This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CPAY/capital-change-brief"
Use Arkolith's capital_change_brief for CPAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.8B | 6.2M | ▼−4.1% Reduced · −265K sh | Q1 2026 | |
| 2 | Orbis Allan Gray Ltd | $1.6B | 5.3M | ▲+7.2% Added · +357K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.4B | 4.8M | ▲+1.8% Added · +87K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $870.6M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $856.3M | 2.9M | ▲+0.3% Added · +8K sh | Q1 2026 | |
| 7 | FMR LLC | $784.8M | 2.7M | ▲+31% Added · +637K sh | Q1 2026 | |
| 8 | Boston Partners | $704.6M | 2.4M | ▲+32% Added · +584K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $655.0M | 2.3M | ▼−13% Reduced · −342K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $564.3M | 1.9M | ▲+2.1% Added · +41K sh | Q1 2026 | |
| 11 | TIGER GLOBAL MANAGEMENT LLC | $509.9M | 1.8M | —Held | Q1 2026 | |
| 12 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $265.4M | 912K | ▲+30% Added · +213K sh | Q1 2026 | |
| 13 | NORGES BANK | $266.2M | 885K | ▲+10% Added · +82K sh | Q4 2025 | |
| 14 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $256.1M | 880K | ▲+6.0% Added · +50K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $227.7M | 783K | ▲+3.1% Added · +24K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $199.6M | 686K | ▲+16% Added · +92K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $174.2M | 599K | ▼−0.1% Reduced · −742 sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $173.1M | 595K | ▲+18% Added · +89K sh | Q1 2026 | |
| 19 | HAWK RIDGE CAPITAL MANAGEMENT LP | $154.9M | 532K | ▲+20% Added · +90K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | Withheld | 531K | ▼−49% Reduced · −502K sh | Q1 2026 | |
| 21 | Mawer Investment Management Ltd. | $149.4M | 513K | ▼−19% Reduced · −117K sh | Q1 2026 | |
| 22 | Allianz Asset Management GmbH | $140.1M | 481K | ▼−24% Reduced · −156K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.6M | 466K | ▲+3.3% Added · +15K sh | Q1 2026 | |
| 24 | UBS Group AG | $125.3M | 431K | ▲+73% Added · +182K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $116.4M | 400K | ▲New +400K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Tax withholding (F) | 138 | $49K |
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Grant (A) | 938 | $0 |
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Tax withholding (F) | 251 | $89K |
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Grant (A) | 568 | $0 |
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Tax withholding (F) | 1K | $423K |
| Jul 15, 2026 | Walker Peter | Chief Financial Officer | Tax withholding (F) | 84 | $30K |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Option exercise (M) | 513 | $101K |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Option exercise (M) | 13K | $2.7M |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Option exercise (M) | 37K | $8.3M |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Option exercise (M) | 20K | $4.6M |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Sell (S) | 70K | $24.8M |
| Jun 15, 2026 | Netto Armando Lins | GroupPresident Brazil&USVehPmt | Option exercise (M) | 20K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 234 funds | $239.7B |
| META PLATFORMS INC-CLASS AMETA | 230 funds | $102.6B |
| AMAZON.COM INCAMZN | 229 funds | $180.0B |
| NVIDIA CORPNVDA | 228 funds | $343.1B |
| ALPHABET INC-CL AGOOGL | 226 funds | $150.9B |
| APPLE INCAAPL | 225 funds | $260.6B |
| BROADCOM INCAVGO | 223 funds | $132.6B |
| VISA INC-CLASS A SHARESV | 223 funds | $52.2B |
| APPLIED MATERIALS INCAMAT | 223 funds | $30.9B |
| ELI LILLY & COLLY | 222 funds | $65.7B |
| JPMORGAN CHASE & COJPM | 221 funds | $61.1B |
| HOME DEPOT INCHD | 221 funds | $27.8B |
Ranked by how many of CPAY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CPAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.