8,209 |
| Sarah Goldsmith-Grover Director | Jun 30, 2025 | Sale(10b5-1 plan) | −2,957 | $100.00 | $295.70K | 6,884 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Nancy Disman Director | Dec 11, 2025 | 5,000 | $347.50K | Dec 11, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer, Director | Dec 11, 2025 | 12,000 | $828.03K | Dec 11, 2025 | Vesting of restricted stock unit award |
| James J. Whalen Officer | Nov 12, 2025 | 1,438 | $102.82K | Nov 12, 2025 | Vesting of restricted stock unit awards |
| Nancy Disman Director | Sep 15, 2025 | 5,000 | $436.40K | Sep 15, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer, Director | Sep 3, 2025 | 2,500 | $221.48K | Sep 3, 2025 | Vesting of restricted stock unit award |
| James J. Whalen Officer | Aug 15, 2025 | 794 | $71.38K | Aug 15, 2025 | Vesting of restricted stock unit award |
| Karen Roter Davis Director | Jun 30, 2025 | 750 | $75.00K | Jun 30, 2025 | Vesting of restricted stock unit award |
| Sarah Goldsmith-Grover Director | Jun 30, 2025 | 2,957 | $295.70K | Jun 30, 2025 | Vesting of restricted stock unit award |
| Nancy Disman Officer | Jun 16, 2025 | 10,000 | $903.32K | Jun 16, 2025 | Vesting of restricted stock unit award |
| Karen Roter Davis Director | Jun 16, 2025 | 2,757 | $260.62K | Jun 12, 2025 | Vesting of restricted stock unit award |
| Sarah Goldsmith-Grover Director | Jun 12, 2025 | 1,000 | $94.53K | Jun 12, 2025 | Vesting of restricted stock unit award |
| Jordan Frankel Officer | Jun 9, 2025 | 5,000 | $472.86K | Jun 9, 2025 | Vesting of restricted stock unit award |
| David Taylor Lauber Officer | Jun 3, 2025 | 2,500 | $236.18K | Jun 3, 2025 | Vesting of restricted stock unit award |
| Nancy Disman Officer | Mar 14, 2025 | 10,000 | $849.79K | Mar 14, 2025 | Vesting of restricted stock unit award |
| Jordan Frankel Officer | Mar 10, 2025 | 12,500 | $1.10M | Mar 10, 2025 | Vesting of restricted stock unit award |