Position in WEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,220
+$2,551 QoQ
Shares Held
37
+117.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 410 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $5,095,020 across 22 Software - Infrastructure names. WEX ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,344 | $4,231,538 | |
| 2 | ORCL |
Oracle Corp
|
2,564 | $375,754 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,864 | $217,472 | |
| 4 | PANW |
Palo Alto Networks Inc
|
562 | $191,653 | |
| 5 | FTNT |
Fortinet, Inc.
|
144 | $22,121 | |
| 6 | VRSN |
Verisign Inc/Ca
|
59 | $14,842 | |
| 7 | WEX |
WEX Inc.
This page
|
37 | $5,220 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
104 | $4,960 |
All Filings in WEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220 | 37 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $2,669 | 17 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,980 | 17 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,565 | 17 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,011 | 17 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,038 | 17 | Shares | Sole | 2024-04-15 | |
| 2021-06-30 | $1,745 | 9 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||