CPAY Corpay, Inc. Common Stock

NYSE · Financial Services · Ver en SEC EDGAR ↗
$407,37
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 10, 2026

Acerca de Corpay, Inc. Common Stock Descripción general de la empresa de Wikipedia

Corpay, Inc., headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.

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Corpay, Inc. (formerly Fleetcor Technologies), headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.

History

The predecessor of the company was founded in 1986.

In August 2000, Ronald F. Clarke was named CEO; at that time, the company was a provider of fuel cards to businesses and its estimated annual revenues were $25 million.

In November 2019, the company moved its headquarters to Terminus 100.

In October 2023, due to the Russian invasion of Ukraine, the company sold its businesses in Russia for $197 million; it had been criticized for not selling the interests earlier.

In 2019, the Federal Trade Commission sued the company for obscuring fees and misleading consumers about fuel card discounts; in 2023 it received an injunction against the company preventing it from continuing the practice.

In March 2024, the company changed its name to Corpay.

Financing

In June 2002, Summit Partners invested $45 million in the company.

In July 2005, Bain Capital invested $75 million in the company.

In November 2006, Advent invested $46 million in the company.

In December 2010, Fleetcor became a public company via an initial public offering, raising $335 million.

Contract wins

=== Acquisitions ===

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

CPAY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$407.37
Capitalización Bursátil
$27.85B
P/E (TTM)
27.1
BPA (TTM)
$15.03
Ingresos (TTM)
$4.53B
Rendimiento div.
ROE
30.5%
Deuda/Capital
0.9
Rango 52S
$253 – $426

CPAY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $4.53B
7-point trend, +71.0%
2019-12-31 2025-12-31
BPA $15.03
7-point trend, +51.2%
2019-12-31 2025-12-31
Flujo de caja libre $1.30B
6-point trend, +19.5%
2019-12-31 2025-12-31
Márgenes 23.6%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares
P/E (TTM)
5-point trend, -10.6%
27.1
29.0
P/S (TTM) (P/V (TTM))
5-point trend, -52.5%
6.1
2.9
P/B (P/C)
5-point trend, -22.1%
7.2
4.1
EV / EBITDA
5-point trend, -54.6%
14.4
Price / FCF (Precio / FCF)
5-point trend, -3.3%
21.4

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +8.2%
44.0%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -19.9%
23.6%
15.1%
ROA
5-point trend, -19.8%
4.8%
5.4%
ROE
5-point trend, +36.5%
30.5%
21.1%
ROIC
5-point trend, +12.8%
19.2%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +139.7%
0.9
234.5
Current Ratio (Ratio corriente)
5-point trend, -2.0%
1.0
1.1
Quick Ratio (Ratio Rápido)
5-point trend, -45.1%
0.3

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +59.8%
13.9%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +59.8%
9.7%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +59.8%
13.7%
EPS YoY (EPS interanual)
5-point trend, +50.5%
7.6%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +27.4%
6.6%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +50.5%
$15.03

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
CPAY
Mediana de Pares

CPAY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 22 analistas
  • Compra fuerte 8 36,4%
  • Compra 10 45,5%
  • Mantener 4 18,2%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

