SageView Advisory Group, LLC

Position in WEX — WEX Inc.

CIK 1914558 NEWPORT BEACH, CA

Position in WEX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$221,652

-$44,484 QoQ

Shares Held

1,571

-9.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#290

of 410 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SageView Advisory Group, LLC holds $31,641,229 across 13 Software - Infrastructure names. WEX ranks #11 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	60,310	$22,496,836
2	PANW	Palo Alto Networks Inc	8,044	$2,743,164
3	ORCL	Oracle Corp	16,533	$2,422,911
4	SNPS	Synopsys Inc	2,809	$1,253,010
5	PLTR	Palantir Technologies Inc.	5,912	$689,753
6	FTNT	Fortinet, Inc.	3,433	$527,377
7	FFIV	F5, Inc.	762	$316,961
8	CRWD	CrowdStrike Holdings, Inc.	1,612	$307,545

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,652	1,571	-9.7%	Shares	Sole	2026-08-10
2026-03-31	$266,136	1,739	+2.9%	Shares	Sole	2026-08-10
2025-12-31	$251,776	1,690	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$268,746	1,706	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$250,300	1,704	+1.4%	Shares	Sole	2025-08-13
2025-03-31	$263,793	1,680	+4.4%	Shares	Sole	2025-05-19
2024-12-31	$282,089	1,609	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$339,552	1,619	-89.6%	Shares	Sole	2024-11-14
2024-03-31	$3,706,180	15,603	+1468.1%	Shares	Sole	2024-05-09
2023-12-31	$193,577	995	-36.5%	Shares	Sole	2024-03-06
2023-09-30	$294,548	1,566	+3.3%	Shares	Sole	2023-11-03
2023-06-30	$276,018	1,516	+4.7%	Shares	Sole	2023-08-11
2023-03-31	$266,272	1,448	+3.6%	Shares	Sole	2023-05-02
2022-12-31	$228,782	1,398	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.