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 Q2	–	Sell	-161,083	Closed	-$46.9M	–	127
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 $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Junto Capital Management's CPAY Position: Q2 2026 in Review

Junto Capital Management sold out of Corpay (CPAY) in Q2 2026, closing a stake of 161,083 shares — an estimated $46.9M sold.

Junto Capital Management first reported a position in CPAY in Q1 2019 and held it in 9 quarters. The position peaked at $71.4M in Q3 2021. 732 funds tracked by Wall St. Rank hold CPAY as of Q2 2026.

Junto Capital Management reported no remaining Corpay position as of Q2 2026 after selling out during the quarter.
Junto Capital Management sold 161,083 Corpay shares in Q2 2026, an estimated $46.9M.
Junto Capital Management first reported a position in Corpay in Q1 2019 and held it in 9 quarters.
Junto Capital Management's Corpay position peaked at $71.4M in Q3 2021.
732 funds tracked by Wall St. Rank held Corpay as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.