14 analistas · 2026-08-18
Objetivo mediano $454.50 +11,6%
Objetivo medio $450.64 +10,6%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.04%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $7.00 $6.71 0.29%
31 de marzo de 2026 $5.80 $5.58 0.22%
31 de diciembre de 2025 $6.04 $6.06 -0.02%
30 de septiembre de 2025 $5.70 $5.75 -0.05%
30 de junio de 2025 $5.13 $5.22 -0.09%
31 de marzo de 2025 $4.51 $4.60 -0.09%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
CPAY $20.57B 20.0 13.9% 23.6% 30.5%
V 11.3% 50.1% 52.8%
MA 34.6 16.4% 45.6% 210.5%
PYPL $53.71B 10.8 4.3% 15.8% 25.9%
XYZ $39.19B 31.0 0.30% 5.4% 6.0% 42.8%
FISV $52.66B 10.6 3.6% 16.4% 13.2%
AFRM $22.48B 460.9 38.8% 1.6% 1.8%
GPN $18.32B 13.4 -0.39% 18.2% 6.2%
FIS $42.27B 91.0 5.4% 3.6% 2.6% 36.9%
TOST $20.92B 63.4 24.1% 5.6% 17.3% 25.9%
CHYM $0 -5.9 30.7% -46.2% -71.4% 88.0%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 13
Datos anuales de Estado de resultados para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +277.6% $4.53B $3.97B $3.76B $3.43B $2.83B $2.39B $2.65B $2.43B $2.25B $1.83B $1.70B $1.20B
Cost of Revenue 4-point trend, +633.3% · · · · · · · · $97M $92M $84M $13M
SG&A Expense 12-point trend, +255.9% $733M $617M $603M $584M $486M $375M $407M $389M $388M $284M $298M $206M
Operating Income 12-point trend, +252.7% $1.99B $1.79B $1.66B $1.45B $1.24B $972M $1.23B $1.09B $884M $754M $668M $565M
Other Non-op 12-point trend, -6812.1% $-47M $-14M $17M $-3M $-4M $10M $-93.0K $152M $173M $-3M $-3M $700.0K
Pretax Income 12-point trend, +200.6% $1.54B $1.39B $1.33B $1.28B $1.11B $883M $1.08B $1.10B $894M $643M $536M $513M
Income Tax 12-point trend, +225.7% $470M $381M $343M $321M $269M $178M $183M $284M $153M $191M $174M $144M
Net Income 12-point trend, +190.2% $1.07B $1.00B $982M $954M $839M $704M $895M $811M $740M $452M $362M $369M
EPS (Basic) 12-point trend, +248.5% $15.23 $14.27 $13.42 $12.62 $10.23 $8.38 $10.36 $9.14 $8.12 $4.89 $3.94 $4.37
EPS (Diluted) 12-point trend, +254.5% $15.03 $13.97 $13.20 $12.42 $9.99 $8.12 $9.94 $8.81 $7.91 $4.75 $3.85 $4.24
Shares (Basic) 12-point trend, -16.8% 70,137,000 70,331,000 73,155,000 75,598,000 82,060,000 84,005,000 86,401,000 88,750,000 91,129,000 92,597,000 92,023,000 84,317,000
Shares (Diluted) 12-point trend, -18.3% 71,058,000 71,848,000 74,387,000 76,862,000 84,061,000 86,719,000 90,070,000 92,151,000 93,594,000 95,213,000 94,139,000 86,982,000
EBITDA 11-point trend, +252.7% $1.99B $1.79B $1.66B $1.45B · $972M $1.23B $1.09B $884M $754M $668M $565M
Balance general 27
Datos anuales de Balance general para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +404.8% $2.41B $1.55B $1.39B $1.44B $1.52B $935M $1.27B $1.03B $914M $475M $447M $477M
Receivables 12-point trend, +218.4% $2.15B $2.09B $2.16B $2.06B $1.79B $1.37B $1.57B $1.43B $1.42B $1.20B $639M $674M
Prepaid Expense 12-point trend, +1238.8% $1.00B $806M $474M $465M $326M $413M $403M $199M $188M $91M $68M $75M
Current Assets 12-point trend, +553.3% $13.96B $8.68B $7.08B $6.11B $5.49B $3.96B $4.62B $3.88B $3.55B $2.53B $1.94B $2.14B
PP&E (Net) 12-point trend, +542.0% $472M $378M $343M $295M $236M $203M $200M $186M $180M $143M $81M $74M
PP&E (Gross) 12-point trend, +776.9% $1.18B $954M $858M $686M $565M $469M $414M $352M $311M $253M $164M $135M
Accum. Depreciation 12-point trend, +1057.8% $712M $576M $515M $391M $329M $266M $214M $165M $131M $111M $83M $61M
Goodwill 12-point trend, +103.7% $7.56B $5.98B $5.64B $5.20B $5.08B $4.72B $4.83B $4.54B $4.72B $4.20B $3.55B $3.71B
Intangibles 12-point trend, +35.7% $3.24B $2.41B $2.09B $2.13B $2.34B $2.12B $2.34B $2.41B $2.72B $2.65B $2.18B $2.39B
Other Non-current Assets 12-point trend, +684.3% $568M $448M $249M $282M $214M $193M $225M $148M $115M $72M $58M $72M
