Position in WEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,762,029
+$90,715 QoQ
Shares Held
24,582
-0.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $165,141,150 across 14 Software - Infrastructure names. WEX ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
292,967 | $108,447,594 | |
| 2 | ORCL |
Oracle Corp
|
156,703 | $23,052,578 | |
| 3 | BAND |
Bandwidth Inc.
|
448,239 | $7,987,618 | |
| 4 | PRGS |
Progress Software Corp /Ma
|
258,061 | $6,619,264 | |
| 5 | FIVN |
Five9, Inc.
|
287,123 | $4,355,655 | |
| 6 | EVTC |
EVERTEC, Inc.
|
148,909 | $4,202,211 | |
| 7 | WEX |
WEX Inc.
This page
|
24,582 | $3,762,029 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
32,899 | $2,822,076 |
All Filings in WEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,762,029 | 24,582 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,671,314 | 24,643 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,885,792 | 24,667 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,649,041 | 24,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,964,126 | 25,246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,539,560 | 25,893 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,740,939 | 27,373 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,422,432 | 30,611 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $7,363,192 | 30,999 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||