CPAY Corpay, Inc. Common Stock

NYSE · Financial Services · Visualizza su SEC EDGAR ↗
$407,37
Prezzo · Ago 18, 2026
Fondamentali al Ago 10, 2026

Informazioni su Corpay, Inc. Common Stock Panoramica della società da 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 ===

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

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CPAY Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$407.37
Capitalizzazione di Mercato
$27.85B
P/E (TTM)
27.1
EPS (TTM)
$15.03
Ricavi (TTM)
$4.53B
Rendimento div.
ROE
30.5%
D/E Debito/Patrimonio
0.9
Intervallo 52 sett.
$253 – $426

CPAY Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $4.53B
7-point trend, +71.0%
2019-12-31 2025-12-31
EPS $15.03
7-point trend, +51.2%
2019-12-31 2025-12-31
Flusso di cassa libero $1.30B
6-point trend, +19.5%
2019-12-31 2025-12-31
Margini 23.6%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer
P/E (TTM)
5-point trend, -10.6%
27.1
29.0
P/S (TTM)
5-point trend, -52.5%
6.1
2.9
P/B
5-point trend, -22.1%
7.2
4.1
EV / EBITDA
5-point trend, -54.6%
14.4
Price / FCF (Prezzo / FCF)
5-point trend, -3.3%
21.4

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +8.2%
44.0%
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +139.7%
0.9
234.5
Current Ratio (Rapporto corrente)
5-point trend, -2.0%
1.0
1.1
Quick Ratio
5-point trend, -45.1%
0.3

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +59.8%
13.9%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +59.8%
9.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +59.8%
13.7%
EPS YoY
5-point trend, +50.5%
7.6%
Net Income YoY (Utile Netto YoY)
5-point trend, +27.4%
6.6%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +50.5%
$15.03

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
CPAY
Mediana dei peer

CPAY Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 22 analisti
  • Acquisto forte 8 36,4%
  • Compra 10 45,5%
  • Mantieni 4 18,2%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

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

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.04%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $7.00 $6.71 0.29%
31 Marzo 2026 $5.80 $5.58 0.22%
31 Dicembre 2025 $6.04 $6.06 -0.02%
30 Settembre 2025 $5.70 $5.75 -0.05%
30 Giugno 2025 $5.13 $5.22 -0.09%
31 Marzo 2025 $4.51 $4.60 -0.09%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 13
Dati annuali Conto Economico per CPAY
Metrica Tendenza 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
Stato Patrimoniale 27
Dati annuali Stato Patrimoniale per CPAY
Metrica Tendenza 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
Flusso di cassa 14
Dati annuali Flusso di cassa per CPAY
Metrica Tendenza 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
Redditività 7
Dati annuali Redditività per CPAY
Metrica Tendenza 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%
Liquidità e Solvibilità 3
Dati annuali Liquidità e Solvibilità per CPAY
Metrica Tendenza 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
Efficienza 2
Dati annuali Efficienza per CPAY
Metrica Tendenza 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
Per Azione 5
Dati annuali Per Azione per CPAY
Metrica Tendenza 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
Tassi di Crescita 9
Dati annuali Tassi di Crescita per CPAY
Metrica Tendenza 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% · · · · · · · · · · ·
Valutazione (TTM) 13
Dati annuali Valutazione (TTM) per CPAY
Metrica Tendenza 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%

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312023-09-302023-06-30
Ricavi $4.53B$3.97B$3.76B
Margine Operativo % 44.0%45.0%44.1%
Utile netto $1.07B$1.00B$982M
EPS Diluito $15.03$13.97$13.20
Stato Patrimoniale
2025-12-312024-12-312023-12-312023-09-302023-06-30
Debito / Patrimonio Netto 0.90.90.6
Rapporto corrente 1.01.01.0
Quick Ratio 0.30.40.5
Flusso di cassa
2025-12-312024-12-312023-12-312023-09-302023-06-30
Flusso di cassa libero $1.30B$1.77B$1.95B

