InvestorLens

CPAY — CORPAY INC

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CPAY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
59
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their CPAY position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Ray Dalio, Paul Tudor Jones, Chase Coleman)
  • +6 tracked investors reported holding CPAY at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CORPAY INC (CPAY)

CORPAY INC (CPAY) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Chase Coleman (Tiger Global Management), valued at $716M. Across recent filings, tracked investors recorded 10 new positions, 7 increased, 9 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CPAY

53
/100
Mixed Activity
Added / Increased17
Reduced9
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track CPAY

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CPAY Ownership Composition

How CORPAY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
64% of tracked value
Institutions
6
tracked investors
Total Reported
$1.1B
combined 13F value
Types3
  • Growth & Innovation64.4%
  • Multi-Strategy / Quant34.0%
  • Macro1.5%
Growth & Innovation(1)
64.4%
Multi-Strategy / Quant(3)
34.0%
Macro(2)
1.5%

Tracked investors currently reporting CPAY

1 tracked investor has since exited this position — listed separately below.

  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    2.1M
    Value
    $716.5M
    % Portfolio
    2.99%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1M
    Value
    $346.2M
    % Portfolio
    0.04%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    7.7K
    Value
    $2.6M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    95.9K
    Value
    $31.9M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    42.9K
    Value
    $14.3M
    % Portfolio
    0.02%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    700
    Value
    $233.3K
    % Portfolio
    0.00%

Previously held CPAY

These investors reported CPAY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Daniel LoebThird Point LLC685K$227.3MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold CPAY?
6 tracked institutional investors disclosed a position in CPAY (CORPAY INC) in their most recent 13F filing.
Who is the largest institutional holder of CPAY?
Chase Coleman, Tiger Global Management, holds the largest disclosed position in CPAY, valued at $716M.
Did institutional ownership of CPAY increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 7 increased, 9 reduced, and 6 fully exited CPAY.
Where does this CPAY ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CPAY (CORPAY INC) — Institutional Holders & 13F History — InvestorLens