Shift4 Payments, Inc.
Total Trades
44
Buys
9
Sells
32
Largest Trade
N/A
Insiders
7
Institutional Funds
335
Inst. Value
$1M+
Activist Filings
36
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Isaacman Jared | 10% Owner | BUY | $1M+ | 46K | $43.83 | Mar 4, 2026 |
| Isaacman Jared | 10% Owner | BUY | $1M+ | 296K | $46.11 | Mar 2, 2026 |
| Disman Nancy | Director | SELL | $100K–$500K | 5K | $69.50 | Dec 16, 2025 |
| Lauber David Taylor | CEO | SELL | $500K+ | 12K | $69.00 | Dec 16, 2025 |
| Whalen James J. | See Remarks | SELL | $100K–$500K | 1K | $71.50 | Nov 14, 2025 |
| Disman Nancy | CFO | SELL | $100K–$500K | 5K | $87.28 | Sep 17, 2025 |
| Lauber David Taylor | CEO | SELL | $100K–$500K | 3K | $88.59 | Sep 5, 2025 |
| Davis Karen Roter | Director | SELL | $50K–$100K | 750 | $100.00 | Jul 2, 2025 |
| Goldsmith-Grover Sarah | Director | SELL | $100K–$500K | 3K | $100.00 | Jul 2, 2025 |
| Disman Nancy | CFO | SELL | $500K+ | 10K | $90.33 | Jun 18, 2025 |
| Davis Karen Roter | Director | GRANT | N/A | 2K | — | Jun 17, 2025 |
| Davis Karen Roter | Director | SELL | $100K–$500K | 3K | $94.53 | Jun 17, 2025 |
| Goldsmith-Grover Sarah | Director | GRANT | N/A | 2K | — | Jun 17, 2025 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $94.53 | Jun 17, 2025 |
| Frankel Jordan | See Remarks | SELL | $100K–$500K | 5K | $94.57 | Jun 10, 2025 |
| Lauber David Taylor | CEO | SELL | $100K–$500K | 3K | $94.47 | Jun 5, 2025 |
| Disman Nancy | CFO | SELL | $500K+ | 10K | $84.98 | Mar 17, 2025 |
| Lauber David Taylor | See Remarks | SELL | $500K+ | 5K | $113.71 | Dec 2, 2024 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $80.00 | Aug 23, 2024 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 14K | $69.40 | Jun 14, 2024 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $72.06 | Jun 11, 2024 |
| Goldsmith-Grover Sarah | Director | GRANT | N/A | 3K | — | Jun 11, 2024 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 30K | $69.23 | Jun 6, 2024 |
| Lauber David Taylor | See Remarks | SELL | $1M+ | 15K | $69.26 | Jun 4, 2024 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 39K | $64.04 | May 23, 2024 |
| Disman Nancy | CFO | SELL | $500K+ | 10K | $74.00 | Feb 7, 2024 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $65.04 | Nov 29, 2023 |
| Disman Nancy | CFO | SELL | $500K+ | 10K | $65.07 | Nov 21, 2023 |
| Disman Nancy | CFO | SELL | $1M+ | 18K | $59.63 | Nov 15, 2023 |
| Frankel Jordan | See Remarks | SELL | $100K–$500K | 7K | $58.81 | Nov 15, 2023 |
| Lauber David Taylor | See Remarks | SELL | $100K–$500K | 5K | $57.00 | Nov 15, 2023 |
| Disman Nancy | CFO | SELL | $100K–$500K | 2K | $65.12 | Aug 10, 2023 |
| Lauber David Taylor | See Remarks | SELL | $500K+ | 10K | $66.33 | Jun 12, 2023 |
| Disman Nancy | CFO | SELL | $100K–$500K | 2K | $71.65 | Mar 10, 2023 |
| Frankel Jordan | See Remarks | SELL | $100K–$500K | 7K | $71.05 | Mar 10, 2023 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $70.00 | Mar 4, 2023 |
| Goldsmith-Grover Sarah | Director | SELL | $50K–$100K | 1K | $52.06 | Dec 19, 2022 |
| Disman Nancy | CFO | SELL | $50K–$100K | 2K | $52.81 | Dec 19, 2022 |
| Goldsmith-Grover Sarah | Director | SELL | $15K–$50K | 480 | $46.70 | Nov 22, 2022 |
| Lauber David Taylor | See Remarks | SELL | $500K+ | 10K | $50.00 | Nov 17, 2022 |
