13F Insight
DOSSIER · 13F Holders · Q4 2025Technology · Services-Business Services, NECHigh-convictionMulti-bagger
FOUR

SHIFT4 PMTS INC

390 institutions still hold SHIFT4 PMTS INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82452J109·Services-Business Services, NEC·390 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$2.4B
50.0% inst. owned
of float
Holders
390
-94 QoQ
filers reporting
Activity
+45 / −74
+897 added · −686 reduced
this quarter
Concentration
14.54%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP #1
top holder share
AI Holders Summary · Q4 2025

390 institutions reported FOUR in Q4 2025. DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP leads at 14.5% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
CIK 0001854440
$351M5.6M14.03%Q4 202502
BlackRock, Inc.
CIK 0002012383
$282M6.5M0.00%Q1 202603
Durable Capital Partners LP
CIK 0001798849
$270M6.2M2.78%Q1 202604
WASATCH ADVISORS LP
CIK 0000814133
$184M4.2M1.22%Q1 202605
Ensign Peak Advisors, Inc
CIK 0001454984
$136M3.1M0.25%Q1 202606
Neuberger Berman Group LLC
CIK 0001465109
$110M2.5M0.08%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$106M2.4M0.01%Q1 202608
MARSHALL WACE, LLP
CIK 0001318757
$104M1.7M0.09%Q4 202509
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$100M2.3M0.00%Q1 202610
UBS Group AG
CIK 0001610520
$94M2.2M0.01%Q1 202611
STATE STREET CORP
CIK 0000093751
$90M2.1M0.00%Q1 202612
Vanguard Portfolio Management
CIK 0002100121
$89M2.0M0.00%Q1 202613
Clearbridge Investments, LLC
CIK 0001348883
$80M1.8M0.07%Q1 202614
JANUS HENDERSON GROUP PLC
CIK 0001274173
$79M1.8M0.04%Q1 202615
Spyglass Capital Management LLC
CIK 0001654344
$77M1.8M5.42%Q1 202616
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$62M1.4M0.00%Q1 202617
JENNISON ASSOCIATES LLC
CIK 0000053417
$58M925K0.04%Q4 202518
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$52M1.2M0.18%Q1 202619
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$50M1.1M0.01%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$40M630K0.01%Q4 2025
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