CORPAY INC CPAY
COM SHS · Common Stock · CUSIP 219948106 · ISIN US2199481068
U.S. financial services company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersAtlanta, GA
- Founded2000
- Websitecorpay.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.9m this quarter). Holder counts are more reliable. Shares outstanding: 65.7m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $333.24. Options: 11 managers hold calls ($306.2m notional), 10 hold puts ($93.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 2 |
| Q1 2023 | 2 |
| Q2 2023 | 2 |
| Q3 2023 | 2 |
| Q4 2023 | 4 |
| Q1 2024 | 563 |
| Q2 2024 | 589 |
| Q3 2024 | 618 |
| Q4 2024 | 701 |
| Q1 2025 | 689 |
| Q2 2025 | 687 |
| Q3 2025 | 685 |
| Q4 2025 | 672 |
| Q1 2026 | 685 |
| Q2 2026 | 733 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 311 | 269 |
| Q4 2024 | 357 | 264 |
| Q1 2025 | 322 | 333 |
| Q2 2025 | 338 | 332 |
| Q3 2025 | 311 | 347 |
| Q4 2025 | 304 | 350 |
| Q1 2026 | 364 | 281 |
| Q2 2026 | 378 | 299 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $174.3m | $9.0m | 0.05 |
| Q4 2025 | $251.3m | $25.8m | 0.10 |
| Q1 2026 | $266.6m | $21.4m | 0.08 |
| Q2 2026 | $306.2m | $93.4m | 0.31 |
Biggest buyers
| FMR LLC | Added | +647.1k |
| TIGER GLOBAL MANAGEMENT LLC | Added | +397.7k |
| Boston Partners | Added | +390.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +242.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +203.8k |
| JANE STREET GROUP, LLC | Added | +196.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +92.7k |
| STEADFAST CAPITAL MANAGEMENT LP | New | +90.1k |
| Mediolanum International Funds Ltd | Added | +84.9k |
| Invesco Ltd. | Added | +66.1k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Sold out | -531.5k |
| BlackRock, Inc. | Reduced | -463.6k |
| Select Equity Group, L.P. | Reduced | -346.3k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -264.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -215.0k |
| BARCLAYS PLC | Reduced | -176.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -170.2k |
| Junto Capital Management LP | Sold out | -161.1k |
| Mawer Investment Management Ltd. | Reduced | -145.7k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -116.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $258.3m774.9k shares |
| GOLDMAN SACHS GROUP INC | Added | $19.0m57.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.9m47.6k shares |
| JANE STREET GROUP, LLC | Added | $8.1m24.3k shares |
| GROUP ONE TRADING LLC | Unchanged | $3.3m10.0k shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | New | $681.9k2.0k shares |
| IMC-Chicago, LLC | New | $299.9k900 shares |
| Walleye Capital LLC | Reduced | $233.3k700 shares |
| Point72 Asset Management, L.P. | New | $200.0k600 shares |
| Walleye Trading LLC | Reduced | $100.0k300 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $78.6m235.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.9m20.6k shares |
| PEAK6 LLC | Unchanged | $5.0m15.0k shares |
| Twin Tree Management, LP | Reduced | $1.3m3.8k shares |
| JANE STREET GROUP, LLC | Reduced | $666.5k2.0k shares |
| IMC-Chicago, LLC | New | $566.6k1.7k shares |
| SIMPLEX TRADING, LLC | New | $200.0k600 shares |
| Walleye Trading LLC | Reduced | $133.3k400 shares |
| Walleye Capital LLC | Reduced | $133.3k400 shares |
| Point72 Asset Management, L.P. | New | $33.3k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| JPMORGAN CHASE & CO 13G · institution +1.2 pts · filed 2026-10-15 | 7.3% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), PRICE T ROWE ASSOCIATES INC /MD/ (3.7%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $37.7m | — |
| Q1 2025 | 0 | — | 1 | $910.7k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $2.5m | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $1.8m | — |
| Q2 2026 | 0 | — | 2 | $32.9m | — |
| Q3 2026 | 0 | — | 4 | $113.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Clarke Ronald CEO & Chairman of BOD, director | Sold | $49.3m119.5k shares |
| 2026-08-24 | Clarke Ronald CEO & Chairman of BOD, director | Sold | $39.2m94.4k shares |
| 2026-08-21 | King Alan GroupPresident IntlVehiclePmts | Sold | $1.6m3.8k shares |
| 2026-08-20 | King Alan GroupPresident IntlVehiclePmts | Sold | $7.6m18.4k shares |
| 2026-08-20 | Stull Steven T Director | Sold | $974.9k2.4k shares |
| 2026-08-19 | Stull Steven T Director | Sold | $1.6m4.0k shares |
| 2026-08-18 | King Alan GroupPresident IntlVehiclePmts | Sold | $7.7m18.7k shares |
| 2026-08-18 | Stull Steven T Director | Sold | $264.1k643 shares |
