Suncoast Equity Management’s Corpay CPAY Stock Holding History

Suncoast Equity 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	$1.37M	Sell	4,108 -275	-6%	-$91.3K	0.17%	39
2026 Q1	$1.28M	Sell	4,383 -1,017	-19%	-$326K	0.15%	45
2025 Q4	$1.63M	Sell	5,400 -185	-3%	-$53.7K	0.16%	42
2025 Q3	$1.61M	Buy	5,585 +170	+3%	+$54.2K	0.16%	44
2025 Q2	$1.8M	Buy	5,415 +242	+5%	+$78.9K	0.18%	40
2025 Q1	$1.8M	Buy	5,173 +690	+15%	+$249K	0.2%	39
2024 Q4	$1.52M	Buy	4,483 +430	+11%	+$151K	0.17%	39
2024 Q3	$1.27M	Buy	4,053 +145	+4%	+$42.6K	0.14%	41
2024 Q2	$1.04M	Buy	3,908 +270	+7%	+$76.4K	0.12%	43
2024 Q1	$1.12M	Buy	3,638 +150	+4%	+$43K	0.13%	42
2023 Q4	$986K	Sell	3,488 -105	-3%	-$26.1K	0.13%	41
2023 Q3	$917K	Buy	3,593 +230	+7%	+$60.1K	0.14%	37
2023 Q2	$844K	Buy	3,363 +221	+7%	+$50.4K	0.13%	38
2023 Q1	$662K	Buy	3,142 +154	+5%	+$31.2K	0.11%	37
2022 Q4	$549K	Buy	2,988 +110	+4%	+$20.2K	0.1%	35
2022 Q3	$507K	Sell	2,878 -335	-10%	-$71.8K	0.1%	36
2022 Q2	$675K	Buy	3,213 +95	+3%	+$22.6K	0.12%	31
2022 Q1	$777K	Buy	3,118 +1,995	+178%	+$473K	0.11%	32
2021 Q4	$251K	Buy	+1,123	New	+$268K	0.03%	47
2020 Q1	–	Sell	-1,007	Closed	-$290K	–	58
2019 Q4	$290K	Buy	+1,007	New	+$297K	0.06%	38

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

Suncoast Equity Management's CPAY Position: Q2 2026 in Review

Suncoast Equity Management reduced its Corpay (CPAY) stake by 6.3% in Q2 2026, selling an estimated $91.3K and leaving 4,108 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #39.

Suncoast Equity Management first reported a position in CPAY in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.8M in Q1 2025. 732 funds tracked by Wall St. Rank hold CPAY as of Q2 2026.

Suncoast Equity Management held 4,108 shares of Corpay worth $1.37M as of Q2 2026.
Suncoast Equity Management sold 275 Corpay shares in Q2 2026, an estimated $91.3K.
Corpay made up 0.17% of Suncoast Equity Management's portfolio in Q2 2026, its #39 holding.
Suncoast Equity Management first reported a position in Corpay in Q4 2019 and has held it in 20 quarters since.
Suncoast Equity Management's Corpay position peaked at $1.8M in Q1 2025.
732 funds tracked by Wall St. Rank held Corpay as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.