Position in WEX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,162,154
-$75,829 QoQ
Shares Held
29,500
+6.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#106
of 410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HM PAYSON & CO holds $412,368,993 across 23 Software - Infrastructure names. WEX ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
948,625 | $353,856,097 | |
| 2 | ORCL |
Oracle Corp
|
325,784 | $47,743,645 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,161 | $4,488,163 | |
| 4 | WEX |
WEX Inc.
This page
|
29,500 | $4,162,154 | |
| 5 | MDB |
MongoDB, Inc.
|
1,674 | $562,296 | |
| 6 | OKTA |
Okta, Inc.
|
2,450 | $334,302 | |
| 7 | NET |
Cloudflare, Inc.
|
1,139 | $279,373 | |
| 8 | GEN |
Gen Digital Inc.
|
7,100 | $176,719 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,162,154 | 29,500 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,237,983 | 27,692 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,274,533 | 28,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,391,463 | 27,877 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,094,851 | 27,877 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $5,739,394 | 36,552 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,839,860 | 61,829 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $31,321,287 | 149,341 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,397,140 | 92,566 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $40,197,201 | 169,230 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $31,419,240 | 161,497 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,842,926 | 132,080 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,818,957 | 31,960 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,854,138 | 31,835 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,559,616 | 27,862 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,645,937 | 20,844 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,098,599 | 19,919 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,572,390 | 20,019 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,007,013 | 21,419 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,186,319 | 23,767 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $4,647,201 | 23,967 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,233,985 | 20,237 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $4,154,454 | 20,412 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $3,045,388 | 21,914 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $4,906,737 | 29,736 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,962,194 | 18,768 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||