Shift4 Payments, Inc. (FOUR): A Bull Case Theory
We came across a bullish thesis on Shift4 Payments, Inc. (FOUR) on Substack by PatchTogether Investing. In this article, we will summarize the bulls’ thesis on FOUR. Shift4 Payments, Inc.
Shift4 Payments Inc. (FOUR)
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Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 5,130,841 | $532,478,679 | -16% | 4.34% |
| 2. | Darlington Partners Capital Scott W. Clark | 2,510,014 | $260,489,253 | +18% | 9.73% |
| 3. | Citadel Investment Group Ken Griffin | 1,171,967 | $121,626,735 | +1951% | 0.02% |
| 4. | 77,933,000 | $104,779,441 | +23% | 3.29% | |
| 5. | ShawSpring Partners Dennis Hong | 969,748 | $100,640,447 | -27% | 13.33% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.40 | 14,486 | 666,117 | 2024-06-14 | Filing | ||
| $69.40 | 14,486 | 666,117 | 2024-06-14 | Filing | ||
| $69.23 | 29,669 | 651,631 | 2024-06-06 | Filing | ||
| $64.04 | 39,135 | 621,962 | 2024-05-23 | Filing | ||
| $67.09 | 85,916 | 582,827 | 2024-05-14 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.34 | 100 | 177,622 | 2025-03-14 | Filing | ||
| $85.33 | 5,847 | 177,722 | 2025-03-14 | Filing | ||
| $84.44 | 4,053 | 183,569 | 2025-03-14 | Filing | ||
| $88.36 | 12,500 | 232,454 | 2025-03-10 | Filing | ||
| $91.70 | 2,500 | 264,856 | 2025-03-06 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 186,495 | $15,238,453 | 0.01% | |
| 2. | Imc-chicago, LlcCALL | 41,300 | $3,374,623 | 0% |
| 3. | 28,500 | $2,328,735 | 0% | |
| 4. | 27,956 | $2,284,285 | 0.06% | |
| 5. | 23,355 | $1,908,337 | 0.02% |
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Operator: Greetings, and welcome to the Shift4 Fourth Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
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Shift4 Payments, Inc. (NYSE:FOUR) Q3 2024 Earnings Call Transcript
Operator: Greetings, and welcome to the Shift4 Third Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
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