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Corpay, Inc.

CPAY Technology
$408.22 $-0.25 (-0.06%)
Market Cap: $26.8 B
Gurus Holding
5
Popularity Rank
#1995
% of Shares Held
4.31%
Net Activity (Q2 2026)
+$207.9 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.15 B.

Top institutional holders include Chase Coleman and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $207.9 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position.

Key Holders

Top 5 by Value

$716.49 M
$203.21 M
$16.9 M
$2.55 M
$713,531

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$220.87 M
Total Buy Value
New Buys 2
Additions 3
-$12.96 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Corpay, Inc. (CPAY)

Major holders include Chase Coleman ($716.49 M), Cliff Asness ($203.21 M), Joel Greenblatt ($16.9 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.83 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $207.9 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited CPAY. The total reported sell value was $12.96 M.

Yes, 2 managers opened new positions in CPAY, and 3 increased their existing holdings. The total reported buy value was $220.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.99% Add 22.7% 2,149,877 $716.49 M Q2 2026
0.07% Add 64.9% 616,824 $203.21 M Q2 2026
0.04% Add 43.2% 50,710 $16.9 M Q2 2026
0.01% New Buy 7,655 $2.55 M Q2 2026
0.00% New Buy 2,141 $713,531 Q2 2026
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Value
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