Corpay (CPAY)Lyrical Asset Management LP reduced its stake -26K shares

592K

Shares reported · -26K vs prior quarter

2.5%

Disclosed portfolio weight

$197M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 23, 2026Federal contract · $233K obligatedDepartment of Homeland Security awarded Corpay: $233K obligated to date
2. Apr 16, 2026Federal contract · $196K obligatedDepartment of Homeland Security awarded Corpay: $196K obligated to date
3. May 21, 2026Federal contract · $106K obligatedDepartment of Homeland Security awarded Corpay: $106K obligated to date
4. Jun 2, 2026InsiderDirector sold ~$361K of CPAY shares in the open market
5. Jun 9, 2026Federal contract · $300K obligatedDepartment of Homeland Security awarded Corpay: $300K obligated to date
6. Jun 12, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
7. Jun 15, 2026InsiderOfficer sold ~$24.8M of CPAY shares in the open market
8. Jun 16, 2026Federal contract · $314K obligatedDepartment of Homeland Security awarded Corpay: $314K obligated to date
9. Jul 4, 2026Federal contract · $59K obligatedDepartment of Homeland Security awarded Corpay: $59K obligated to date
10. Jul 7, 2026Government · Federal Register noticePolicy Statement Concerning the Suppression of Accuracy in Artificial Intelligence Systems
11. Jul 10, 2026Federal contract · $56K obligatedDepartment of Homeland Security awarded Corpay: $56K obligated to date
12. Jul 15, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
13. Jul 16, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
14. Jul 17, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
15. Jul 20, 2026Federal contract · $200K obligatedDepartment of Homeland Security awarded Corpay: $200K obligated to date
16. Jul 22, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 22, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Corpay, Inc. (the “Company”) approved special grants of performance-based restricted stock units (“PSUs”) under the Company’s Amended and Restated 2010 Equity Compensation Plan (the “Plan”) to Messrs. Ronald F. Clarke and Armando L. Netto, effective on July 22, 2026 (the “Grant Date”).”
17. Jul 28, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
18. Jul 30, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
19. Jul 31, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
20. Aug 3, 2026CongressDisclosed partial sale of CPAY — reported range $1,001 - $15,000
21. Aug 5, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
22. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 5.5%
23. Aug 6, 2026CongressDisclosed partial sale of CPAY — reported range $15,001 - $50,000
24. Aug 7, 2026CongressDisclosed sale of CPAY — reported range $15,001 - $50,000
25. Aug 12, 2026Insider · 1 personInsiders: 2 sales (~$1.4M)

What came next

1. Aug 13, 2026InsiderDirector sold ~$727K of CPAY shares in the open market
2. Aug 14, 20265% stakeOrbis Investment Management Limited reported a passive stake (13G) of 7.7%
3. Aug 14, 2026InsiderOfficer sold ~$2.99M of CPAY shares in the open market
4. Aug 18, 2026Insider · 2 peopleInsiders: 7 sales (~$7.9M)
5. Aug 19, 2026Insider · 1 personInsiders: 4 sales (~$1.6M)
6. Aug 20, 2026Insider · 2 peopleInsiders: 6 sales (~$8.6M)
7. Aug 21, 2026InsiderOfficer sold ~$1.59M of CPAY shares in the open market
8. Aug 24, 2026Insider · 1 personInsiders: 7 sales (~$39.2M)
9. Aug 25, 2026Insider · 1 personInsiders: 7 sales (~$49.3M)
10. Sep 22, 2026Government · Federal Register noticeFleetCor Technologies; Analysis of Proposed Consent Order To Aid Public Comment
11. Sep 24, 2026Federal contract · $825K obligatedDepartment of Homeland Security awarded Corpay: $825K obligated to date
12. Oct 1, 2026Government · Federal Register proposed ruleRule on Impersonation of Government and Businesses

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Corpay

For Corpay, OQRO holds 36 insider filings (SEC Form 4 or Form 144), 9 Congress trade reports, 14 fund holdings reports (13F) and 8 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CPAY page.

How this filing works

• SEC Form 13F

Other disclosures at Corpay

• USAspending.gov award recordSep 24, 2026
• USAspending.gov award recordSep 18, 2026
• USAspending.gov award recordSep 15, 2026
• USAspending.gov award recordSep 14, 2026
• House Clerk periodic transaction reportSep 9, 2026
• House Clerk periodic transaction reportSep 9, 2026

Everything OQRO holds on this company is on its CPAY page.