CPAYNYSEServices-Business Services, NECFiscal year ends December 31
CORPAY, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$402.56+2.72 (+0.68%)
Close on Oct 19, 2026
- Market cap
- $26.70B
- P/E (TTM)
- 24.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.8%
64M of 66M shares
Institutional holders
731
113 new, 55 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 45 sales
Net sold $145.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 5,111,446 | 7.51% | 13G (passive) | Mar 31, 2026 |
| Orbis Investment Management Limited | 5,053,072 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 4,972,482 | 7.20% | 13G (passive) | Sep 30, 2024 |
| JPMorgan Chase & Co. | 4,824,775 | 7.30% | 13G (passive) amendment | Sep 30, 2026 |
| Wellington Management Group LLP | 4,683,613 | 6.49% | 13G (passive) amendment | Dec 29, 2023 |
| Orbis Investment Management Ltd | 3,869,510 | 5.60% | 13G (passive) amendment | Dec 31, 2024 |
| Abigail P. Johnson | 3,591,612 | 5.50% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CPAY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,709,856 | 8.70% | $1.90B | −463,642 | 0.03% |
| Orbis Allan Gray Ltd | 5,408,507 | 8.24% | $1.80B | +63,082 | 6.19% |
| JPMorgan Chase & Co | 4,766,416 | 7.26% | $1.60B | −55,024 | 0.09% |
| Vanguard Capital Management LLC | 4,162,643 | 6.34% | $1.39B | −264,819 | 0.03% |
| FMR LLC | 3,344,049 | 5.09% | $1.11B | +647,123 | 0.05% |
| State Street Corp | 2,831,554 | 4.31% | $943.67M | −111,069 | 0.03% |
| Boston Partners | 2,811,551 | 4.28% | $939.29M | +390,774 | 0.83% |
| Vanguard Portfolio Management LLC | 2,776,845 | 4.23% | $925.44M | −215,046 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 2,454,914 | 3.74% | $818.15K | +203,829 | 0.08% |
| Tiger Global Management LLC | 2,149,877 | 3.27% | $716.49M | +397,731 | 2.99% |
| Geode Capital Management, LLC | 1,775,827 | 2.70% | $605.78M | −170,215 | 0.03% |
| Invesco Ltd. | 963,155 | 1.47% | $320.99M | +66,115 | 0.03% |
| Van Lanschot Kempen Investment Management N.V. | 922,400 | 1.40% | $307.41M | +10,293 | 2.35% |
| Wellington Management Group Llp | 920,505 | 1.40% | $306.78M | −103,498 | 0.05% |
| Spruce House Investment Management LLC | 880,000 | 1.34% | $293.28M | – | 8.63% |
| Norges Bank | 865,723 | 1.32% | $288.52M | New | 0.03% |
| Dimensional Fund Advisors LP | 827,929 | 1.26% | $275.94M | +45,429 | 0.05% |
| Morgan Stanley | 747,273 | 1.14% | $249.04M | +61,262 | 0.01% |
| Select Equity Group, L.P. | 717,626 | 1.09% | $239.16M | −346,320 | 1.18% |
| Aqr Capital Management LLC | 616,824 | 0.94% | $203.21M | +242,680 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 731 | 64M | 97.8% | 113 / 274 | 244 / 55 | 5M | 4M |
| Q1 2026 | 684 | 64M | 97.2% | 93 / 284 | 212 / 70 | 13M | 6M |
| Q4 2025 | 671 | 65M | 99.0% | 102 / 231 | 245 / 105 | 6M | 9M |
| Q3 2025 | 684 | 68M | 100.0% | 74 / 244 | 278 / 70 | 8M | 6M |
| Q2 2025 | 686 | 66M | 100.0% | 81 / 266 | 259 / 73 | 4M | 4M |
| Q1 2025 | 687 | 67M | 100.0% | 82 / 252 | 252 / 83 | 6M | 4M |
| Q4 2024 | 700 | 65M | 98.8% | 143 / 251 | 215 / 48 | 7M | 11M |
| Q3 2024 | 615 | 70M | 100.0% | 91 / 227 | 211 / 58 | 9M | 5M |
| Q2 2024 | 587 | 70M | 100.0% | 98 / 194 | 220 / 67 | 6M | 7M |
| Q1 2024 | 561 | 71M | 100.0% | 558 / 1 | 0 / 0 | 71M | 0M |
