Position in WEX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,551
-$132 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#381
of 410 holders
Holding Since
Jun 2021
21 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, 2026Financial Management Professionals, Inc. holds $5,388,476 across 23 Software - Infrastructure names. WEX ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,753 | $2,519,004 | |
| 2 | SNPS |
Synopsys Inc
|
3,032 | $1,352,484 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,606 | $547,678 | |
| 4 | ORCL |
Oracle Corp
|
3,098 | $454,011 | |
| 5 | NET |
Cloudflare, Inc.
|
587 | $143,979 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,134 | $132,303 | |
| 7 | CPAY |
Corpay, Inc.
|
142 | $47,324 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
784 | $37,393 |
All Filings in WEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551 | 11 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,683 | 11 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,638 | 11 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,732 | 11 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,615 | 11 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,727 | 11 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,928 | 11 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2 | 11 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,948 | 11 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3 | 11 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,140 | 11 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,068 | 11 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,002 | 11 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,022 | 11 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,800 | 11 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,396 | 11 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,711 | 11 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,962 | 11 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,544 | 11 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,937 | 11 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,520 | 13 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||