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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

CPAY holding history

Corpay, Inc. in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPAY overviewAll 13F holders of CPAYFull Q2 2026 holdings

Shares (Q2 2026)
1,510
Value
$503.2K
% of portfolio
0.2%
Quarters held
5
Since Q4 2024
Holdings of CPAY by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,510$503.2K0.2%−5−0.3%ReducedHolders
Q1 20261,515$440.9K0.2%+69+4.8%AddedHolders
Q4 20251,446$435.1K0.2%+20+1.4%AddedHolders
Q3 20251,426$410.8K0.2%+1,426NewHolders
Q1 20250$00.0%−1,055−100.0%Sold outHolders
Q4 20241,055$357.0K0.3%–No prior filingHolders