Position in WIX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,458,126
+$14,431,323 QoQ
Shares Held
160,521
+62117.4% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WIX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $604,524,599 across 79 Software - Infrastructure names. WIX ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,067,474 | $395,146,850 | |
| 2 | PANW |
Palo Alto Networks Inc
|
425,478 | $68,212,632 | |
| 3 | ORCL |
Oracle Corp
|
241,434 | $35,517,355 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
193,429 | $28,294,794 | |
| 5 | CRWV |
CoreWeave, Inc.
|
253,046 | $19,603,473 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
165,254 | $16,129,203 | |
| 7 | WIX |
Wix.com Ltd.
This page
|
160,521 | $14,458,126 | |
| 8 | SNPS |
Synopsys Inc
|
14,127 | $5,601,072 |
All Filings in WIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,458,126 | 160,521 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,803 | 258 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,526,674 | 143,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,747 | 112 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,636 | 212 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,484 | 212 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,461 | 254 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,449 | 248 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $33,820 | 246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,631 | 249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,959 | 261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,420 | 261 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,047 | 261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,052 | 261 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $28,553 | 365 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,317 | 432 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $66,854 | 640 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $49,230 | 312 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $153,836 | 785 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $184,327 | 635 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $301,836 | 1,081 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $380,189 | 1,521 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $343,028 | 1,346 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,661 | 26 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,621 | 26 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||