FOUR
Shift4 Payments, Inc.
-0.42 (-1.00%)41.67USD233K成交股數3.3B市值–本益比(近四季)0.7股價營收比+34.1%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 15.9M · 0.00 |
| 近 180 天 淨額 | 15.9M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-07 | 08-07 | Cruz Christopher Nestor | See Remarks | A 獲配股票 | 24.9K | – | – | 258K | SEC |
| 2026-08-05 | 08-07 | Cruz Christopher Nestor | See Remarks | F 繳稅扣股 | 14.1K | 55.61 | 783K | 233K | SEC |
| 2026-06-15 | 06-17 | Bakhshandehpour Sam | Director | A 獲配股票 | 5.1K | 41.18 | 210K | 14.8K | SEC |
| 2026-06-15 | 06-17 | Disman Nancy | Director | A 獲配股票 | 7.3K | 41.18 | 302K | 198K | SEC |
| 2026-06-15 | 06-17 | Halkyard Jonathan S | Director | A 獲配股票 | 5.1K | 41.18 | 210K | 21.6K | SEC |
| 2026-06-15 | 06-17 | Dallaire Seth | Director | A 獲配股票 | 5.1K | 41.18 | 210K | 8.1K | SEC |
| 2026-06-15 | 06-17 | Goldsmith-Grover Sarah | Director | A 獲配股票 | 5.1K | 41.18 | 210K | 12.0K | SEC |
| 2026-06-15 | 06-17 | Davis Karen Roter | Director | A 獲配股票 | 5.1K | 41.18 | 210K | 13.3K | SEC |
| 2026-06-05 | 06-09 | Lauber David Taylor | Chief Executive Officer | F 繳稅扣股 | 5.2K | 39.29 | 204K | 451K | SEC |
| 2026-05-12 | 05-13 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 193K | 40.66 | 7.8M | 1.8M | SEC |
| 2026-05-11 | 05-13 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 196K | 41.41 | 8.1M | 1.6M | SEC |
| 2026-03-17 | 03-17 | Isaacman Jared | TenPercentOwner | G 贈與 | 1.6K | – | – | 20.8M | SEC |
| 2026-03-10 | 03-11 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 43.8K | 45.75 | 2.0M | 1.4M | SEC |
| 2026-03-02 | 03-04 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 45.7K | 43.83 | 2.0M | 1.4M | SEC |
| 2026-03-02 | 03-04 | Frankel Jordan | See Remarks | F 繳稅扣股 | 4.2K | 44.07 | 184K | 280K | SEC |
| 2026-03-02 | 03-03 | Lauber David Taylor | Chief Executive Officer | F 繳稅扣股 | 12.3K | 44.07 | 542K | 460K | SEC |
| 2026-03-02 | 03-03 | Disman Nancy | Director | F 繳稅扣股 | 5.8K | 44.07 | 254K | 191K | SEC |
| 2026-02-28 | 03-04 | Frankel Jordan | See Remarks | F 繳稅扣股 | 3.2K | 44.07 | 141K | 284K | SEC |
| 2026-02-28 | 03-03 | Lauber David Taylor | Chief Executive Officer | F 繳稅扣股 | 9.9K | 44.07 | 437K | 472K | SEC |
| 2026-02-28 | 03-03 | Disman Nancy | Director | F 繳稅扣股 | 4.3K | 44.07 | 188K | 196K | SEC |
| 2026-02-28 | 03-03 | Whalen James J. | See Remarks | F 繳稅扣股 | 902 | 44.07 | 40K | 66.9K | SEC |
| 2026-02-27 | 03-04 | Frankel Jordan | See Remarks | A 獲配股票 | 62.5K | 44.07 | 2.8M | 287K | SEC |
| 2026-02-27 | 03-03 | Whalen James J. | See Remarks | A 獲配股票 | 17.0K | 44.07 | 750K | 67.8K | SEC |
| 2026-02-27 | 03-03 | Lauber David Taylor | Chief Executive Officer | A 獲配股票 | 222K | 44.07 | 9.8M | 482K | SEC |
| 2026-02-27 | 03-03 | Cruz Christopher Nestor | See Remarks | A 獲配股票 | 17.1K | 44.07 | 755K | 247K | SEC |
| 2026-02-27 | 03-03 | Disman Nancy | Director | A 獲配股票 | 76.0K | 44.07 | 3.3M | 201K | SEC |