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Proprietari istituzionali (13F) 791 filer · $11.6B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
120 (+14 vs trimestre precedente) 52 (-12 vs trimestre precedente) 251 (-24 vs trimestre precedente) 237 (+31 vs trimestre precedente) +9.6M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD CAPITAL MANAGEMENT LLC $1.387.284.033 4.162.643 11,93% Azioni
STATE STREET CORP $943.672.002 2.831.554 8,11% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $925.439.133 2.776.845 7,96% Azioni
TIGER GLOBAL MANAGEMENT LLC $716.489.508 2.149.877 6,16% Azioni
FMR LLC $643.552.368 1.931.024 5,53% Azioni
GEODE CAPITAL MANAGEMENT, LLC $535.356.029 1.564.529 4,60% Azioni
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $307.408.248 922.400 2,64% Azioni
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC $293.277.600 880.000 2,52% Azioni
NORGES BANK $288.519.504 865.723 2,48% Azioni
WELLINGTON MANAGEMENT GROUP LLP $258.938.792 776.964 2,23% Azioni
CITADEL ADVISORS LLC $258.250.923 774.900 2,22% Opzione Call
DIMENSIONAL FUND ADVISORS LP $242.848.434 728.684 2,09% Azioni
Select Equity Group, L.P. $239.163.217 717.626 2,06% Azioni
LYRICAL ASSET MANAGEMENT LP $197.423.149 592.382 1,70% Azioni
HAWK RIDGE CAPITAL MANAGEMENT LP $183.883.722 551.756 1,58% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $147.176.031 441.612 1,27% Azioni
Mawer Investment Management Ltd. $122.562.375 367.757 1,05% Azioni
VANGUARD FIDUCIARY TRUST CO $122.453.396 367.430 1,05% Azioni
Boston Partners $121.627.550 364.952 1,05% Azioni
Orbis Allan Gray Ltd $117.350.366 352.118 1,01% Azioni
BloombergSen Inc. $105.069.366 315.268 0,90% Azioni
CITADEL ADVISORS LLC $78.585.066 235.800 0,68% Opzione Put
AMERICAN CENTURY COMPANIES INC $68.383.671 205.190 0,59% Azioni
Petrus Trust Company, LTA $63.321.300 190.000 0,54% Azioni
Swedbank AB $60.089.581 180.303 0,52% Azioni
Swiss National Bank $59.055.444 177.200 0,51% Azioni
GOLDMAN SACHS GROUP INC $57.167.136 171.534 0,49% Azioni
Provident Investment Management, Inc. $56.411.946 169.268 0,49% Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC $53.059.408 182.341 0,46% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $51.665.515 155.026 0,44% Azioni
Vantage Investment Partners, LLC $49.925.445 171.571 0,43% Azioni
BNP PARIBAS FINANCIAL MARKETS $49.788.205 149.393 0,43% Azioni
Sumitomo Mitsui Trust Group, Inc. $48.248.164 144.772 0,41% Azioni
BANK OF AMERICA CORP /DE/ $47.000.734 141.029 0,40% Azioni
Vanguard Global Advisers, LLC $46.979.072 140.964 0,40% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $46.478.000 139.461 0,40% Azioni
BlackRock, Inc. $46.455.172 139.392 0,40% Azioni
ANCHOR CAPITAL ADVISORS LLC $44.373.493 133.146 0,38% Azioni
VICTORY CAPITAL MANAGEMENT INC $44.205.934 132.643 0,38% Azioni
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $43.185.126 129.580 0,37% Azioni
CIBC Private Wealth Group LLC $42.600.041 147.886 0,37% Azioni
LAZARD ASSET MANAGEMENT LLC $41.913.418 125.764 0,36% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $41.737.402 125.236 0,36% Azioni
RHUMBLINE ADVISERS $41.366.348 124.123 0,36% Azioni
Heron Bay Capital Management $41.325.813 124.001 0,36% Azioni
FIL Ltd $41.181.174 123.567 0,35% Azioni
California Public Employees Retirement System $39.622.804 118.891 0,34% Azioni
