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Corpay, Inc.

CPAY Technology
$307.85 +$5.02 (1.66%)
Market Cap: $20.36 B
Gurus Holding
4
Popularity Rank
#2168
% of Shares Held
3.30%
Net Activity (Q4 2025)
+$60.37 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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $690.49 M.

Top institutional holders include Chase Coleman and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.37 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 209.9%. Conversely, Ray Dalio reduced exposure by 6.3%.

Key Holders

Top 5 by Value

$527.27 M
$99.47 M
$30.29 M
$17.94 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$70.54 M
Total Buy Value
New Buys 0
Additions 2
-$10.18 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Corpay, Inc. (CPAY)

Major holders include Chase Coleman ($527.27 M), Cliff Asness ($99.47 M), Ray Dalio ($30.29 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.37 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited CPAY. The total reported sell value was $10.18 M.

Yes, 0 managers opened new positions in CPAY, and 2 increased their existing holdings. The total reported buy value was $70.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.77% Reduce -1.1% 1,752,146 $527.27 M Q4 2025
0.05% Add 209.9% 330,549 $99.47 M Q4 2025
0.11% Reduce -6.3% 100,657 $30.29 M Q4 2025
0.07% Add 21.4% 59,602 $17.94 M Q4 2025
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