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Spruce House Investment Management’s Corpay CPAY Stock Holding History

Spruce House Investment 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 		$256M Buy
880,000
+50,000
+6% +$16M 9.14% 4
2025
Q4 		$250M Buy
830,000
+405,000
+95% +$118M 7.24% 4
2025
Q3 		$122M Buy
+425,000
New +$135M 3.16% 7

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 $113B AUM 38.87% 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

Spruce House Investment Management's CPAY Position: Q1 2026 in Review

Spruce House Investment Management increased its Corpay (CPAY) stake by 6% in Q1 2026, buying an estimated $16M and bringing the position to 880,000 shares worth $256M. The position accounts for 9.14% of the portfolio, ranked #4.

Spruce House Investment Management first reported a position in CPAY in Q3 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

  • Spruce House Investment Management held 880,000 shares of Corpay worth $256M as of Q1 2026.
  • Spruce House Investment Management bought 50,000 Corpay shares in Q1 2026, an estimated $16M.
  • Corpay made up 9.14% of Spruce House Investment Management's portfolio in Q1 2026, its #4 holding.
  • Spruce House Investment Management first reported a position in Corpay in Q3 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Spruce House Investment Management's 13F filing for Q1 2026, filed 15 May 2026.