Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionPrana Capital Management, LP
Latest Disclosed Ownership70,899 shares
Latest Disclosed Value $ 3,100,413
Prana Capital Management, LP reports 575.36% increase in ownership of FOUR / Shift4 Payments, Inc.

On May 15, 2026 - Prana Capital Management, LP filed a 13F-HR form disclosing ownership of 70,899 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $3,100,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,498 shares of Shift4 Payments, Inc.. This represents a change in shares of 575.36% 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)
2026-05-15 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 70,899 60,401 575.36 3,100 368.99 0.0943
2026-02-17 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 10,498 10,498 661 0.0240
2025-11-14 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 0 -3,441 -100.00 0 -100.00
2025-08-14 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 3,441 -34,810 -91.00 341 -89.09 0.0122
2025-05-15 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 38,251 -13,284 -25.78 3,125 -41.57 0.1266
2025-02-14 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 51,535 51,535 5,348 0.2537
2024-11-14 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 0 -54,661 -100.00 0 -100.00
2024-08-14 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 54,661 31,430 135.29 4,009 161.34 0.1907
2024-05-15 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 23,231 -10,570 -31.27 1,535 -38.93 0.0688
2024-02-14 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 33,801 -3,062 -8.31 2,513 23.08 0.1479
2023-11-14 2023-09-30 13F SHIFT4 PMTS CL A 82452J109 36,863 36,863 2,041 0.1303
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.