Who owns CPAY (CPAY)
Which tracked institutional funds hold CPAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPAY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
129 tracked funds added or opened CPAY while 166 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CPAY’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CPAY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CPAY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 680 tracked filers holding CPAY, 377 increased or opened the position and 292 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CPAY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- VANGUARD CAPITAL MANAGEMENT LLC$1.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$871M
- VANGUARD FIDUCIARY TRUST CO$116M
- WEDGE CAPITAL MANAGEMENT L L P/NC$53M
- Junto Capital Management LP$47M
- Vanguard Global Advisers, LLC$44M
Full exits 36
- VANGUARD GROUP INC$2.4B
- TREMBLANT CAPITAL GROUP$55M
- CIBC Private Wealth Group LLC$41M
- Bridgewater Associates, LP$30M
- Holocene Advisors, LP$17M
- Pinnacle Financial Partners, Inc.$8M
Largest adds
- FMR LLC$159M
- Boston Partners$150M
- WELLINGTON MANAGEMENT GROUP LLP$110M
- VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$55M
- Orbis Allan Gray Ltd$54M
- UBS Group AG$50M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$563M
- BlackRock, Inc.$380M
- Invesco Ltd.$275M
- PRICE T ROWE ASSOCIATES INC /MD/$125M
- CITADEL ADVISORS LLC$85M
- M&T Bank Corp$67M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,351,396 | $1.6B | 7.8% | 2026-Q1 |
| Orbis Allan Gray Ltd added | 5,345,425 | $1.6B | 7.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,821,440 | $1.4B | 7.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,427,462 | $1.3B | 6.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,991,891 | $871M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 2,942,623 | $856M | 4.3% | 2026-Q1 |
| FMR LLC added | 2,675,775 | $779M | 3.9% | 2026-Q1 |
| Boston Partners added | 2,420,777 | $705M | 3.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 2,251,085 | $655M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,946,042 | $564M | 2.8% | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC | 1,752,146 | $510M | 2.5% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 1,063,946 | $310M | 1.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,024,003 | $298M | 1.5% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 912,107 | $265M | 1.3% | 2026-Q1 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC added | 880,000 | $256M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 867,177 | $252M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 705,533 | $246M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 782,500 | $228M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 686,011 | $200M | 1.0% | 2026-Q1 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 618,656 | $180M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 598,746 | $174M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 594,727 | $173M | 0.9% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 532,180 | $155M | 0.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 531,468 | $155M | 0.8% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 513,464 | $149M | 0.7% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 481,323 | $140M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 466,014 | $136M | 0.7% | 2026-Q1 |
| UBS Group AG added | 430,596 | $125M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 400,108 | $116M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 372,963 | $109M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 370,978 | $108M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 364,102 | $106M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 345,082 | $100M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 343,074 | $100M | 0.5% | 2026-Q1 |
| BloombergSen Inc. trimmed | 326,425 | $95M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 322,032 | $94M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 309,180 | $90M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 302,293 | $88M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 264,257 | $77M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 232,550 | $68M | 0.3% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 218,006 | $63M | 0.3% | 2026-Q1 |
| Petrus Trust Company, LTA trimmed | 212,000 | $62M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 196,295 | $57M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 195,040 | $57M | 0.3% | 2026-Q1 |
| Amundi trimmed | 192,356 | $56M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 190,735 | $56M | 0.3% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 182,341 | $53M | 0.3% | 2026-Q1 |
| Swedbank AB trimmed | 180,103 | $52M | 0.3% | 2026-Q1 |
| Provident Investment Management, Inc. trimmed | 179,092 | $52M | 0.3% | 2026-Q1 |
| Vantage Investment Partners, LLC added | 171,571 | $50M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 169,108 | $49M | 0.2% | 2026-Q1 |
| Junto Capital Management LP new | 161,083 | $47M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 158,670 | $46M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 154,924 | $45M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 152,467 | $44M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 143,701 | $42M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 143,459 | $42M | 0.2% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 143,120 | $42M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 140,070 | $41M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 138,782 | $40M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 137,454 | $40M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 135,451 | $39M | 0.2% | 2026-Q1 |
| Heron Bay Capital Management added | 130,106 | $38M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 129,256 | $38M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 127,126 | $37M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 125,357 | $36M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 121,896 | $35M | 0.2% | 2026-Q1 |
| Philosophy Capital Management LLC added | 119,449 | $35M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 116,306 | $34M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 116,092 | $34M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 106,784 | $31M | 0.2% | 2026-Q1 |
| Premier Fund Managers Ltd trimmed | 90,652 | $26M | 0.1% | 2026-Q1 |
| Long Path Partners LP trimmed | 88,295 | $26M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 88,020 | $26M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 83,673 | $24M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 81,142 | $24M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 80,048 | $23M | 0.1% | 2026-Q1 |
| Generate Investment Management Ltd trimmed | 80,000 | $23M | 0.1% | 2026-Q1 |
| Stanley Capital Management, LLC | 79,790 | $23M | 0.1% | 2026-Q1 |
| Meridiem Capital Partners LP added | 79,509 | $23M | 0.1% | 2026-Q1 |
| CapitalatWork S.A. new | 79,150 | $23M | 0.1% | 2026-Q1 |
| Saudi Central Bank added | 78,387 | $23M | 0.1% | 2026-Q1 |
| Capital Investment Services of America, Inc. trimmed | 76,664 | $22M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 75,549 | $22M | 0.1% | 2026-Q1 |
| Sellaronda Global Management LP added | 75,000 | $22M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 71,404 | $21M | 0.1% | 2026-Q1 |
| NICHOLAS COMPANY, INC. added | 71,005 | $21M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 69,372 | $20M | 0.1% | 2026-Q1 |
| Gillson Capital LP added | 69,320 | $20M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 66,957 | $20M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 68,771 | $20M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 67,123 | $20M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 66,161 | $19M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,097,880 | $2.4B | 12.1% | 2025-Q4 stale |
| Third Point LLC added | 685,000 | $227M | 1.1% | 2025-Q2 stale |
| TREMBLANT CAPITAL GROUP new | 182,060 | $55M | 0.3% | 2025-Q4 stale |
| Cornerstone Investment Partners, LLC trimmed | 167,486 | $48M | 0.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC trimmed | 136,442 | $41M | 0.2% | 2025-Q4 stale |
| Bridgewater Associates, LP trimmed | 100,657 | $30M | 0.2% | 2025-Q4 stale |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 81,100 | $23M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.