Public record / Tickers / CPAY

CPAY — CORPAY, INC.

Both disclosure regimes on one name: who in Congress filed about CPAY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming CPAY
Members · 12m
1
0 buys · 10 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

April McClain Delaney · $15.0K–$50.0K

Sale · traded 2026-08-07 → filed 2026-09-09. Ranked over every CPAY row by the provable lower bound, never a point estimate.

1 member · 0 buys / 10 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

14 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CPAY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CPAY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-07 +33d$15K–$50K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-06 +34d$15K–$50K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-03 +37d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-31 +3d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-30 +4d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in CPAY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CPAY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-610−$220K to −$38.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CPAY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 April McClain Delaney D–MD-6 $38K–$220K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CORPAY INC

Merged timeline of congressional filings and notable-manager moves on CPAY
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$15K–$50K
2026-09-09April McClain Delaney CongressSale$15K–$50K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-07-07April McClain Delaney CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−24,195 sh
2026-05-15Bridgewater Associates 13Fexit−100,657 sh

12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CPAY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2Orbis Allan Gray Ltd$1.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$871M1
5STATE STREET CORP$856M1
6FMR LLC$785M1
7Boston Partners$705M1
8GEODE CAPITAL MANAGEMENT, LLC$564M1
9TIGER GLOBAL MANAGEMENT LLC$510M1
10Select Equity Group, L.P.$310M1
11WELLINGTON MANAGEMENT GROUP LLP$298M1
12Invesco Ltd.$261M1
13SPRUCE HOUSE INVESTMENT MANAGEMENT LLC$256M1
14DIMENSIONAL FUND ADVISORS LP$228M1
15MORGAN STANLEY$200M1
16NORTHERN TRUST CORP$174M1
17HAWK RIDGE CAPITAL MANAGEMENT LP$155M1
18Mawer Investment Management Ltd.$149M1
19Allianz Asset Management GmbH$140M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$136M1
21UBS Group AG$125M1
22VANGUARD FIDUCIARY TRUST CO$116M1
23AQR CAPITAL MANAGEMENT LLC$109M1
24Legal & General Group Plc$108M1
25BANK OF AMERICA CORP /DE/$106M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$100M1
27BloombergSen Inc.$95.0M1
28AMERICAN CENTURY COMPANIES INC$93.7M1
29RAYMOND JAMES FINANCIAL INC$87.8M1
30Nuveen, LLC$76.9M1
31WELLS FARGO & COMPANY/MN$67.7M1
32ROYAL LONDON ASSET MANAGEMENT LTD$63.4M1
33Petrus Trust Company, LTA$61.7M1
34DEUTSCHE BANK AG\$57.1M1
35Swiss National Bank$56.8M1
