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 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 $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

Select Equity Group's CPAY Position: Q1 2026 in Review

Select Equity Group reduced its Corpay (CPAY) stake by 5.2% in Q1 2026, selling an estimated $18.6M and leaving 1,063,946 shares worth $310M. The position accounts for 1.59% of the portfolio, ranked #24.

Select Equity Group first reported a position in CPAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $425M in Q1 2025. 680 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

Select Equity Group held 1,063,946 shares of Corpay worth $310M as of Q1 2026.
Select Equity Group sold 57,979 Corpay shares in Q1 2026, an estimated $18.6M.
Corpay made up 1.59% of Select Equity Group's portfolio in Q1 2026, its #24 holding.
Select Equity Group first reported a position in Corpay in Q4 2024 and has held it in 6 quarters since.
Select Equity Group's Corpay position peaked at $425M in Q1 2025.
680 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.