Position in CPAY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$248,952
New position
Shares Held
747
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#517
of 727 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plan A Wealth LLC holds $4,008,632 across 6 Software - Infrastructure names. CPAY ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,066 | $2,635,759 | |
| 2 | ORCL |
Oracle Corp
|
2,810 | $411,805 | |
| 3 | NTNX |
Nutanix, Inc.
|
5,504 | $280,483 | |
| 4 | CPAY |
Corpay, Inc.
This page
|
747 | $248,952 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
1,728 | $227,111 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,753 | $204,522 |
All Filings in CPAY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,952 | 747 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||