Durable Capital Partners (FOUR) reports 4.42M-share, 5.6% holding in Shift4

Rhea-AI Filing Summary

Durable Capital Partners reports beneficial ownership of Class A Common Stock of Shift4 Payments, Inc. on an amended Schedule 13G. Durable Capital Master Fund LP directly holds 4,423,633 Shares, and Durable Capital Partners, as investment adviser, has sole power to vote and dispose of these Shares.

Based on 79,328,924 Shift4 Class A shares outstanding as of April 30, 2026, this position represents 5.6% of the class. The economic benefits of the Shares are shared among related parties pursuant to agreements described in the ownership disclosure.

Key Figures

Shares beneficially owned: 4,423,633 Shares Ownership percentage: 5.6% Shares outstanding: 79,328,924 Shares +3 more

6 metrics

Shares beneficially owned 4,423,633 Shares Durable Capital Master Fund LP direct holdings of Shift4 Class A Common Stock

Ownership percentage 5.6% Percentage of Shift4 Class A Common Stock beneficially owned by Durable Capital Partners

Shares outstanding 79,328,924 Shares Class A Common Shares outstanding as of April 30, 2026 used for ownership calculation

Sole voting power 4,423,633 Shares Shares over which Durable Capital Partners has sole power to vote or direct the vote

Sole dispositive power 4,423,633 Shares Shares over which Durable Capital Partners has sole power to dispose or direct disposition

Signature date 08/14/2026 Date the authorized person signed the ownership report

Key Terms

beneficially owned, sole voting power, sole dispositive power, investment adviser, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: The information required by this item..."

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole Voting Power 4,423,633.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole Dispositive Power 4,423,633.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

investment adviser financial

"The Reporting Person, as the investment adviser to Durable Capital Master Fund LP..."

An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

parent holding company financial

"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company..."

FAQ

What percentage of Shift4 Payments, Inc. (FOUR) does Durable Capital Partners report owning?

Durable Capital Partners reports beneficial ownership of 5.6% of Shift4 Payments, Inc. Class A Common Stock. This percentage is calculated based on 79,328,924 shares outstanding as of April 30, 2026, as referenced from the issuer’s Form 10-Q.

How many Shift4 Payments (FOUR) shares does Durable Capital Partners control?

Durable Capital Master Fund LP holds 4,423,633 Shift4 Payments Class A shares. Durable Capital Partners, as investment adviser, has sole voting and sole dispositive power over these 4,423,633 Shares, with no shared voting or dispositive power reported.

What share count did Shift4 Payments (FOUR) use to calculate Durable Capital’s ownership percentage?

The ownership percentage is based on 79,328,924 Class A Common Shares outstanding as of April 30, 2026. This figure comes from Shift4 Payments’ Form 10-Q filed on May 7, 2026, which the reporting person cites in the ownership calculation.

Who actually holds the Shift4 Payments (FOUR) shares reported by Durable Capital Partners?

The 4,423,633 Shares are directly held by Durable Capital Master Fund LP. Durable Capital Partners acts as the investment adviser to this fund and has the power to direct the voting and disposition of the Shares under the disclosed control structure.

Does Durable Capital Partners share economic benefits of Shift4 Payments (FOUR) shares with others?

Yes. The filing states that the economic benefits of the Shares are shared based on agreements among the parties. The relationships and control structure among Durable Capital entities and related parties are described in the ownership and control disclosures.

Who signed the Schedule 13G/A reporting Shift4 Payments (FOUR) ownership for Durable Capital Partners?

The report was signed by Julie Jack as an Authorized Person on behalf of Durable Capital Partners. The signature date on the document is 08/14/2026, confirming the certification of the reported ownership information at that time.

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Available on EDGAR 08/14/2026 - 04:09 PM Accepted by SEC EDGAR 08/14/2026 - 04:05 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 7)

Shift4 Payments, Inc.

(Name of Issuer)

Class A Common Stock, $0.0001 per share

(Title of Class of Securities)

82452J109

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 82452J109

1

Names of Reporting Persons

Durable Capital Partners LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,423,633.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,423,633.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,423,633.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Shift4 Payments, Inc.
(b)	Address of issuer's principal executive offices: 3501 Corporate Pkwy, Center Valley, Pennsylvania 18034
Item 2.
(a)	Name of person filing: Durable Capital Partners LP
(b)	Address or principal business office or, if none, residence: 4747 Bethesda Avenue, Suite 1002, Bethesda, Maryland 20814
(c)	Citizenship: The Reporting Person is a limited partnership organized under the laws of the State of Delaware.
(d)	Title of class of securities: Class A Common Stock, $0.0001 per share
(e)	CUSIP No.: 82452J109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: The information required by this item with respect to the Reporting Person is set forth in Rows 5 through 9 and 11 of the cover page to this Schedule 13G. The ownership percentages reported are based on 79,328,924 outstanding shares of Class A Common Stock, $0.0001 per share (the "Shares") as of April 30, 2026, as reported in the Issuer's Form 10-Q filed on May 7, 2026. Durable Capital Master Fund LP directly holds 4,423,633 Shares. The Reporting Person, as the investment adviser to Durable Capital Master Fund LP, has sole power to direct the vote and disposition of the Shares. Durable Capital Partners GP LLC ("Durable GP") is the general partner of the Reporting Person, and Henry Ellenbogen is the chief investment officer of the Reporting Person and the managing member of Durable GP.
(b)	Percent of class: 5.6 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 4423633
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4423633
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. See disclosure of relationships among parties under Item 4. The economic benefits of the Shares are shared based on agreements among the parties.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See control and Shares holding disclosure in Item 4.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Durable Capital Partners LP

Signature:	Julie Jack
Name/Title:	Authorized Person
Date:	08/14/2026