| Q4 2023 | 3 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 2 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CPAY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,971,575 | 3.00% | $657.07M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,692,835 | 2.58% | $564.17M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,345,403 | 2.05% | $448.38M | 0.20% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 899,086 | 1.37% | $299.64M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 895,254 | 1.36% | $323.90M | 0.04% | May 31, 2026 |
| JPMorgan Equity Premium Income ETF | 844,124 | 1.29% | $281.32M | 0.63% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 719,674 | 1.10% | $239.85M | 1.46% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 596,977 | 0.91% | $215.99M | 0.09% | May 31, 2026 |
| Vanguard Value Index Fund | 590,545 | 0.90% | $196.81M | 0.08% | Jun 30, 2026 |
| Disciplined Value Fund | 543,624 | 0.83% | $181.17M | 0.93% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 534,378 | 0.81% | $204.19M | 0.21% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 475,694 | 0.72% | $158.53M | 0.46% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 442,120 | 0.67% | $147.35M | 0.29% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 428,257 | 0.65% | $163.64M | 0.66% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund | 411,953 | 0.63% | $137.29M | 0.59% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ronald Clarke | CEO & Chairman of BOD, Director | 2,466,962 | 3.76% | Aug 25, 2026 |
| Alan King | GroupPresident IntlVehiclePmts | 20,732 | 0.03% | Aug 25, 2026 |
| Armando Lins Netto | GroupPresident Brazil&USVehPmt | 11,787 | 0.02% | Jul 24, 2026 |
| Peter Walker | Chief Financial Officer | 6,680 | 0.01% | Jul 17, 2026 |
| Alissa B. Vickery | Chief Accounting Officer | 2,817 | 0.00% | Apr 24, 2026 |
| Thomas E. Panther | Chief Financial Officer | 8,946 | 0.01% | Mar 14, 2025 |
| Steven T. Stull | Director | 28,966 | 0.04% | Aug 21, 2026 |
| Joseph W. Farrelly | Director | 6,912 | 0.01% | Aug 14, 2026 |
| Gerald C. Throop | Director | 2,435 | 0.00% | Feb 26, 2026 |
| David L. Bunch | Director | 1,475 | 0.00% | Feb 26, 2026 |
| Annabelle G. Bexiga | Director | 4,326 | 0.01% | Feb 26, 2026 |
| Thomas M. Hagerty | Director | 9,222 | 0.01% | Feb 26, 2026 |
| Rahul Gupta | Director | 3,599 | 0.01% | Feb 26, 2026 |
| Hala G. Moddelmog | Director | 8,500 | 0.01% | Feb 26, 2026 |
| Jeffrey Steven Sloan | Director | 13,360 | 0.02% | Feb 26, 2026 |
| Richard Macchia | Director | 13,681 | 0.02% | Feb 26, 2026 |
| Archie L. Jones Jr | Director | 4,830 | 0.01% | Feb 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −6,854 | $409.56 | $2.81M | 2,466,962 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −12,109 | $410.56 | $4.97M | 2,454,853 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −15,575 | $411.49 | $6.41M | 2,439,278 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −50,504 | $412.59 | $20.84M | 2,388,774 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −24,670 | $413.42 | $10.20M | 2,364,104 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −9,581 | $414.57 | $3.97M | 2,354,523 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 25, 2026 | Sale | −193 | $415.11 | $80.12K | 2,354,330 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −40 | $419.62 | $16.78K | 2,473,816 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −4,039 | $418.86 | $1.69M | 2,473,856 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −7,545 | $418.08 | $3.15M | 2,477,895 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −8,409 | $417.29 | $3.51M | 2,485,440 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −51,919 | $415.12 | $21.55M | 2,510,389 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −5,882 | $414.16 | $2.44M | 2,562,308 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 24, 2026 | Sale | −16,540 | $415.82 | $6.88M | 2,493,849 |
