L3VLUP

CPAY in the 13F filings

Corpay Inc · CUSIP 219948106

New listing in Q1 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 May 2024
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 0 listed it in both
Shares listed
14,504,558
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +14,504,558.

Managers listing CPAY in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

What managers have written about CPAY

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

05101520Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CPAY by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202413$4.5bn130
Q2 202411$3.4bn47
Q3 202410$4.0bn63
Q4 202416$4.3bn105
Q1 202511$3.8bn64
Q2 20259$3.2bn45
Q3 20258$2.4bn55
Q4 202510$2.8bn1219
Q1 20267$2.4bn1315
Q2 20268$3.2bn228

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CPAY and V →CPAY and MA →CPAY and MCO →Choose a stock to compare with CPAY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CPAY, latest filings →Back to the 13F Explorer →