| 2026-02-27 | 03-02 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 159K | 44.15 | 7.0M | 1.3M | SEC |
| 2026-02-26 | 03-02 | Isaacman Jared | TenPercentOwner | P 公開市場買進 | 137K | 48.38 | 6.6M | 1.2M | SEC |
| 2026-02-20 | 03-04 | Frankel Jordan | See Remarks | F 繳稅扣股 | 2.8K | 58.49 | 161K | 225K | SEC |
| 2026-02-20 | 03-03 | Whalen James J. | See Remarks | F 繳稅扣股 | 3.9K | 58.49 | 229K | 50.8K | SEC |
| 2026-02-20 | 03-03 | Lauber David Taylor | Chief Executive Officer | F 繳稅扣股 | 14.0K | 58.49 | 816K | 260K | SEC |
| 2026-02-20 | 03-03 | Disman Nancy | Director | F 繳稅扣股 | 5.8K | 58.49 | 337K | 125K | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | D 處分 | 951K | – | – | 0 | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | A 獲配股票 | 951K | – | – | 951K | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | D 處分 | 85.9K | – | – | 0 | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | A 獲配股票 | 85.9K | – | – | 85.9K | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | D 處分 | 85.9K | – | – | 0 | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | D 處分 | 19.8M | – | – | 0 | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | A 獲配股票 | 85.9K | – | – | 85.9K | SEC |
| 2026-02-07 | 02-10 | Isaacman Jared | TenPercentOwner | C 轉換 | 19.8M | – | – | 20.8M | SEC |
| 2025-12-11 | 12-15 | Lauber David Taylor | Chief Executive Officer | S 公開市場賣出 | 10.7K | 68.91 | 736K | 275K | SEC |
| 2025-12-11 | 12-15 | Disman Nancy | Director | S 公開市場賣出(10b5-1) | 5.0K | 69.50 | 348K | 130K | SEC |
| 2025-12-11 | 12-15 | Lauber David Taylor | Chief Executive Officer | S 公開市場賣出 | 1.3K | 69.77 | 92K | 274K | SEC |
| 2025-12-09 | 12-10 | Isaacman Jared | Executive Chairman | F 繳稅扣股 | 54.1K | 68.88 | 3.7M | 1.0M | SEC |
| 2025-12-08 | 12-10 | Isaacman Jared | Executive Chairman | A 獲配股票 | 128K | – | – | 1.1M | SEC |
| 2025-12-08 | 12-10 | Isaacman Jared | Executive Chairman | G 贈與 | 130K | – | – | 951K | SEC |
| 2025-11-12 | 11-14 | Whalen James J. | See Remarks | S 公開市場賣出(10b5-1) | 1.4K | 71.50 | 103K | 54.7K | SEC |
| 2025-09-15 | 09-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 5.0K | 87.28 | 436K | 135K | SEC |
| 2025-09-08 | 09-09 | Isaacman Jared | Executive Chairman | G 贈與 | 28.5K | – | – | 1.1M | SEC |
| 2025-09-08 | 09-09 | Isaacman Jared | Executive Chairman | G 贈與 | 56.8K | – | – | 1.1M | SEC |
| 2025-09-03 | 09-05 | Lauber David Taylor | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.5K | 88.59 | 221K | 286K | SEC |
| 2025-08-15 | 08-19 | Whalen James J. | See Remarks | G 贈與 | 150 | – | – | 56.2K | SEC |
| 2025-08-15 | 08-19 | Whalen James J. | See Remarks | S 公開市場賣出 | 794 | 89.90 | 71K | 56.3K | SEC |
| 2025-08-11 | 08-11 | Isaacman Jared | Executive Chairman | P 公開市場買進 | 105K | 83.61 | 8.8M | 940K | SEC |
| 2025-08-08 | 08-11 | Isaacman Jared | Executive Chairman | P 公開市場買進 | 91.7K | 81.90 | 7.5M | 835K | SEC |
