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Marathon Capital Management’s Corpay CPAY Stock Holding History

Marathon 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 		$395K Buy
1,357
+220
+19% +$70.5K 0.09% 121
2025
Q4 		$342K Buy
1,137
+430
+61% +$125K 0.07% 126
2025
Q3 		$204K Buy
+707
New +$225K 0.05% 150

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

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

Marathon Capital Management increased its Corpay (CPAY) stake by 19% in Q1 2026, buying an estimated $70.5K and bringing the position to 1,357 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #121.

Marathon Capital Management first reported a position in CPAY in Q3 2025 and has held it in 3 quarters since. 680 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

  • Marathon Capital Management held 1,357 shares of Corpay worth $395K as of Q1 2026.
  • Marathon Capital Management bought 220 Corpay shares in Q1 2026, an estimated $70.5K.
  • Corpay made up 0.09% of Marathon Capital Management's portfolio in Q1 2026, its #121 holding.
  • Marathon Capital Management first reported a position in Corpay in Q3 2025 and has held it in 3 quarters since.
  • 680 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.