36Amundi$56.0M1
37NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$55.5M1
38Swedbank AB$52.4M1
39CITIGROUP INC$49.2M1
40Junto Capital Management LP$46.9M1
41LAZARD ASSET MANAGEMENT LLC$46.2M1
42Mitsubishi UFJ Asset Management Co., Ltd.$45.1M1
43Vanguard Global Advisers, LLC$44.4M1
44CIBC Bancorp USA Inc.$41.7M1
45WESTFIELD CAPITAL MANAGEMENT CO LP$41.6M1
46ANCHOR CAPITAL ADVISORS LLC$40.0M1
47Heron Bay Capital Management$37.9M1
48FIL Ltd$37.6M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.0M1
50NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.5M1
51Philosophy Capital Management LLC$34.8M1
52HSBC HOLDINGS PLC$33.9M1
53VANGUARD ASSET MANAGEMENT, Ltd$33.8M1
54Long Path Partners LP$25.7M1
55ROYAL BANK OF CANADA$25.6M1
56PRINCIPAL FINANCIAL GROUP INC$23.6M1
57GLENMEDE TRUST CO NA$23.3M1
58Generate Investment Management Ltd$23.3M1
59Stanley Capital Management, LLC$23.2M1
60Meridiem Capital Partners LP$23.1M1
61Saudi Central Bank$22.8M1
62Sellaronda Global Management LP$21.8M1
63Schonfeld Strategic Advisors LLC$20.8M1
64NICHOLAS COMPANY, INC.$20.7M1
65Cerity Partners LLC$20.2M1
66ALLIANCEBERNSTEIN L.P.$20.1M1
67TD ASSET MANAGEMENT INC$19.5M1
68Quantinno Capital Management LP$19.3M1
69ENVESTNET ASSET MANAGEMENT INC$18.9M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
71Korea Investment CORP$17.7M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.2M1
73BANK OF MONTREAL /CAN/$16.6M1
74Zimmer Partners, LP$16.3M1
75Freestone Grove Partners LP$16.2M1
76Baird Financial Group, Inc.$16.2M1
77Corient Private Wealth LLC$16.1M1
78Prana Capital Management, LP$15.7M1
79SEI INVESTMENTS CO$15.6M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$15.5M1
81Hendershot Investments Inc.$15.5M1
82AVIVA PLC$15.2M1
83CLIFFORD SWAN INVESTMENT COUNSEL LLC$14.0M1
84Leith Wheeler Investment Counsel Ltd.$13.9M1
85Taikang Asset Management (Hong Kong) Co Ltd$13.6M1
86STATE OF WISCONSIN INVESTMENT BOARD$13.2M1
87PFA Pension, Forsikringsaktieselskab$13.2M1
88FIRST TRUST ADVISORS LP$13.1M1
89Aberdeen Group plc$12.7M1
90Point72 Asset Management, L.P.$12.3M1
91Distillate Capital Partners LLC$12.3M1
92OSTERWEIS CAPITAL MANAGEMENT INC$12.2M1
93FRANKLIN RESOURCES INC$12.0M1
94Moran Wealth Management, LLC$11.0M1
95NEW YORK STATE COMMON RETIREMENT FUND$10.7M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.7M1
97DANSKE BANK A/S$10.5M1
98Waverly Advisors, LLC$10.4M1
99Gotham Asset Management, LLC$10.3M1
100Chevy Chase Trust Holdings, LLC$10.0M1
101Vanguard Investments Australia, Ltd.$9.6M1
102PRUDENTIAL FINANCIAL INC$9.5M1
103APG Asset Management N.V.$9.0M1
104D.A. DAVIDSON & CO.$8.7M1
105SPX Gestao de Recursos Ltda$8.5M1
106Creative Planning$8.5M1
107OFI INVEST ASSET MANAGEMENT$8.5M1
108Asset Management One Co., Ltd.$8.4M1
109IEQ CAPITAL, LLC$8.1M1
110TORONTO DOMINION BANK$8.0M1
111Pictet Asset Management Holding SA$8.0M1
112FIFTH THIRD BANCORP$8.0M1
113Allspring Global Investments Holdings, LLC$7.8M1
114Tredje AP-fonden$7.7M1
