Wasatch Advisors reports 5.2% stake in Shift4 Class A

Rhea-AI Filing Summary

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.

Insights

Institutional Ownership Analyst

Wasatch Advisors reports a 5.2% stake in Shift4 Class A shares.

Wasatch Advisors is recorded as holding 4,206,244 Class A shares with sole dispositive authority, indicating the firm controls disposition decisions for this block. The filing shows sole voting power on 2,749,296 shares.

Because this is a Schedule 13G/A amendment reflecting passive institutional ownership, it is a routine disclosure; subsequent filings could show changes if Wasatch adjusts its holdings.

Key Figures

Beneficially owned: 4,206,244 shares Percent of class: 5.2% Sole voting power: 2,749,296 shares +2 more

5 metrics

Beneficially owned 4,206,244 shares Class A shares reported on Schedule 13G/A

Percent of class 5.2% Percent of Class A shares beneficially owned

Sole voting power 2,749,296 shares Number of shares with sole voting power

Sole dispositive power 4,206,244 shares Number of shares with sole power to dispose

Signature date 04/22/2026 Date the amendment was signed by Mike Yeates

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment (Schedule 13G/A) reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned regulatory

"Amount beneficially owned: 4,206,244 (b) Percent of class: 5.2 %"

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 dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 4,206,244"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Wasatch Advisors report in Shift4 Payments (FOUR)?

Wasatch Advisors reports beneficial ownership of 4,206,244 Class A shares. This equals 5.2% of the Class A shares, with sole dispositive power over the full amount and sole voting power over 2,749,296 shares.

Who has voting and disposal authority for the reported shares?

Wasatch reports sole voting power for 2,749,296 shares and sole dispositive power for 4,206,244 shares. The filing lists no shared voting or dispositive power for these holdings.

When was the Schedule 13G/A amendment signed and filed?

The amendment bears a signature dated 04/22/2026 by Mike Yeates as CEO. The cover shows the reporting date associated with the ownership snapshot as 03/31/2026.

What document type is this and what does it signify for investors?

This is a Schedule 13G/A amendment, a disclosure of beneficial ownership by an institutional investor. It reports passive ownership and control details but does not by itself indicate change of control or a transaction.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/22/2026 - 05:49 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. 2)

Shift4 Payments Inc

(Name of Issuer)

CL A

(Title of Class of Securities)

82452J109

(CUSIP Number)

03/31/2026

(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

Wasatch Advisors 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 2,749,296.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,206,244.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,206,244.00

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)

5.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Shift4 Payments Inc
(b)	Address of issuer's principal executive offices: 3501 CORPORATE PARKWAY, CENTER VALLEY, PA, 18034
Item 2.
(a)	Name of person filing: Wasatch Advisors LP
(b)	Address or principal business office or, if none, residence: 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: CL A
(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: 4,206,244
(b)	Percent of class: 5.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2,749,296
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4,206,244
	(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.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
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.

Wasatch Advisors LP

Signature:	Mike Yeates
Name/Title:	CEO
Date:	04/22/2026