Corpay (CPAY) Just Posted A Record Quarter, So Why The Caution?
On August 5, Corpay Inc. (NYSE:CPAY) announced in its second-quarter 2026 earnings call that the company's revenue hit $1.34 billion.
Corpay Inc. (CPAY)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 5,408,507 | $1,802,493,128 | +2% | 6.19% |
| 2. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 2,149,877 | $716,489,508 | +23% | 2.99% |
| 3. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 880,000 | $293,277,600 | 8.63% | |
| 4. | 774,900 | $258,250,923 | +1% | 0.03% | |
| 5. | Select Equity Group Robert Joseph Caruso | 717,626 | $239,163,217 | -33% | 1.18% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $314.98 | 8,000 | $2,519,840.00 | 29,241 | 2025-12-12 | Filing | |
| $134.38 | 500 | $67,190.00 | 1,334 | 2017-05-09 | Filing | |
| $134.43 | 2,000 | $268,853.00 | 9,991 | 2017-05-09 | Filing | |
| $133.44 | 750 | $100,082.85 | 4,710 | 2017-05-09 | Filing | |
| $138.50 | 5,000 | $692,500.00 | 5,000 | 2017-05-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $414.62 | 589 | $244,208.24 | 21,241 | 2026-08-20 | Filing | |
| $413.67 | 889 | $367,752.19 | 21,830 | 2026-08-20 | Filing | |
| $412.91 | 879 | $362,949.47 | 22,719 | 2026-08-20 | Filing | |
| $415.70 | 258 | $107,251.40 | 24,537 | 2026-08-20 | Filing | |
| $415.07 | 9,928 | $4,120,847.72 | 24,795 | 2026-08-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,709,856 | $1,902,923,558 | 0.03% | |
| 2. | 4,766,416 | $1,598,370,553 | 0.09% | |
| 3. | 4,162,643 | $1,387,284,033 | 0.03% | |
| 4. | 3,344,049 | $1,114,471,171 | 0.05% | |
| 5. | 2,831,554 | $943,672,002 | 0.03% |
News See All
An Analysis on Corpay (CPAY) Stock Trend
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Most Profitable Software Stocks to Buy Right Now
The software industry has become one of the most powerful growth engines in the global economy. The companies belonging to this industry reshape how businesses operate, compete, and innovate.
Corpay, Inc. (NYSE:CPAY) Q1 2026 Earnings Call Transcript
Operator: Hello, and welcome, everyone, joining today's Corpay First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this call is being recorded.
Is Corpay, Inc. (CPAY) One of the Cheap Technology Stocks to Invest In According to Hedge Funds?
On February 11, Corpay, Inc.
12 Cheap Technology Stocks to Invest in According to Hedge Funds
In December 2025, UBS was positive on the U.S. tech sector and expected it to remain strong, driven by AI-led growth, citing it as a major driver of the market’s next leg up.
What Analysts Are Saying About Corpay, Inc. (CPAY)
Corpay, Inc. (NYSE:CPAY) is among the most profitable software stocks to buy now. According to TheFly, UBS lifted the price target on Corpay, Inc.
13 Most Profitable Software Stocks to Buy Now
In this era of global technology transformation, software companies have had their fair share of traction, and rightly so! However, these companies have recently been in the spotlight amid a potential...
Corpay, Inc. (CPAY): A Bull Case Theory
We came across a bullish thesis on Corpay, Inc. on Outsized Returns’s Substack.
Corpay, Inc. (NYSE:CPAY) Q4 2025 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press 0, and a member of our team will be happy to help you.
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