115KLP KAPITALFORVALTNING AS$7.6M1
116Gibraltar Capital Management, Inc.$7.3M1
117NORDEA INVESTMENT MANAGEMENT AB$7.2M1
118KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$6.9M1
119NOMURA ASSET MANAGEMENT CO LTD$6.8M1
120State of New Jersey Common Pension Fund D$6.6M1
121COMMERCE BANK$6.6M1
122HighTower Advisors, LLC$6.5M1
123MERIDIAN MANAGEMENT CO$6.4M1
124FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.4M1
125Mariner, LLC$6.4M1
126M&T BANK CORP$6.3M1
127Lansforsakringar Fondforvaltning AB (publ)$5.9M1
128Resona Asset Management Co.,Ltd.$5.7M1
129CITADEL ADVISORS LLC$5.7M1
130MetLife Investment Management, LLC$5.6M1
131Czech National Bank$5.5M1
132SCHRODER INVESTMENT MANAGEMENT GROUP$5.4M1
133CANADA PENSION PLAN INVESTMENT BOARD$5.4M1
134XPONANCE LLC$5.4M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$5.3M1
136TWO SIGMA INVESTMENTS, LP$5.3M1
137MARTIN & CO INC /TN/$5.3M1
138Arizona State Retirement System$5.3M1
139Rafferty Asset Management, LLC$5.2M1
140CIBC Asset Management Inc$4.9M1
141CLOVERFIELDS CAPITAL GROUP, LP$4.8M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M1
144XTX Topco Ltd$4.6M1
145SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.6M1
146CEERA INVESTMENTS, LLC$4.6M1
147D. E. Shaw & Co., Inc.$4.5M1
148VOYA INVESTMENT MANAGEMENT LLC$4.5M1
149GHP Investment Advisors, Inc.$4.4M1
150SEB Asset Management AB$4.3M1
151Retirement Systems of Alabama$4.3M1
152SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M1
153DnB Asset Management AS$4.2M1
154Aviance Capital Partners, LLC$4.2M1
155LPL Financial LLC$4.2M1
156MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.2M1
157ProShare Advisors LLC$4.1M1
158PANAGORA ASSET MANAGEMENT INC$4.1M1
159USS Investment Management Ltd$4.1M1
160Marex Group Ltd$4.1M1
161NATIONAL BANK OF CANADA /FI/$4.1M1
162Mirae Asset Global Investments Co., Ltd.$4.0M1
163Regal Investment Advisors LLC$4.0M1
164IFM Investors Pty Ltd$4.0M1
165Woodline Partners LP$3.9M1
166Morningstar Investment Management LLC$3.9M1
167PUBLIC SECTOR PENSION INVESTMENT BOARD$3.7M1
168SOROS CAPITAL MANAGEMENT LLC$3.7M1
169Y-Intercept (Hong Kong) Ltd$3.7M1
170Fisher Funds Management LTD$3.4M1
171Daiwa Securities Group Inc.$3.4M1
172L2 Asset Management, LLC$3.4M1
173Utah Retirement Systems$3.2M1
174MACQUARIE GROUP LTD$3.2M1
175MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
176Ensign Peak Advisors, Inc$3.0M1
177Twin Tree Management, LP$3.0M1
178NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
179AustralianSuper Pty Ltd$2.9M1
180HANCOCK WHITNEY CORP$2.9M1
181Radnor Capital Management, LLC$2.9M1
182CenterBook Partners LP$2.8M1
183NEOS Investment Management LLC$2.8M1
184Agate Pass Investment Management, LLC$2.8M1
185KING LUTHER CAPITAL MANAGEMENT CORP$2.7M1
186INVESTMENT HOUSE LLC$2.7M1
187Vanguard Personalized Indexing Management, LLC$2.7M1
188BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
189Assenagon Asset Management S.A.$2.6M1
190Janus Henderson Group Ltd.$2.6M1
191Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
192NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
193CWM, LLC$2.5M1
194UniSuper Management Pty Ltd$2.4M1
195MERCER GLOBAL ADVISORS INC /ADV$2.4M1
196OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
197MACKENZIE FINANCIAL CORP$2.3M1
198PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.2M1
199Paralel Advisors LLC$2.2M1
200BNP Paribas Asset Management Holding S.A.$2.2M1
201William Allan Corp$2.2M1
202Swiss Life Asset Management Ltd$2.1M1
203WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M1
204TRUIST FINANCIAL CORP$2.1M1
205Vise Technologies, Inc.$2.1M1
206OP Asset Management Ltd$2.0M1
207BANK OF NOVA SCOTIA$2.0M1
208Tidal Investments LLC$1.9M1
209Procyon Advisors, LLC$1.8M1
210Aurora Investment Counsel$1.8M1
211ZACKS INVESTMENT MANAGEMENT$1.7M1
212Knollwood Investment Advisory, LLC$1.7M1
213Focus Partners Wealth$1.7M1
214National Pension Service$1.7M1
215Pathstone Holdings, LLC$1.7M1
216Southeast Asset Advisors, LLC$1.6M1
217Empowered Funds, LLC$1.6M1
218FULLER & THALER ASSET MANAGEMENT, INC.$1.6M1
219OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
220Osmosis Investment Management UK Ltd$1.5M1
221MML INVESTORS SERVICES, LLC$1.5M1
222CONDOR CAPITAL MANAGEMENT$1.4M1
223Investment Management Corp of Ontario$1.4M1
224Eurizon Capital SGR S.p.A.$1.3M1
225Choate Investment Advisors$1.3M1
226Illinois Municipal Retirement Fund$1.3M1
227TWINBEECH CAPITAL LP$1.3M1
228INTECH INVESTMENT MANAGEMENT LLC$1.3M1
229HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.3M1
230Suncoast Equity Management$1.3M1
231Kendall Capital Management$1.3M1
232STIFEL FINANCIAL CORP$1.3M1
233Inspire Investing, LLC$1.2M1
234MIZUHO SECURITIES USA LLC$1.2M1
235Norinchukin Bank, The$1.2M1
236Cetera Investment Advisers$1.2M1
237Sequoia Financial Advisors, LLC$1.2M1
238Dynasty Wealth Management, LLC$1.2M1
239Charles Schwab Trust Co$1.2M1
240Vident Advisory, LLC$1.2M1
241FIDUCIARY TRUST CO$1.2M1
242Wealthfront Advisers LLC$1.1M1
243BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.1M1
244ALPS ADVISORS INC$1.1M1
245Summit Trail Advisors, LLC$1.0M1
246O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
247Global X Japan Co., Ltd.$1.0M1
248QUADRANT CAPITAL GROUP LLC$1.0M1
249Advocacy Wealth Management, LLC$996K1
250Bridgefront Capital, LLC$973K1
251Maryland State Retirement & Pension System$961K1
252OMERS ADMINISTRATION Corp$954K1
253OSAIC HOLDINGS, INC.$948K1
254MILLENNIUM MANAGEMENT LLC$932K1
255Federation des caisses Desjardins du Quebec$920K1
256US BANCORP \DE\$907K1
257ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$905K1
258JOURNEY STRATEGIC WEALTH LLC$865K1
259Advisory Alpha, LLC$861K1
260MUFG Securities EMEA plc$835K1
261&PARTNERS$828K1
262State of Wyoming$815K1
263CREDIT AGRICOLE S A$801K1
264UNITED CAPITAL FINANCIAL ADVISORS, LLC$800K1
265Mitsubishi UFJ Trust & Banking Corp$788K1
266Rockefeller Capital Management L.P.$785K1
267Kestra Investment Management, LLC$771K1
268Atria Investments, Inc$742K1
