Shift4 Payments, Inc.
US ˙ NYSE ˙ US82452J1097

SecurityFOUR / Shift4 Payments, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership638,160 shares
Latest Disclosed Value $ 27,906,786
Morgan Stanley reports 42.07% decrease in ownership of FOUR / Shift4 Payments, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 638,160 shares of Shift4 Payments, Inc. (US:FOUR) valued at $27,906,737 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,101,671 shares of Shift4 Payments, Inc.. This represents a change in shares of -42.07% during the quarter. The current value of the position is $25,666,795 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)
2026-05-15 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 638,160 -463,511 -42.07 27,907 -59.77 0.0017
2026-05-27 2025-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 1,101,671 -1,198,818 -52.11 69,372 -61.04 0.0041
2026-02-13 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 1,101,671 -1,198,818 69,372 0.0041
2026-05-27 2025-09-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 2,300,489 178,288 8.40 178,058 -15.34 0.0108
2025-11-14 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 2,300,489 178,288 178,058 0.0108
2025-08-15 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 2,122,201 -232,285 -9.87 210,332 9.33 0.0137
2025-05-15 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 2,354,486 111,044 4.95 192,385 -17.37 0.0138
2025-05-15 2024-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 2,243,442 452,503 25.27 232,825 46.73 0.0163
2025-02-14 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 2,243,442 452,503 232,825 0.0163
2025-05-14 2024-09-30 13F/A-2 SHIFT4 PMTS CL A 82452J109 1,790,939 -176,303 -8.96 158,677 9.97 0.0115
2025-02-14 2024-09-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 1,790,939 -176,303 158,677 0.0115
2024-11-14 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 1,790,939 -176,303 158,677 0.0014
2025-05-14 2024-06-30 13F/A-2 SHIFT4 PMTS CL A 82452J109 1,967,242 275,819 16.31 144,297 29.12 0.0112
2024-10-17 2024-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 1,967,242 275,819 144,297 0.0112
2024-08-14 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 1,967,242 275,819 144,297 0.0112
2024-10-17 2024-03-31 13F/A-2 SHIFT4 PMTS CL A 82452J109 1,691,423 324,349 23.73 111,752 9.96 0.0090
2024-08-16 2024-03-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 1,691,423 324,349 111,752 0.0090
2024-05-15 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 1,691,423 324,349 111,752 0.0090
2024-08-16 2023-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 1,367,074 -181,155 -11.70 101,628 18.55 0.0090
2024-02-13 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 1,367,074 -181,155 101,628 0.0090
2023-11-15 2023-09-30 13F SHIFT4 PMTS CL A 82452J109 1,548,229 566,896 57.77 85,725 28.64 0.0087
2023-08-14 2023-06-30 13F SHIFT4 PMTS CL A 82452J109 981,333 73,556 8.10 66,642 -3.15 0.0066
2023-05-15 2023-03-31 13F SHIFT4 PMTS CL A 82452J109 907,777 597,106 192.20 68,810 296.02 0.0074
2023-02-14 2022-12-31 13F SHIFT4 PMTS CL A 82452J109 310,671 -74,212 -19.28 17,376 1.20 0.0020
2022-11-14 2022-09-30 13F SHIFT4 PMTS CL A 82452J109 384,883 50,377 15.06 17,169 55.24 0.0023
2022-10-27 2022-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 334,506 -78,824 -19.07 11,060 -56.79 0.0014
2022-08-15 2022-06-30 13F SHIFT4 PMTS CL A 82452J109 334,506 -78,824 11,060 0.0003
2022-10-27 2022-03-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 413,330 -151,478 -26.82 25,596 -21.77 0.0035
2022-05-13 2022-03-31 13F SHIFT4 PMTS CL A 82452J109 413,330 -151,478 25,596 0.0035
2022-02-14 2021-12-31 13F SHIFT4 PMTS CL A 82452J109 564,808 434,821 334.51 32,718 224.65 0.0040
2021-11-15 2021-09-30 13F SHIFT4 PMTS CL A 82452J109 129,987 -6,204 -4.56 10,078 -21.04 0.0014
2021-08-23 2021-06-30 13F/A-1 SHIFT4 PMTS CL A 82452J109 136,191 53,058 63.82 12,763 87.20 0.0017
2021-08-16 2021-06-30 13F SHIFT4 PMTS CL A 82452J109 136,191 53,058 12,763 0.0003
2021-05-17 2021-03-31 13F SHIFT4 PMTS CL A 82452J109 83,133 2,397 2.97 6,818 12.01 0.0010
2021-02-16 2020-12-31 13F SHIFT4 PMTS CL A 82452J109 80,736 10,869 15.56 6,087 80.20 0.0009
2020-11-13 2020-09-30 13F SHIFT4 PMTS CL A 82452J109 69,867 48,122 221.30 3,378 337.56 0.0007
2020-08-14 2020-06-30 13F SHIFT4 PMTS CL A 82452J109 21,745 21,745 772 0.0002
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.