CPAY

Corpay Inc
IndustrialsUSCUSIP 219948106◍ Confluence graph
Tracked 13F Holders
632
-209 QoQ
13F Value (tracked)
$17.5B
Insider Net · 180d
-$146.4M
0↑ 5↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)24 adding · 26 trimming
Insider net (180d)-$146.4M

Who owns CPAY?

632 tracked 13F filers

632 tracked 13F filers disclose a position in CPAY as of the latest SEC 13F filings, a combined $17.5B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.8B
6.2M
−4.1%
Reduced · −265K sh
Q1 2026
2Orbis Allan Gray Ltd
$1.8B
5.4M
+1.2%
Added · +63K sh
Q2 2026
3JPMORGAN CHASE & CO
$1.4B
4.8M
+1.8%
Added · +87K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$1.3B
4.4M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$870.6M
3.0M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$943.7M
2.8M
−3.8%
Reduced · −111K sh
Q2 2026
7FMR LLC
$784.8M
2.7M
+31%
Added · +637K sh
Q1 2026
8Boston Partners
$704.6M
2.4M
+32%
Added · +584K sh
Q1 2026
9PRICE T ROWE ASSOCIATES INC /MD/
$655.0M
2.3M
−13%
Reduced · −342K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$605.8M
1.8M
−8.7%
Reduced · −170K sh
Q2 2026
11TIGER GLOBAL MANAGEMENT LLC
$509.9M
1.8M
Held
Q1 2026
12VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$265.4M
912K
+30%
Added · +213K sh
Q1 2026
13NORGES BANK
$266.2M
885K
+10%
Added · +82K sh
Q4 2025
14SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
$256.1M
880K
+6.0%
Added · +50K sh
Q1 2026
15DIMENSIONAL FUND ADVISORS LP
$227.7M
783K
+3.1%
Added · +24K sh
Q1 2026
16MORGAN STANLEY
$199.6M
686K
+16%
Added · +92K sh
Q1 2026
17NORTHERN TRUST CORP
$174.2M
599K
−0.1%
Reduced · −742 sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$173.1M
595K
+18%
Added · +89K sh
Q1 2026
19HAWK RIDGE CAPITAL MANAGEMENT LP
$154.9M
532K
+20%
Added · +90K sh
Q1 2026
20T. Rowe Price Investment Management, Inc.
Withheld
531K
−49%
Reduced · −502K sh
Q1 2026
21Mawer Investment Management Ltd.
$149.4M
513K
−19%
Reduced · −117K sh
Q1 2026
22Allianz Asset Management GmbH
$140.1M
481K
−24%
Reduced · −156K sh
Q1 2026
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$135.6M
466K
+3.3%
Added · +15K sh
Q1 2026
24UBS Group AG
$125.3M
431K
+73%
Added · +182K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$116.4M
400K
First observed position
No prior filed position
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.

Is CPAY being bought or sold by institutions?

Last quarter, 2 funds opened a new position in CPAY and 22 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
22
funds
Reduced
26
funds
Exited
0
funds

Funds that own CPAY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT393 funds$286.5B
AMAZON.COM INCAMZN388 funds$213.8B
NVIDIA CORPNVDA387 funds$421.3B
META PLATFORMS INC-CLASS AMETA381 funds$122.4B
APPLE INCAAPL379 funds$324.9B
ALPHABET INC-CL AGOOGL375 funds$182.9B
VISA INC-CLASS A SHARESV373 funds$67.0B
BROADCOM INCAVGO368 funds$165.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B365 funds$42.3B
MASTERCARD INC - AMA364 funds$56.3B
ALPHABET INC-CL CGOOG363 funds$136.6B
ELI LILLY & COLLY363 funds$82.8B

Ranked by how many of CPAY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$146.4M
5 insiders
Net
-$146.4M
42 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)193$80K
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)10K$4.0M
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)25K$10.2M
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)51K$20.8M
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)16K$6.4M
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)12K$5.0M
Aug 25, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)7K$2.8M
Aug 24, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)40$17K
Aug 24, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)4K$1.7M
Aug 24, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)8K$3.2M
Aug 24, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)8K$3.5M
Aug 24, 2026Clarke RonaldCEO & Chairman of BOD, DirectorSell (S)17K$6.9M

Institutional ownership over time

365 funds-75 since Q3 2024
0287574Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.5B · 1 values withheld

Recent filings

15 shown

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Connected entities for CPAY

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Ask your agent what changed in CPAY

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CPAY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CPAY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.