Position in CPAY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,321,082
+$149,557 QoQ
Shares Held
3,964
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#324
of 727 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $19,814,531 across 11 Software - Infrastructure names. CPAY ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,596 | $9,547,819 | |
| 2 | ORCL |
Oracle Corp
|
15,776 | $2,311,972 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,864 | $2,072,688 | |
| 4 | CPAY |
Corpay, Inc.
This page
|
3,964 | $1,321,082 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,689 | $1,130,415 | |
| 6 | XYZ |
Block, Inc.
|
12,600 | $957,600 | |
| 7 | NET |
Cloudflare, Inc.
|
3,257 | $798,876 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,567 | $687,758 |
All Filings in CPAY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,082 | 3,964 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,171,525 | 4,026 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,048,139 | 3,483 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,085,986 | 3,770 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,070,224 | 6,239 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,113,243 | 6,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,979,080 | 5,848 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,435,255 | 4,589 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $854,643 | 3,208 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $981,465 | 3,181 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||