Position in CPAY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$232,955
+$7,981 QoQ
Shares Held
699
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#531
of 731 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026One Wealth Advisors, LLC holds $8,494,307 across 6 Software - Infrastructure names. CPAY ranks #6 (2.7% of the industry book) .
All Filings in CPAY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,955 | 699 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $224,974 | 781 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $268,442 | 809 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $278,278 | 798 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $275,812 | 815 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||