Junto Capital Management’s Corpay CPAY Stock Holding History

Junto Capital 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	$46.9M	Buy	+161,083	New	+$51.6M	0.99%	46
2024 Q1	–	Sell	-10,433	Closed	-$2.95M	–	105
2023 Q4	$2.95M	Buy	+10,433	New	+$2.59M	0.07%	76
2023 Q1	–	Sell	-244,039	Closed	-$44.8M	–	115
2022 Q4	$44.8M	Buy	+244,039	New	+$44.7M	1.27%	29
2022 Q2	–	Sell	-102,413	Closed	-$25.5M	–	101
2022 Q1	$25.5M	Buy	+102,413	New	+$24.3M	0.7%	54
2021 Q4	–	Sell	-273,107	Closed	-$71.4M	–	90
2021 Q3	$71.4M	Buy	273,107 +32,869	+14%	+$8.5M	2.25%	15
2021 Q2	$61.5M	Buy	+240,238	New	+$66.5M	1.96%	22
2020 Q3	–	Sell	-262,395	Closed	-$66M	–	71
2020 Q2	$66M	Buy	262,395 +209,665	+398%	+$49.8M	2.82%	12
2020 Q1	$9.84M	Buy	+52,730	New	+$14.5M	0.71%	34
2019 Q2	–	Sell	-249,831	Closed	-$61.6M	–	54
2019 Q1	$61.6M	Buy	+249,831	New	+$54.1M	3.54%	7

Other funds holding CPAY

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Junto Capital Management's CPAY Position: Q1 2026 in Review

Junto Capital Management opened a new position in Corpay (CPAY) in Q1 2026: 161,083 shares worth $46.9M. The stake represents 0.99% of the portfolio and ranks #46 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in CPAY as recently as Q4 2023.

Junto Capital Management first reported a position in CPAY in Q1 2019 and has held it in 9 quarters since. The position peaked at $71.4M in Q3 2021. 680 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

Junto Capital Management held 161,083 shares of Corpay worth $46.9M as of Q1 2026.
Corpay was a new Junto Capital Management position in Q1 2026.
Corpay made up 0.99% of Junto Capital Management's portfolio in Q1 2026, its #46 holding.
Junto Capital Management first reported a position in Corpay in Q1 2019 and has held it in 9 quarters since.
Junto Capital Management's Corpay position peaked at $71.4M in Q3 2021.
680 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.