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Companies / Industrials / Shift4 Payments, Inc.
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Shift4 Payments, Inc.

IndustrialsBusiness Services
Ticker FOURCENTER VALLEY, PAFiscal year ends DecemberBook value per share $21.01Diluted shares 77.0M

Shift4 Payments, Inc. (NYSE: SHF) is a leading independent provider of software and payment processing solutions operating across the United States and expanding internationally. The company's mission centers on simplifying complex payments ecosystems for merchants of all sizes, from small owner-operated businesses to… From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$4.18B
+25.5% year over year
Last 12 mo $4.78B
8.40%
+1 percentage points
Last 12 mo 8.10%
$147.00M
−50.1% year over year
Last 12 mo $122.40M
8.67%
−19.8 percentage points
Last 12 mo 6.51%
Cash & financing
$634.00M
+26.7% year over year
Last 12 mo $592.50M
$525.00M
+22.7% year over year
Last 12 mo $450.80M
3.15
Was 3.52× a year earlier
Last 12 mo 2.79
1.3M
−20.1% year over year
Last 12 mo 77.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Shift4 Payments, Inc. does

In the company’s own words

Shift4 Payments, Inc. (NYSE: SHF) is a leading independent provider of software and payment processing solutions operating across the United States and expanding internationally. The company's mission centers on simplifying complex payments ecosystems for merchants of all sizes, from small owner-operated businesses to multinational enterprises. Shift4 powers billions of transactions annually for hundreds of thousands of businesses across virtually every industry vertical.

The company's business model rests on three foundational pillars: a comprehensive payments platform, innovative technology solutions, and an extensive sales and distribution network. The payments platform delivers omni-channel card acceptance and processing across multiple payment types including credit, debit, contactless cards, EMV, QR Pay, and mobile wallets such as Apple Pay and Google Pay, alongside alternative payment methods like Alipay and WeChat Pay. The platform integrates with hundreds of software suites and operates through a proprietary gateway designed for reliability, security, and seamless connectivity.

Shift4's technology solutions extend beyond payment processing to include SkyTab POS workstations, SkyTab Mobile for pay-at-the-table services, SkyTab Venue for entertainment venues, Lighthouse business intelligence tools, Shift4Shop eCommerce platform, The Giving Block cryptocurrency donation marketplace, and tax-free shopping services. The company distributes its offerings through internal sales teams, independent software vendors, and value-added resellers, with no single merchant accounting for more than three percent of total revenue.

Following the acquisition of Global Blue Group Holding AG in the third quarter of 2025, Shift4 became a leader in tax-free shopping services, dynamic currency conversion, and related payments solutions serving major retail brands globally. The company's revenue model is predominantly recurring, derived primarily from processing fees charged as a percentage of volume or per transaction, supplemented by subscription revenue from software licensing and technology solutions.

Shift4 maintains a diversified merchant base across hospitality, restaurants, venues, specialty retail, and e-commerce sectors. The company competes on reputation, domain expertise, distribution scale, product breadth, innovation pace, security, and customer service. The business experiences seasonal fluctuations with stronger revenue in second and third quarters, influenced by consumer spending patterns and merchant mix.

Company details
Sector
Industrials
Industry
Business Services
Headquarters
CENTER VALLEY, PA
Fiscal year end
December
CIK
1794669
SIC
7389

Financial performance, year by year

Fiscal 2018–2025 · USD
$-600.69M$867.18M$2.34B$3.80B$5.27B20182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Shift4 Payments, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

256
funds hold it
0 of 35
superinvestors hold it
$972.76M
held by funds, at market
26.0%
of shares held by funds

Largest fund holders · Shift4 Payments, Inc.’s weight in each

iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.08%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.03%of fund net assets
Spyglass Growth Fund
SPYGX · Manager Directed Portfolios
4.78%of fund net assets
Undiscovered Managers Behavioral Value Fund
UBVLX · UNDISCOVERED MANAGERS FUNDS
0.51%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Shift4 Payments, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Shift4 Payments, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Shift4 Payments, Inc.'s last four quarterly filings that the numbers alone won't show?”
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