| Isaacman Jared | Chairman & CEO | BUY | $500K+ | 28K | $31.60 | Jun 17, 2022 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 36K | $48.38 | Mar 14, 2022 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 82K | $49.40 | Mar 10, 2022 |
| Isaacman Jared | Chairman & CEO | BUY | $1M+ | 120K | $46.03 | Mar 9, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 335 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WASATCH ADVISORS LP | 6.8M | $1M+ | SH |
| Durable Capital Partners LP | 6.6M | $1M+ | SH |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 5.6M | $1M+ | SH |
| Neuberger Berman Group LLC | 2.7M | $1M+ | SH |
| Ensign Peak Advisors, Inc | 2.6M | $1M+ | SH |
| Clearbridge Investments, LLC | 2.0M | $1M+ | SH |
| STATE STREET CORP | 2.0M | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.2M | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.2M | $1M+ | SH |
| ShawSpring Partners LLC | 1.1M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $1M+ | SH |
| BROWN BROTHERS HARRIMAN & CO | 892K | $1M+ | SH |
| JENNISON ASSOCIATES LLC | 862K | $1M+ | SH |
| BANK OF MONTREAL /CAN/ | 853K | $1M+ | SH |
| NORGES BANK | 820K | $1M+ | SH |
| Point72 Asset Management, L.P. | 741K | $1M+ | SH |
| BW Gestao de Investimentos Ltda. | 690K | $1M+ | SH |
| Maestria Partners LLC | 516K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 496K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 495K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 17, 2026
25.2%
22.4M shares
SC 13G/A · Feb 17, 2026
9.8%
6.6M shares
Darlington Partners Capital Management, LP
SC 13G/A · Feb 13, 2026
8.2%
5.6M shares
SC 13G/A · Jan 7, 2026
10.0%
6.8M shares
SC 13G/A · Nov 14, 2025
8.4%
5.6M shares
SC 13G/A · Aug 14, 2025
9.9%
6.7M shares
SC 13G/A · Jun 4, 2025
10.1%
6.9M shares
Darlington Partners Capital Management, LP
SC 13G/A · May 15, 2025
7.0%
4.8M shares
Darlington Partners Capital Management, LP
SC 13G · Mar 25, 2025
5.2%
3.5M shares
SC 13G/A · Feb 13, 2025
3.4%
2.4M shares
SC 13G/A · Feb 11, 2025
3.4%
2.3M shares
SC 13G · Feb 4, 2025
9.0%
6.2M shares
SC 13G/A · Jan 16, 2025
24.7%
22.0M shares
Wasatch Advisors LP 87-0319391
SC 13G · Nov 14, 2024
9.0%
5.9M shares
Wellington Management Group LLP
SC 13G/A · Jun 6, 2024
1.6%
962K shares
I.R.S. IDENTIFICATION Jared Isaacman 2
SC 13G/A · Feb 14, 2024
30.1%
26.0M shares
AllianceBernstein L.P. 13-4064930
SC 13G/A · Feb 14, 2024
3.5%
2.0M shares
SC 13G/A · Feb 14, 2024
0.7%
410K shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.3%
5.3M shares
SC 13G/A · Feb 12, 2024
8.4%
4.8M shares
Wellington Management Group LLP
SC 13G/A · Jan 10, 2024
7.6%
4.3M shares
SC 13G/A · Nov 7, 2023
4.6%
2.6M shares
SC 13G/A · Feb 14, 2023
9.8%
5.2M shares
SC 13G/A · Feb 14, 2023
35.1%
29.1M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2023
2.1%
1.1M shares
AllianceBernstein L.P. 13-4064930
SC 13G/A · Feb 14, 2023
6.0%
3.2M shares
SC 13G/A · Feb 13, 2023
8.1%
4.3M shares
SC 13G/A · Feb 10, 2023
0.0%
0 shares
SC 13G/A · Jan 31, 2023
6.9%
3.7M shares
SC 13G · Apr 14, 2022
5.6%
3.0M shares
Searchlight Capital Partners II GP, LLC
SC 13G/A · Feb 15, 2022
0.9%
444K shares
AllianceBernstein L.P. 13-4064930
SC 13G · Feb 14, 2022
5.2%
2.7M shares
SC 13G/A · Feb 14, 2022
37.1%
30.4M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G · Feb 14, 2022
6.3%
3.3M shares
SC 13G/A · Feb 11, 2022
10.7%
5.5M shares
SC 13G/A · Feb 10, 2022
5.6%
2.9M shares