Position in WEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$987
-$84 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#388
of 410 holders
Holding Since
Mar 2026
2 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, 2026Investors Research Corp holds $5,490,213 across 15 Software - Infrastructure names. WEX ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,441 | $5,013,761 | |
| 2 | ZS |
Zscaler, Inc.
|
1,775 | $250,541 | |
| 3 | GEN |
Gen Digital Inc.
|
4,600 | $114,494 | |
| 4 | DAVA |
Endava plc
|
10,425 | $29,502 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
241 | $28,117 | |
| 6 | ORCL |
Oracle Corp
|
145 | $21,249 | |
| 7 | CRWV |
CoreWeave, Inc.
|
185 | $18,414 | |
| 8 | SWMR |
Swarmer, Inc
|
110 | $4,874 |
All Filings in WEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987 | 7 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,071 | 7 | Shares | Sole | 2026-04-03 | |
| No filing history on record for this holder in this stock. | ||||||