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Azimuth Capital Investment Management’s Corpay CPAY Stock Holding History

Azimuth Capital Investment Management’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2M Buy
52,192
+23,238
+80% +$7.44M 0.57% 55
2025
Q4 		$8.71M Sell
28,954
-804
-3% -$233K 0.31% 110
2025
Q3 		$8.57M Sell
29,758
-507
-2% -$162K 0.31% 112
2025
Q2 		$10M Sell
30,265
-98
-0.3% -$32K 0.37% 94
2025
Q1 		$10.6M Sell
30,363
-26,338
-46% -$9.52M 0.42% 75
2024
Q4 		$19.2M Buy
56,701
+19,285
+52% +$6.78M 0.75% 39
2024
Q3 		$11.7M Sell
37,416
-17
-0% -$4.99K 0.45% 65
2024
Q2 		$9.97M Buy
37,433
+453
+1% +$128K 0.41% 75
2024
Q1 		$11.4M Sell
36,980
-4,674
-11% -$1.34M 0.47% 67
2023
Q4 		$11.8M Sell
41,654
-420
-1% -$104K 0.53% 61
2023
Q3 		$10.7M Sell
42,074
-1,058
-2% -$277K 0.53% 62
2023
Q2 		$10.8M Sell
43,132
-11,553
-21% -$2.63M 0.52% 63
2023
Q1 		$11.5M Buy
54,685
+33,075
+153% +$6.71M 0.57% 60
2022
Q4 		$3.97M Sell
21,610
-66,137
-75% -$12.1M 0.2% 151
2022
Q3 		$15.5M Sell
87,747
-103
-0.1% -$22.1K 0.85% 29
2022
Q2 		$18.5M Buy
+87,850
New +$20.9M 0.93% 22

Other funds holding CPAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Azimuth Capital Investment Management's CPAY Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Corpay (CPAY) stake by 80% in Q1 2026, buying an estimated $7.44M and bringing the position to 52,192 shares worth $15.2M. The position accounts for 0.57% of the portfolio, ranked #55.

Azimuth Capital Investment Management first reported a position in CPAY in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.2M in Q4 2024. 681 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

  • Azimuth Capital Investment Management held 52,192 shares of Corpay worth $15.2M as of Q1 2026.
  • Azimuth Capital Investment Management bought 23,238 Corpay shares in Q1 2026, an estimated $7.44M.
  • Corpay made up 0.57% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #55 holding.
  • Azimuth Capital Investment Management first reported a position in Corpay in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Corpay position peaked at $19.2M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.