Azimuth Capital Investment Management LLC

Position in CPAY — Corpay, Inc.

CIK 1942364 BLOOMFIELD HILLS, MI

Position in CPAY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,974,297

+$786,947 QoQ

Shares Held

47,932

-8.2% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#105

of 727 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $153,547,842 across 5 Software - Infrastructure names. CPAY ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	222,948	$83,164,062
2	PANW	Palo Alto Networks Inc	81,069	$27,646,150
3	CRWD	CrowdStrike Holdings, Inc.	135,684	$25,886,471
4	CPAY	Corpay, Inc. This page	47,932	$15,974,297
5	FTNT	Fortinet, Inc.	5,708	$876,862

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,974,297	47,932	-8.2%	Shares	Sole	2026-08-12
2026-03-31	$15,187,350	52,192	+80.3%	Shares	Sole	2026-05-12
2025-12-31	$8,713,127	28,954	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$8,572,089	29,758	-1.7%	Shares	Sole	2025-11-14
2025-06-30	$10,042,532	30,265	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$10,588,185	30,363	-46.5%	Shares	Sole	2025-05-13
2024-12-31	$19,188,752	56,701	+51.5%	Shares	Sole	2025-02-13
2024-09-30	$11,702,228	37,416	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$9,972,525	37,433	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$11,409,809	36,980	—	Shares	Sole	2024-05-14
2023-12-31 FLT	—	41,654	-1.0%	Shares	Sole	2024-02-13
2023-09-30 FLT	—	42,074	-2.5%	Shares	Sole	2023-11-13
2023-06-30 FLT	—	43,132	-21.1%	Shares	Sole	2023-08-14
2023-03-31 FLT	—	54,685	+153.1%	Shares	Sole	2023-05-15
2022-12-31 FLT	—	21,610	-75.4%	Shares	Sole	2023-02-14
2022-09-30 FLT	—	87,747	-0.1%	Shares	Sole	2022-11-14
2022-06-30 FLT	—	87,850	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.