Position in WEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$238,018
-$27,965 QoQ
Shares Held
1,687
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 410 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $1,683,636,074 across 56 Software - Infrastructure names. WEX ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,877,386 | $1,073,322,525 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,255,449 | $146,473,234 | |
| 3 | PANW |
Palo Alto Networks Inc
|
393,520 | $134,198,190 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
574,976 | $109,696,796 | |
| 5 | ORCL |
Oracle Corp
|
708,534 | $103,835,657 | |
| 6 | NET |
Cloudflare, Inc.
|
87,214 | $21,391,849 | |
| 7 | FTNT |
Fortinet, Inc.
|
96,037 | $14,753,203 | |
| 8 | CRWV |
CoreWeave, Inc.
|
118,924 | $11,837,694 |
All Filings in WEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,018 | 1,687 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $265,983 | 1,738 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $273,527 | 1,836 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $279,773 | 1,776 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $274,243 | 1,867 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $256,570 | 1,634 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $278,758 | 1,590 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $386,112 | 1,841 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $361,188 | 2,039 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $526,604 | 2,217 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $453,106 | 2,329 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $439,942 | 2,339 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $457,177 | 2,511 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $476,642 | 2,592 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $377,704 | 2,308 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $312,272 | 2,460 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $390,455 | 2,510 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $460,222 | 2,579 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $377,508 | 2,689 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $454,441 | 2,580 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $542,920 | 2,800 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $576,610 | 2,756 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $521,443 | 2,562 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $538,647 | 3,876 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $387,443 | 2,348 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||