Position in CPAY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,008,678
-$126,702 QoQ
Shares Held
13,776
+0.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 37.12253193960511.ToString("F0")%
Shared 0.ToString("F0")%
None 62.87746806039489.ToString("F0")%
Common Shares in CPAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. CPAY ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
This page
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in CPAY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,008,678 | 13,776 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,135,380 | 13,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,725,335 | 9,461 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,215,003 | 9,689 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,614,134 | 10,364 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,595,436 | 16,534 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,246,236 | 16,774 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,457,572 | 16,732 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,081,036 | 16,468 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||