SEC 13F Intelligence

Durable Capital Partners LP / FOUR

Durable Capital Partners LP’s Shift4 Pmts Inc Position

Does Durable Capital Partners LP own Shift4 Pmts Inc (FOUR)? Yes — 6.17M shares worth $270M (+2.78% of its 13F portfolio) as of Q1 2026, down from 6.61M shares the prior filed quarter.

Position Value
$270M
Q1 2026
Shares
6.17M
% of Portfolio
+2.78%
Quarters Held
24
currently held

Position History FOUR

Reported value by quarter
Q2 ’20: $47MQ2 ’20Q3 ’20: $127MQ4 ’20: $222MQ1 ’21: $236MQ1 ’21Q2 ’21: $256MQ3 ’21: $243MQ4 ’21: $88MQ4 ’21Q1 ’22: $143MQ2 ’22: $105MQ3 ’22: $191MQ3 ’22Q4 ’22: $256MQ1 ’23: $325MQ2 ’23: $251MQ2 ’23Q3 ’23: $231MQ4 ’23: $355MQ1 ’24: $315MQ1 ’24Q2 ’24: $364MQ3 ’24: $541MQ4 ’24: $532MQ4 ’24Q1 ’25: $484MQ2 ’25: $661MQ3 ’25: $435MQ3 ’25Q4 ’25: $416MQ1 ’26: $270Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.17M$270M+2.78%
Q4 20256.61M$416M+3.94%
Q3 20255.63M$435M+3.23%
Q2 20256.67M$661M+5.00%
Q1 20255.92M$484M+4.32%
Q4 20245.13M$532M+4.34%
Q3 20246.10M$541M+3.95%
Q2 20244.97M$364M+2.99%
Q1 20244.77M$315M+2.44%
Q4 20234.77M$355M+2.80%
Q3 20234.17M$231M+2.11%
Q2 20233.69M$251M+2.20%
Q1 20234.29M$325M+3.05%
Q4 20224.58M$256M+2.66%
Q3 20224.27M$191M+2.10%
Q2 20223.17M$105M+1.20%
Q1 20222.31M$143M+1.25%
Q4 20211.52M$88M+0.69%
Q3 20213.13M$243M+1.84%
Q2 20212.73M$256M+1.89%
Q1 20212.88M$236M+2.00%
Q4 20202.94M$222M+1.97%
Q3 20202.62M$127M+1.39%
Q2 20201.33M$47M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Durable Capital Partners LP’s full portfolio or all institutional holders of FOUR.