Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionPortolan Capital Management, LLC
Latest Disclosed Ownership214,284 shares
Latest Disclosed Value $ 9,370,639
Portolan Capital Management, LLC reports 54.22% decrease in ownership of FOUR / Shift4 Payments, Inc.

On May 15, 2026 - Portolan Capital Management, LLC filed a 13F-HR form disclosing ownership of 214,284 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $9,370,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 468,063 shares of Shift4 Payments, Inc.. This represents a change in shares of -54.22% 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)
2026-05-15 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 214,284 -253,779 -54.22 9,371 -68.21 0.4987
2026-02-17 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 468,063 279,302 147.97 29,474 101.73 1.5792
2025-11-13 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 188,761 -246,414 -56.62 14,610 -66.13 0.7906
2025-08-13 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 435,175 28,676 7.05 43,130 29.85 2.7042
2025-05-15 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 406,499 265,528 188.36 33,215 127.05 2.5244
2025-02-13 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 140,971 6,359 4.72 14,630 22.66 0.9840
2024-11-14 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 134,612 -52,888 -28.21 11,927 -13.28 0.8646
2024-08-14 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 187,500 -51,809 -21.65 13,753 -13.02 1.1325
2024-05-15 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 239,309 23,582 10.93 15,811 -1.41 1.2043
2024-02-14 2023-12-31 13F SHIFT4 PAYMENTS CL A 82452J109 215,727 115,980 116.27 16,037 190.42 1.4022
2023-11-14 2023-09-30 13F SHIFT4 PAYMENTS COM 82452J109 99,747 99,747 5,523 0.5161
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.