MARATHON CAPITAL MANAGEMENT

Position in CPAY — Corpay, Inc.

CIK 1213206 Hunt Valley, MD

Position in CPAY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$518,901

+$124,028 QoQ

Shares Held

1,557

+14.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#430

of 732 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Technology · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $26,935,358 across 6 Software - Infrastructure names. CPAY ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZS	Zscaler, Inc.	66,172	$9,340,177
2	MSFT	Microsoft Corp	23,877	$8,906,598
3	ZETA	Zeta Global Holdings Corp.	239,765	$4,718,575
4	CALX	Calix, Inc	83,555	$3,118,272
5	CPAY	Corpay, Inc. This page	1,557	$518,901
6	PANW	Palo Alto Networks Inc	976	$332,835

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,901	1,557	+14.7%	Shares	Sole	2026-07-22
2026-03-31	$394,873	1,357	+19.3%	Shares	Sole	2026-05-14
2025-12-31	$342,157	1,137	+60.8%	Shares	Sole	2026-01-29
2025-09-30	$203,658	707	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.