STEADFAST CAPITAL MANAGEMENT LP

Position in CPAY — Corpay, Inc.

CIK 1214822 NEW YORK, NY

Position in CPAY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,027,627

+$6,665,961 QoQ

Shares Held

90,100

+11.1% QoQ

Ownership

0.137%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#76

of 731 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STEADFAST CAPITAL MANAGEMENT LP holds $52,961,755 across 3 Software - Infrastructure names. CPAY ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPAY	Corpay, Inc. This page	90,100	$30,027,627
2	VRSN	Verisign Inc/Ca	82,700	$20,804,012
3	AVX	Avax One Technology Ltd.	410,427	$2,130,116

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,027,627	90,100	+11.1%	Shares	Sole	2026-08-14
2025-09-30	$23,361,666	81,100	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$30,096,074	90,700	-15.8%	Shares	Sole	2025-08-14
2025-03-31	$37,557,144	107,700	-44.8%	Shares	Sole	2025-05-15
2024-12-31	$66,025,742	195,100	+43.6%	Shares	Sole	2025-02-14
2024-09-30	$42,504,084	135,900	+12.0%	Shares	Sole	2024-11-14
2024-06-30	$32,325,123	121,336	-63.6%	Shares	Sole	2024-08-14
2024-03-31	$102,724,073	332,936	—	Shares	Sole	2024-05-15
2023-12-31 FLT	—	331,736	+48.5%	Shares	Sole	2024-02-14
2023-09-30 FLT	—	223,400	+50.9%	Shares	Sole	2023-11-14
2023-06-30 FLT	—	148,000	+102.2%	Shares	Sole	2023-08-14
2023-03-31 FLT	—	73,205	-66.5%	Shares	Sole	2023-05-15
2021-06-30 FLT	—	218,726	-0.1%	Shares	Sole	2021-08-16
2021-03-31 FLT	—	218,839	-69.4%	Shares	Sole	2021-05-17
2020-12-31 FLT	—	715,666	-23.6%	Shares	Sole	2021-02-16
2020-09-30 FLT	—	937,009	+16.8%	Shares	Sole	2020-11-16
2020-06-30 FLT	—	802,365	-6.3%	Shares	Sole	2020-08-14
2020-03-31 FLT	—	856,176	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.