What Makes Corpay (CPAY) an Attractive Investment?

Vltava Fund, an investment management company, recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.  In the letter, the author shared his insights on investing that he learned from his recent travels. He shared three main lessons in the letter. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, Vltava Fund highlighted stocks such as Corpay, Inc. (NYSE:CPAY). Corpay, Inc. (NYSE:CPAY) is a payment company that helps businesses and consumers manage vehicle-related expenses. On January 6, 2026, Corpay, Inc. (NYSE:CPAY) stock closed at $317.63 per share. One-month return of Corpay, Inc. (NYSE:CPAY) was 1.94%, and its shares lost 11.13% of their value over the last 52 weeks. Corpay, Inc. (NYSE:CPAY) has a market capitalization of $22.429 billion.

Vltava Fund stated the following regarding Corpay, Inc. (NYSE:CPAY) in its fourth quarter 2025 investor letter:

“In the past quarter, Corpay, Inc. (NYSE:CPAY) shares were added to Vltava Fund’s portfolio. Corpay is a US based global technology company focused on corporate payments, expense management, and cross-border transactions with the goal of simplifying and automating business payment flows. Its customers – typically medium and large companies – utilize the Corpay platform to centralize payments, control costs, and streamline administration, all of which are time-consuming and capital-intensive tasks in traditional payment processes. The essence of this business is to replace fragmented, manual, and often nontransparent processes with a digital solution that provides companies better visibility into their cash flows and greater operational discipline.

An important component of Corpay’s business consists in commercial and fleet payment programs that cover specific expense categories such as those for fuels, travel expenses, tolls, and other operating outlays. These segments are characterized by a high degree of repeatability, long-term customer relationships, and relatively stable margins. Corpay benefits from its scale, data, and ability to offer customers not only payment itself but also analytics, reporting, and control mechanisms that increase their willingness to stay with a single provider…” (Click here to read the full text)

In another article, we covered Corpay, Inc. (NYSE:CPAY) and shared the list of best fintech stocks to buy in 2026. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.