Position in WEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,826
-$35,912 QoQ
Shares Held
98
-69.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
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, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. WEX ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,826 | 98 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $49,738 | 325 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $55,271 | 371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,958 | 114 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $8,666 | 59 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,644 | 106 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $19,285 | 110 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,471 | 69 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $11,336 | 64 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,389 | 69 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,945 | 10 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,880 | 10 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $50,797 | 279 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,385 | 274 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $97 | 411 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $45,063 | 355 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $54,134 | 348 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $89,225 | 500 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $64,158 | 457 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $72,041 | 409 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $47,699 | 246 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $49,585 | 237 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $53,324 | 262 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $20,845 | 150 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $26,401 | 160 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $29,064 | 278 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||