Shift4 Payments Inc SEC Filings

Durable Capital Partners amended its Schedule 13G/A to report beneficial ownership of Class A common stock of Shift4 Payments, Inc. The filing states Durable Capital Master Fund LP directly holds 6,165,793 shares, equal to 7.6% of the class based on 81,239,315 shares outstanding as of February 19, 2026.

The Reporting Person asserts sole voting and sole dispositive power over the shares and identifies related entities and personnel in the filing.

Shift4 Payments, Inc. major shareholder Jared Isaacman reported open-market purchases of Class A Common Stock. He bought 195,500 shares on May 11 at a weighted average price of $41.4058 per share and 193,000 shares on May 12 at a weighted average price of $40.6646 per share, totaling 388,500 shares. Following these direct purchases, he holds 1,787,455 shares directly. Entities associated with him also hold 20,750,915 shares through Rook, for which he may be deemed a beneficial owner, and 171,822 shares in UTMA accounts for Mila and Liv A. Isaacman, for which he disclaims beneficial ownership.

Shift4 Payments reported strong growth for the three months ended March 31, 2026, driven by acquisitions and higher transaction volume. Gross revenue reached $1,121 million, up from $848 million a year earlier, as payment volume increased to $56 billion from $45 billion.

Payments-based revenue rose to $917 million and the new tax-free shopping segment added $102 million. Net income was $12 million, but preferred dividends of $16 million led to a net loss of $1 million attributable to common shareholders, or $(0.01) per diluted share.

Adjusted EBITDA increased to $234 million from $168 million, while interest expense climbed to $65 million on higher debt. The company closed the Bambora acquisition for about $92 million and completed an Up‑C collapse and TRA simplification, reducing TRA liabilities and eliminating a prior controlling stockholder. Shift4 repurchased 5.5 million Class A shares for $295 million, ending the quarter with $473 million of cash and $4,522 million of total debt.

Shift4 Payments reported strong Q1 2026 results, showing rapid growth and rising profitability despite macro volatility. Payment volume reached $56 billion, up 24% year over year. Gross revenue was $1.121 billion, up 32%, while gross revenue less network fees rose 49% to $549 million.

Gross profit grew 54% to $370 million. Net income was $12 million, with GAAP diluted EPS of $(0.01) and non-GAAP EPS of $0.97. EBITDA was $183 million and Adjusted EBITDA $234 million, up 63% and 39%, for a 43% Adjusted EBITDA margin. Operating cash flow was $134 million and Adjusted Free Cash Flow $88 million, both up strongly. The company reaffirmed its full-year 2026 guidance and added quarterly outlook while continuing significant share repurchases.

Shift4 Payments, Inc. is asking stockholders to vote at its fully virtual 2026 Annual Meeting on June 12, 2026 at 12:00 p.m. Eastern Time. Holders of 79,328,897 outstanding shares of Class A common stock as of April 13, 2026 may vote, one vote per share.

Items include electing three Class III directors, ratifying PricewaterhouseCoopers LLP as auditor for 2026, a non-binding advisory vote on named executive officer pay, approving a Second Amended and Restated Certificate of Incorporation to eliminate Class B and Class C common stock and add officer exculpation consistent with Delaware law, and approving a 2026 Employee Stock Purchase Plan initially covering 1,500,000 Class A shares with an annual evergreen feature.

BlackRock, Inc. amended a Schedule 13G/A to report beneficial ownership of 6,973,498 shares of Class A common stock of Shift4 Payments Inc., representing 8.5% of the class. The filing lists 6,797,009 shares as sole voting power and 6,973,498 as sole dispositive power. The amendment is signed by a Managing Director.

Wasatch Advisors filed an Amendment (Schedule 13G/A) reporting beneficial ownership of 4,206,244 Class A shares of Shift4 Payments Inc. The filing states Wasatch has sole dispositive power over 4,206,244 shares and sole voting power for 2,749,296 shares, representing 5.2% of the Class A shares. The filing is signed by Mike Yeates, CEO, dated 04/22/2026.

Shift4 Payments, Inc. is soliciting proxies for its virtual 2026 Annual Meeting of Stockholders to be held on June 12, 2026. The proxy statement sets the Record Date as April 13, 2026 and discloses 79,328,897 shares of Class A common stock outstanding as of that date. Key proposals include election of three Class III directors, ratification of PricewaterhouseCoopers LLP as auditor, advisory approval of executive compensation, approval of charter amendments to eliminate Class B and C common stock and add officer exculpation, and adoption of a 2026 Employee Stock Purchase Plan (1,500,000 shares, approximately 2% of outstanding Class A as of the Record Date). The proxy also summarizes governance matters, audit committee report, and fees paid to PwC in 2025.

Shift4 Payments Inc received an amended Schedule 13G showing The Vanguard Group reports 0 shares beneficially owned in the company. The filing states Vanguard has 0 sole and shared voting and dispositive powers and reports ownership of 0% of the class.

The amendment explains this change follows an internal realignment effective 01/12/2026 and reliance on SEC Release No. 34-39538, with Vanguard disaggregating certain subsidiaries to report separately. The form is signed by Vanguard's Head of Global Fund Administration on 03/27/2026.