Position in WEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$603,159
-$216,370 QoQ
Shares Held
4,275
-20.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 410 holders
Holding Since
Mar 2020
25 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, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. WEX ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in WEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,159 | 4,275 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $819,529 | 5,355 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $731,044 | 4,907 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $887,681 | 5,635 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $775,726 | 5,281 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $906,005 | 5,770 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,160,443 | 6,619 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,349,822 | 6,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $635,046 | 3,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $954,158 | 4,017 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $773,141 | 3,974 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $669,036 | 3,557 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $698,784 | 3,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,128,165 | 6,135 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $420,580 | 2,570 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $323,189 | 2,546 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $370,077 | 2,379 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $421,320 | 2,361 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $343,815 | 2,449 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $440,526 | 2,501 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $539,235 | 2,781 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $631,216 | 3,017 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $425,248 | 3,060 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $469,288 | 2,844 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $207,427 | 1,984 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||