Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership187,312 shares
Latest Disclosed Value $ 8,191,096
Rhumbline Advisers reports 4.42% increase in ownership of FOUR / Shift4 Payments, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 187,312 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $8,191,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 179,388 shares of Shift4 Payments, Inc.. This represents a change in shares of 4.42% 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)
2026-05-12 2026-03-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 187,312 7,924 4.42 8,191 -27.49 0.0070
2026-02-13 2025-12-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 179,388 -3,420 -1.87 11,296 -20.16 0.0091
2025-11-06 2025-09-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 182,808 -3,858 -2.07 14,149 -23.52 0.0114
2025-08-12 2025-06-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 186,666 171 0.09 18,500 21.41 0.0158
2025-05-29 2025-03-31 13F/A-1 SHIFT4 PAYMENTS INC- COM 82452J109 186,495 700 0.38 15,238 -20.97 0.0143
2025-04-08 2025-03-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 186,495 700 15,238 0.0143
2025-05-29 2024-12-31 13F/A-1 SHIFT4 PAYMENTS INC- COM 82452J109 185,795 113,193 155.91 19,282 199.77 0.0172
2025-01-30 2024-12-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 185,795 113,193 19,282 0.0172
2024-11-12 2024-09-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 72,602 778 1.08 6,433 22.10 0.0058
2024-08-01 2024-06-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 71,824 6,455 9.87 5,268 22.00 0.0050
2024-05-09 2024-03-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 65,369 -5,670 -7.98 4,319 -18.24 0.0041
2024-02-08 2023-12-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 71,039 333 0.47 5,281 34.93 0.0055
2023-11-09 2023-09-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 70,706 2,380 3.48 3,915 -15.65 0.0045
2023-08-08 2023-06-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 68,326 9,553 16.25 4,640 115,900.00 0.0052
2023-05-11 2023-03-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 58,773 4,699 8.69 4 -99.87 0.0055
2023-02-14 2022-12-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 54,074 2,816 5.49 3,024 32.23 0.0041
2022-11-10 2022-09-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 51,258 862 1.71 2,287 37.27 0.0034
2022-08-11 2022-06-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 50,396 13,330 35.96 1,666 -27.41 0.0024
2022-05-12 2022-03-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 37,066 -2,120 -5.41 2,295 1.10 0.0030
2022-02-10 2021-12-31 13F SHIFT4 PAYMENTS INC- COM 82452J109 39,186 851 2.22 2,270 -23.62 0.0028
2021-11-12 2021-09-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 38,335 -145 -0.38 2,972 -17.58 0.0040
2021-08-05 2021-06-30 13F SHIFT4 PAYMENTS INC- COM 82452J109 38,480 38,480 3,606 0.0047
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.