Durable Capital Partners LP Increases Stake in Shift4 Payments, Inc. to 7.6%

Durable Capital Partners LP filed a Schedule 13G/A on May 15, 2026, disclosing a significant increase in its position in Shift4 Payments, Inc. (FOUR). As of the event date of March 31, 2026, the reporting person beneficially owns 6,165,793 shares of Class A Common Stock, representing a 7.6% ownership stake in the company. This marks a notable increase from a previous ownership percentage of 0.0%, indicating a new substantial holding or a restoration of a previously exited position. The shares are held directly by Durable Capital Master Fund LP, with Durable Capital Partners LP serving as the investment adviser. Henry Ellenbogen, as the chief investment officer of the reporting person and managing member of Durable Capital Partners GP LLC, maintains shared oversight. The filing confirms that the shares were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. The ownership calculation is based on 81,239,315 shares outstanding as of February 19, 2026.