269STOREBRAND ASSET MANAGEMENT AS$741K1
270Callan Family Office, LLC$735K1
271Occam Crest Management LP$727K1
272WINTON GROUP Ltd$724K1
273Empirical Finance, LLC$719K1
274ABN AMRO INVESTMENT SOLUTIONS$710K1
275INTACT INVESTMENT MANAGEMENT INC.$698K1
276Factorial Partners, LLC$698K1
277Hennion & Walsh Asset Management, Inc.$687K1
278CIBC WORLD MARKET INC.$664K1
279NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$652K1
280Merit Financial Group, LLC$640K1
281BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$637K1
282J.M. Arbour, LLC$627K1
283First Pacific Advisors, LP$625K1
284Avanza Fonder AB$624K1
285Sanctuary Advisors, LLC$618K1
286Next Level Private LLC$611K1
287ELEVATION POINT WEALTH PARTNERS, LLC$606K1
288QRG CAPITAL MANAGEMENT, INC.$598K1
28917 CAPITAL PARTNERS, LLC$589K1
290BUCKHEAD CAPITAL MANAGEMENT LLC$589K1
291Inspire Advisors, LLC$582K1
292NATIXIS$580K1
293HB Wealth Management, LLC$574K1
294North Dakota State Investment Board$572K1
295Metis Global Partners, LLC$567K1
296NewEdge Advisors, LLC$565K1
297SECURIAN ASSET MANAGEMENT, INC$551K1
298E. Ohman J:or Asset Management AB$548K1
299Squarepoint Ops LLC$541K1
300JANE STREET GROUP, LLC$535K1
301NOMURA HOLDINGS INC$532K1
302Kuhn & Co Investment Counsel$524K1
303RENAISSANCE GROUP LLC$517K1
304Dynamic Technology Lab Private Ltd$502K1
305Vontobel Holding Ltd.$491K1
306EVERGREEN CAPITAL MANAGEMENT LLC$485K1
307B. Metzler seel. Sohn & Co. AG$473K1
308Lido Advisors, LLC$471K1
309FULTON BANK, N.A.$467K1
310Meeder Advisory Services, Inc.$465K1
311Focus Partners Advisor Solutions, LLC$461K1
312Chicago Partners Investment Group LLC$461K1
313CHOREO, LLC$449K1
314Watershed Asset Management, L.L.C.$446K1
315BLAIR WILLIAM & CO/IL$441K1
316Yelin Lapidot Holdings Management Ltd.$436K1
317Laird Norton Wetherby Trust Company, LLC$434K1
318MIRABELLA FINANCIAL SERVICES LLP$427K1
319Jain Global LLC$424K1
320BURNEY CO/$419K1
321JACOBS LEVY EQUITY MANAGEMENT, INC$415K1
322Orion Porfolio Solutions, LLC$413K1
323MARATHON CAPITAL MANAGEMENT$395K1
324COLDSTREAM CAPITAL MANAGEMENT INC$394K1
325Bull Harbor Capital LLC$392K1
326EVOLVE PRIVATE WEALTH, LLC$380K1
327TEMA ETFS LLC$379K1
328BALYASNY ASSET MANAGEMENT L.P.$372K1
329Sompo Asset Management Co., Ltd.$367K1
330Tower Research Capital LLC (TRC)$366K1
331SUMMITRY LLC$364K1
332COMMONWEALTH EQUITY SERVICES, LLC$361K1
333JOHNSON INVESTMENT COUNSEL INC$356K1
334Wedmont Private Capital$355K1
335Atlantic Union Bankshares Corp$354K1
336HUB Investment Partners, LLC$353K1
337PRUDENTIAL PLC$339K1
338Apollon Wealth Management, LLC$336K1
339Farringdon Capital, Ltd.$315K1
340MAI Capital Management$301K1
341KEYBANK NATIONAL ASSOCIATION/OH$290K1
342EPIQ PARTNERS, LLC$289K1
343TEACHER RETIREMENT SYSTEM OF TEXAS$288K1
344Harbour Capital Advisors, LLC$288K1
345Ballentine Partners, LLC$282K1
346Banco Santander, S.A.$280K1
347GATEWAY INVESTMENT ADVISERS LLC$280K1
348Siemens Fonds Invest GmbH$280K1
349Concurrent Investment Advisors, LLC$278K1
