Junto Capital Management LP

Position in CPAY — Corpay, Inc.

CIK 1595880 NEW YORK, NY

Position in CPAY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$46,873,542

+$46,873,542 QoQ

Shares Held

161,083

+1444.0% QoQ

Ownership

0.245%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Junto Capital Management LP holds $232,637,501 across 4 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	CHKP	Check Point Software Technologies Ltd	551,208	$72,445,267
2	FFIV	F5, Inc.	145,175	$60,386,993
3	TOST	Toast, Inc.	1,952,539	$54,319,634
4	OKTA	Okta, Inc.	333,350	$45,485,607

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,873,542	161,083	—	Shares	Sole	2026-05-15
2023-12-31 FLT	—	10,433	-95.7%	Shares	Sole	2024-02-14
2022-12-31 FLT	—	244,039	+138.3%	Shares	Sole	2023-02-14
2022-03-31 FLT	—	102,413	-62.5%	Shares	Sole	2022-05-16
2021-09-30 FLT	—	273,107	+13.7%	Shares	Sole	2021-11-15
2021-06-30 FLT	—	240,238	-8.4%	Shares	Sole	2021-08-16
2020-06-30 FLT	—	262,395	+397.6%	Shares	Sole	2020-08-14
2020-03-31 FLT	—	52,730	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.