| 2026-08-14 | King Alan GroupPresident IntlVehiclePmts | Sold | $3.0m7.1k shares |
| 2026-08-13 | Farrelly Joseph W Director | Sold | $726.7k1.8k shares |
| 2026-08-12 | Farrelly Joseph W Director | Sold | $1.4m3.5k shares |
| 2026-06-15 | Netto Armando Lins GroupPresident Brazil&USVehPmt | Sold | $24.8m70.5k shares |
| 2026-06-11 | Netto Armando Lins GroupPresident Brazil&USVehPmt | Sold | $1.6m4.6k shares |
| 2026-06-02 | Stull Steven T Director | Sold | $360.8k1.0k shares |
| 2026-05-29 | Netto Armando Lins GroupPresident Brazil&USVehPmt | Sold | $961.8k2.7k shares |
| 2026-05-28 | Netto Armando Lins GroupPresident Brazil&USVehPmt | Sold | $5.0m14.1k shares |
| 2026-05-27 | Netto Armando Lins GroupPresident Brazil&USVehPmt | Sold | $148.4k418 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 5.7m $1.9bn | Reduced -463.6k |
| Orbis Allan Gray Ltd 6.19% of their portfolio | 5.4m $1.8bn | Added +63.1k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 4.8m $1.6bn | Reduced -55.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 4.2m $1.4bn | Reduced -264.8k |
| FMR LLC 0.05% of their portfolio | 3.3m $1.1bn | Added +647.1k |
| STATE STREET CORP 0.03% of their portfolio | 2.8m $943.7m | Reduced -111.1k |
| Boston Partners 0.83% of their portfolio | 2.8m $939.3m | Added +390.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 2.8m $925.4m | Reduced -215.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 2.5m $818.1m | Added +203.8k |
| TIGER GLOBAL MANAGEMENT LLC 2.99% of their portfolio | 2.1m $716.5m | Added +397.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 1.8m $605.8m | Reduced -170.2k |
| Invesco Ltd. 0.03% of their portfolio | 963.2k $321.0m | Added +66.1k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 2.35% of their portfolio | 922.4k $307.4m | Added +10.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 920.5k $306.8m | Reduced -103.5k |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 8.63% of their portfolio | 880.0k $293.3m | Unchanged |
| NORGES BANK 0.03% of their portfolio | 865.7k $288.5m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 827.9k $275.9m | Added +45.4k |
| MORGAN STANLEY 0.01% of their portfolio | 747.3k $249.0m | Added +61.3k |
| Select Equity Group, L.P. 1.27% of their portfolio | 717.6k $239.2m | Reduced -346.3k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 616.8k $203.2m | Added +242.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 602.7k $200.9m | Added +8.0k |
| LYRICAL ASSET MANAGEMENT LP 2.50% of their portfolio | 592.4k $197.4m | Reduced -26.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 557.1k $185.7m | Reduced -41.6k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 5.90% of their portfolio | 551.8k $183.9m | Added +19.6k |
| Allianz Asset Management GmbH 0.14% of their portfolio | 481.4k $140.1m | Added +30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 441.6k $147.2m | Reduced -24.4k |
| UBS Group AG 0.02% of their portfolio | 400.2k $133.4m | Reduced -30.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 384.4k $128.1m | Added +39.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 380.1k $126.7m | Added +16.0k |
| Mawer Investment Management Ltd. 0.83% of their portfolio | 367.8k $122.6m | Reduced -145.7k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 367.4k $122.5m | Reduced -32.7k |
| Legal & General Group Plc 0.02% of their portfolio | 350.9k $117.0m | Reduced -20.0k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 336.9k $112.3m | Added +34.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 323.5k $107.8m | Reduced -19.6k |
| BloombergSen Inc. 11.75% of their portfolio | 315.3k $105.1m | Reduced -11.2k |
| Nuveen, LLC 0.02% of their portfolio | 248.4k $82.8m | Reduced -15.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 231.5k $77.2m | Reduced -1.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 1.22% of their portfolio | 222.7k $74.2m | Added +40.3k |
| CITIGROUP INC 0.03% of their portfolio | 219.8k $73.3m | Added +50.7k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 205.2k $68.4m | Reduced -116.8k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 198.7k $66.2m | Added +196.9k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 195.9k $65.3m | Reduced -366 |
| Petrus Trust Company, LTA 5.96% of their portfolio | 190.0k $63.3m | Reduced -22.0k |
| Amundi 0.02% of their portfolio | 189.1k $63.0m | Reduced -3.3k |
| Swedbank AB 0.05% of their portfolio | 180.3k $60.1m | Added +200 |
| Swiss National Bank 0.03% of their portfolio | 177.2k $59.1m | Reduced -17.8k |