Total Assets 12-point trend, +209.8% $26.41B $17.96B $15.48B $14.09B $13.40B $11.19B $12.25B $11.20B $11.32B $9.63B $7.89B $8.52B
Accounts Payable 12-point trend, +118.3% $1.56B $1.57B $1.62B $1.57B $1.41B $1.05B $1.25B $1.12B $1.44B $1.15B $670M $717M
Accrued Liabilities 12-point trend, +240.1% $607M $445M $356M $352M $369M $283M $276M $262M $238M $239M $151M $178M
Current Liabilities 12-point trend, +393.6% $14.30B $8.71B $6.83B $6.04B $5.29B $3.97B $4.46B $4.50B $4.10B $3.30B $2.25B $2.90B
Capital Leases 7-point trend, +4.4% $85M $65M $76M $87M $80M $75M $82M · · · · ·
Deferred Tax 12-point trend, -23.2% $614M $439M $470M $527M $566M $498M $520M $492M $519M $669M $713M $800M
Other Non-current Liabilities 12-point trend, +1407.0% $612M $438M $302M $254M $221M $275M $264M $127M $125M $56M $39M $41M
Long-term Debt 5-point trend, +67.3% $10.00B $8.00B $6.72B $7.04B $5.98B · · · · · · ·
Total Debt 11-point trend, +134.8% $3.35B $2.77B $2.13B $2.31B · $1.21B $1.75B $2.07B $1.62B $1.34B $876M $1.42B
Common Stock 12-point trend, +10.0% $132.0K $131.0K $129.0K $128.0K $127.0K $126.0K $124.0K $123.0K $122.0K $121.0K $121.0K $120.0K
Paid-in Capital · · · · · · · · · · · $1.85B
Retained Earnings 12-point trend, +631.2% $10.26B $9.20B $8.19B $7.21B $6.26B $5.42B $4.71B $3.82B $2.96B $2.22B $1.77B $1.40B
Treasury Stock 12-point trend, +2486.3% $8.96B $8.17B $6.89B $6.21B $4.80B $3.45B $637M $926M $402M $542M $355M $346M
AOCI 12-point trend, -377.6% $-1.39B $-1.71B $-1.29B $-1.51B $-1.46B $-1.36B $-972M $-914M $-552M $-666M $-571M $-292M
Stockholders' Equity 12-point trend, +48.3% $3.88B $3.12B $3.28B $2.54B $2.87B $3.36B $3.71B $3.34B $3.68B $3.08B $2.83B $2.62B
Liabilities + Equity 12-point trend, +209.8% $26.41B $17.96B $15.48B $14.09B $13.40B $11.19B $12.25B $11.20B $11.32B $9.63B $7.89B $8.52B
Shares Outstanding 12-point trend, -25.4% 68,362,289 70,170,016 71,715,804 73,356,709 78,879,551 83,666,163 85,342,156 85,845,344 89,803,982 91,836,938 92,376,335 91,662,043
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +250.0% $393M $351M $337M $322M $284M $255M $274M $275M $265M $203M $193M $112M
Stock-based Comp 12-point trend, +172.6% $103M $117M $116M $121M $80M $43M $61M $70M $93M $64M $90M $38M
Deferred Tax 12-point trend, -166.9% $-28M $-65M $-47M $-33M $11M $16M $38M $-3M $-248M $-29M $31M $42M
Amort. of Intangibles 12-point trend, +204.0% $262M $231M $225M $227M $206M $184M $207M $216M $212M $162M $160M $86M
Operating Cash Flow 12-point trend, +146.6% $1.50B $1.94B $2.10B $755M $1.20B $1.47B $1.16B $903M $680M $708M $755M $608M
CapEx 12-point trend, +641.6% $201M $175M $154M $151M $112M $78M $75M $81M $70M $59M $42M $27M
Investing Cash Flow 12-point trend, +147.3% $1.23B $-807M $-381M $-368M $-716M $-106M $-524M $-26M $-498M $-1.39B $-99M $-2.59B
Stock Issued 12-point trend, +128.6% $68M $428M $114M $49M $49M $137M $169M $56M $45M $21M $20M $30M
Stock Repurchased 12-point trend, +782818000.00 $783M $1.29B $687M $1.41B $1.36B $850M $695M $959M $402M $188M $0 $0
Net Stock Activity 11-point trend, -2512.4% $-715M $-860M $-573M $-1.36B · $-713M $-526M $-903M $-358M $-166M $20M $30M
Financing Cash Flow 12-point trend, -27.8% $1.56B $405M $-898M $-311M $344M $-1.42B $-310M $-578M $252M $754M $-648M $2.16B
Net Change in Cash 12-point trend, +3163.9% $4.54B $1.31B $852M $38M $774M $-199M $310M $234M $487M $29M $-30M $139M
Taxes Paid 12-point trend, +545.5% $511M $374M $408M $358M $230M $165M $201M $208M $392M $102M $83M $79M
Free Cash Flow 11-point trend, +123.5% $1.30B $1.77B $1.95B $603M · $1.39B $1.09B $822M $606M $647M $713M $581M
Rentabilidad 7
Datos anuales de Rentabilidad para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, -6.6% 44.0% 45.0% 44.1% 42.2% · 40.7% 46.5% 44.8% 39.3% 41.2% 39.2% 47.1%
