NICHOLAS COMPANY, INC.

Position in CPAY — Corpay, Inc.

CIK 903949 MILWAUKEE, WI

Position in CPAY

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$20,661,744

-$681,716 QoQ

Shares Held

71,005

+0.1% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1.2604746144637702.ToString("F0")% Shared 0.ToString("F0")% None 98.73952538553623.ToString("F0")%

Technology · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $379,780,125 across 14 Software - Infrastructure names. CPAY ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	451,856	$167,263,535
2	PANW	Palo Alto Networks Inc	344,380	$55,211,001
3	SNPS	Synopsys Inc	135,202	$53,604,888
4	ZS	Zscaler, Inc.	227,842	$31,963,954
5	CPAY	Corpay, Inc. This page	71,005	$20,661,744
6	OKTA	Okta, Inc.	160,228	$12,611,545
7	MDB	MongoDB, Inc.	44,955	$11,003,635
8	IIIV	i3 Verticals, Inc.	293,827	$6,569,971

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,661,744	71,005	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$21,343,460	70,925	-0.0%	Shares	Sole	2026-02-04
2025-09-30	$20,437,857	70,950	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$23,555,901	70,990	0.0%	Shares	Sole	2025-08-05
2025-03-31	$24,755,632	70,990	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$24,012,591	70,955	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$22,212,215	71,020	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$19,338,701	72,590	0.0%	Shares	Sole	2024-07-24
2024-03-31	$22,396,918	72,590	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.