Position in WEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,133,704
+$1,784,495 QoQ
Shares Held
15,123
+545.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#132
of 410 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BURNEY CO/ holds $87,646,502 across 16 Software - Infrastructure names. WEX ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,645 | $31,201,257 | |
| 2 | PANW |
Palo Alto Networks Inc
|
38,668 | $13,186,560 | |
| 3 | FTNT |
Fortinet, Inc.
|
85,093 | $13,071,986 | |
| 4 | ORCL |
Oracle Corp
|
80,432 | $11,787,309 | |
| 5 | FFIV |
F5, Inc.
|
16,110 | $6,701,115 | |
| 6 | VRSN |
Verisign Inc/Ca
|
8,625 | $2,169,705 | |
| 7 | WEX |
WEX Inc.
This page
|
15,123 | $2,133,704 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
17,531 | $2,045,341 |
All Filings in WEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,133,704 | 15,123 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $349,209 | 2,344 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,677,222 | 16,995 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $221,604 | 1,264 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,466,207 | 16,527 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,976,306 | 16,802 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,900,242 | 16,420 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $5,570,355 | 28,632 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,972,460 | 21,120 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,663,573 | 9,137 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||