Follow-The-Filings

Security · featured owners

FOUR Shift4 Pmts Inc.

Financials CL A Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 2.1%
  • $218M
  • 3 reduce

FOUR (Shift4 Pmts Inc.) is held in 3 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (2.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.1% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen reduce 2.1%
  2. Nehal Chopra reduce 0.39%
  3. Bill Miller reduce 0.34%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 2.1% Reduce −28.3% 4,423,633 $215M history
Bill Miller - Miller Value Partners 2026 Q2 0.34% Reduce −0.2% 29,965 $1M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.39% Reduce −45.1% 25,053 $1M history

SEC filings

Recent issuer filings from EDGAR · 17 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 1.01,2.03,9.01
8-K 5.07,9.01
8-K 2.02,9.01
10-Q
DEFA14A
8-K 5.02,7.01
10-K
8-K 2.02,9.01
8-K 1.01,9.01
8-K 1.01,2.03,9.01
8-K 1.01,5.02
8-K 1.01,2.03,9.01
8-K 7.01,9.01
8-K 2.02,9.01
10-Q

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Aug 5, 2026
4 Period Jun 15, 2026 · 6 forms
4 Period Jun 5, 2026
4 Period May 11, 2026
4 Period Mar 17, 2026
4 Period Mar 10, 2026
4 Period Mar 2, 2026
4 Period Feb 20, 2026
4 Period Feb 20, 2026
4 Period Feb 27, 2026
4 Period Feb 20, 2026 · 2 forms
4 Period Feb 26, 2026
4 Period Feb 7, 2026
4 Period Dec 11, 2025 · 2 forms
4 Period Dec 8, 2025
4 Period Nov 12, 2025

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.56B $3.33B $4.18B
Net income $86.2M $229.6M $119M
Net margin * 3.4% 6.9% 2.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.15B $1.91B $2.18B
Total non-current assets * $2.23B $3.13B $6.53B
Total assets $3.39B $5.04B $8.71B
Total current liabilities $0.704B $1.38B $1.31B
Total non-current liabilities * $1.82B $2.64B $5.44B
Total equity $0.653B $0.807B $1.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $388.3M $500.3M $634M
Cash from investing -$0.302B -$0.691B -$3B
Cash from financing -$0.152B $0.929B $2.06B
Net change in cash -$54.7M $716.8M -$254M

ownership over time

filing count by report period · click a bar for that quarter’s holders