| Alan King GroupPresident IntlVehiclePmts | Aug 21, 2026 | Sale | −3,805 | $416.61 | $1.59M | 20,732 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 21, 2026 | Tax withholding | −290,043 | $417.13 | $120.99M | 2,568,190 |
| Ronald Clarke CEO & Chairman of BOD, Director | Aug 21, 2026 | Option exercise | +450,000 | $150.74 | $67.83M | 2,858,233 |
| Steven T. Stull Director | Aug 20, 2026 | Sale | −879 | $412.91 | $362.95K | 22,719 |
| Steven T. Stull Director | Aug 20, 2026 | Sale | −589 | $414.62 | $244.21K | 21,241 |
| Steven T. Stull Director | Aug 20, 2026 | Sale | −889 | $413.67 | $367.75K | 21,830 |
| Alan King GroupPresident IntlVehiclePmts | Aug 20, 2026 | Sale | −258 | $415.70 | $107.25K | 24,537 |
| Alan King GroupPresident IntlVehiclePmts | Aug 20, 2026 | Sale | −9,928 | $415.07 | $4.12M | 24,795 |
| Alan King GroupPresident IntlVehiclePmts | Aug 20, 2026 | Sale | −8,237 | $414.08 | $3.41M | 34,723 |
| Alan King GroupPresident IntlVehiclePmts | Aug 20, 2026 | Option exercise | +18,423 | $196.18 | $3.61M | 42,960 |
| Steven T. Stull Director | Aug 19, 2026 | Sale | −1,960 | $411.81 | $807.15K | 25,638 |
| Steven T. Stull Director | Aug 19, 2026 | Sale | −1,640 | $409.34 | $671.32K | 23,958 |
| Steven T. Stull Director | Aug 19, 2026 | Sale | −40 | $412.42 | $16.50K | 25,598 |
| Steven T. Stull Director | Aug 19, 2026 | Sale | −360 | $410.24 | $147.69K | 23,598 |
| Steven T. Stull Director | Aug 18, 2026 | Sale | −455 | $410.19 | $186.64K | 27,786 |
| Steven T. Stull Director | Aug 18, 2026 | Sale | −188 | $411.88 | $77.43K | 27,598 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Sale | −183 | $410.09 | $75.05K | 30,954 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Option exercise | +6,600 | $261.07 | $1.72M | 31,137 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Sale | −2,617 | $410.88 | $1.08M | 28,337 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Sale | −3,800 | $412.10 | $1.57M | 24,537 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Option exercise | +9,600 | $231.70 | $2.22M | 34,137 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Sale | −9,600 | $410.00 | $3.94M | 24,537 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Sale | −2,463 | $410.12 | $1.01M | 24,537 |
| Alan King GroupPresident IntlVehiclePmts | Aug 18, 2026 | Option exercise | +2,463 | $196.18 | $483.19K | 27,000 |
| Alan King GroupPresident IntlVehiclePmts | Aug 14, 2026 | Option exercise | +7,122 | $261.07 | $1.86M | 31,659 |
| Alan King GroupPresident IntlVehiclePmts | Aug 14, 2026 | Sale | −7,122 | $419.58 | $2.99M | 24,537 |
| Joseph W. Farrelly Director | Aug 13, 2026 | Sale | −1,751 | $415.03 | $726.72K | 6,912 |
| Joseph W. Farrelly Director | Aug 12, 2026 | Sale | −1,749 | $410.02 | $717.12K | 8,663 |
