Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership8,265 shares
Latest Disclosed Value $ 361,428
JustInvest LLC reports 46.91% increase in ownership of FOUR / Shift4 Payments, Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 8,265 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $361,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,626 shares of Shift4 Payments, Inc.. This represents a change in shares of 46.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 8,265 2,639 46.91 361 1.98 0.0035
2026-02-13 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 5,626 1,219 27.66 354 3.81 0.0035
2025-10-31 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 4,407 -1,425 -24.43 341 -41.00 0.0035
2025-07-25 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 5,832 1,246 27.17 578 54.55 0.0065
2025-05-14 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 4,586 -461 -9.13 375 -28.49 0.0055
2025-02-10 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 5,047 1,780 54.48 524 80.97 0.0079
2024-11-12 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 3,267 11 0.34 289 21.43 0.0047
2024-08-12 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 3,256 10 0.31 239 11.21 0.0045
2024-05-09 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 3,246 161 5.22 214 -6.55 0.0046
2024-02-08 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 3,085 3,085 229 0.0060
2021-11-08 2021-09-30 13F SHIFT4 PMTS CL A 82452J109 0 -2,555 -100.00 0 -100.00
2021-08-11 2021-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 2,555 2,555 239 0.0250
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.