Van Lanschot Kempen Investment Management’s Corpay CPAY Stock Holding History

Van Lanschot Kempen 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	$265M	Buy	912,107 +212,631	+30%	+$68.1M	2.33%	13
2025 Q4	$210M	Buy	699,476 +31,486	+5%	+$9.14M	1.8%	16
2025 Q3	$192M	Buy	667,990 +61,690	+10%	+$19.7M	1.72%	16
2025 Q2	$201M	Buy	606,300 +151,696	+33%	+$49.5M	1.92%	14
2025 Q1	$159M	Buy	454,604 +111,305	+32%	+$40.2M	1.66%	16
2024 Q4	$116M	Buy	+343,299	New	+$121M	1.16%	22

Other funds holding CPAY

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Van Lanschot Kempen Investment Management's CPAY Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management increased its Corpay (CPAY) stake by 30% in Q1 2026, buying an estimated $68.1M and bringing the position to 912,107 shares worth $265M. The position accounts for 2.33% of the portfolio, ranked #13.

Van Lanschot Kempen Investment Management first reported a position in CPAY in Q4 2024 and has held it in 6 quarters since. 682 funds tracked by Wall St. Rank hold CPAY as of Q1 2026.

Van Lanschot Kempen Investment Management held 912,107 shares of Corpay worth $265M as of Q1 2026.
Van Lanschot Kempen Investment Management bought 212,631 Corpay shares in Q1 2026, an estimated $68.1M.
Corpay made up 2.33% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #13 holding.
Van Lanschot Kempen Investment Management first reported a position in Corpay in Q4 2024 and has held it in 6 quarters since.
682 funds tracked by Wall St. Rank held Corpay as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.