Position in WEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$233,786
-$165,801 QoQ
Shares Held
1,657
-36.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 410 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $674,304,472 across 66 Software - Infrastructure names. WEX ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,106,284 | $412,666,057 | |
| 2 | ORCL |
Oracle Corp
|
325,428 | $47,691,473 | |
| 3 | PANW |
Palo Alto Networks Inc
|
128,750 | $43,906,325 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
301,158 | $35,136,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
113,748 | $21,701,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
126,199 | $19,386,690 | |
| 7 | NET |
Cloudflare, Inc.
|
49,840 | $12,224,755 | |
| 8 | SNPS |
Synopsys Inc
|
22,411 | $9,996,874 |
All Filings in WEX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,786 | 1,657 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $399,587 | 2,611 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $374,088 | 2,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $402,961 | 2,558 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $364,874 | 2,484 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $394,277 | 2,511 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $663,586 | 3,785 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $929,733 | 4,433 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $629,201 | 3,552 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $954,158 | 4,017 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $492,016 | 2,529 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $792,611 | 4,214 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $772,158 | 4,241 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $872,741 | 4,746 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $386,541 | 2,362 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $580,369 | 4,572 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $825,712 | 5,308 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $560,689 | 3,142 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,250 | 1,462 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $532,118 | 3,021 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $305,586 | 1,576 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $240,184 | 1,148 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $217,777 | 1,070 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||