Shift4 Payments Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:FOUR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 May 26	BuyMex$275,447,374	Jared Isaacman	Individual	388,500	Mex$715.36
10 Mar 26	BuyMex$35,106,238	Jared Isaacman	Individual	43,827	Mex$801.02
02 Mar 26	BuyMex$34,837,476	Jared Isaacman	Individual	45,693	Mex$762.42
27 Feb 26	BuyMex$234,994,465	Jared Isaacman	Individual	296,237	Mex$832.41
12 Nov 25	SellMex$1,881,459	James Whalen	Individual	1,438	Mex$1,308.39
15 Aug 25	SellMex$1,334,472	James Whalen	Individual	794	Mex$1,680.69
11 Aug 25	BuyMex$303,754,683	Jared Isaacman	Individual	196,426	Mex$1,561.27

Insider Trading Volume

Insider Buying: FOUR * insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FOUR *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	53,296	0.0554%
Hedge Funds	12,742,302	13.3%
Individual Insiders	23,214,780	24.1%
Institutions	60,153,087	62.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 97.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.6%	Jared Isaacman	22,710,192	Mex$15.6b	1.74%	no data
8.29%	Darlington Partners Capital Management, LP	6,576,509	Mex$4.5b	18%	11.36%
8.14%	BlackRock, Inc.	6,453,832	Mex$4.4b	0.97%	no data
7.77%	Durable Capital Partners, LP	6,165,793	Mex$4.2b	-6.68%	2.28%
5.3%	Wasatch Advisors LP	4,206,244	Mex$2.9b	-38%	0.54%
4.14%	UBS Asset Management AG	3,284,281	Mex$2.3b	14.3%	0.01%
3.92%	Ensign Peak Advisors, Inc.	3,106,441	Mex$2.1b	17.5%	0.2%
3.18%	Neuberger Berman Investment Advisers LLC	2,519,905	Mex$1.7b	-6.58%	0.07%
2.88%	Vanguard Capital Management, LLC	2,286,184	Mex$1.6b	0%	no data
2.61%	State Street Global Advisors, Inc.	2,066,962	Mex$1.4b	2.32%	no data
2.55%	Vanguard Portfolio Management, LLC	2,023,932	Mex$1.4b	0%	no data
2.42%	Marshall Wace LLP	1,916,672	Mex$1.3b	15.8%	0.08%
2.29%	ClearBridge Investments, LLC	1,819,379	Mex$1.3b	-10.2%	0.05%
2.27%	Janus Henderson Group plc	1,804,347	Mex$1.2b	3.32%	0.02%
2.21%	Spyglass Capital Management LLC	1,751,140	Mex$1.2b	3.13%	4.37%
1.79%	Geode Capital Management, LLC	1,420,964	Mex$977.1m	3.88%	no data
1.5%	Fuller & Thaler Asset Management, Inc.	1,189,941	Mex$818.3m	-2.35%	0.14%
1.1%	FMR LLC	870,587	Mex$598.7m	531%	no data
1.08%	Goodnow Investment Group LLC	854,230	Mex$587.4m	0.36%	3.47%
1.07%	Rice Hall James & Associates, LLC	847,726	Mex$582.9m	27.7%	1.77%
1.03%	Norges Bank Investment Management	820,000	Mex$563.9m	0%	no data
1.01%	Raymond James Financial, Inc.	800,373	Mex$550.4m	-18.8%	0.01%
0.91%	Fidelity International Ltd	723,386	Mex$497.4m	-36.1%	0.01%
0.87%	Nomura Asset Management Co., Ltd.	688,550	Mex$473.5m	-23.7%	0.01%
0.87%	Brown Brothers Harriman & Co.	688,502	Mex$473.4m	-22.8%	0.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/16 23:30
End of Day Share Price	2026/06/16 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Shift4 Payments, Inc. is covered by 34 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ramsey El-Assal	Barclays
John Coffey	Barclays
Mark Palmer	Benchmark Company