| Joseph W. Farrelly Director | Aug 12, 2026 | Sale | −1,800 | $405.09 | $729.16K | 10,412 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Award | +938 | – | – | 6,680 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Tax withholding | −251 | $356.16 | $89.40K | 5,742 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Tax withholding | −138 | $356.16 | $49.15K | 6,542 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Tax withholding | −1,187 | $356.16 | $422.76K | 5,425 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Tax withholding | −84 | $356.16 | $29.92K | 6,612 |
| Peter Walker Chief Financial Officer | Jul 15, 2026 | Award | +568 | – | – | 5,993 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 15, 2026 | Option exercise | +513 | $196.18 | $100.64K | 11,787 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 15, 2026 | Option exercise | +13,259 | $200.41 | $2.66M | 25,046 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 15, 2026 | Option exercise | +36,704 | $225.45 | $8.27M | 61,750 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 15, 2026 | Option exercise | +20,000 | $231.70 | $4.63M | 81,750 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 15, 2026 | Sale | −70,476 | $352.13 | $24.82M | 11,274 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | Jun 11, 2026 | Sale | −4,560 | $351.60 | $1.60M | 11,274 |
| Steven T. Stull Director | Jun 2, 2026 | Sale | −1,000 | $360.78 | $360.78K | 28,241 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | May 29, 2026 | Sale | −2,694 | $357.02 | $961.81K | 15,834 |
| Ronald Clarke CEO & Chairman of BOD, Director | May 28, 2026 | Tax withholding | −68,150 | $352.37 | $24.01M | 2,408,233 |
| Ronald Clarke CEO & Chairman of BOD, Director | May 28, 2026 | Option exercise | +100,000 | $150.74 | $15.07M | 2,476,383 |
| Armando Lins Netto GroupPresident Brazil&USVehPmt | May 28, 2026 | Sale | −14,089 | $356.05 | $5.02M | 18,528 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| F. Clarke Ronald Officer | Aug 24, 2026 | 213,860 | $88.52M | Aug 24, 2026 | Acquired upon option exercise |
| King Alan Officer | Aug 21, 2026 | 3,805 | $1.59M | Aug 21, 2026 | Performance Shares |
| King Alan Officer | Aug 20, 2026 | 18,423 | $7.64M | Aug 20, 2026 | Stock Option Exercise |
| T. Stull Steven Director | Aug 20, 2026 | 2,357 | $971.08K | Aug 20, 2026 | Acquired from public market |
| T. Stull Steven Director | Aug 19, 2026 | 4,000 | $1.63M | Aug 19, 2026 | Acquired from public market |
| King Alan Officer | Aug 18, 2026 | 18,663 | $7.66M | Aug 18, 2026 | Stock Option Exercise |
| T. Stull Steven Director | Aug 18, 2026 | 643 | $261.59K | Aug 18, 2026 | Acquired from public market |
| King Alan Officer | Aug 14, 2026 | 7,122 | $2.99M | Aug 14, 2026 | Stock Option Exercise |
| W. Farrelly Joseph Director | Aug 12, 2026 | 5,300 | $2.15M | Aug 12, 2026 | RSA |
| Netto Armando Officer | Jun 15, 2026 | 70,476 | $24.82M | Jun 15, 2026 | Exercise of Options Under a Registered Plan |
| Netto Armando Officer | Jun 11, 2026 | 4,560 | $1.60M | Jun 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Netto Armando Officer | May 29, 2026 | 2,694 | $961.80K | May 29, 2026 | Restricted stock vesting under a registered plan |
| Netto Armando Officer | May 28, 2026 | 14,089 | $5.02M | May 28, 2026 | Restricted stock vesting under a registered plan |
| Netto Armando Officer | May 27, 2026 | 418 | $148.42K | May 27, 2026 | Restricted stock vesting under a registered plan |
| S. Sloan Jeffrey Director | Feb 17, 2026 | 3,600 | $1.23M | Feb 17, 2026 | Acquired as compensation -- Restricted Stock Units |