| Provident Investment Management, Inc. 5.48% of their portfolio | 169.3k $56.4m | Reduced -9.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 155.0k $51.7m | Added +102 |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 149.4k $49.8m | Added +13.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 144.8k $48.2m | Added +6.0k |
| FIL Ltd 0.03% of their portfolio | 144.1k $48.0m | Added +14.9k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 141.0k $47.0m | Reduced -11.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 139.5k $46.5m | Reduced -51.3k |
| ANCHOR CAPITAL ADVISORS LLC 1.25% of their portfolio | 133.1k $44.4m | Reduced -4.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 132.6k $44.2m | Reduced -11.1k |
| BARCLAYS PLC 0.01% of their portfolio | 132.4k $44.1m | Reduced -176.8k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 129.6k $43.2m | Added +4.2k |
| LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio | 125.8k $41.9m | Reduced -32.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 125.2k $41.7m | Added +9.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 124.1k $41.4m | Reduced -15.9k |
| Heron Bay Capital Management 3.74% of their portfolio | 124.0k $41.3m | Reduced -6.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 118.9k $39.6m | Reduced -8.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 118.7k $39.6m | Added +11.9k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 118.4k $39.3m | Added +2.1k |
| Mediolanum International Funds Ltd 0.33% of their portfolio | 115.2k $38.6m | Added +84.9k |
| Philosophy Capital Management LLC 3.62% of their portfolio | 113.1k $37.7m | Reduced -6.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.07% of their portfolio | 110.7k $36.9m | Reduced -107.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.11% of their portfolio | 104.0k $34.7m | Reduced -39.1k |
| PFA Pension, Forsikringsaktieselskab 0.09% of their portfolio | 102.6k $34.2m | Added +57.4k |
| Meridiem Capital Partners LP 1.56% of their portfolio | 101.8k $33.9m | Added +22.3k |
| Quantinno Capital Management LP 0.04% of their portfolio | 101.7k $33.9m | Added +35.5k |
| CIBC Bancorp USA Inc. 0.04% of their portfolio | 97.4k $32.5m | Reduced -46.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 95.9k $31.9m | Added +92.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.55% of their portfolio | 92.1k $30.7m | Reduced -29.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 90.8k $30.2m | Added +7.1k |
| STEADFAST CAPITAL MANAGEMENT LP 0.92% of their portfolio | 90.1k $30.0m | New |
| Long Path Partners LP 12.42% of their portfolio | 87.5k $29.2m | Reduced -823 |
| Cerity Partners LLC 0.03% of their portfolio | 86.5k $28.8m | Added +17.1k |
| Saudi Central Bank 0.38% of their portfolio | 80.3k $29.2m | Added +1.9k |
| GLENMEDE TRUST CO NA 0.12% of their portfolio | 80.0k $26.7m | Reduced -24 |
| Stanley Capital Management, LLC 3.53% of their portfolio | 79.8k $26.6m | Unchanged |
| CapitalatWork S.A. 0.66% of their portfolio | 79.2k $26.4m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.47% of their portfolio | 75.7k $25.2m | Added +59.9k |
| Capital Investment Services of America, Inc. 2.47% of their portfolio | 75.6k $25.2m | Reduced -1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 75.5k $25.2m | Reduced -5.6k |
| SG Americas Securities, LLC 0.01% of their portfolio | 74.4k $24.8m | Reduced -1.2k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 73.0k $24.3m | Added +63.9k |
| DANSKE BANK A/S 0.05% of their portfolio | 68.5k $22.8m | Reduced -280 |
| NICHOLAS COMPANY, INC. 0.42% of their portfolio | 68.3k $22.8m | Reduced -2.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 66.2k $22.0m | Added +1.4k |
| Schonfeld Strategic Advisors LLC 0.12% of their portfolio | 65.6k $21.9m | Reduced -5.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 64.3k $21.4m | Added +19.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 63.4k $18.4m | Reduced -3.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 61.1k $20.4m | Added +4.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 60.5k $20.1m | Reduced -1.3k |
| Sellaronda Global Management LP 12.50% of their portfolio | 60.0k $20.0m | Reduced -15.0k |
| HRT FINANCIAL LP 0.05% of their portfolio | 59.7k $19.9m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 58.3k $19.4m | Reduced -4.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 58.1k $19.4m | Reduced -927 |
| Baird Financial Group, Inc. 0.03% of their portfolio | 56.2k $18.7m | Added +444 |