CPAY — CORPAY INC

Public company

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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
67
Institutional Conviction
Net accumulation · 2 buying vs 1 selling last quarter
55
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their CPAY position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Chase Coleman, Steve Cohen)
  • +6 tracked investors reported holding CPAY at their latest filing
Contradicting evidence — always shown
  • 1 tracked investor reduced or exited last quarter (0 reduced, 1 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 8/4/2026.

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 $527M. Across recent filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CPAY

75
/100
Institutional Accumulation
Added / Increased6
Reduced1
Exited1
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
Other
98% of tracked value
Institutions
6
tracked investors
Total Reported
$756.4M
combined 13F value
Sectors2
  • Other98.4%
  • Hedge Funds1.6%
Other(5)
98.4%
Hedge Funds(1)
1.6%

Tracked investors reporting CPAY

  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    1.8M
    Value
    $509.9M
    % Portfolio
    2.23%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    791.6K
    Value
    $230.4M
    % Portfolio
    0.04%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    42.4K
    Value
    $12.3M
    % Portfolio
    0.02%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    3.2K
    Value
    $931.8K
    % Portfolio
    0.00%
  • Paul Tudor JonesDec 31, 2025
    Tudor Investment Corp
    Shares
    9.6K
    Value
    $2.9M
    % Portfolio
    0.01%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    100.7K
    Value
    $30.3K
    % Portfolio
    0.00%

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 $527M.
Did institutional ownership of CPAY increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 1 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