Net Margin 11-point trend, -23.2% 23.6% 25.2% 26.1% 27.9% · 29.5% 33.8% 33.4% 32.9% 24.7% 21.3% 30.7%
Pretax Margin 11-point trend, -20.4% 34.0% 34.8% 35.3% 37.2% · 36.9% 40.7% 45.0% 39.7% 35.1% 31.5% 42.8%
EBITDA Margin 11-point trend, -6.6% 44.0% 45.0% 44.1% 42.2% · 40.7% 46.5% 44.8% 39.3% 41.2% 39.2% 47.1%
ROA 11-point trend, -17.6% 4.8% 6.0% 6.3% 6.9% · 6.0% 7.6% 7.2% 7.1% 5.2% 4.4% 5.9%
ROE 11-point trend, +64.7% 30.5% 31.3% 31.0% 40.0% · 22.4% 23.5% 23.5% 21.9% 15.3% 13.3% 18.5%
ROIC 11-point trend, +97.1% 19.2% 22.0% 22.7% 22.3% · 17.0% 18.7% 14.9% 13.8% 12.0% 12.2% 9.7%
Liquidez y Solvencia 3
Datos anuales de Liquidez y Solvencia para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, +32.4% 1.0 1.0 1.0 1.0 · 1.0 1.0 0.9 0.9 0.8 0.9 0.7
Quick Ratio 11-point trend, -19.8% 0.3 0.4 0.5 0.6 · 0.6 0.6 0.5 0.6 0.5 0.5 0.4
Debt / Equity 11-point trend, +66.5% 0.9 0.9 0.6 0.9 · 0.4 0.5 0.6 0.4 0.4 0.3 0.5
Eficiencia 2
Datos anuales de Eficiencia para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +7.3% 0.2 0.2 0.2 0.2 · 0.2 0.2 0.2 0.2 0.2 0.2 0.2
Receivables Turnover 11-point trend, +11.2% 2.1 1.9 1.6 1.8 · 1.6 1.8 1.7 1.7 2.0 2.6 1.9
Por Acción 5
Datos anuales de Por Acción para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +89.2% $56.81 $44.50 $45.77 $34.65 · $40.10 $43.49 $38.91 $40.94 $33.58 $30.64 $30.04
Revenue / Share 11-point trend, +362.2% $63.73 $55.32 $50.52 $44.59 · $27.55 $29.41 $26.41 $24.04 $19.24 $18.09 $13.79
Cash Flow / Share 11-point trend, +201.8% $21.11 $27.01 $28.25 $9.82 · $16.98 $12.90 $9.80 $7.22 $7.41 $8.02 $6.99
Cash / Share 11-point trend, +576.8% $35.23 $22.14 $19.38 $19.56 · $11.17 $14.90 $12.01 $10.17 $5.17 $4.84 $5.20
EPS (TTM) 12-point trend, +254.5% $15.03 $13.97 $13.20 $12.42 $9.99 $8.12 $9.94 $8.81 $7.91 $4.75 $3.85 $4.24
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -25.2% 13.9% 5.8% 9.7% 20.9% 18.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -40.3% 9.7% 11.9% 16.3% · · · · · · · · ·
Revenue CAGR 5Y 13.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -67.0% 7.6% 5.8% 6.3% 24.3% 23.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -62.7% 6.6% 11.8% 17.6% · · · · · · · · ·
EPS CAGR 5Y 13.1% · · · · · · · · · · ·
Net Income YoY 5-point trend, -65.7% 6.6% 2.2% 2.9% 13.7% 19.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -66.9% 3.9% 6.1% 11.7% · · · · · · · · ·
Net Income CAGR 5Y 8.7% · · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para CPAY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +277.6% $4.53B $3.97B $3.76B $3.43B $2.83B $2.39B $2.65B $2.43B $2.25B $1.83B $1.70B $1.20B
Net Income TTM 12-point trend, +190.2% $1.07B $1.00B $982M $954M $839M $704M $895M $811M $740M $452M $362M $369M
Market Cap 11-point trend, +50.9% $20.57B $23.75B $20.27B $13.47B · $22.83B $24.55B $15.94B $17.28B $13.00B $13.20B $13.63B
Enterprise Value 11-point trend, +47.5% $21.51B $24.96B $21.00B $14.35B · $23.10B $25.03B $16.98B $17.98B $13.86B $13.63B $14.58B
P/E 12-point trend, -42.9% 20.0 24.2 21.4 14.8 22.4 33.6 28.9 21.1 24.3 29.8 37.1 35.1
P/S 11-point trend, -60.0% 4.5 6.0 5.4 3.9 · 9.6 9.3 6.6 7.7 7.1 7.8 11.4
P/B 11-point trend, +7.0% 5.3 7.6 6.2 5.3 · 6.8 6.6 4.8 4.7 4.2 4.7 5.0
P / Cash Flow 11-point trend, -38.8% 13.7 12.2 9.6 17.9 · 15.5 21.1 17.6 25.6 18.4 17.5 22.4
P / FCF 11-point trend, -32.5% 15.8 13.5 10.4 22.3 · 16.4 22.6 19.4 28.5 20.1 18.5 23.5
EV / EBITDA 11-point trend, -58.2% 10.8 14.0 12.7 9.9 · 23.8 20.3 15.6 20.3 18.4 20.4 25.8
EV / FCF 11-point trend, -34.0% 16.6 14.1 10.8 23.8 · 16.6 23.0 20.7 29.7 21.4 19.1 25.1
EV / Revenue 11-point trend, -60.9% 4.8 6.3 5.6 4.2 · 9.7 9.4 7.0 8.0 7.6 8.0 12.2
Earnings Yield 12-point trend, +75.1% 5.0% 4.1% 4.7% 6.8% 4.5% 3.0% 3.5% 4.7% 4.1% 3.4% 2.7% 2.9%