Legal & General Group Plc $39.269.540 117.831 0,34% Azioni
Mediolanum International Funds Ltd $38.615.742 115.154 0,33% Azioni
Philosophy Capital Management LLC $37.685.838 113.079 0,32% Azioni
ROYAL LONDON ASSET MANAGEMENT LTD $36.887.657 110.684 0,32% Azioni
WESTFIELD CAPITAL MANAGEMENT CO LP $34.651.748 103.975 0,30% Azioni
PFA Pension, Forsikringsaktieselskab $34.193.990 102.601 0,29% Azioni
Meridiem Capital Partners LP $33.931.885 101.815 0,29% Azioni
Quantinno Capital Management LP $33.879.379 101.657 0,29% Azioni
VANGUARD GROUP INC $32.198.607 106.997 0,28% Azioni
MILLENNIUM MANAGEMENT LLC $31.947.262 95.860 0,27% Azioni
STEADFAST CAPITAL MANAGEMENT LP $30.027.627 90.100 0,26% Azioni
Saudi Central Bank $29.241.619 80.332 0,25% Azioni
Long Path Partners LP $29.151.793 87.472 0,25% Azioni
Stanley Capital Management, LLC $26.591.613 79.790 0,23% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $25.213.209 75.654 0,22% Azioni
Capital Investment Services of America, Inc. $25.202.877 75.623 0,22% Azioni
JANE STREET GROUP, LLC $25.026.244 75.093 0,22% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $24.348.006 83.673 0,21% Azioni
BARCLAYS PLC $23.349.230 70.061 0,20% Azioni
Cerity Partners LLC $22.872.706 68.632 0,20% Azioni
NICHOLAS COMPANY, INC. $22.777.338 68.345 0,20% Azioni
ENVESTNET ASSET MANAGEMENT INC $22.046.468 66.152 0,19% Azioni
Schonfeld Strategic Advisors LLC $21.878.507 65.648 0,19% Azioni
FIRST TRUST ADVISORS LP $21.437.727 64.326 0,18% Azioni
Sellaronda Global Management LP $19.996.200 60.000 0,17% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $19.415.644 58.258 0,17% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $19.351.989 58.067 0,17% Azioni
GOLDMAN SACHS GROUP INC $18.996.390 57.000 0,16% Opzione Call
Baird Financial Group, Inc. $18.724.108 56.183 0,16% Azioni
ALLIANCEBERNSTEIN L.P. $18.449.348 63.402 0,16% Azioni
Hendershot Investments Inc. $17.974.584 53.934 0,15% Azioni
AVIVA PLC $17.438.686 52.326 0,15% Azioni
Gotham Asset Management, LLC $16.900.122 50.710 0,15% Azioni
Zimmer Partners, LP $16.896.789 50.700 0,15% Azioni
RAYMOND JAMES FINANCIAL INC $16.211.919 48.645 0,14% Azioni
Azimuth Capital Investment Management LLC $15.974.298 47.932 0,14% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15.863.652 47.600 0,14% Opzione Call
ExodusPoint Capital Management, LP $15.686.686 47.069 0,13% Azioni
Taikang Asset Management (Hong Kong) Co Ltd $15.624.697 46.883 0,13% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15.386.076 46.167 0,13% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $14.934.497 44.812 0,13% Azioni
Distillate Capital Partners LLC $14.721.869 44.174 0,13% Azioni
Leith Wheeler Investment Counsel Ltd. $14.721.540 44.173 0,13% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $14.660.547 43.990 0,13% Azioni
TUDOR INVESTMENT CORP ET AL $14.307.614 42.931 0,12% Azioni
APG Asset Management N.V. $14.189.262 48.677 0,12% Azioni
Tredje AP-fonden $13.552.425 40.665 0,12% Azioni
Generate Investment Management Ltd $13.330.800 40.000 0,11% Azioni
Korea Investment CORP $13.278.477 39.843 0,11% Azioni
Moran Wealth Management, LLC $12.903.881 38.719 0,11% Azioni
Aberdeen Group plc $12.596.939 37.798 0,11% Azioni
Assenagon Asset Management S.A. $12.163.355 36.497 0,10% Azioni
IEQ CAPITAL, LLC $12.018.113 36.061 0,10% Azioni

