Which hedge funds own CPAY? CORPAY INC, Q2 2026 13F holders
59 tracked hedge funds disclosed a position in CPAY (CORPAY INC) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Sellaronda Global Management LP at 12.5% of its book. 22 opened a new position this quarter: Steadfast Capital Management LP, CTC Alternative Strategies, Ltd., Dockside LLC, iSAM Funds (UK) Ltd. 8 exited: Junto Capital Management LP, Occam Crest Management LP, Freestone Grove Partners LP.
- 59
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 22
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $85.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $81.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.2bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Junto Capital Management LP | 1.0% | $46.9m |
| Occam Crest Management LP | 0.5% | $727k |
| Freestone Grove Partners LP | 0.1% | $16.2m |
| Mirabella Financial Services LLP | 0.04% | $427k |
| Patton Fund Management, Inc. | 0.04% | $237k |
| Point72 Asset Management, L.P. | 0.02% | $12.3m |
| Qsemble Capital Management, LP | 0.02% | $201k |
| D. E. Shaw & Co., Inc. | 0.0% | $4.5m |
Ownership over time
Who discovered CPAY first? Beta
| Hawk Ridge Capital Management LP high conviction | Q3 2025 | +1.1 pts |
| BloombergSen Inc. high conviction | Q1 2024 | +1.1 pts |
| Third Point LLC | Q1 2024 | +0.2 pts |
| Tiger Global Management LLC | Q1 2024 | +0.2 pts |
| Long Path Partners LP high conviction | Q1 2024 | +0.1 pts |
| Incline Global Management LLC high conviction | Q1 2024 | +0.1 pts |
| Steadfast Capital Management LP | Q1 2024 | −0.2 pts |
| Alua Capital Management LP | Q1 2024 | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.