Position in WEX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,647
-$11,206 QoQ
Shares Held
118
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 410 holders
Holding Since
Sep 2022
16 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, 2026SJS Investment Consulting Inc. holds $4,875,589 across 78 Software - Infrastructure names. WEX ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,518 | $3,177,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
734 | $250,308 | |
| 3 | ORCL |
Oracle Corp
|
1,445 | $211,763 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,705 | $198,922 | |
| 5 | FTNT |
Fortinet, Inc.
|
875 | $134,417 | |
| 6 | VRSN |
Verisign Inc/Ca
|
302 | $75,970 | |
| 7 | OKTA |
Okta, Inc.
|
504 | $68,770 | |
| 8 | TDC |
Teradata Corp /De/
|
1,902 | $65,904 |
All Filings in WEX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,647 | 118 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $27,853 | 182 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $19,217 | 129 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $472 | 3 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $440 | 3 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $314 | 2 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,227 | 7 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,468 | 7 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,239 | 7 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $21,852 | 92 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,167 | 6 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,128 | 6 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $910 | 5 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $1,287 | 7 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $981 | 6 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $380 | 3 | Shares | Defined | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||