| 2025-08-06 | 08-08 | Cruz Christopher Nestor | See Remarks | A 獲配股票 | 122K | 82.20 | 10.0M | 132K | SEC |
| 2025-08-06 | 08-08 | Cruz Christopher Nestor | See Remarks | A 獲配股票 | 97.3K | 82.20 | 8.0M | 230K | SEC |
| 2025-08-05 | 08-07 | Disman Nancy | Chief Financial Officer | F 繳稅扣股 | 27.2K | 102.20 | 2.8M | 140K | SEC |
| 2025-06-30 | 07-02 | Davis Karen Roter | Director | S 公開市場賣出(10b5-1) | 750 | 100.00 | 75K | 8.2K | SEC |
| 2025-06-30 | 07-02 | Goldsmith-Grover Sarah | Director | S 公開市場賣出(10b5-1) | 3.0K | 100.00 | 296K | 6.9K | SEC |
| 2025-06-17 | 06-17 | Lauber David Taylor | Chief Executive Officer | A 獲配股票 | 31.1K | 91.94 | 2.9M | 288K | SEC |
| 2025-06-16 | 06-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 8.3K | 90.23 | 745K | 169K | SEC |
| 2025-06-16 | 06-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.7K | 90.80 | 158K | 168K | SEC |
| 2025-06-13 | 06-17 | Cruz Christopher Nestor | Director | A 獲配股票 | 2.4K | – | – | 10.7K | SEC |
| 2025-06-13 | 06-17 | Halkyard Jonathan S | Director | A 獲配股票 | 2.4K | – | – | 16.5K | SEC |
| 2025-06-13 | 06-17 | Bakhshandehpour Sam | Director | A 獲配股票 | 2.4K | – | – | 9.7K | SEC |
| 2025-06-13 | 06-17 | Isaacman Donald | Director | A 獲配股票 | 2.4K | – | – | 25.1K | SEC |
| 2025-06-13 | 06-17 | Dallaire Seth | Director | A 獲配股票 | 2.4K | – | – | 3.0K | SEC |
| 2025-06-13 | 06-16 | Davis Karen Roter | Director | A 獲配股票 | 2.4K | – | – | 9.0K | SEC |
| 2025-06-13 | 06-16 | Goldsmith-Grover Sarah | Director | A 獲配股票 | 2.4K | – | – | 9.8K | SEC |
| 2025-06-12 | 06-16 | Goldsmith-Grover Sarah | Director | S 公開市場賣出(10b5-1) | 1.0K | 94.53 | 95K | 7.5K | SEC |
| 2025-06-12 | 06-16 | Davis Karen Roter | Director | S 公開市場賣出(10b5-1) | 2.8K | 94.53 | 261K | 6.6K | SEC |
| 2025-06-12 | 06-16 | Isaacman Jared | Executive Chairman | G 贈與 | 8.5K | – | – | 1.2M | SEC |
| 2025-06-09 | 06-10 | Frankel Jordan | See Remarks | S 公開市場賣出(10b5-1) | 1.3K | 95.06 | 119K | 227K | SEC |
| 2025-06-09 | 06-10 | Frankel Jordan | See Remarks | S 公開市場賣出(10b5-1) | 3.8K | 94.41 | 354K | 229K | SEC |
| 2025-06-03 | 06-05 | Lauber David Taylor | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.5K | 94.47 | 236K | 257K | SEC |
| 2025-03-31 | 04-02 | Isaacman Jared | Chairman & CEO | D 處分 | 12.4K | – | – | 1.2M | SEC |
| 2025-03-14 | 03-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 100 | 86.34 | 9K | 178K | SEC |
| 2025-03-14 | 03-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 5.8K | 85.33 | 499K | 178K | SEC |
| 2025-03-14 | 03-17 | Disman Nancy | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.1K | 84.44 | 342K | 184K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7.2M | 348M | 新進 | 新進 |
| BlackRock, Inc. | 5.6M | 272M | 新進 | 新進 |
| Durable Capital Partners LP | 4.4M | 215M | 新進 | 新進 |
| Ensign Peak Advisors, Inc | 3.1M | 149M | 新進 | 新進 |
