Position in WEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$896,767
-$2,258,917 QoQ
Shares Held
6,356
-69.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 410 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. WEX ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in WEX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,767 | 6,356 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,155,684 | 20,620 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,710,588 | 11,482 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $430,371 | 2,732 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $454,917 | 3,097 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,609,708 | 86,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,871,694 | 84,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,510,155 | 78,721 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $13,696,996 | 77,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,155,605 | 76,435 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,040,855 | 77,311 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,028,909 | 143,702 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $12,421,907 | 68,226 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $12,369,176 | 67,264 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,882,040 | 17,611 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $16,774 | 94 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $380,456 | 2,710 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $202,384 | 1,149 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $235,200 | 1,213 | Shares | Sole | 2021-08-04 | |
| 2020-06-30 | $233,489 | 1,415 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||