Position in CPAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,432,301
+$4,122,846 QoQ
Shares Held
16,300
+262.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#194
of 727 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, 2026TWINBEECH CAPITAL LP holds $22,395,412 across 14 Software - Infrastructure names. CPAY ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPAY |
Corpay, Inc.
This page
|
16,300 | $5,432,301 | |
| 2 | ORCL |
Oracle Corp
|
30,547 | $4,476,662 | |
| 3 | NTAP |
NetApp, Inc.
|
21,001 | $3,250,114 | |
| 4 | DOX |
Amdocs Ltd
|
59,167 | $2,990,300 | |
| 5 | VRSN |
Verisign Inc/Ca
|
7,715 | $1,940,785 | |
| 6 | AKAM |
Akamai Technologies Inc
|
7,984 | $943,788 | |
| 7 | S |
SentinelOne, Inc.
|
44,978 | $763,276 | |
| 8 | NN |
Nextnav Inc.
|
38,100 | $679,323 |
All Filings in CPAY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,432,301 | 16,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,309,455 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $18,698,262 | 64,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,755,521 | 86,660 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $35,968,969 | 106,285 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||