Insider aziendali 44 insider · 26 dirigenti · 15 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Ronald Clarke CEO & Chairman of BOD 22 Luglio 2026 A 2.408.233 0 0 $0
David D Maxsimic CEO UK & Austarlia/New Zealand 01 Marzo 2018 A 0 0 0 $0
Andrew Blazye CEO, Europe 31 Agosto 2017 M 22.324 0 0 $0
Ali Ashurov CEO Czech & Russia 14 Settembre 2015 M 15.000 0 0 $0
Peter Walker Chief Financial Officer 15 Luglio 2026 F 6.542 0 0 $0
Thomas E Panther Chief Financial Officer 14 Febbraio 2025 F 8.946 0 0 $0
Charles Richard Freund Chief Financial Officer 27 Marzo 2022 F 26.563 0 0 $0
Eric Dey Former- CFO & Secretary 18 Novembre 2020 S 15.303 0 0 $0
Alexey Gavrilenya President- North America Fuel 27 Marzo 2022 F 14.403 0 0 $0
John Coughlin President- Corporate Payments 24 Gennaio 2022 A 27.070 0 0 $0
David J Krantz Group President, NA Fuel 21 Febbraio 2020 S 0 0 0 $0
Kurt Patrick Adams President Corporate Payments 03 Settembre 2019 M 24.179 0 0 $0
Gregory L Secord President- NA Trucking 01 Marzo 2018 A 1.062 0 0 $0
Todd House President NA Card Products 05 Maggio 2017 A 4.367 0 0 $0
Michael H Scarbrough President- NexTraq 21 Gennaio 2015 A 1.600 0 0 $0
Alan King GroupPresident IntlVehiclePmts 18 Agosto 2026 M 24.537 0 6 $-10.650.674
Armando Lins Netto GroupPresident Brazil&USVehPmt 22 Luglio 2026 A 11.274 0 5 $-32.546.633
Alissa B Vickery Chief Accounting Officer 22 Aprile 2026 F 2.787 0 2 $-610.064
Scott Dufour Global CIO 01 Luglio 2019 F 866 0 0 $0
John A Reed Global Chief Information Offic 05 Maggio 2017 A 3.540 0 0 $0
Timothy Downs Pres, Corp Lodging Consultants 10 Maggio 2016 S 12.330 0 0 $0
Jeffrey D. Lamb Exec VP Marketing & Sales 05 Dicembre 2014 M 6.768 0 0 $0
William Schmit Pres, Major Oil Card Programs 02 Luglio 2014 M 9.346 0 0 $0
Donovan H Williams Jr Chief Information Officer 16 Agosto 2013 D 3.425 0 0 $0
Robert Brandes Exec VP, Global Universal Prod 15 Novembre 2012 M 3.338 0 0 $0
Van Huff Chief Information Officer 31 Agosto 2011 M 3.286 0 0 $0
Steven T Stull Direttore 02 Giugno 2026 S 28.241 1 1 $2.159.060
Archie L Jones Jr. Direttore 24 Febbraio 2026 A 4.830 0 0 $0
Gerald C Throop Direttore 24 Febbraio 2026 A 2.435 0 0 $0
Annabelle G Bexiga Direttore 24 Febbraio 2026 A 4.326 0 0 $0
Jeffrey Steven Sloan Direttore 24 Febbraio 2026 A 13.360 0 1 $-1.237.032
Rahul Gupta Direttore 24 Febbraio 2026 A 3.599 0 0 $0
Hala G Moddelmog Direttore 24 Febbraio 2026 A 8.500 0 0 $0
Richard Macchia Direttore 24 Febbraio 2026 A 13.681 0 0 $0
HAGERTY THOMAS M Direttore 24 Febbraio 2026 A 9.222 0 0 $0
Michael Buckman Direttore 23 Gennaio 2023 A 22.136 0 0 $0
Andrew Balson Direttore 23 Febbraio 2015 A 2.870 0 0 $0
Bruce R Evans Direttore 04 Marzo 2014 S 0 0 0 $0
John R Carroll Direttore 10 Settembre 2013 S 4.132.156 0 0 $0
Glenn W Marschel Direttore 25 Luglio 2013 D 233.150 0 0 $0
Joseph W Farrelly 13 Agosto 2026 S 6.912 0 3 $-2.173.005
Mark A Johnson 24 Gennaio 2022 A 85.966 0 0 $0
Richard A Smith 14 Dicembre 2010 S 8.853.417 0 0 $0
John G Berylson 14 Dicembre 2010 S 8.853.417 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Ceridian LLC, Foundation Holding LLC, Ceridian Holding LLC, Thomas H. Lee Advisors, LLC ×3 depositi 16 Settembre 2015 Deposito iniziale 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.

