Position in WEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,411,697
-$350,332 QoQ
Shares Held
24,181
-1.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#116
of 416 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Dana Investment Advisors, Inc. holds $188,071,848 across 14 Software - Infrastructure names. WEX ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
301,285 | $112,385,330 | |
| 2 | ORCL |
Oracle Corp
|
173,543 | $25,432,726 | |
| 3 | BAND |
Bandwidth Inc.
|
230,948 | $14,619,008 | |
| 4 | PRGS |
Progress Software Corp /Ma
|
333,457 | $11,197,486 | |
| 5 | FIVN |
Five9, Inc.
|
288,324 | $6,147,067 | |
| 6 | EVTC |
EVERTEC, Inc.
|
212,922 | $5,914,973 | |
| 7 | WEX |
WEX Inc.
This page
|
24,181 | $3,411,697 | |
| 8 | PANW |
Palo Alto Networks Inc
|
7,744 | $2,640,858 |
All Filings in WEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,411,697 | 24,181 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||