Shift4 Payments, Inc.
MX ˙ BMV ˙ US82452J1097
SecurityMX:FOUR / Shift4 Payments, Inc.
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership1,133,313 shares
Latest Disclosed Value $ 49,559,775
Ubs Asset Management Americas Inc reports 42.89% increase in ownership of FOUR / Shift4 Payments, Inc.

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 1,133,313 shares of Shift4 Payments, Inc. (MX:FOUR) valued at $49,559,775 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 793,116 shares of Shift4 Payments, Inc.. This represents a change in shares of 42.89% 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 PMTS CL A 82452J109 1,133,313 340,197 42.89 49,560 -0.77 0.0103
2026-02-13 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 793,116 600,463 311.68 49,943 234.93 0.0106
2025-11-14 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 192,653 -131,329 -40.54 14,911 -53.56 0.0032
2025-08-14 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 323,982 24,244 8.09 32,110 31.11 0.0065
2025-05-19 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 299,738 7,534 2.58 24,492 -19.24 0.0063
2025-02-14 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 292,204 1,801 0.62 30,325 17.86 0.0071
2024-11-14 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 290,403 -12,131 -4.01 25,730 15.95 0.0066
2024-08-14 2024-06-30 13F SHIFT4 PAYMENTS INC CL A 82452J109 302,534 45,862 17.87 22,191 30.85 0.0064
2024-05-15 2024-03-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 256,672 758 0.30 16,958 -10.86 0.0060
2024-02-14 2023-12-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 255,914 -1,013 -0.39 19,025 33.73 0.0075
2023-11-13 2023-09-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 256,927 -45,500 -15.04 14,226 -37.94 0.0064
2023-08-11 2023-06-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 302,427 0 0.00 22,924 0.00 0.0111
2023-05-15 2023-03-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 302,427 -7,278 -2.35 22,924 32.34 0.0111
2023-02-14 2022-12-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 309,705 23,285 8.13 17,322 35.56 0.0091
2022-11-14 2022-09-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 286,420 -44,929 -13.56 12,777 16.64 0.0072
2022-08-12 2022-06-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 331,349 -8,031 -2.37 10,954 -47.88 0.0057
2022-05-16 2022-03-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 339,380 22,318 7.04 21,018 14.43 0.0090
2022-02-14 2021-12-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 317,062 -34,735 -9.87 18,367 -32.65 0.0070
2021-11-15 2021-09-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 351,797 -4,274 -1.20 27,271 -18.28 0.0113
2021-08-16 2021-06-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 356,071 -9,242 -2.53 33,371 11.39 0.0143
2021-05-14 2021-03-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 365,313 -529,340 -59.17 29,959 -55.59 0.0132
2021-03-01 2020-12-31 13F/A-1 SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 894,653 751,266 523.94 67,457 872.83 0.0316
2021-02-17 2020-12-31 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 143,387 0 6,934 0.6540
2020-11-13 2020-09-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 143,387 -6,613 -4.41 6,934 30.22 0.0037
2020-08-14 2020-06-30 13F SHIFT4 PAYMENTS INC EQUITY US CM 82452J109 150,000 150,000 5,325 0.0033
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.