LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WEX — WEX Inc.
CIK 932974
BOSTON, MA
Position in WEX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$51,827,718
-$5,579,115 QoQ
Shares Held
367,338
-2.1% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#26
of 410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $900,632,652 across 16 Software - Infrastructure names. WEX ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,847,490 | $689,150,719 | |
| 2 | SNPS |
Synopsys Inc
|
351,492 | $156,790,035 | |
| 3 | WEX |
WEX Inc.
This page
|
367,338 | $51,827,718 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,931 | $1,340,549 | |
| 5 | ORCL |
Oracle Corp
|
3,347 | $490,502 | |
| 6 | TWLO |
Twilio Inc
|
1,295 | $267,197 | |
| 7 | MDB |
MongoDB, Inc.
|
380 | $127,642 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
970 | $127,487 |
All Filings in WEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,827,718 | 367,338 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $57,406,833 | 375,110 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $60,786,073 | 408,015 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $74,894,013 | 475,427 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $112,846,478 | 768,238 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $124,651,424 | 793,857 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $154,894,342 | 883,495 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $190,851,992 | 909,989 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $161,950,244 | 914,250 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $205,717,131 | 866,068 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $168,550,921 | 866,363 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $158,653,538 | 843,498 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $148,475,353 | 815,485 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $133,416,239 | 725,522 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $94,148,171 | 575,302 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $54,055,621 | 425,836 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $60,263,476 | 387,397 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $64,499,503 | 361,443 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $47,074,591 | 335,313 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $74,290,567 | 421,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $86,792,741 | 447,616 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,165,246 | 445,298 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $93,869,662 | 461,208 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $78,603,098 | 565,612 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $111,177,301 | 673,761 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $118,964,307 | 1,137,870 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||