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312023-09-302023-06-30
Ingresos $4.53B$3.97B$3.76B
Margen Operativo % 44.0%45.0%44.1%
Beneficio neto $1.07B$1.00B$982M
EPS Diluido $15.03$13.97$13.20
Balance general
2025-12-312024-12-312023-12-312023-09-302023-06-30
Deuda / Patrimonio 0.90.90.6
Ratio corriente 1.01.01.0
Ratio Rápido 0.30.40.5
Flujo de Efectivo
2025-12-312024-12-312023-12-312023-09-302023-06-30
Flujo de caja libre $1.30B$1.77B$1.95B

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Propietarios institucionales (13F) 791 declarantes · $11.6B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
120 (+14 vs trimestre anterior) 52 (-12 vs trimestre anterior) 251 (-24 vs trimestre anterior) 237 (+31 vs trimestre anterior) +9.6M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD CAPITAL MANAGEMENT LLC $1 387 284 033 4 162 643 11,93% Acciones
STATE STREET CORP $943 672 002 2 831 554 8,11% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $925 439 133 2 776 845 7,96% Acciones
TIGER GLOBAL MANAGEMENT LLC $716 489 508 2 149 877 6,16% Acciones
FMR LLC $643 552 368 1 931 024 5,53% Acciones
GEODE CAPITAL MANAGEMENT, LLC $535 356 029 1 564 529 4,60% Acciones
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $307 408 248 922 400 2,64% Acciones
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC $293 277 600 880 000 2,52% Acciones
NORGES BANK $288 519 504 865 723 2,48% Acciones
WELLINGTON MANAGEMENT GROUP LLP $258 938 792 776 964 2,23% Acciones
CITADEL ADVISORS LLC $258 250 923 774 900 2,22% Opción de compra
DIMENSIONAL FUND ADVISORS LP $242 848 434 728 684 2,09% Acciones
Select Equity Group, L.P. $239 163 217 717 626 2,06% Acciones
LYRICAL ASSET MANAGEMENT LP $197 423 149 592 382 1,70% Acciones
HAWK RIDGE CAPITAL MANAGEMENT LP $183 883 722 551 756 1,58% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $147 176 031 441 612 1,27% Acciones
Mawer Investment Management Ltd. $122 562 375 367 757 1,05% Acciones
VANGUARD FIDUCIARY TRUST CO $122 453 396 367 430 1,05% Acciones
Boston Partners $121 627 550 364 952 1,05% Acciones
Orbis Allan Gray Ltd $117 350 366 352 118 1,01% Acciones
BloombergSen Inc. $105 069 366 315 268 0,90% Acciones
CITADEL ADVISORS LLC $78 585 066 235 800 0,68% Opción de venta
AMERICAN CENTURY COMPANIES INC $68 383 671 205 190 0,59% Acciones
Petrus Trust Company, LTA $63 321 300 190 000 0,54% Acciones
Swedbank AB $60 089 581 180 303 0,52% Acciones
Swiss National Bank $59 055 444 177 200 0,51% Acciones
GOLDMAN SACHS GROUP INC $57 167 136 171 534 0,49% Acciones
Provident Investment Management, Inc. $56 411 946 169 268 0,49% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $53 059 408 182 341 0,46% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $51 665 515 155 026 0,44% Acciones
Vantage Investment Partners, LLC $49 925 445 171 571 0,43% Acciones
BNP PARIBAS FINANCIAL MARKETS $49 788 205 149 393 0,43% Acciones
Sumitomo Mitsui Trust Group, Inc. $48 248 164 144 772 0,41% Acciones
BANK OF AMERICA CORP /DE/ $47 000 734 141 029 0,40% Acciones
Vanguard Global Advisers, LLC $46 979 072 140 964 0,40% Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $46 478 000 139 461 0,40% Acciones
BlackRock, Inc. $46 455 172 139 392 0,40% Acciones
ANCHOR CAPITAL ADVISORS LLC $44 373 493 133 146 0,38% Acciones
VICTORY CAPITAL MANAGEMENT INC $44 205 934 132 643 0,38% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $43 185 126 129 580 0,37% Acciones
CIBC Private Wealth Group LLC $42 600 041 147 886 0,37% Acciones
LAZARD ASSET MANAGEMENT LLC $41 913 418 125 764 0,36% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $41 737 402 125 236 0,36% Acciones
RHUMBLINE ADVISERS $41 366 348 124 123 0,36% Acciones
