Corpay, Inc. (CPAY): A Bull Case Theory
We came across a bullish thesis on Corpay, Inc. on Outsized Returns’s Substack.
Corpay Inc. (CPAY)
Market is closed
Sector: Services-Business Services, Nec
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. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 675,704 | $203,339,605 | -5% | 2.66% |
| 2. | BloombergSen Jonathan Bloomberg | 337,666 | $101,613,829 | -8% | 7.41% |
| 3. | Bridgewater Associates Ray Dalio | 100,657 | $30,290,711 | -7% | 0.11% |
| 4. | Sellaronda Global Management Gor Ter-Grigoryan | 63,000 | $18,958,590 | +20% | 16.39% |
| 5. | 15,600 | $4,694,508 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $370.04 | 8,000 | $2,960,301.60 | 1,797 | 2024-11-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,129,506 | $2,446,412,241 | 0.04% | |
| 2. | 6,438,096 | $1,937,416,505 | 0.03% | |
| 3. | 4,734,927 | $1,424,881,944 | 0.09% | |
| 4. | 2,934,826 | $883,177,188 | 0.03% | |
| 5. | 1,905,526 | $571,346,336 | 0.04% |
News See All
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.
Here's Why ClearBridge Mid Cap Strategy Exited Corpay (CPAY)
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
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.
How Mastercard’s $300M Stake and Partnership Highlights Corpay’s Corporate Payments Expansion
On December 8, 2025, Corpay said it completed Mastercard’s $300 million minority investment in Corpay’s cross-border business, a transaction that values that unit at roughly $13 billion.
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Corpay, Inc. (CPAY): A Bull Case Theory
We came across a bullish thesis on Corpay, Inc. on Valueinvestorsclub.com by JohnnyFinance. In this article, we will summarize the bulls’ thesis on CPAY.
Corpay (CPAY) Slipped on Investors' Concerns
Pelican Bay Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
Corpay, Inc. (NYSE:CPAY) Q3 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Corpay Third Quarter 2025 Earnings Conference Call. [Operator Instructions].
Here’s What Led ClearBridge Mid Cap Growth Strategy to Exit Its Stake in Corpay (CPAY)
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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