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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
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
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 $95.5B AUM 28.4% 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

Suncoast Equity Management's CPAY Position: Q1 2026 in Review

Suncoast Equity Management reduced its Corpay (CPAY) stake by 19% in Q1 2026, selling an estimated $326K and leaving 4,383 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #45.

Suncoast Equity Management first reported a position in CPAY in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2025. 681 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

  • Suncoast Equity Management held 4,383 shares of Corpay worth $1.28M as of Q1 2026.
  • Suncoast Equity Management sold 1,017 Corpay shares in Q1 2026, an estimated $326K.
  • Corpay made up 0.15% of Suncoast Equity Management's portfolio in Q1 2026, its #45 holding.
  • Suncoast Equity Management first reported a position in Corpay in Q4 2019 and has held it in 19 quarters since.
  • Suncoast Equity Management's Corpay position peaked at $1.8M in Q1 2025.
  • 681 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.