Corpay Inc (CPAY) 13F Filing Data & Analysis (Q2 2026)

CPAY ranks #735 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CPAY is a top-conviction position for Spruce House Investment Management LLC — at 8.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CPAY belongs to BlackRock, Inc., but the position matters far more to Spruce House Investment Management LLC, who has 8.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its CPAY position for two straight quarters, increasing it by $494.6M to reach $1.1B today.

Select Equity Group, L.P. has trimmed its CPAY position for two straight quarters, cutting it by $98.5M while still holding $239.2M.

CPAY is up 2.9% today, and institutions have been net buyers of $7.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CPAY posted net income of $1.1B over the trailing twelve months, and currently trades at a P/E of 25.9.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 20.4% year over year
• Net income improved year over year, from $1.0B to $1.1B
• Generated $1.5B in positive operating cash flow
• Current ratio of 0.98x — below the conventional 1.5x liquidity buffer
• Liabilities run 6.80x equity — a highly leveraged balance sheet worth noting