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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 5,345,425 | $1,555,465,221 | +8% | 6.56% |
| 2. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,752,146 | $509,856,965 | 2.23% | |
| 3. | Select Equity Group Robert Joseph Caruso | 1,063,946 | $309,597,647 | -6% | 1.58% |
| 4. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 880,000 | $256,071,200 | +7% | 9.14% |
| 5. | 769,300 | $223,858,607 | +14% | 0.04% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $343.62 | 3,600 | $1,237,015.44 | 12,474 | 2026-02-17 | Filing | |
| $358.31 | 725 | $259,771.13 | 2,180 | 2026-02-10 | Filing | |
| $358.91 | 976 | $350,296.16 | 2,905 | 2026-02-10 | Filing | |
| $375.23 | 2,427 | $910,683.21 | 12,215 | 2025-02-10 | Filing | |
| $381.97 | 21,272 | $8,125,361.56 | 17,990 | 2024-11-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,173,498 | $1,796,426,416 | 0.03% | |
| 2. | 4,821,440 | $1,399,954,137 | 0.09% | |
| 3. | 4,427,462 | $1,288,347,167 | 0.03% | |
| 4. | 2,991,891 | $870,610,362 | 0.05% | |
| 5. | 2,420,777 | $704,616,946 | 0.74% |