Forum Financial Management
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Forum Financial Management’s Corpay CPAY Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-1,709
Closed -$492K – 1062
2025
Q3 		$492K Buy
1,709
+737
+76% +$235K 0.01% 461
2025
Q2 		$323K Buy
972
+131
+16% +$42.7K ﹤0.01% 633
2025
Q1 		$293K Hold
841
– – ﹤0.01% 607
2024
Q4 		$285K Hold
841
– – ﹤0.01% 648
2024
Q3 		$263K Buy
841
+1
+0.1% +$294 ﹤0.01% 582
2024
Q2 		$224K Buy
840
+2
+0.2% +$566 ﹤0.01% 617
2024
Q1 		$259K Buy
+838
New +$240K ﹤0.01% 572

Other funds holding CPAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Forum Financial Management's CPAY Position: Q4 2025 in Review

Forum Financial Management sold out of Corpay (CPAY) in Q4 2025, closing a stake of 1,709 shares — an estimated $492K sold.

Forum Financial Management first reported a position in CPAY in Q1 2024 and held it in 7 quarters. The position peaked at $492K in Q3 2025. 672 funds tracked by Wall St. Rank hold CPAY as of Q4 2025.

  • Forum Financial Management reported no remaining Corpay position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,709 Corpay shares in Q4 2025, an estimated $492K.
  • Forum Financial Management first reported a position in Corpay in Q1 2024 and held it in 7 quarters.
  • Forum Financial Management's Corpay position peaked at $492K in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Corpay as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.