Position in WEX
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$222,061
+$42,690 QoQ
Shares Held
1,451
+20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Essential Partners LLC holds $7,300,656 across 84 Software - Infrastructure names. WEX ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,289 | $1,957,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,148 | $665,007 | |
| 3 | VRSN |
Verisign Inc/Ca
|
2,673 | $663,866 | |
| 4 | MDB |
MongoDB, Inc.
|
1,901 | $465,307 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,224 | $426,905 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,728 | $399,051 | |
| 7 | WEX |
WEX Inc.
This page
|
1,451 | $222,061 | |
| 8 | NTNX |
Nutanix, Inc.
|
5,755 | $218,747 |
All Filings in WEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,061 | 1,451 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $179,371 | 1,204 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $29,458 | 187 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $27,027 | 184 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||