- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 11 Feb 2025
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 8 listed it in both
- Shares listed
- 12,679,845
- combined, among listed positions
- Reported value
- $4.3bn
- combined, at the quarter end
Among the 94 comparable managers: 10 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CPAY in Q4 2024
16 of 16 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
- Impactive Capital's "Wake Up WEX" letter to WEX shareholders · Impactive Capital · 10 Apr 2026 · Mentioned
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 5,840,818 shares now+1,000,699
- Steadfast Capital Management LPexisting position · 195,100 shares now+59,200
- Tudor Investment Corpnew position · 29,714 shares now+29,714
- Bridgewater Associates LPexisting position · 140,292 shares now+6,208
- Brevan Howard Capital Management LPnew position · 5,865 shares now+5,865
Reductions
- Wellington Management Group LLPexisting position · 975,607 shares now-1,882,498
- Fidelity (FMR LLC)existing position · 1,605,177 shares now-1,087,670
- Third Point LLCexisting position · 610,000 shares now-155,000
- Schonfeld Strategic Advisors LLCexisting position · 27,880 shares now-14,422
New positions and exits
New (3)
Exited (1)
- MFS Investment Managementwas $57m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2024 | 13 | $4.5bn | 13 | 0 |
| Q2 2024 | 11 | $3.4bn | 4 | 7 |
| Q3 2024 | 10 | $4.0bn | 6 | 3 |
| Q4 2024 | 16 | $4.3bn | 10 | 5 |
| Q1 2025 | 11 | $3.8bn | 6 | 4 |
| Q2 2025 | 9 | $3.2bn | 4 | 5 |
| Q3 2025 | 8 | $2.4bn | 5 | 5 |
| Q4 2025 | 10 | $2.8bn | 12 | 19 |
| Q1 2026 | 7 | $2.4bn | 13 | 15 |
| Q2 2026 | 8 | $3.2bn | 22 | 8 |
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 →