Position in WEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,620,835
+$1,236,925 QoQ
Shares Held
54,014
+29.5% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#75
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, 2026Crossmark Global Holdings, Inc. holds $379,771,175 across 33 Software - Infrastructure names. WEX ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
473,877 | $176,765,598 | |
| 2 | ORCL |
Oracle Corp
|
276,434 | $40,511,402 | |
| 3 | FTNT |
Fortinet, Inc.
|
228,538 | $35,108,007 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
256,921 | $29,974,973 | |
| 5 | NTAP |
NetApp, Inc.
|
114,965 | $17,791,983 | |
| 6 | PANW |
Palo Alto Networks Inc
|
40,790 | $13,910,205 | |
| 7 | DBX |
Dropbox, Inc.
|
308,099 | $8,463,479 | |
| 8 | WEX |
WEX Inc.
This page
|
54,014 | $7,620,835 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,620,835 | 54,014 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,383,910 | 41,714 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,351,258 | 29,207 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,118,621 | 19,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $209,318 | 1,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,851 | 1,674 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $428,481 | 2,444 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $674,910 | 3,218 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $468,711 | 2,646 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $759,145 | 3,196 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,867,290 | 9,598 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,666,249 | 19,492 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,712,042 | 20,388 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,433,409 | 18,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $723,004 | 4,418 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $473,612 | 3,731 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $581,015 | 3,735 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $687,924 | 3,855 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $531,376 | 3,785 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $578,619 | 3,285 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $652,473 | 3,365 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $747,961 | 3,575 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $711,337 | 3,495 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $639,956 | 4,605 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $811,024 | 4,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $471,311 | 4,508 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||