Advisory Services Network, LLC

Position in WEX — WEX Inc.

CIK 1573876 Atlanta, GA

Position in WEX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$192,523

+$41,927 QoQ

Shares Held

1,258

+31.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Advisory Services Network, LLC holds $253,406,860 across 34 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	323,476	$120,663,000
2	CRWD	CrowdStrike Holdings, Inc.	151,332	$28,871,868
3	PLTR	Palantir Technologies Inc.	229,462	$26,771,322
4	PANW	Palo Alto Networks Inc	49,436	$16,858,659
5	ORCL	Oracle Corp	113,977	$16,703,317
6	FTNT	Fortinet, Inc.	64,025	$9,835,514
7	CRWV	CoreWeave, Inc.	53,355	$5,310,953
8	ZS	Zscaler, Inc.	35,328	$4,986,545

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$192,523	1,258	+31.6%	Shares	Sole	2026-05-15
2025-09-30	$150,596	956	-59.4%	Shares	Sole	2025-11-18
2024-09-30	$493,913	2,355	0.0%	Shares	Sole	2024-11-14
2024-06-30	$417,164	2,355	+2.6%	Shares	Sole	2024-08-13
2024-03-31	$545,368	2,296	+420.6%	Shares	Sole	2024-05-06
2023-12-31	$85,796	441	-2.4%	Shares	Sole	2024-02-09
2023-03-31	$83,118	452	0.0%	Shares	Sole	2023-05-17
2022-12-31	$73,969	452	-66.8%	Shares	Sole	2023-02-13
2021-06-30	$264,091	1,362	+207.4%	Shares	Sole	2021-08-12
2020-12-31	$90,163	443	-10.5%	Shares	Sole	2021-02-09
2020-09-30	$68,789	495	-1.6%	Shares	Sole	2020-11-16
2020-03-31	$52,588	503	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.