Guru Ownership Over Time
Guru Analysis for Corpay, Inc. (CPAY)
Corpay, Inc. (CPAY), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $637.66 M.
Top institutional holders include Chase Coleman and Ray Dalio.
Institutional sentiment is currently Bearish. This is evidenced by a $143.57 M net outflow during the quarter.
Recent activity highlights John Hussman who increased their stake by 100.0%. Conversely, Cliff Asness reduced exposure by 9.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.58% | Add 18.0% | 1,771,146 | $510.2 M | Q3 2025 | |
| 0.12% | Add 42.0% | 107,423 | $30.94 M | Q3 2025 | |
| 0.02% | Reduce -9.3% | 106,658 | $30.72 M | Q3 2025 | |
| 0.06% | Reduce -7.3% | 49,080 | $14.14 M | Q3 2025 | |
| 0.52% | Add 100.0% | 8,400 | $2.42 M | Q3 2025 | |
| 0.00% | New Buy | 12 | $3,457 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Corpay, Inc. (CPAY)
Top Guru holders include Chase Coleman ($510.2 M), Ray Dalio ($30.94 M), Cliff Asness ($30.72 M). Collectively, tracked Gurus hold 2.04 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $143.57 M, with 4 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of CPAY completely. Total sell value was $231.57 M.
Yes, 1 Gurus opened new positions in CPAY, and 3 added to their existing holdings. Total buy value was $88 M.