Shift4 Payments, Inc.
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A payment processing and technology company that helps businesses accept card payments in stores, online, and on mobile, with products like SkyTab POS and Lighthouse analytics. Founder Jared Isaacman started it at 16 in his parents' basement in 1999 as United Bank Card, and it took the Shift4 name after acquiring the original Shift4 Corporation in 2017. Its 2025 purchase of Global Blue made it a leader in tax-free shopping, handling VAT refunds for travelers across dozens of countries.
Convertible senior unsecured notes, mature August 1, 2027
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Durable Capital Partners LP | 13G/APassive | 5.6% | 4.42M | Aug 14, 2026 |
| BlackRock, Inc. | 13G/APassive | 7.4% | 5.92M | Jul 30, 2026 |
| Wasatch Advisors LP | 13G/APassive | 2.7% | 2.17M | Jul 17, 2026 |
| Darlington Partners Capital Management, LP | 13G/APassive | 8.3% | 6.58M | May 15, 2026 |
| Darlington Partners GP, LLC | 13G/APassive | 8.3% | 6.58M | May 15, 2026 |
| Darlington Partners, L.P. | 13G/APassive | 8.3% | 6.58M | May 15, 2026 |
| Scott W. Clark | 13G/APassive | 8.3% | 6.58M | May 15, 2026 |
| Ramsey B. Jishi | 13G/APassive | 8.3% | 6.58M | May 15, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| Jared Isaacman | 13G/APassive | 25.2% | 22.36M | Feb 17, 2026 |