Position in WEX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$252,516
New position
Shares Held
1,650
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Parcion Private Wealth LLC holds $62,485,162 across 20 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
79,439 | $29,632,335 | |
| 2 | BAND |
Bandwidth Inc.
|
188,195 | $11,912,743 | |
| 3 | ORCL |
Oracle Corp
|
61,005 | $8,940,282 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,866 | $2,341,443 | |
| 5 | FTNT |
Fortinet, Inc.
|
13,957 | $2,144,074 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
18,331 | $2,138,677 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,996 | $753,673 | |
| 8 | SNPS |
Synopsys Inc
|
1,647 | $734,677 |
All Filings in WEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,516 | 1,650 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||