Heron Bay Capital Management $41 325 813 124 001 0,36% Acciones
FIL Ltd $41 181 174 123 567 0,35% Acciones
California Public Employees Retirement System $39 622 804 118 891 0,34% Acciones
Legal & General Group Plc $39 269 540 117 831 0,34% Acciones
Mediolanum International Funds Ltd $38 615 742 115 154 0,33% Acciones
Philosophy Capital Management LLC $37 685 838 113 079 0,32% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $36 887 657 110 684 0,32% Acciones
WESTFIELD CAPITAL MANAGEMENT CO LP $34 651 748 103 975 0,30% Acciones
PFA Pension, Forsikringsaktieselskab $34 193 990 102 601 0,29% Acciones
Meridiem Capital Partners LP $33 931 885 101 815 0,29% Acciones
Quantinno Capital Management LP $33 879 379 101 657 0,29% Acciones
VANGUARD GROUP INC $32 198 607 106 997 0,28% Acciones
MILLENNIUM MANAGEMENT LLC $31 947 262 95 860 0,27% Acciones
STEADFAST CAPITAL MANAGEMENT LP $30 027 627 90 100 0,26% Acciones
Saudi Central Bank $29 241 619 80 332 0,25% Acciones
Long Path Partners LP $29 151 793 87 472 0,25% Acciones
Stanley Capital Management, LLC $26 591 613 79 790 0,23% Acciones
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $25 213 209 75 654 0,22% Acciones
Capital Investment Services of America, Inc. $25 202 877 75 623 0,22% Acciones
JANE STREET GROUP, LLC $25 026 244 75 093 0,22% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $24 348 006 83 673 0,21% Acciones
BARCLAYS PLC $23 349 230 70 061 0,20% Acciones
Cerity Partners LLC $22 872 706 68 632 0,20% Acciones
NICHOLAS COMPANY, INC. $22 777 338 68 345 0,20% Acciones
ENVESTNET ASSET MANAGEMENT INC $22 046 468 66 152 0,19% Acciones
Schonfeld Strategic Advisors LLC $21 878 507 65 648 0,19% Acciones
FIRST TRUST ADVISORS LP $21 437 727 64 326 0,18% Acciones
Sellaronda Global Management LP $19 996 200 60 000 0,17% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $19 415 644 58 258 0,17% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $19 351 989 58 067 0,17% Acciones
GOLDMAN SACHS GROUP INC $18 996 390 57 000 0,16% Opción de compra
Baird Financial Group, Inc. $18 724 108 56 183 0,16% Acciones
ALLIANCEBERNSTEIN L.P. $18 449 348 63 402 0,16% Acciones
Hendershot Investments Inc. $17 974 584 53 934 0,15% Acciones
AVIVA PLC $17 438 686 52 326 0,15% Acciones
Gotham Asset Management, LLC $16 900 122 50 710 0,15% Acciones
Zimmer Partners, LP $16 896 789 50 700 0,15% Acciones
RAYMOND JAMES FINANCIAL INC $16 211 919 48 645 0,14% Acciones
Azimuth Capital Investment Management LLC $15 974 298 47 932 0,14% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15 863 652 47 600 0,14% Opción de compra
ExodusPoint Capital Management, LP $15 686 686 47 069 0,13% Acciones
Taikang Asset Management (Hong Kong) Co Ltd $15 624 697 46 883 0,13% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15 386 076 46 167 0,13% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $14 934 497 44 812 0,13% Acciones
Distillate Capital Partners LLC $14 721 869 44 174 0,13% Acciones
Leith Wheeler Investment Counsel Ltd. $14 721 540 44 173 0,13% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $14 660 547 43 990 0,13% Acciones
TUDOR INVESTMENT CORP ET AL $14 307 614 42 931 0,12% Acciones
APG Asset Management N.V. $14 189 262 48 677 0,12% Acciones
Tredje AP-fonden $13 552 425 40 665 0,12% Acciones
Generate Investment Management Ltd $13 330 800 40 000 0,11% Acciones
Korea Investment CORP $13 278 477 39 843 0,11% Acciones
Moran Wealth Management, LLC $12 903 881 38 719 0,11% Acciones
Aberdeen Group plc $12 596 939 37 798 0,11% Acciones
Assenagon Asset Management S.A. $12 163 355 36 497 0,10% Acciones
IEQ CAPITAL, LLC $12 018 113 36 061 0,10% Acciones

