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Corpay, Inc.

CPAY Technology
$361.8 +$9.43 (2.68%)
Market Cap: $23.65 B
Gurus Holding
5
Popularity Rank
#1946
% of Shares Held
3.38%
Net Activity (Q1 2026)
-$11.68 M

Guru Ownership Trend

Guru Analysis for Corpay, Inc. (CPAY)

Corpay, Inc. (CPAY), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $798.22 M.

Top institutional holders include Chase Coleman and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.68 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 40.6%.

Key Holders

Top 5 by Value

$509.86 M
$108.87 M
$12.34 M
$10.3 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$25.65 M
Total Buy Value
New Buys 2
Additions 1
-$37.33 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Corpay, Inc. (CPAY)

Major holders include Chase Coleman ($509.86 M), Cliff Asness ($108.87 M), Steven Cohen ($12.34 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.21 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.68 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CPAY. The total reported sell value was $37.33 M.

Yes, 2 managers opened new positions in CPAY, and 1 increased their existing holdings. The total reported buy value was $25.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.23% 1,752,146 $509.86 M Q1 2026
0.05% Add 13.2% 374,144 $108.87 M Q1 2026
0.02% New Buy 42,400 $12.34 M Q1 2026
0.03% Reduce -40.6% 35,407 $10.3 M Q1 2026
0.01% New Buy 2,147 $624,756 Q1 2026
Date
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Value
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SEC Form