| NEUBERGER BERMAN GROUP LLC | 2.6M | 129M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | 124M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | 113M | 新進 | 新進 |
| WASATCH ADVISORS LP | 2.2M | 106M | 新進 | 新進 |
| MARSHALL WACE, LLP | 2.0M | 98.8M | 新進 | 新進 |
| STATE STREET CORP | 2.0M | 96.0M | 新進 | 新進 |
| Jupiter Topco LLC | 1.8M | 89.9M | 新進 | 新進 |
| Spyglass Capital Management LLC | 1.8M | 89.2M | 新進 | 新進 |
| FMR LLC | 1.7M | 82.4M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | 80.8M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.2M | 60.7M | 新進 | 新進 |
| Clearbridge Investments, LLC | 1.2M | 58.2M | 新進 | 新進 |
| Point72(柯恩) Point72 Asset Management, L.P. | 1.2M | 57.0M | 新進 | 新進 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.1M | 55.9M | 新進 | 新進 |
| Portolan Capital Management, LLC | 1.1M | 54.2M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | 52.7M | 新進 | 新進 |
| GOODNOW INVESTMENT GROUP, LLC | 1.0M | 51.0M | 新進 | 新進 |
| UBS Group AG | 1.0M | 50.4M | 新進 | 新進 |
| RICE HALL JAMES & ASSOCIATES, LLC | 874K | 42.5M | 新進 | 新進 |
| Long Focus Capital Management, LLC | 812K | 39.5M | 新進 | 新進 |
| PRIVATE MANAGEMENT GROUP INC | 735K | 35.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 358 +5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 358 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 69.1M · 87.5% |
| 合計季末市值 | 3.3B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 13.7M |
|---|---|
| 與上期比 | -2.6% |
| 佔流通股數 | 17.34% |
| 日均成交量 | 1.9M |
| 回補天數 | 7.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 13.7M | -2.6% | 17.34% | 1.9M | 7.3 |
| 2026-08-14 | 14.1M | -7.5% | 17.80% | 2.3M | 6.2 |
| 2026-07-31 | 15.2M | -2.9% | 19.25% | 981K | 15.5 |
| 2026-07-15 | 15.7M | -0.5% | 19.84% | 1.2M | 13.4 |
| 2026-06-30 | 15.7M | -5.8% | 19.94% | 2.1M | 7.5 |
| 2026-06-15 | 16.7M | +12.3% | 21.16% | 1.9M | 8.8 |
| 2026-05-29 | 14.9M | -0.3% | 18.84% | 1.2M | 12.4 |
| 2026-05-15 | 14.9M | -5.0% | 18.91% | 2.1M | 7.3 |
| 2026-04-30 | 15.7M | +4.5% | 19.91% | 1.5M | 10.5 |
| 2026-04-15 | 15.0M | -8.0% | 19.05% | 1.5M | 9.8 |
| 2026-03-31 | 16.4M | -6.7% | 20.71% | 2.8M | 5.9 |
| 2026-03-13 | 17.5M | +8.2% | 22.19% | 2.7M | 6.4 |
| 2026-02-27 | 16.2M | +3.9% | 20.51% | 3.2M | 5.0 |
| 2026-02-13 | 15.6M | +7.8% | 19.74% | 2.5M | 6.2 |
| 2026-01-30 | 14.5M | -4.4% | 18.31% | 1.9M | 7.5 |
| 2026-01-15 | 15.1M | +8.4% | 19.16% | 2.1M | 7.3 |
| 2025-12-31 | 14.0M | +5.1% | 17.67% | 1.5M | 9.4 |
| 2025-12-15 | 13.3M | -1.0% | 16.81% | 1.6M | 8.4 |
| 2025-11-28 | 13.4M | -4.5% | 16.98% | 1.8M | 7.6 |
| 2025-11-14 | 14.0M | +14.4% | 17.78% | 3.4M | 4.2 |
| 2025-10-31 | 12.3M | -0.2% | 15.54% | 2.3M | 5.5 |
| 2025-10-15 | 12.3M | -0.4% | 15.57% | 1.9M | 6.4 |
| 2025-09-30 | 12.3M | +3.2% | 15.63% | 2.4M | 5.2 |
| 2025-09-15 | 12.0M | -4.6% | 15.14% | 1.3M | 9.3 |
| 2025-08-29 | 12.5M | +2.5% | 15.87% | 1.4M | 8.9 |
| 2025-08-15 | 12.2M | +9.9% | 15.49% | 3.4M | 3.6 |