Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership46,568 shares
Latest Disclosed Value $ 2,036,418
LPL Financial LLC reports 69.83% decrease in ownership of FOUR / Shift4 Payments, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 46,568 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $2,036,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 154,369 shares of Shift4 Payments, Inc.. This represents a change in shares of -69.83% 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)
2026-05-06 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 46,568 -107,801 -69.83 2,036 -79.05 0.0005
2026-02-11 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 154,369 -52,018 -25.20 9,721 -39.15 0.0027
2025-11-12 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 206,387 49,999 31.97 15,974 3.06 0.0047
2025-08-12 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 156,388 66,587 74.15 15,500 111.24 0.0052
2025-05-07 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 89,801 -11,490 -11.34 7,338 -30.20 0.0029
2025-02-11 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 101,291 20,478 25.34 10,512 46.80 0.0043
2024-11-08 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 80,813 10,700 15.26 7,160 39.25 0.0032
2024-08-07 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 70,113 27,887 66.04 5,143 84.37 0.0026
2024-05-10 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 42,226 -12,504 -22.85 2,790 -31.44 0.0015
2024-02-14 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 54,730 -2,836 -4.93 4,069 27.64 0.0025
2023-11-13 2023-09-30 13F SHIFT4 PMTS CL A 82452J109 57,566 -1,806 -3.04 3,187 -20.94 0.0022
2023-07-31 2023-06-30 13F SHIFT4 PMTS CL A 82452J109 59,372 -1,881 -3.07 4,032 -13.16 0.0029
2023-05-10 2023-03-31 13F SHIFT4 PMTS CL A 82452J109 61,253 6,945 12.79 4,643 52.85 0.0036
2023-02-07 2022-12-31 13F SHIFT4 PMTS CL A 82452J109 54,308 447 0.83 3,037 26.38 0.0026
2022-11-14 2022-09-30 13F SHIFT4 PMTS CL A 82452J109 53,861 49 0.09 2,403 35.08 0.0023
2022-08-12 2022-06-30 13F SHIFT4 PMTS CL A 82452J109 53,812 1,712 3.29 1,779 -44.87 0.0017
2022-05-16 2022-03-31 13F SHIFT4 PMTS CL A 82452J109 52,100 -309,419 -85.59 3,227 -84.59 0.0028
2022-02-14 2021-12-31 13F SHIFT4 PMTS CL A 82452J109 361,519 -4,295 -1.17 20,943 -26.15 0.0176
2021-11-15 2021-09-30 13F SHIFT4 PMTS CL A 82452J109 365,814 -9,486 -2.53 28,358 -19.38 0.0266
2021-08-13 2021-06-30 13F SHIFT4 PMTS CL A 82452J109 375,300 360,915 2,508.97 35,173 2,880.76 0.0356
2021-05-14 2021-03-31 13F SHIFT4 PMTS CL A 82452J109 14,385 9,435 190.61 1,180 216.35 0.0014
2021-02-12 2020-12-31 13F SHIFT4 PMTS CL A 82452J109 4,950 791 19.02 373 85.57 0.0005
2020-11-09 2020-09-30 13F SHIFT4 PMTS CL A 82452J109 4,159 4,159 201 0.0003
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.