
Insider and congress filings
Corpay, Inc. (CPAY)
NYSE · Technology · 252 insider transactions · 30 congress trades · last filed 2 months agoS&P 500
About Corpay, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Infrastructure
- Chief executive
- Ronald F. Clarke
- Employees
- 11,800
- Listed since
- Dec 15, 2010
- Market value
- $26.8B
- Price to earnings (12 mo)
- 24.5
- Net income per share, as reported (12 mo)
- $17.41
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $7.00 | $6.58 | $1.3B | $1.3B | EPS beatRevenue beat |
| Q1 FY2026reported May 7, 2026 | $5.80 | $5.47 | $1.3B | $1.2B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 4, 2026 | $6.04 | $5.95 | $1.2B | $1.2B | EPS beatRevenue in line |
| Q3 FY2025reported Nov 5, 2025 | $5.70 | $5.63 | $1.2B | $1.2B | EPS in lineRevenue in line |
| Q2 FY2025reported Aug 6, 2025 | $5.13 | $5.12 | $1.1B | $1.1B | EPS in lineRevenue in line |
| Q1 FY2025reported May 6, 2025 | $4.51 | $4.51 | $1.0B | $1.0B | EPS in lineRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.9B | 5,709,856 | -7.5% | 8.71% |
| Orbis Allan Gray Ltd | $1.8B | 5,408,507 | +1.2% | 8.25% |
| JPMorgan Chase & Co. | $1.6B | 4,766,416 | -1.1% | 7.27% |
| Vanguard Capital Management LLC | $1.4B | 4,162,643 | -6.0% | 6.35% |
| FMR LLC | $1.1B | 3,344,049 | +24.0% | 5.10% |
| State Street Corp | $943.7M | 2,831,554 | -3.8% | 4.32% |
| Boston Partners | $939.3M | 2,811,551 | +16.1% | 4.29% |
| Vanguard Portfolio Management LLC | $925.4M | 2,776,845 | -7.2% | 4.24% |
| T. Rowe Price Associates, Inc. | $818.1M | 2,454,914 | +9.1% | 3.75% |
| Tiger Global Management LLC | $716.5M | 2,149,877 | +22.7% | 3.28% |
| Geode Capital Management, LLC | $605.8M | 1,775,827 | -8.7% | 2.71% |
| Invesco Ltd. | $321.0M | 963,155 | +7.4% | 1.47% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding CPAY
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Tiger Global ManagementChase Coleman | $716.5M | 2,149,877 | 3.0% |
| Steadfast Capital Management | $30.0M | 90,100 | 0.9% |
2 of the 97 fund managers we track list CPAY shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
17 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Ronald ClarkeCEO & Chairman of BOD | Sold · 7 lines | 119,486 | $412.40 | $49.3M | Aug 25, 2026filed Aug 25, 2026 | 0d |
| Ronald ClarkeCEO & Chairman of BOD | Sold · 7 lines | 94,374 | $415.77 | $39.2M | Aug 24, 2026filed Aug 25, 2026 | 1d |
| Alan KingGrouppresident Intlvehiclepmts | Sold | 3,805 | $416.61 | $1.6M | Aug 21, 2026filed Aug 25, 2026 | 2d |
| Alan KingGrouppresident Intlvehiclepmts | Sold · 3 lines | 18,423 | $414.64 | $7.6M | Aug 20, 2026filed Aug 21, 2026 | 1d |
| Steven T. StullDirector | Sold · 3 lines | 2,357 | $413.62 | $975K | Aug 20, 2026filed Aug 21, 2026 | 1d |
| Steven T. StullDirector | Sold · 4 lines | 4,000 | $410.66 | $1.6M | Aug 19, 2026filed Aug 20, 2026 | 1d |
| Steven T. StullDirector | Sold · 2 lines | 643 | $410.68 | $264K | Aug 18, 2026filed Aug 20, 2026 | 2d |
| Alan KingGrouppresident Intlvehiclepmts | Sold · 5 lines | 18,663 | $410.57 | $7.7M | Aug 18, 2026filed Aug 18, 2026 | 0d |
| Alan KingGrouppresident Intlvehiclepmts | Sold | 7,122 | $419.58 | $3.0M | Aug 14, 2026filed Aug 18, 2026 | 2d |
| Joseph W. FarrellyDirector | Sold | 1,751 | $415.03 | $727K | Aug 13, 2026filed Aug 14, 2026 | 1d |
| Joseph W. FarrellyDirector | Sold · 2 lines | 3,549 | $407.52 | $1.4M | Aug 12, 2026filed Aug 14, 2026 | 2d |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Sold | 70,476 | $352.13 | $24.8M | Jun 15, 2026filed Jun 16, 2026 | 1d |
| Steven T. StullDirector | Sold | 1,000 | $360.78 | $361K | Jun 2, 2026filed Jun 15, 2026 | 9d |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Sold | 4,560 | $351.60 | $1.6M | Jun 11, 2026filed Jun 12, 2026 | 1d |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Sold | 2,694 | $357.01 | $962K | May 29, 2026filed May 29, 2026 | 0d |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Sold | 14,089 | $356.05 | $5.0M | May 28, 2026filed May 29, 2026 | 1d |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Sold | 418 | $355.08 | $148K | May 27, 2026filed May 29, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Ronald ClarkeCEO & Chairman of BOD | Tax withholding | 290,043 | Aug 21, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Option exercise | 450,000 | Aug 21, 2026 |
| Alan KingGrouppresident Intlvehiclepmts | Option exercise | 18,423 | Aug 20, 2026 |
| Alan KingGrouppresident Intlvehiclepmts | Option exercise | 18,663 | Aug 18, 2026 |