Informantes de la empresa 44 insiders · 26 directivos · 15 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Ronald Clarke CEO & Chairman of BOD 22 de julio de 2026 A 2 408 233 0 0 $0
David D Maxsimic CEO UK & Austarlia/New Zealand 1 de marzo de 2018 A 0 0 0 $0
Andrew Blazye CEO, Europe 31 de agosto de 2017 M 22 324 0 0 $0
Ali Ashurov CEO Czech & Russia 14 de septiembre de 2015 M 15 000 0 0 $0
Peter Walker Chief Financial Officer 15 de julio de 2026 F 6 542 0 0 $0
Thomas E Panther Chief Financial Officer 14 de febrero de 2025 F 8 946 0 0 $0
Charles Richard Freund Chief Financial Officer 27 de marzo de 2022 F 26 563 0 0 $0
Eric Dey Former- CFO & Secretary 18 de noviembre de 2020 S 15 303 0 0 $0
Alexey Gavrilenya President- North America Fuel 27 de marzo de 2022 F 14 403 0 0 $0
John Coughlin President- Corporate Payments 24 de enero de 2022 A 27 070 0 0 $0
David J Krantz Group President, NA Fuel 21 de febrero de 2020 S 0 0 0 $0
Kurt Patrick Adams President Corporate Payments 3 de septiembre de 2019 M 24 179 0 0 $0
Gregory L Secord President- NA Trucking 1 de marzo de 2018 A 1 062 0 0 $0
Todd House President NA Card Products 5 de mayo de 2017 A 4 367 0 0 $0
Michael H Scarbrough President- NexTraq 21 de enero de 2015 A 1 600 0 0 $0
Alan King GroupPresident IntlVehiclePmts 18 de agosto de 2026 M 24 537 0 6 $-10 650 674
Armando Lins Netto GroupPresident Brazil&USVehPmt 22 de julio de 2026 A 11 274 0 5 $-32 546 633
Alissa B Vickery Chief Accounting Officer 22 de abril de 2026 F 2 787 0 2 $-610 064
Scott Dufour Global CIO 1 de julio de 2019 F 866 0 0 $0
John A Reed Global Chief Information Offic 5 de mayo de 2017 A 3 540 0 0 $0
Timothy Downs Pres, Corp Lodging Consultants 10 de mayo de 2016 S 12 330 0 0 $0
Jeffrey D. Lamb Exec VP Marketing & Sales 5 de diciembre de 2014 M 6 768 0 0 $0
William Schmit Pres, Major Oil Card Programs 2 de julio de 2014 M 9 346 0 0 $0
Donovan H Williams Jr Chief Information Officer 16 de agosto de 2013 D 3 425 0 0 $0
Robert Brandes Exec VP, Global Universal Prod 15 de noviembre de 2012 M 3 338 0 0 $0
Van Huff Chief Information Officer 31 de agosto de 2011 M 3 286 0 0 $0
Steven T Stull Consejero 2 de junio de 2026 S 28 241 1 1 $2 159 060
Archie L Jones Jr. Consejero 24 de febrero de 2026 A 4 830 0 0 $0
Gerald C Throop Consejero 24 de febrero de 2026 A 2 435 0 0 $0
Annabelle G Bexiga Consejero 24 de febrero de 2026 A 4 326 0 0 $0
Jeffrey Steven Sloan Consejero 24 de febrero de 2026 A 13 360 0 1 $-1 237 032
Rahul Gupta Consejero 24 de febrero de 2026 A 3 599 0 0 $0
Hala G Moddelmog Consejero 24 de febrero de 2026 A 8 500 0 0 $0
Richard Macchia Consejero 24 de febrero de 2026 A 13 681 0 0 $0
HAGERTY THOMAS M Consejero 24 de febrero de 2026 A 9 222 0 0 $0
Michael Buckman Consejero 23 de enero de 2023 A 22 136 0 0 $0
Andrew Balson Consejero 23 de febrero de 2015 A 2 870 0 0 $0
Bruce R Evans Consejero 4 de marzo de 2014 S 0 0 0 $0
John R Carroll Consejero 10 de septiembre de 2013 S 4 132 156 0 0 $0
Glenn W Marschel Consejero 25 de julio de 2013 D 233 150 0 0 $0
Joseph W Farrelly 13 de agosto de 2026 S 6 912 0 3 $-2 173 005
Mark A Johnson 24 de enero de 2022 A 85 966 0 0 $0
Richard A Smith 14 de diciembre de 2010 S 8 853 417 0 0 $0
John G Berylson 14 de diciembre de 2010 S 8 853 417 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 1 tenencia

