Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership1,819,379 shares
Latest Disclosed Value $ 79,561,434
Clearbridge Investments, LLC reports 10.18% decrease in ownership of FOUR / Shift4 Payments, Inc.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 1,819,379 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $79,561,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,025,529 shares of Shift4 Payments, Inc.. This represents a change in shares of -10.18% 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)
2026-05-13 2026-03-31 13F Shift4 Payments CL A 82452J109 1,819,379 -206,150 -10.18 79,561 -37.62 0.0623
2026-02-11 2025-12-31 13F Shift4 Payments CL A 82452J109 2,025,529 31,245 1.57 127,548 -17.37 0.1021
2025-11-13 2025-09-30 13F Shift4 Payments CL A 82452J109 1,994,284 62,234 3.22 154,358 -19.39 0.1162
2025-08-12 2025-06-30 13F Shift4 Payments CL A 82452J109 1,932,050 217,729 12.70 191,485 36.70 0.1555
2025-05-13 2025-03-31 13F Shift4 Payments CL A 82452J109 1,714,321 -30,763 -1.76 140,077 -22.65 0.1224
2025-02-12 2024-12-31 13F Shift4 Payments CL A 82452J109 1,745,084 -444,588 -20.30 181,105 -6.65 0.1468
2024-11-12 2024-09-30 13F Shift4 Payments CL A 82452J109 2,189,672 -125,256 -5.41 194,005 14.26 0.1526
2024-08-27 2024-06-30 13F/A-1 Shift4 Payments CL A 82452J109 2,314,928 235,355 11.32 169,800 23.58 0.1379
2024-08-14 2024-06-30 13F Shift4 Payments CL A 82452J109 2,314,928 235,355 169,800 0.1395
2024-05-13 2024-03-31 13F Shift4 Payments CL A 82452J109 2,079,573 -3,451 -0.17 137,397 -11.27 0.1089
2024-02-09 2023-12-31 13F Shift4 Payments CL A 82452J109 2,083,024 57,466 2.84 154,852 38.07 0.1332
2023-11-13 2023-09-30 13F Shift4 Payments CL A 82452J109 2,025,558 149,783 7.99 112,155 -11.95 0.1079
2023-08-11 2023-06-30 13F Shift4 Payments CL A 82452J109 1,875,775 240,543 14.71 127,384 2.77 0.1150
2023-05-12 2023-03-31 13F Shift4 Payments CL A 82452J109 1,635,232 39,006 2.44 123,951 38.84 0.1184
2023-02-10 2022-12-31 13F Shift4 Payments CL A 82452J109 1,596,226 14,525 0.92 89,277 26.52 0.0882
2022-11-14 2022-09-30 13F Shift4 Payments CL A 82452J109 1,581,701 8,712 0.55 70,560 35.68 0.0712
2022-08-11 2022-06-30 13F Shift4 Payments CL A 82452J109 1,572,989 1,693 0.11 52,003 -46.56 0.0485
2022-05-13 2022-03-31 13F Shift4 Payments CL A 82452J109 1,571,296 274,182 21.14 97,310 29.50 0.0731
2022-02-11 2021-12-31 13F Shift4 Payments CL A 82452J109 1,297,114 496,344 61.98 75,142 21.05 0.0512
2021-11-12 2021-09-30 13F Shift4 Payments CL A 82452J109 800,770 -1,855 -0.23 62,076 -17.48 0.0443
2021-08-13 2021-06-30 13F Shift4 Payments CL A 82452J109 802,625 1,935 0.24 75,222 14.55 0.0523
2021-05-13 2021-03-31 13F Shift4 Payments CL A 82452J109 800,690 127,602 18.96 65,665 29.39 0.0490
2021-02-10 2020-12-31 13F Shift4 Payments CL A 82452J109 673,088 99,083 17.26 50,751 82.83 0.0392
2020-11-12 2020-09-30 13F Shift4 Payments CL A 82452J109 574,005 274,075 91.38 27,759 160.70 0.0239
2020-08-14 2020-06-30 13F SHIFT4 PMTS CL A 82452J109 299,930 299,930 10,648 0.0096
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.