Proprietà ETF Posseduti da 147 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
JMID · Janus Detroit Street Trust 2,06% 1.229 NS 30 Aprile 2026 N-PORT
FDFF · Fidelity Covington Trust 1,80% 2.085 NS 31 Maggio 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,34% 10.489 SH 08 Agosto 2026 Giornaliero
SRHQ · Elevation Series Trust 1,26% 7.939 NS 30 Aprile 2026 N-PORT
ABCS · EA Series Trust 1,23% 384 NS 29 Maggio 2026 N-PORT
DTEC · ALPS ETF Trust 1,00% 2.062 NS 31 Maggio 2026 N-PORT
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 0,84% 2.925 NS 30 Aprile 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,77% 34.711 SH 08 Agosto 2026 Giornaliero
EBI · RBB Fund Trust 0,53% 9.697 NS 31 Maggio 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0,47% 1.221 NS 30 Aprile 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,45% 475.694 SH 08 Agosto 2026 Giornaliero
FXR · First Trust Exchange-Traded AlphaDE… 0,45% 10.242 NS 30 Aprile 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 47.992 NS 30 Aprile 2026 N-PORT
IYJ · iShares Trust 0,30% 14.527 SH 08 Agosto 2026 Giornaliero
IWP · iShares Trust 0,27% 136.234 SH 08 Agosto 2026 Giornaliero
BFOR · ALPS ETF Trust 0,26% 1.564 NS 31 Maggio 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 740 NS 30 Aprile 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,26% 2.874 NS 31 Maggio 2026 N-PORT
DUHP · Dimensional ETF Trust 0,24% 90.339 NS 30 Aprile 2026 N-PORT
SMIZ · Zacks Trust 0,24% 1.739 NS 31 Maggio 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,24% 17.501 NS 30 Aprile 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,24% 102.361 SH 08 Agosto 2026 Giornaliero
XPND · First Trust Exchange-Traded Fund VI… 0,24% 267 NS 31 Maggio 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,23% 11.419 NS 31 Maggio 2026 N-PORT
JSTC · Tidal Trust I 0,23% 2.153 NS 31 Maggio 2026 N-PORT
UYG · ProShares Trust 0,23% 4.313 NS 31 Maggio 2026 N-PORT
SIZE · iShares Trust 0,21% 2.346 SH 08 Agosto 2026 Giornaliero
RSP · Invesco Exchange-Traded Fund Trust 0,21% 531.714 SH 08 Agosto 2026 Giornaliero
FAS · Direxion Shares ETF Trust 0,21% 13.384 NS 30 Aprile 2026 N-PORT
EUSA · iShares, Inc. 0,21% 9.917 SH 08 Agosto 2026 Giornaliero
VO · VANGUARD INDEX FUNDS 0,20% 1.345.607 SH 08 Agosto 2026 Giornaliero
HEQQ · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 201 NS 30 Aprile 2026 N-PORT
GARP · iShares Trust 0,19% 13.760 SH 08 Agosto 2026 Giornaliero
TRFM · ETF Series Solutions 0,19% 956 NS 30 Aprile 2026 N-PORT
IWR · iShares Trust 0,18% 259.616 SH 08 Agosto 2026 Giornaliero
FTA · First Trust Exchange-Traded AlphaDE… 0,18% 7.551 NS 30 Aprile 2026 N-PORT
IMCV · iShares Trust 0,18% 5.132 SH 08 Agosto 2026 Giornaliero
IMCB · iShares Trust 0,17% 7.356 SH 08 Agosto 2026 Giornaliero
FEX · First Trust Exchange-Traded AlphaDE… 0,17% 8.443 NS 30 Aprile 2026 N-PORT
TECB · iShares Trust 0,17% 2.062 SH 08 Agosto 2026 Giornaliero
IMCG · iShares Trust 0,17% 17.311 SH 08 Agosto 2026 Giornaliero
IXG · iShares Trust 0,16% 2.827 SH 08 Agosto 2026 Giornaliero
LCOW · Pacer Funds Trust 0,16% 119 NS 30 Aprile 2026 N-PORT
IWS · iShares Trust 0,15% 60.787 SH 08 Agosto 2026 Giornaliero
XOEF · iShares Trust 0,14% 82 SH 08 Agosto 2026 Giornaliero
DFVX · Dimensional ETF Trust 0,11% 1.754 NS 30 Aprile 2026 N-PORT
DXUV · Dimensional ETF Trust 0,10% 1.316 NS 30 Aprile 2026 N-PORT
GGUS · Goldman Sachs ETF Trust 0,09% 1.201 NS 31 Maggio 2026 N-PORT
PABU · iShares Trust 0,09% 5.719 SH 08 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,09% 128.193 NS 30 Aprile 2026 N-PORT