350Mill Capital Management, LLC$276K1
351GUGGENHEIM CAPITAL LLC$276K1
352LightSquare Wealth Management, LLC$273K1
353KESTRA PRIVATE WEALTH SERVICES, LLC$270K1
354Robeco Institutional Asset Management B.V.$260K1
355Cresset Asset Management, LLC$258K1
356Palogic Value Management, L.P.$256K1
357Crossmark Global Holdings, Inc.$253K1
358PEAK6 LLC$248K1
359PATTON FUND MANAGEMENT, INC.$237K1
360GTS SECURITIES LLC$229K1
361Aaron Wealth Advisors LLC$229K1
362AE Wealth Management LLC$228K1
363Trust Asset Management LLC$227K1
364Inscription Capital, LLC$226K1
365Checchi Capital Advisers, LLC$226K1
366180 WEALTH ADVISORS, LLC$221K1
367PRINCIPAL SECURITIES, INC.$221K1
368OLD NATIONAL BANCORP /IN/$221K1
369BROWN ADVISORY INC$220K1
370Allworth Financial LP$217K1
371CITIZENS FINANCIAL GROUP INC/RI$216K1
372OpenArc Corporate Advisory, LLC$215K1
373BBR PARTNERS, LLC$211K1
374SAGESPRING WEALTH PARTNERS, LLC$211K1
375Curi Capital, LLC$209K1
376DRIVE WEALTH MANAGEMENT, LLC$209K1
377Qsemble Capital Management, LP$201K1
378ASSETMARK, INC$188K1
379Smartleaf Asset Management LLC$171K1
380Steward Partners Investment Advisory, LLC$159K1
381Wilmington Savings Fund Society, FSB$150K1
382Advisors Asset Management, Inc.$148K1
383SIGNATUREFD, LLC$139K1
384Deseret Mutual Benefit Administrators$126K1
385Aviso Financial Inc.$108K1
386MATHER GROUP, LLC.$104K1
387UMB Bank, n.a.$94.9K1
388MCF Advisors LLC$87.3K1
389Larson Financial Group LLC$77.1K1
390Manchester Capital Management LLC$73.9K1
391Compound Global Advisors, LLC$72.7K1
392CVA Family Office, LLC$67.5K1
393Blue Trust, Inc.$67.2K1
394CENTRAL TRUST Co$66.1K1
395Cromwell Holdings LLC$65.2K1
396Arax Advisory Partners$54.1K1
397SBI Okasan Asset Management Co.Ltd.$50.8K1
398EXCHANGE TRADED CONCEPTS, LLC$49.5K1
399SJS Investment Consulting Inc.$40.7K1
400WESTPAC BANKING CORP$40.2K1
401Parkside Financial Bank & Trust$38.7K1
402TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$36.4K1
403Board of the Pension Protection Fund$34.9K1
404Axiom Investment Management LLC$26.8K1
405Premier Fund Managers Ltd$26.4K1
406ALBION FINANCIAL GROUP /UT$24.7K1
407MV CAPITAL MANAGEMENT, INC.$24.4K1
408Walleye Trading LLC$22.4K1
409Gillson Capital LP$20.2K1
410Measured Wealth Private Client Group, LLC$19.8K1
411Owl Creek Wealth Partners LLC$18.3K1
412Pinnacle Wealth Planning Services, Inc.$18.0K1
413NEW YORK STATE TEACHERS RETIREMENT SYSTEM$18.0K1
414JFS WEALTH ADVISORS, LLC$17.8K1
415Physician Wealth Advisors, Inc.$17.2K1
416Pinnacle Bancorp, Inc.$16.9K1
417FARMERS & MERCHANTS INVESTMENTS INC$14.8K1
418Geneos Wealth Management Inc.$14.0K1
419Anfield Capital Management, LLC$13.4K1
420Y.D. More Investments Ltd$13.1K1
421CHILTON CAPITAL MANAGEMENT LLC$11.9K1
422Annis Gardner Whiting Capital Advisors, LLC$11.9K1
423PEAPACK GLADSTONE FINANCIAL CORP$11.6K1
424Spire Wealth Management$10.8K1
425DekaBank Deutsche Girozentrale$9.8K1
426Vanguard National Trust Co$9.6K1
427Bravera Wealth$9.6K1
428True Wealth Design, LLC$8.7K1
429State of Alaska, Department of Revenue$8.5K1
