Shift4 Payments, Inc.
US ˙ NYSE ˙ US82452J1097

SecurityFOUR / Shift4 Payments, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership873 shares
Latest Disclosed Value $ 38,176
Cwm, Llc reports 35.77% increase in ownership of FOUR / Shift4 Payments, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 873 shares of Shift4 Payments, Inc. (US:FOUR) valued at $38,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 643 shares of Shift4 Payments, Inc.. The current value of the position is $35,112 USD.

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 873 230 35.77 38 0.0001
2026-01-26 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 643 -645 -50.08 0 0.0001
2025-10-15 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 1,288 -787 -37.93 0 0.0003
2025-07-25 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 2,075 -64 -2.99 0 0.0007
2025-05-01 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 2,139 -27 -1.25 0 0.0007
2025-02-04 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 2,166 -48 -2.17 0 0.0009
2024-10-08 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 2,214 1,083 95.76 0 0.0008
2024-07-10 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 1,131 241 27.08 0 0.0004
2024-04-05 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 890 385 76.24 0 0.0003
2024-02-01 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 505 -197 -28.06 0 0.0002
2023-10-11 2023-09-30 13F SHIFT4 PMTS CL A 82452J109 702 168 31.46 0 0.0002
2023-08-03 2023-06-30 13F SHIFT4 PMTS CL A 82452J109 534 -12 -2.20 0 0.0002
2023-05-01 2023-03-31 13F SHIFT4 PMTS CL A 82452J109 546 27 5.20 0 0.0003
2023-02-01 2022-12-31 13F SHIFT4 PMTS CL A 82452J109 519 111 27.21 0 -100.00 0.0002
2022-10-27 2022-09-30 13F SHIFT4 PMTS CL A 82452J109 408 -10 -2.39 18 28.57 0.0001
2022-07-28 2022-06-30 13F SHIFT4 PMTS CL A 82452J109 418 316 309.80 14 133.33 0.0001
2022-04-21 2022-03-31 13F SHIFT4 PMTS CL A 82452J109 102 96 1,600.00 6 0.0000
2022-01-31 2021-12-31 13F SHIFT4 PMTS CL A 82452J109 6 -92 -93.88 0 -100.00
2021-09-15 2021-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-07-29 2021-06-30 13F SHIFT4 PMTS CL A 82452J109 98 0 9 0.0001
2021-09-15 2021-03-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-04-27 2021-03-31 13F SHIFT4 PMTS CL A 82452J109 98 0 8 0.0001
2021-09-15 2020-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-15 2020-09-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-15 2020-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-15 2020-03-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-14 2019-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-14 2019-09-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-14 2019-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 0 0.00 9 0.00 0.0001
2021-09-02 2019-03-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 98 98 9 0.0001
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.