Shift4 Payments, Inc. (FOUR) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

High Risk
Significant dilution risk
Last updated: May 07, 2026

Risk Assessment Details

Potential Dilution: 74.32% of current shares
Recent Dilution: 13.95% (2 years)
Historical Dilution Factor: moderate recent dilution
Outstanding Shares
74M
Potential Supply
55M
Additional shares possible
Splits
None
Past 2 years

Summary

FOUR currently has 73.6M outstanding shares. with significant dilution risk as 54.7M authorized shares could dilute existing holders by 74.3%. The company has diluted shareholders by 13.95% over the past 2 years through share issuances.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 07, 2026

10-Q filing | 73.6M shares outstanding

74M 55M
Nov 06, 2025

10-Q filing | 67.2M shares outstanding

67M 55M
Apr 29, 2025

10-Q filing | 67.7M shares outstanding

68M 55M
Feb 19, 2025

10-K filing | 66.0M shares outstanding

66M 55M
Nov 12, 2024

10-Q filing | 66.8M shares outstanding

67M 55M
Aug 09, 2024

10-Q filing | 65.6M shares outstanding

66M 55M
May 10, 2024

10-Q filing | 64.4M shares outstanding

64M 55M
Feb 29, 2024

10-K filing | 59.0M shares outstanding

59M 55M
Nov 09, 2023

10-Q filing | 56.5M shares outstanding

57M 55M
Aug 04, 2023

10-Q filing | 56.9M shares outstanding

57M 55M
May 09, 2023

10-Q filing | 55.2M shares outstanding

55M 55M
Mar 01, 2023

10-K filing | 52.3M shares outstanding

52M 55M
Nov 08, 2022

10-Q filing | 51.5M shares outstanding

52M 55M
Aug 05, 2022

10-Q filing | 51.8M shares outstanding

52M 55M
May 06, 2022

10-Q filing | 52.1M shares outstanding

52M 55M
Mar 01, 2022

10-K filing | 47.6M shares outstanding

48M 55M
Nov 12, 2021

10-Q filing | 49.7M shares outstanding

50M 55M
Aug 06, 2021

10-Q filing | 46.3M shares outstanding

46M 55M
May 07, 2021

10-Q filing | 42.7M shares outstanding

43M 55M
Mar 08, 2021

10-K filing | 39.7M shares outstanding

40M 55M
Nov 30, 2020

S-1 filing: This is an S-1 filing describing the initial public offering of Shift4 Payments, Inc. The company completed an IPO of Class A common stock and a concurrent private placement of Class C common stock.

30M 55M
Nov 06, 2020

10-Q filing | 30.0M shares outstanding

30M 33M
Sep 08, 2020

S-1 filing: This S-1 filing relates to the proposed issuance of Class A common stock by Shift4 Payments, Inc. and certain selling stockholders, including shares issuable upon exchange of common units and conversion of Class C common stock.

19M 33M
Aug 12, 2020

10-Q filing | 19.0M shares outstanding

19M 15M
Jun 03, 2020

S-1/A filing: This is an S-1/A filing for an initial public offering of Class A common stock by Shift4 Payments, Inc., with a proposed offering of 15,000,000 shares and an expected price range between $19.00 and $21.00 per share.

N/A 15M
May 15, 2020

S-1 filing: This S-1 filing describes a proposed offering related to Shift4 Payments, Inc., detailing a recapitalization and split of LLC Interests to align with the Class A common stock, along with maintenance of a one-to-one ratio between shares and LLC Interests.

N/A 0
Weekly Research

Get Weekly Super Stonk Alerts

Never miss a squeeze opportunity. Get our weekly analysis of high short interest stocks, AI-discovered gems, and dilution warnings delivered to your inbox.

No spam Unsubscribe anytime