430Treasurer of the State of North Carolina$8.5K1
431Kilter Group LLC$8.1K1
432Crewe Advisors LLC$7.9K1
433CONSULTIVA WEALTH MANAGEMENT, CORP.$7.9K1
434Clearstead Advisors, LLC$7.6K1
435Activest Wealth Management$7.6K1
436Mn Services Vermogensbeheer B.V.$7.4K1
437MASECO LLP$7.3K1
438E Fund Management (Hong Kong) Co., Ltd.$7.0K1
439Bell Investment Advisors, Inc$7.0K1
440Penserra Capital Management LLC$6.5K1
441Sunrise Financial Services, LLC$5.5K1
442Kemnay Advisory Services Inc.$5.2K1
443LGT Financial Advisors LLC$5.2K1
444Sachetta, LLC$4.9K1
445Private Wealth Management Group, LLC$4.9K1
446EVOLUTION WEALTH MANAGEMENT INC.$4.7K1
447RMG Wealth Management LLC$4.4K1
448MEEDER ASSET MANAGEMENT INC$4.1K1
449Sapience Investments, LLC$4.1K1
450Prestige Wealth Management Group LLC$4.1K1
451Rialto Wealth Management, LLC$4.1K1
452DiNuzzo Private Wealth, Inc.$3.8K1
453Vestcor Inc$3.7K1
454SUMMIT SECURITIES GROUP LLC$3.5K1
455ELEVATION WEALTH PARTNERS, LLC$3.5K1
456Westfuller Advisors, LLC$3.2K1
457Abound Wealth Management$2.9K1
458Transamerica Financial Advisors, LLC$2.9K1
459KBC Group NV$2.7K1
460Portus Wealth Advisors, LLC$2.6K1
461EFG International AG$2.6K1
462HM PAYSON & CO$2.3K1
463Triumph Capital Management$2.3K1
464Avalon Trust Co$1.7K1
465Cunning Capital Partners, LP$1.6K1
466WOLFF WIESE MAGANA LLC$1.5K1
467JPL Wealth Management, LLC$1.5K1
468Clayton Financial Group LLC$1.5K1
469SHP Wealth Management$1.4K1
470SouthState Bank Corp$1.2K1
471Vermillion Wealth Management, Inc.$1.2K1
472HFM Investment Advisors, LLC$1.2K1
473TEALWOOD ASSET MANAGEMENT INC$1.1K1
474Redwood Investment Management, LLC$1.0K1
475Johnson Financial Group, Inc.$8731
476TFC Financial Management, Inc.$8731
477WPG Advisers, LLC$8731
478Burk Holdings LLC$8731
479Clark Wealth Partners$8731
480THRIVENT FINANCIAL FOR LUTHERANS$8561
481Quaker Wealth Management, LLC$5821
482DecisionPoint Financial, LLC$5821
483American Capital Advisory, LLC$5821
484Wall Street Financial Group, Inc.$5821
485Seneschal Advisors, LLC$5821
486Synergy Investment Management, LLC$5821
487South Dakota Investment Council$3831
488Investors Portfolio Services LLC$3301
489PARK AVENUE SECURITIES LLC$3061
490Harvest Fund Management Co., Ltd$3051
491FINANCIAL CONSULATE, INC$2911
492Grove Bank & Trust$2911
493Key FInancial Inc$2911
494First Pacific Financial$2911
495Redwood Park Advisors LLC$2911
496Signature Equity Partners, LLC$2911
497Claret Asset Management Corp$2041
498HAZLETT, BURT & WATSON, INC.$941
499Capital Advisors, Ltd. LLC$61
500Avion Wealth$61
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 10 sell
Congress net ($ bound)−$220K to −$38.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CPAY

RETAINED WINDOW · ACTIVE HITS

Zero hits on CPAY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CPAY · financials and macro

Financials — as filed PLANNED

CPAY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CPAY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing