- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 14 Aug 2024
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 6 listed it in both
- Shares listed
- 7,641,662
- combined, among listed positions
- Reported value
- $1.4bn
- combined, at the quarter end
Among the 94 comparable managers: 6 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing WEX in Q2 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Group Ltd | 4,138,313 | $733m | 0.39% | Added | +49,732 | 14 Aug 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 2,708,086 | $480m | 0.09% | Trimmed | -74,515 | 14 Aug 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 465,844 | $83m | 0.07% | Trimmed | -151,600 | 14 Nov 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 155,319 | $28m | under 0.1% | Added | +28,739 | 14 Aug 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 86,378 | $15m | 0.08% | Added | +46,243 | 14 Aug 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 48,196 | $8.5m | 0.06% | Added | n.a. | 14 Aug 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 29,279 | $5.2m | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 10,247 | $1.8m | under 0.1% | Added | +8,203 | 14 Aug 2024 (the filing on sec.gov) |
What managers have written about WEX
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Impactive Capital's "Wake Up WEX" letter to WEX shareholders · Impactive Capital · 10 Apr 2026 · Subject of the letter
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 4,138,313 shares now+49,732
- Bridgewater Associates LPexisting position · 86,378 shares now+46,243
- Holocene Advisors LPnew position · 29,279 shares now+29,279
- Marshall Wace LLPexisting position · 155,319 shares now+28,739
- Maverick Capital Ltdexisting position · 10,247 shares now+8,203
Reductions
- Neuberger Berman Group LLCexisting position · 465,844 shares now-151,600
- Wellington Management Group LLPexisting position · 2,708,086 shares now-74,515
New positions and exits
New (1)
- Holocene Advisors LP$5.2m
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 4 | $422m | n.a. | n.a. |
| Q3 2013 | 3 | $463m | n.a. | n.a. |
| Q4 2013 | 4 | $534m | n.a. | n.a. |
| Q1 2014 | 4 | $528m | n.a. | n.a. |
| Q2 2014 | 5 | $604m | n.a. | n.a. |
| Q3 2014 | 6 | $734m | n.a. | n.a. |
| Q4 2014 | 7 | $706m | n.a. | n.a. |
| Q1 2015 | 7 | $932m | n.a. | n.a. |
| Q2 2015 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2015 | 7 | $827m | n.a. | n.a. |
| Q4 2015 | 7 | $586m | n.a. | n.a. |
| Q1 2016 | 5 | $496m | n.a. | n.a. |
| Q2 2016 | 5 | $649m | n.a. | n.a. |
| Q3 2016 | 7 | $898m | n.a. | n.a. |
| Q4 2016 | 7 | $874m | n.a. | n.a. |
| Q1 2017 | 9 | $659m | n.a. | n.a. |
| Q2 2017 | 6 | $1.1bn | n.a. | n.a. |
| Q3 2017 | 6 | $1.4bn | n.a. | n.a. |
| Q4 2017 | 7 | $1.6bn | n.a. | n.a. |
| Q1 2018 | 12 | $1.7bn | n.a. | n.a. |
| Q2 2018 | 14 | $2.1bn | n.a. | n.a. |
| Q3 2018 | 9 | $2.0bn | n.a. | n.a. |
| Q4 2018 | 8 | $1.5bn | n.a. | n.a. |
| Q1 2019 | 11 | $2.0bn | n.a. | n.a. |
| Q2 2019 | 11 | $2.1bn | n.a. | n.a. |
| Q3 2019 | 9 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 8 | $2.3bn | n.a. | n.a. |
| Q1 2020 | 12 | $1.3bn | n.a. | n.a. |
| Q2 2020 | 6 | $1.8bn | n.a. | n.a. |
| Q3 2020 | 10 | $1.6bn | n.a. | n.a. |
| Q4 2020 | 10 | $2.3bn | n.a. | n.a. |
| Q1 2021 | 8 | $2.3bn | n.a. | n.a. |
| Q2 2021 | 8 | $1.9bn | n.a. | n.a. |
| Q3 2021 | 5 | $1.6bn | n.a. | n.a. |
| Q4 2021 | 8 | $1.3bn | n.a. | n.a. |
| Q1 2022 | 9 | $1.7bn | n.a. | n.a. |
| Q2 2022 | 12 | $1.4bn | n.a. | n.a. |
| Q3 2022 | 10 | $1.2bn | n.a. | n.a. |
| Q4 2022 | 9 | $1.5bn | n.a. | n.a. |
| Q1 2023 | 9 | $1.6bn | n.a. | n.a. |
| Q2 2023 | 9 | $1.5bn | n.a. | n.a. |
| Q3 2023 | 6 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 7 | $1.6bn | 5 | 2 |
| Q1 2024 | 7 | $1.9bn | 3 | 4 |
| Q2 2024 | 8 | $1.4bn | 6 | 2 |
| Q3 2024 | 6 | $1.5bn | 4 | 3 |
| Q4 2024 | 8 | $941m | 3 | 4 |
| Q1 2025 | 9 | $839m | 7 | 2 |
| Q2 2025 | 5 | $621m | 2 | 5 |
| Q3 2025 | 3 | $622m | 0 | 4 |
| Q4 2025 | 6 | $740m | 16 | 12 |
| Q1 2026 | 3 | $835m | 15 | 13 |
| Q2 2026 | 4 | $654m | 17 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
WEX and V →WEX and MA →WEX and MCO →Choose a stock to compare with WEX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own WEX, latest filings →Back to the 13F Explorer →