Shift4 Payments, Inc.
US ˙ NYSE ˙ US82452J1097

SecurityFOUR / Shift4 Payments, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership335,005 shares
Latest Disclosed Value $ 14,649,768
Dimensional Fund Advisors Lp reports 34.38% decrease in ownership of FOUR / Shift4 Payments, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 335,005 shares of Shift4 Payments, Inc. (US:FOUR) valued at $14,649,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 510,496 shares of Shift4 Payments, Inc.. This represents a change in shares of -34.38% during the quarter. The current value of the position is $13,473,901 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)
2026-05-07 2026-03-31 13F SHIFT4 PMTS CL A 82452J109 335,005 -175,491 -34.38 14,650 -54.43 0.0007
2026-02-12 2025-12-31 13F SHIFT4 PMTS CL A 82452J109 510,496 -361,533 -41.46 32,146 -52.37 0.0067
2025-11-12 2025-09-30 13F SHIFT4 PMTS CL A 82452J109 872,029 -162,663 -15.72 67,495 -34.18 0.0145
2025-08-12 2025-06-30 13F SHIFT4 PMTS CL A 82452J109 1,034,692 103,941 11.17 102,545 34.82 0.0237
2025-05-13 2025-03-31 13F SHIFT4 PMTS CL A 82452J109 930,751 3,781 0.41 76,060 -20.94 0.0189
2025-02-13 2024-12-31 13F SHIFT4 PMTS CL A 82452J109 926,970 -7,782 -0.83 96,204 16.17 0.0231
2024-11-07 2024-09-30 13F SHIFT4 PMTS CL A 82452J109 934,752 85,188 10.03 82,817 32.90 0.0201
2024-08-09 2024-06-30 13F SHIFT4 PMTS CL A 82452J109 849,564 221,881 35.35 62,315 50.26 0.0163
2024-05-10 2024-03-31 13F SHIFT4 PMTS CL A 82452J109 627,683 16,066 2.63 41,471 -8.79 0.0112
2024-02-07 2023-12-31 13F SHIFT4 PMTS CL A 82452J109 611,617 55,813 10.04 45,468 47.75 0.0133
2023-11-09 2023-09-30 13F SHIFT4 PMTS CL A 82452J109 555,804 160,513 40.61 30,774 14.64 0.0101
2023-08-09 2023-06-30 13F SHIFT4 PMTS CL A 82452J109 395,291 87,199 28.30 26,842 14.95 0.0086
2023-05-12 2023-03-31 13F SHIFT4 PMTS CL A 82452J109 308,092 74,093 31.66 23,351 179,523.08 0.0079
2023-02-09 2022-12-31 13F SHIFT4 PMTS CL A 82452J109 233,999 -11,385 -4.64 13 -99.88 0.0039
2022-11-10 2022-09-30 13F SHIFT4 PMTS CL A 82452J109 245,384 198,102 418.98 10,947 600.38 0.0042
2022-08-12 2022-06-30 13F SHIFT4 PMTS CL A 82452J109 47,282 47,282 1,563 0.0006
2022-05-13 2022-03-31 13F SHIFT4 PMTS CLA 82452J109 0 -15,319 -100.00 0 -100.00
2022-02-09 2021-12-31 13F SHIFT4 PMTS CLA 82452J109 15,319 93 0.61 887 -24.83 0.0003
2021-11-12 2021-09-30 13F SHIFT4 PMTS CLA 82452J109 15,226 5,665 59.25 1,180 31.70 0.0004
2021-08-12 2021-06-30 13F SHIFT4 PMTS CLA 82452J109 9,561 422 4.62 896 19.63 0.0003
2021-05-14 2021-03-31 13F SHIFT4 PMTS CLA 82452J109 9,139 9,139 749 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.