- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 8,246,386
- combined, among listed positions
- Reported value
- $1.6bn
- combined, at the quarter end
Among the 93 comparable managers: 5 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +247,854.
Managers listing WEX in Q4 2023
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Group Ltd | 4,090,463 | $796m | 0.47% | Added | +19,207 | 14 Feb 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 3,122,500 | $607m | 0.11% | Added | +179,813 | 12 Feb 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 640,140 | $125m | 0.11% | Trimmed | -28,437 | 14 Nov 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 171,856 | $33m | 0.06% | Added | +72,023 | 14 Feb 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 119,787 | $23m | under 0.1% | Added | +44,895 | 14 Feb 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 100,401 | $20m | 0.13% | Trimmed | -40,886 | 14 Feb 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 1,239 | $241k | under 0.1% | New | new | 14 Feb 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
- Wellington Management Group LLPexisting position · 3,122,500 shares now+179,813
- Marshall Wace LLPexisting position · 171,856 shares now+72,023
- Arrowstreet Capital LPexisting position · 119,787 shares now+44,895
- Janus Henderson Group Ltdexisting position · 4,090,463 shares now+19,207
- Maverick Capital Ltdnew position · 1,239 shares now+1,239
Reductions
- Schonfeld Strategic Advisors LLCexisting position · 100,401 shares now-40,886
- Neuberger Berman Group LLCexisting position · 640,140 shares now-28,437
New positions and exits
New (1)
- Maverick Capital Ltd$241k
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 →