Shift4 Payments (FOUR): A Stock Priced for Trouble, a Business Still Compounding Underneath
Back in August, Shift4 Payments, Inc.
Shift4 Payments Inc. (FOUR)
Market is closed
Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Darlington Partners Capital Scott W. Clark | 7,161,844 | $348,352,092 | +9% | 15.38% |
| 2. | Durable Capital Partners Henry Ellenbogen | 4,423,633 | $215,165,509 | -29% | 2.09% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,031,890 | $98,831,127 | +7% | 0.08% |
| 4. | D E Shaw D. E. Shaw | 1,235,207 | $76,753,399 | 0.04% | |
| 5. | Citadel Investment Group Ken Griffin | 1,246,944 | $60,651,356 | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.66 | 193,000 | $7,848,267.80 | 1,787,455 | 2026-05-12 | Filing | |
| $41.41 | 195,500 | $8,094,833.90 | 1,594,455 | 2026-05-11 | Filing | |
| $45.75 | 43,827 | $2,004,879.26 | 1,410,727 | 2026-03-10 | Filing | |
| $43.83 | 45,693 | $2,002,948.09 | 1,366,900 | 2026-03-02 | Filing | |
| $44.15 | 159,244 | $7,030,415.58 | 1,321,207 | 2026-02-27 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.50 | 5,000 | $347,500.00 | 130,420 | 2025-12-11 | Filing | |
| $69.77 | 1,319 | $92,020.43 | 273,588 | 2025-12-11 | Filing | |
| $68.91 | 10,681 | $736,010.62 | 274,907 | 2025-12-11 | Filing | |
| $71.50 | 1,438 | $102,817.00 | 54,736 | 2025-11-12 | Filing | |
| $87.28 | 5,000 | $436,404.00 | 135,420 | 2025-09-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,697 | $567,760 | 0% | |
| 2. | 1,743 | $63,044 | 0.04% | |
| 3. | 844 | $30,527 | 0% | |
| 4. | 518 | $18,736 | 0% | |
| 5. | 107 | $3,870 | 0% |
News See All
How Shift4 Payments (FOUR) is Shaping the Future of Transactions
Emeth Value Capital, an investment management company, released its second-quarter investor letter. A copy of the letter can be downloaded here.
Is Shift4 Technologies (FOUR) too Cheap to Ignore?
Greystone Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Payment Processing Stocks to Buy Now
In this article, we will look at some of the best payment processing stocks offering attractive upside potential for investors.
Shift4 Payments (FOUR) Fell on AI Disruption Fears
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
Is Shift4 Payments, Inc. (FOUR) A Good Stock To Buy Now?
Is FOUR a good stock to buy? We came across a bullish thesis on Shift4 Payments, Inc. on Financial Markets & Universal Law’s Substack. In this article, we will summarize the bulls’ thesis on FOUR.
Shift4 Payments, Inc. (NYSE:FOUR) Q1 2026 Earnings Call Transcript
Shift4 Payments, Inc. (NYSE:FOUR) Q1 2026 Earnings Call Transcript May 7, 2026Shift4 Payments, Inc. misses on earnings expectations. Reported EPS is $0.97 EPS, expectations were $0.99.
Is Shift4 Payments, Inc. (FOUR) A Good Stock To Buy Now?
Is FOUR a good stock to buy? We came across a bullish thesis on Shift4 Payments, Inc. on Modern Value Investing’s Substack by Value Investigator.
Bullish Analyst Sentiment on Shift4 Payments (FOUR) Despite Decelerating Organic Growth
Shift4 Payments, Inc. (NYSE:FOUR) earns a spot on our list of the 10 stocks insiders are buying now. Analyst sentiment on Shift4 Payments, Inc.
10 Stocks Insiders Are Buying Now
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