Position in WEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$476,319
-$143,646 QoQ
Shares Held
3,376
-16.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 410 holders
Holding Since
Mar 2026
2 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, 2026Janney Montgomery Scott LLC holds $1,286,166,732 across 43 Software - Infrastructure names. WEX ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,289,585 | $854,060,996 | |
| 2 | PANW |
Palo Alto Networks Inc
|
393,652 | $134,243,205 | |
| 3 | ORCL |
Oracle Corp
|
421,145 | $61,718,799 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
440,180 | $51,355,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
224,432 | $42,818,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
235,620 | $36,195,944 | |
| 7 | NTAP |
NetApp, Inc.
|
141,634 | $21,919,277 | |
| 8 | SNPS |
Synopsys Inc
|
45,732 | $20,399,673 |
All Filings in WEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,319 | 3,376 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $619,965 | 4,051 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||