Select Equity Group’s Corpay CPAY Stock Holding History

Select Equity Group’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	$239M	Sell	717,626 -346,320	-33%	-$115M	1.18%	29
2026 Q1	$310M	Sell	1,063,946 -57,979	-5%	-$18.6M	1.59%	24
2025 Q4	$338M	Sell	1,121,925 -35,609	-3%	-$10.3M	1.46%	21
2025 Q3	$333M	Buy	1,157,534 +31,618	+3%	+$10.1M	1.37%	25
2025 Q2	$374M	Sell	1,125,916 -92,982	-8%	-$30.3M	1.57%	23
2025 Q1	$425M	Buy	1,218,898 +1,131,975	+1,302%	+$409M	1.83%	21
2024 Q4	$29.4M	Buy	+86,923	New	+$30.6M	0.12%	87

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

Select Equity Group's CPAY Position: Q2 2026 in Review

Select Equity Group reduced its Corpay (CPAY) stake by 33% in Q2 2026, selling an estimated $115M and leaving 717,626 shares worth $239M. The position accounts for 1.18% of the portfolio, ranked #29.

Select Equity Group first reported a position in CPAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $425M in Q1 2025. 731 funds tracked by Wall St. Rank hold CPAY as of Q2 2026.

Select Equity Group held 717,626 shares of Corpay worth $239M as of Q2 2026.
Select Equity Group sold 346,320 Corpay shares in Q2 2026, an estimated $115M.
Corpay made up 1.18% of Select Equity Group's portfolio in Q2 2026, its #29 holding.
Select Equity Group first reported a position in Corpay in Q4 2024 and has held it in 7 quarters since.
Select Equity Group's Corpay position peaked at $425M in Q1 2025.
731 funds tracked by Wall St. Rank held Corpay as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.