Optimize Financial Inc

Position in CPAY — Corpay, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in CPAY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$440,849

+$5,705 QoQ

Shares Held

1,515

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Optimize Financial Inc holds $3,961,361 across 4 Software - Infrastructure names. CPAY ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,852	$2,536,404
2	ATEN	A10 Networks, Inc.	23,700	$547,944
3	CPAY	Corpay, Inc. This page	1,515	$440,849
4	WEX	WEX Inc.	2,850	$436,164

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$440,849	1,515	+4.8%	Shares	Sole	2026-05-12
2025-12-31	$435,144	1,446	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$410,773	1,426	+35.2%	Shares	Sole	2025-11-05
2024-12-31	$357,033	1,055	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.