| Alan KingGrouppresident Intlvehiclepmts | Option exercise | 7,122 | Aug 14, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Stock award | 100,000 | Jul 22, 2026 |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Stock award | 18,809 | Jul 22, 2026 |
| Peter WalkerChief Financial Officer | Tax withholding | 1,660 | Jul 15, 2026 |
| Peter WalkerChief Financial Officer | Stock award | 1,506 | Jul 15, 2026 |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Option exercise | 70,476 | Jun 15, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Tax withholding | 68,150 | May 28, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Option exercise | 100,000 | May 28, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Tax withholding | 68,487 | May 21, 2026 |
| Ronald ClarkeCEO & Chairman of BOD | Option exercise | 100,000 | May 21, 2026 |
| Alissa B. VickeryChief Accounting Officer | Tax withholding | 378 | Apr 22, 2026 |
| Alissa B. VickeryChief Accounting Officer | Stock award | 1,152 | Apr 22, 2026 |
| Alan KingGrouppresident Intlvehiclepmts | Tax withholding | 250 | Feb 14, 2026 |
| Alan KingGrouppresident Intlvehiclepmts | Stock award | 683 | Feb 14, 2026 |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Tax withholding | 760 | Mar 17, 2026 |
| Armando Lins NettoGrouppresident Brazil&Usvehpmt | Tax withholding | 411 | Feb 14, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in CPAY
20 disclosures of 30 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +5.9%After the saleS&P 500 +0.3% · +5.6 pts vs S&P 500 | Aug 3, 2026 | Sep 9, 2026 | 37d |
| April McClain DelaneyDependent child | Stock | Sale | $15,001 - $50,000 | +2.6%After the saleS&P 500 -1.1% · +3.7 pts vs S&P 500 | Aug 6, 2026 | Sep 9, 2026 | 34d |
| April McClain DelaneyDependent child | Stock | Sale | $15,001 - $50,000 | +4.0%After the saleS&P 500 -1.7% · +5.7 pts vs S&P 500 | Aug 7, 2026 | Sep 9, 2026 | 33d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +12.5%After the saleS&P 500 +0.7% · +11.8 pts vs S&P 500 | Jul 15, 2026 | Aug 3, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +9.9%After the saleS&P 500 +1.2% · +8.6 pts vs S&P 500 | Jul 16, 2026 | Aug 3, 2026 | 18d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +11.7%After the saleS&P 500 +2.3% · +9.4 pts vs S&P 500 | Jul 17, 2026 | Aug 3, 2026 | 17d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +6.3%After the saleS&P 500 +2.6% · +3.7 pts vs S&P 500 | Jul 28, 2026 | Aug 3, 2026 | 6d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +4.7%After the saleS&P 500 +2.5% · +2.2 pts vs S&P 500 | Jul 30, 2026 | Aug 3, 2026 | 4d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +6.9%After the saleS&P 500 +1.7% · +5.2 pts vs S&P 500 | Jul 31, 2026 | Aug 3, 2026 | 3d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +14.7%After the saleS&P 500 +2.4% · +12.3 pts vs S&P 500 | Jun 12, 2026 | Jul 7, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +29.6%S&P 500 +10.8% · +18.8 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +26.1%After the saleS&P 500 +12.8% · +13.3 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +39.3%S&P 500 +15.6% · +23.7 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +21.9%S&P 500 +12.1% · +9.8 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +26.7%After the saleS&P 500 +9.5% · +17.3 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +55.1%S&P 500 +11.2% · +43.9 pts vs S&P 500 | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +45.3%S&P 500 +11.5% · +33.8 pts vs S&P 500 | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +29.0%After the saleS&P 500 +17.4% · +11.6 pts vs S&P 500 | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +38.1%After the saleS&P 500 +14.5% · +23.6 pts vs S&P 500 | Sep 29, 2025 | Oct 3, 2025 | 4d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.9%S&P 500 +20.4% · +5.5 pts vs S&P 500 | Aug 4, 2025 | Sep 9, 2025 | 36d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CPAY, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 21, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling CPAY?
Across the 17 most recent open-market filings shown here, 0 were purchases and 17 were sales.
Which members of Congress have traded CPAY?
April McClain Delaney and Ro Khanna disclosed CPAY transactions in the filings shown here.
Which members of Congress hold CPAY?
2 members of Congress report a position in CPAY in the estimate we hold as of Oct 21, 2026. The estimated positions belong to Julie Johnson and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is CPAY in the S&P 500 or the Nasdaq 100?
Corpay, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are CPAY trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