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Ceridian LLC, Foundation Holding LLC, Ceridian Holding LLC, Thomas H. Lee Advisors, LLC ×3 presentaciones 16 de septiembre de 2015 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 147 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
JMID · Janus Detroit Street Trust 2,06% 1 229 NS 30 de abril de 2026 N-PORT
FDFF · Fidelity Covington Trust 1,80% 2 085 NS 31 de mayo de 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,34% 10 489 SH 8 de agosto de 2026 Diario
SRHQ · Elevation Series Trust 1,26% 7 939 NS 30 de abril de 2026 N-PORT
ABCS · EA Series Trust 1,23% 384 NS 29 de mayo de 2026 N-PORT
DTEC · ALPS ETF Trust 1,00% 2 062 NS 31 de mayo de 2026 N-PORT
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 0,84% 2 925 NS 30 de abril de 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,77% 34 711 SH 8 de agosto de 2026 Diario
EBI · RBB Fund Trust 0,53% 9 697 NS 31 de mayo de 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0,47% 1 221 NS 30 de abril de 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,45% 475 694 SH 8 de agosto de 2026 Diario
FXR · First Trust Exchange-Traded AlphaDE… 0,45% 10 242 NS 30 de abril de 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 47 992 NS 30 de abril de 2026 N-PORT
IYJ · iShares Trust 0,30% 14 527 SH 8 de agosto de 2026 Diario
IWP · iShares Trust 0,27% 136 234 SH 8 de agosto de 2026 Diario
BFOR · ALPS ETF Trust 0,26% 1 564 NS 31 de mayo de 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 740 NS 30 de abril de 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,26% 2 874 NS 31 de mayo de 2026 N-PORT
DUHP · Dimensional ETF Trust 0,24% 90 339 NS 30 de abril de 2026 N-PORT
SMIZ · Zacks Trust 0,24% 1 739 NS 31 de mayo de 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,24% 17 501 NS 30 de abril de 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,24% 102 361 SH 8 de agosto de 2026 Diario
XPND · First Trust Exchange-Traded Fund VI… 0,24% 267 NS 31 de mayo de 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,23% 11 419 NS 31 de mayo de 2026 N-PORT
JSTC · Tidal Trust I 0,23% 2 153 NS 31 de mayo de 2026 N-PORT
UYG · ProShares Trust 0,23% 4 313 NS 31 de mayo de 2026 N-PORT
SIZE · iShares Trust 0,21% 2 346 SH 8 de agosto de 2026 Diario
RSP · Invesco Exchange-Traded Fund Trust 0,21% 531 714 SH 8 de agosto de 2026 Diario
FAS · Direxion Shares ETF Trust 0,21% 13 384 NS 30 de abril de 2026 N-PORT
EUSA · iShares, Inc. 0,21% 9 917 SH 8 de agosto de 2026 Diario
VO · VANGUARD INDEX FUNDS 0,20% 1 345 607 SH 8 de agosto de 2026 Diario
HEQQ · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 201 NS 30 de abril de 2026 N-PORT
GARP · iShares Trust 0,19% 13 760 SH 8 de agosto de 2026 Diario
TRFM · ETF Series Solutions 0,19% 956 NS 30 de abril de 2026 N-PORT
IWR · iShares Trust 0,18% 259 616 SH 8 de agosto de 2026 Diario
FTA · First Trust Exchange-Traded AlphaDE… 0,18% 7 551 NS 30 de abril de 2026 N-PORT
IMCV · iShares Trust 0,18% 5 132 SH 8 de agosto de 2026 Diario
IMCB · iShares Trust 0,17% 7 356 SH 8 de agosto de 2026 Diario
FEX · First Trust Exchange-Traded AlphaDE… 0,17% 8 443 NS 30 de abril de 2026 N-PORT
TECB · iShares Trust 0,17% 2 062 SH 8 de agosto de 2026 Diario
IMCG · iShares Trust 0,17% 17 311 SH 8 de agosto de 2026 Diario
IXG · iShares Trust 0,16% 2 827 SH 8 de agosto de 2026 Diario
LCOW · Pacer Funds Trust 0,16% 119 NS 30 de abril de 2026 N-PORT
IWS · iShares Trust 0,15% 60 787 SH 8 de agosto de 2026 Diario
XOEF · iShares Trust 0,14% 82 SH 8 de agosto de 2026 Diario
DFVX · Dimensional ETF Trust 0,11% 1 754 NS 30 de abril de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,10% 1 316 NS 30 de abril de 2026 N-PORT
GGUS · Goldman Sachs ETF Trust 0,09% 1 201 NS 31 de mayo de 2026 N-PORT
PABU · iShares Trust 0,09% 5 719 SH 8 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,09% 128 193 NS 30 de abril de 2026 N-PORT