Bayforest Capital’s WEX WEX Stock Holding History

Bayforest Capital’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60K	Buy	425 +252	+146%	+$37.3K	0.06%	577
2026 Q1	$26.5K	Buy	+173	New	+$27K	0.03%	693

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bayforest Capital's WEX Position: Q2 2026 in Review

Bayforest Capital increased its WEX (WEX) stake by 146% in Q2 2026, buying an estimated $37.3K and bringing the position to 425 shares worth $60K. The position accounts for 0.06% of the portfolio, ranked #577.

Bayforest Capital first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bayforest Capital held 425 shares of WEX worth $60K as of Q2 2026.
Bayforest Capital bought 252 WEX shares in Q2 2026, an estimated $37.3K.
WEX made up 0.06% of Bayforest Capital's portfolio in Q2 2026, its #577 holding.
Bayforest Capital first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.