Position in WEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,510
-$34,580 QoQ
Shares Held
358
-35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 410 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $290,860,455 across 54 Software - Infrastructure names. WEX ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
512,172 | $191,050,398 | |
| 2 | PANW |
Palo Alto Networks Inc
|
125,903 | $42,935,440 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
161,284 | $18,817,003 | |
| 4 | ORCL |
Oracle Corp
|
95,228 | $13,955,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
68,514 | $10,525,120 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,880 | $9,707,140 | |
| 7 | NET |
Cloudflare, Inc.
|
2,460 | $603,388 | |
| 8 | TWLO |
Twilio Inc
|
2,025 | $417,817 |
All Filings in WEX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,510 | 358 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $85,090 | 556 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $81,492 | 547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,333 | 383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $55,230 | 376 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $48,362 | 308 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $45,758 | 261 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,389 | 40 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,365 | 19 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,562 | 15 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,334 | 12 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,257 | 12 | Shares | Sole | 2023-10-18 | |
| 2022-06-30 | $2,022 | 13 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,319 | 13 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,825 | 13 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||