NewEdge Advisors, LLC

Position in WEX — WEX Inc.

CIK 1633516 NEW ORLEANS, LA

Position in WEX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$21,163

-$221,099 QoQ

Shares Held

150

-90.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#338

of 410 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. WEX ranks #51 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,661,376	$619,726,475
2	PANW	Palo Alto Networks Inc	467,364	$159,380,471
3	PLTR	Palantir Technologies Inc.	548,759	$64,023,712
4	ORCL	Oracle Corp	409,753	$60,049,302
5	CRWD	CrowdStrike Holdings, Inc.	116,140	$22,157,769
6	CRWV	CoreWeave, Inc.	77,332	$7,697,627
7	NET	Cloudflare, Inc.	28,475	$6,984,348
8	SNPS	Synopsys Inc	8,556	$3,816,574

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,163	150	-90.5%	Shares	Sole	2026-08-12
2026-03-31	$242,262	1,583	+679.8%	Shares	Sole	2026-06-03
2025-12-31	$30,242	203	0.0%	Shares	Sole	2026-02-18
2025-09-30	$31,978	203	0.0%	Shares	Sole	2025-11-17
2025-06-30	$29,818	203	0.0%	Shares	Sole	2025-08-14
2025-03-31	$31,875	203	-44.7%	Shares	Sole	2025-05-15
2024-12-31	$64,342	367	+8.6%	Shares	Sole	2025-02-13
2024-09-30	$70,888	338	0.0%	Shares	Sole	2024-11-14
2024-06-30	$59,873	338	+50.9%	Shares	Sole	2024-08-16
2024-03-31	$53,206	224	-13.8%	Shares	Sole	2024-05-14
2023-12-31	$50,583	260	-83.1%	Shares	Sole	2024-02-13
2023-09-30	$289,846	1,541	+516.4%	Shares	Sole	2023-11-14
2023-06-30	$45,517	250	0.0%	Shares	Sole	2023-08-14
2023-03-31	$45,972	250	-5.7%	Shares	Sole	2023-05-12
2022-12-31	$2,005	265	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.