Optimize Financial Inc

Position in WEX — WEX Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in WEX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$436,164

+$37,941 QoQ

Shares Held

2,850

+6.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Optimize Financial Inc holds $3,961,361 across 4 Software - Infrastructure names. WEX ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,852	$2,536,404
2	ATEN	A10 Networks, Inc.	23,700	$547,944
3	CPAY	Corpay, Inc.	1,515	$440,849
4	WEX	WEX Inc. This page	2,850	$436,164

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$436,164	2,850	+6.6%	Shares	Sole	2026-05-12
2025-12-31	$398,223	2,673	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$415,406	2,637	+7.1%	Shares	Sole	2025-11-05
2025-06-30	$361,790	2,463	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$389,252	2,479	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.