Position in WEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,104,205
-$604,426 QoQ
Shares Held
78,703
+2.9% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $8,197,244,796 across 62 Software - Infrastructure names. WEX ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,740,829 | $5,125,604,031 | |
| 2 | TOST |
Toast, Inc.
|
15,164,024 | $421,863,146 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,210,400 | $412,770,607 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,914,225 | $340,002,630 | |
| 5 | ORCL |
Oracle Corp
|
2,083,582 | $305,348,941 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,167,412 | $222,724,697 | |
| 7 | TWLO |
Twilio Inc
|
755,410 | $155,863,743 | |
| 8 | SNPS |
Synopsys Inc
|
309,072 | $137,867,745 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,104,205 | 78,703 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $11,708,631 | 76,507 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $10,987,870 | 73,754 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,991,656 | 76,123 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $11,413,352 | 77,700 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $12,678,579 | 80,745 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $16,012,325 | 91,332 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,968,393 | 95,210 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $24,724,492 | 139,576 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $38,305,512 | 161,266 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $30,687,149 | 157,734 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $34,154,510 | 181,586 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $32,061,069 | 176,092 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $36,236,995 | 197,058 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $28,156,636 | 172,054 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,890,294 | 172,446 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $27,722,035 | 178,208 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $27,202,917 | 152,440 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $21,554,357 | 153,532 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,407,736 | 155,602 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $30,338,369 | 156,464 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,813,574 | 152,058 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $26,638,209 | 130,881 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $18,200,622 | 130,968 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $22,086,257 | 133,848 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $13,981,366 | 133,729 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||