Shift4 Payments Ownership

FOUR Stock  USD 104.80  1.90  1.78%   
The majority of Shift4 Payments outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Shift4 Payments to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Shift4 Payments. Please pay attention to any change in the institutional holdings of Shift4 Payments as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2019-03-31
Previous Quarter
89.9 M
Current Value
90.7 M
Avarage Shares Outstanding
61.7 M
Quarterly Volatility
19.1 M
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Shift4 Payments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
To learn how to invest in Shift4 Stock, please use our How to Invest in Shift4 Payments guide.

Shift4 Stock Ownership Analysis

About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.62. Shift4 Payments had not issued any dividends in recent years. The entity had 2:1 split on the September 14, 1999. Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania. Shift4 Payments operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 2100 people. To learn more about Shift4 Payments call Jared Isaacman at 888-276-2108 or check out https://www.shift4.com.
Besides selling stocks to institutional investors, Shift4 Payments also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Shift4 Payments' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Shift4 Payments' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Shift4 Payments Quarterly Liabilities And Stockholders Equity

5 Billion

Shift4 Payments Insider Trades History

Only 1.87% of Shift4 Payments are currently held by insiders. Unlike Shift4 Payments' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Shift4 Payments' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Shift4 Payments' insider trades
 
Yuan Drop
 
Covid

Shift4 Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Shift4 Payments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shift4 Payments backward and forwards among themselves. Shift4 Payments' institutional investor refers to the entity that pools money to purchase Shift4 Payments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Ameriprise Financial Inc2025-03-31
1.3 M
Neuberger Berman Group Llc2025-03-31
1.2 M
Geode Capital Management, Llc2025-03-31
1.2 M
Westfield Capital Management Company, L.p.2025-03-31
1.2 M
Atlantic Trust Group, Llc2025-03-31
M
Ubs Group Ag2025-03-31
M
Spyglass Capital Management Llc2025-03-31
M
Boston Partners Global Investors, Inc2025-03-31
978.8 K
Nomura Asset Management Co Ltd2025-03-31
961.9 K
Vanguard Group Inc2025-03-31
6.5 M
Blackrock Inc2025-03-31
6.2 M
Note, although Shift4 Payments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Shift4 Payments Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Shift4 Payments insiders, such as employees or executives, is commonly permitted as long as it does not rely on Shift4 Payments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Shift4 Payments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Goldsmith-grover Sarah over a month ago
Disposition of 1000 shares by Goldsmith-grover Sarah of Shift4 Payments at 94.53 subject to Rule 16b-3
 
Goldsmith-grover Sarah over two months ago
Disposition of 1000 shares by Goldsmith-grover Sarah of Shift4 Payments at 80.0 subject to Rule 16b-3
 
Jared Isaacman over two months ago
Acquisition by Jared Isaacman of 105355 shares of Shift4 Payments subject to Rule 16b-3
 
Jared Isaacman over three months ago
Disposition of 2259247 shares by Jared Isaacman of Shift4 Payments subject to Rule 16b-3
 
David Lauber over three months ago
Disposition of 5375 shares by David Lauber of Shift4 Payments at 89.74 subject to Rule 16b-3
 
David Lauber over three months ago
Disposition of 14528 shares by David Lauber of Shift4 Payments at 98.75 subject to Rule 16b-3
 
Dallaire Seth over three months ago
Acquisition by Dallaire Seth of 617 shares of Shift4 Payments at 98.89 subject to Rule 16b-3
 
Jordan Frankel over three months ago
Acquisition by Jordan Frankel of 33876 shares of Shift4 Payments at 98.89 subject to Rule 16b-3
 
Jared Isaacman over six months ago
Disposition of 99269 shares by Jared Isaacman of Shift4 Payments subject to Rule 16b-3
 
Nancy Disman over six months ago
Disposition of 7843 shares by Nancy Disman of Shift4 Payments at 101.374 subject to Rule 16b-3
 
Nancy Disman over six months ago
Disposition of 5573 shares by Nancy Disman of Shift4 Payments at 83.54 subject to Rule 16b-3
 
Jared Isaacman over six months ago
Disposition of 799105 shares by Jared Isaacman of Shift4 Payments subject to Rule 16b-3

Shift4 Payments Outstanding Bonds

Shift4 Payments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Shift4 Payments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Shift4 bonds can be classified according to their maturity, which is the date when Shift4 Payments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Shift4 Payments Corporate Filings

14th of July 2025
Other Reports
ViewVerify
3rd of July 2025
Other Reports
ViewVerify
F4
2nd of July 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
17th of June 2025
An amendment to a previously filed Form 8-K
ViewVerify

Pair Trading with Shift4 Payments

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Shift4 Payments position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Shift4 Payments will appreciate offsetting losses from the drop in the long position's value.

Moving together with Shift4 Stock

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Moving against Shift4 Stock

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  0.83VCIG VCI Global LimitedPairCorr
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  0.63EXPO ExponentPairCorr
The ability to find closely correlated positions to Shift4 Payments could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shift4 Payments when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Shift4 Payments - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Shift4 Payments to buy it.
The correlation of Shift4 Payments is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Shift4 Payments moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shift4 Payments moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Shift4 Payments can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Additional Tools for Shift4 Stock Analysis

When running Shift4 Payments' price analysis, check to measure Shift4 Payments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shift4 Payments is operating at the current time. Most of Shift4 Payments' value examination focuses on studying past and present price action to predict the probability of Shift4 Payments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shift4 Payments' price. Additionally, you may evaluate how the addition of Shift4 Payments to your portfolios can decrease your overall portfolio volatility.