Sellaronda Global Management’s Corpay CPAY Stock Holding History

Sellaronda Global 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	$20M	Sell	60,000 -15,000	-20%	-$4.98M	12.5%	3
2026 Q1	$21.8M	Buy	75,000 +12,000	+19%	+$3.84M	14.31%	2
2025 Q4	$19M	Buy	63,000 +10,500	+20%	+$3.05M	16.39%	2
2025 Q3	$15.1M	Buy	52,500 +22,000	+72%	+$7.01M	13.36%	5
2025 Q2	$10.1M	Buy	+30,500	New	+$9.95M	8.88%	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 $3.38T AUM 44.17% 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

Sellaronda Global Management's CPAY Position: Q2 2026 in Review

Sellaronda Global Management reduced its Corpay (CPAY) stake by 20% in Q2 2026, selling an estimated $4.98M and leaving 60,000 shares worth $20M. The position accounts for 12.5% of the portfolio, ranked #3.

Sellaronda Global Management first reported a position in CPAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.8M in Q1 2026. 735 funds tracked by Wall St. Rank hold CPAY as of Q2 2026.

Sellaronda Global Management held 60,000 shares of Corpay worth $20M as of Q2 2026.
Sellaronda Global Management sold 15,000 Corpay shares in Q2 2026, an estimated $4.98M.
Corpay made up 12.5% of Sellaronda Global Management's portfolio in Q2 2026, its #3 holding.
Sellaronda Global Management first reported a position in Corpay in Q2 2025 and has held it in 5 quarters since.
Sellaronda Global Management's Corpay position peaked at $21.8M in Q1 2026.
735 funds tracked by Wall St. Rank held Corpay as of Q2 2026.

Based on Sellaronda Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.