CORPAY INC

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CPAY·219948106·US·Common Stock·Technology - Software - Infrastructure-13D/G

CPAY (CORPAY INC) is held by 272 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($1.9B), Orbis Allan Gray Ltd ($1.8B), JPMORGAN CHASE & CO ($1.6B). Net institutional sentiment: Mixed.

272

Holders

(21 Elite)

$19.3B

Total Value

55% (275)

Consensus

150 buying - 125 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)74

Activist (13D/13G)50

Congressional (STOCK Act)45

Holder Quality

84

★★★★★

Elite

26

★★★★

Strong

12

★★★

Solid

50

★★

Below

75

★

Weak

Held by 272 funds

21 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders Aug 25, 2026 · Activists Oct 15, 2026 · Congress Sep 9, 2026

ActivistJPMORGAN CHASE & CO.7.3%Oct 15, 2026

InsiderCRClarke RonaldSell $2.8MAug 25, 2026

InsiderCRClarke RonaldSell $4.0MAug 25, 2026

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Top Holders

Top Holders (272)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	5.7M(-7.5%)	$1.9B	0.0%	+25.45%	0
Orbis Allan Gray Ltd	Increased	5.4M(+1.2%)	$1.8B	6.2%	+30.68%	63
JPMORGAN CHASE & CO	Decreased	4.8M(-1.1%)	$1.6B	0.1%	+26.97%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	4.2M(-6.0%)	$1.4B	0.0%	+37.41%	0
FMR LLC	Increased	3.3M(+24.0%)	$1.1B	0.0%	+31.88%	39
STATE STREET CORP	Decreased	2.8M(-3.8%)	$943.7M	0.0%	+29.02%	0
Boston Partners	Increased	2.8M(+16.1%)	$939.3M	0.8%	+28.26%	52
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	2.8M(-7.2%)	$925.4M	0.0%	+37.41%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	2.5M(+9.1%)	$818.2M	0.1%	+26.57%	35
TIGER GLOBAL MANAGEMENT LLC	Increased	2.1M(+22.7%)	$716.5M	3.0%	+27.46%	67
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.8M(-8.8%)	$605.8M	0.0%	+28.61%	0
Invesco Ltd.	Increased	963,155(+7.4%)	$321M	0.0%	+21.28%	33
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	Increased	922,400(+1.1%)	$307.4M	2.4%	+23.81%	53
WELLINGTON MANAGEMENT GROUP LLP	Decreased	920,505(-10.1%)	$306.8M	0.1%	+32.84%	0
DIMENSIONAL FUND ADVISORS LP	Increased	827,929(+5.8%)	$275.9M	0.1%	+29.72%	33
MORGAN STANLEY	Increased	747,273(+8.9%)	$249M	0.0%	+36.33%	34
Select Equity Group, L.P.	Decreased	717,626(-32.5%)	$239.2M	1.2%	+15.44%	0
AQR CAPITAL MANAGEMENT LLC	Increased	616,824(+64.9%)	$203.2M	0.1%	+26.09%	45
GOLDMAN SACHS GROUP INC	Increased	602,740(+1.4%)	$200.9M	0.0%	+44.15%	31
NORTHERN TRUST CORP	Decreased	557,131(-7.0%)	$185.7M	0.0%	+27.74%	0

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer