- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 13 May 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 4 listed it in both
- Shares listed
- 5,405,281
- combined, among listed positions
- Reported value
- $839m
- combined, at the quarter end
Among the 95 comparable managers: 7 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 Q1 2025
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Group Ltd | 4,011,730 | $620m | 0.34% | Trimmed | -40,649 | 15 May 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 614,675 | $97m | 0.16% | New | new | 15 May 2025 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 276,978 | $43m | under 0.1% | Trimmed | -80,319 | 27 Oct 2026 (the filing on sec.gov) |
| Two Sigma Investments LP | 179,261 | $28m | 0.06% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 112,416 | $18m | 0.11% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 103,926 | $16m | 0.52% | Added | +90,584 | 13 May 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 59,458 | $9.3m | under 0.1% | Added | +16,137 | 15 May 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 34,990 | $5.5m | 0.05% | Added | n.a. | 14 May 2025 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 11,847 | $1.9m | under 0.1% | New | new | 15 May 2025 (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
- Balyasny Asset Management LLCnew position · 614,675 shares now+614,675
- Quantbot Technologies LPexisting position · 103,926 shares now+90,584
- Holocene Advisors LPexisting position · 59,458 shares now+16,137
- Brevan Howard Capital Management LPnew position · 11,847 shares now+11,847
Reductions
- Neuberger Berman Group LLCexisting position · 276,978 shares now-80,319
- Janus Henderson Group Ltdexisting position · 4,011,730 shares now-40,649
New positions and exits
New (2)
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 →