Root Financial Partners
CPAY icon

Root Financial Partners’s Corpay CPAY Stock Holding History

Root Financial Partners’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
Q3 		$152K Buy
+390
New +$153K 0.01% 554
2026
Q2 		– Sell
-319
Closed -$92.8K – 3290
2026
Q1 		$92.8K Buy
319
+172
+117% +$55.1K ﹤0.01% 592
2025
Q4 		$44.2K Buy
147
+8
+6% +$2.32K ﹤0.01% 767
2025
Q3 		$40K Buy
+139
New +$44.3K ﹤0.01% 754

Other funds holding CPAY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Root Financial Partners's CPAY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Corpay (CPAY) in Q3 2026: 390 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPAY as recently as Q1 2026.

Root Financial Partners first reported a position in CPAY in Q3 2025 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold CPAY as of Q3 2026.

  • Root Financial Partners held 390 shares of Corpay worth $152K as of Q3 2026.
  • Corpay was a new Root Financial Partners position in Q3 2026.
  • Corpay made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #554 holding.
  • Root Financial Partners first reported a position in Corpay in Q3 2025 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held Corpay as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.