Position in WEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,336,545
-$195,691 QoQ
Shares Held
9,473
-5.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 410 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. WEX ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in WEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,336,545 | 9,473 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,532,236 | 10,012 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,576,804 | 10,584 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,699,433 | 10,788 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,694,082 | 11,533 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,137,827 | 13,615 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,456,759 | 14,013 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,165,454 | 15,093 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,112,526 | 17,571 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,625,184 | 19,472 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,864,346 | 19,863 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,792,270 | 20,162 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,861,158 | 21,207 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,115,825 | 22,382 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,691,453 | 22,557 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,861,354 | 22,541 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,907,978 | 25,122 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,277,803 | 23,972 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,321,908 | 23,662 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||