Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership30,737 shares
Latest Disclosed Value $ 1,935,523
Comerica Bank reports 51.86% decrease in ownership of FOUR / Shift4 Payments, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 30,737 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $1,935,523 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 63,851 shares of Shift4 Payments, Inc.. This represents a change in shares of -51.86% 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)
2026-01-29 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 30,737 -33,114 -51.86 1,936 -60.85 0.0063
2025-11-14 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 63,851 -4,148 -6.10 4,942 -26.67 0.0186
2025-08-14 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 67,999 -109,206 -61.63 6,739 -53.46 0.0262
2025-05-14 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 177,205 -99,319 -35.92 14,479 -49.55 0.0608
2025-02-14 2024-12-31 13F/A-1 SHIFT4 PMTS CL A 82452J109 276,524 42,826 18.33 28,698 38.60 0.1157
2025-02-14 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 276,524 42,826 28,698 0.0961
2024-11-14 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 233,698 47,614 25.59 20,706 51.70 0.0819
2024-08-15 2024-06-30 13F SHIFT4 PAYMENTS INC CL A COMMON 82452J109 186,084 20,888 12.64 13,649 25.06 0.0568
2024-05-16 2024-03-31 13F SHIFT4 PAYMENTS INC CL A COMMON 82452J109 165,196 83,519 102.26 10,915 79.77 0.0470
2024-02-14 2023-12-31 13F SHIFT4 PAYMENTS INC CL A COMMON 82452J109 81,677 65,238 396.85 6,072 567.14 0.0280
2023-11-21 2023-09-30 13F SHIFT4 PMTS COMMON 82452J109 16,439 16,439 910 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.