Position in WEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,789,429
+$1,991,974 QoQ
Shares Held
381,242
+12.6% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $83,698,264,856 across 125 Software - Infrastructure names. WEX ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,173,516 | $50,422,424,930 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,715,578 | $7,405,446,401 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,697,852 | $6,238,259,685 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
29,494,974 | $3,441,178,605 | |
| 5 | ORCL |
Oracle Corp
|
22,899,905 | $3,355,981,067 | |
| 6 | TWLO |
Twilio Inc
|
12,224,027 | $2,522,183,481 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
13,850,206 | $2,174,897,840 | |
| 8 | CPAY |
Corpay, Inc.
|
4,766,416 | $1,588,503,450 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,789,429 | 381,242 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $51,797,455 | 338,457 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $50,777,446 | 340,834 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $59,934,963 | 380,467 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $159,492,421 | 1,085,795 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $167,713,686 | 1,068,104 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $358,812,362 | 2,046,614 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $208,582,141 | 994,527 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $186,155,002 | 1,050,892 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $202,348,000 | 851,884 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $200,996,604 | 1,033,136 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $249,148,523 | 1,324,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $231,543,328 | 1,271,727 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $245,839,591 | 1,336,884 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $212,347,000 | 1,297,572 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $163,548,730 | 1,288,394 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $211,237,098 | 1,357,914 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $272,138,563 | 1,525,013 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $332,362,228 | 2,367,421 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $586,522,769 | 3,329,867 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $615,916,170 | 3,176,463 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $498,432,121 | 2,382,335 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $497,604,792 | 2,444,872 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $315,238,846 | 2,268,395 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $360,862,836 | 2,186,915 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $159,816,483 | 1,528,613 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||