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NYSE · Consumer Discretionary

SHIFT4 PMTS INC FOUR

Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally. The company offers a payments platform, which provides omnichannel card acceptance; and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa, QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay, and WeChat Pay.

Sources StockAnalysis company profile stockanalysis.com
Business Services

Company profile

Business mix

  • The company offers a payments platform, which provides omnichannel card acceptance; and processing solutions across multiple payment types.
  • It also provides technology solutions, such as SkyTab POS, which provides purpose-built POS workstations.
  • In addition, the company offers merchant operations and support services, including underwriting, onboarding, and activation; training; risk management; and support services.
  • Further, it provides software partner operations and support services, including software integrations and compliance management; partner support; and partner services.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 42.49 FCF 17.54% Buyback 13.64%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 2.8% $269.6M 2026-03-31
Miller Value Partners Bill Miller 0.3% $1.3M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.3M Estimated from net added shares
Reduction amount $21.8M Estimated from net reduced shares
Net share change / base shares -7.0% -469,615 / 6,665,443
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +30,035 (New) Total shares 30,035 Value $1.3M
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -15.6% 13F value change -$225.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 17.4% 13F value change -$19.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -6.7% 13F value change -$146.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,665,443 Last 3 periods -499,650 (-7.5%) Total shares 6,165,793 Value $269.6M

Recent mentions

No public mentions.