Position in CPAY
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$16,528,858
+$2,515,363 QoQ
Shares Held
49,596
+3.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#103
of 727 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in CPAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $170,820,769 across 8 Software - Infrastructure names. CPAY ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
298,885 | $111,490,082 | |
| 2 | ORCL |
Oracle Corp
|
234,843 | $34,416,241 | |
| 3 | CPAY |
Corpay, Inc.
This page
|
49,596 | $16,528,858 | |
| 4 | AKAM |
Akamai Technologies Inc
|
55,894 | $6,607,229 | |
| 5 | NTAP |
NetApp, Inc.
|
5,120 | $792,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,444 | $466,278 | |
| 7 | PANW |
Palo Alto Networks Inc
|
819 | $279,295 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,565 | $240,415 |
All Filings in CPAY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,528,858 | 49,596 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $14,013,495 | 48,158 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $13,708,564 | 45,554 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,161,747 | 31,805 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,328,275 | 4,003 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||