Follow The Filings

FOUR Shift4 Payments Inc.

Financials, filed as SHIFT4 PMTS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 3 Owners
  • Max 2.1%
  • $218M
  • 2 reduce 1 small

In 2026 Q2 Henry Ellenbogen and Nehal Chopra trimmed Shift4 Payments.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns FOUR

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 2.1%, was 2.8% Reduce −28.3% 4,423,633 $215M History
Bill Miller, Miller Value Partners 0.34% Small trim −0.2% 29,965 $1.5M History
Nehal Chopra, Ratan Capital Management 0.39%, was 0.74% Reduce −45.1% 25,053 $1.2M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FOUR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FOUR insider trades
  • $33.6M bought by 1 insider
  • None no sales outside a trading plan
  • $1.3M sold by 3 insiders under 10b5-1 plans
  1. Jared Isaacman 10% owner
    Buy
    $15.9M 388,500 shares at $41.04 +28% to stake
    Traded May 11–12 Filed May 13
    ↗
  2. Jared Isaacman 10% owner
    Buy
    $2M 43,827 shares at $45.75 +3.2% to stake
    Traded Mar 10 Filed Mar 11
    ↗
  3. Jared Isaacman 10% owner
    Buy
    $2M 45,693 shares at $43.83 +3.5% to stake
    Traded Mar 2 Filed Mar 4
    ↗
  4. Jared Isaacman 10% owner
    Buy
    $13.7M 296,237 shares at $46.11 +29% to stake
    Traded Feb 26–27 Filed Mar 2
    ↗
  5. Nancy Disman Director
    Planned sale
    $348K 5,000 shares at $69.50 3.7% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  6. David Taylor Lauber CEO
    Planned sale
    $828K 12,000 shares at $69.00 4.2% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  7. James J. Whalen See Remarks
    Planned sale
    $103K 1,438 shares at $71.50 2.6% of stake
    Traded Nov 12, 2025 Filed Nov 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 14 share withholdings for taxes, 4 sales back to the company, 2 gifts, and 1 conversion.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,7.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 15 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

More on the shelf