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CIM Investment Management’s Werner Enterprises WERN Stock Holding History

CIM Investment Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+5,316
New +$200K 0.06% 247
2024
Q4 		– Sell
-5,250
Closed -$203K – 257
2024
Q3 		$203K Buy
+5,250
New +$194K 0.06% 229
2024
Q2 		– Sell
-6,498
Closed -$254K – 286
2024
Q1 		$254K Hold
6,498
– – 0.08% 224
2023
Q4 		$275K Hold
6,498
– – 0.09% 216
2023
Q3 		$253K Hold
6,498
– – 0.09% 210
2023
Q2 		$287K Hold
6,498
– – 0.1% 197
2023
Q1 		$296K Buy
+6,498
New +$295K 0.11% 192
2022
Q1 		– Sell
-4,532
Closed -$216K – 301
2021
Q4 		$216K Hold
4,532
– – 0.06% 274
2021
Q3 		$201K Hold
4,532
– – 0.06% 289
2021
Q2 		$202K Sell
4,532
-4,540
-50% -$212K 0.06% 290
2021
Q1 		$428K Buy
+9,072
New +$395K 0.13% 156

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM Investment Management's WERN Position: Q2 2026 in Review

CIM Investment Management opened a new position in Werner Enterprises (WERN) in Q2 2026: 5,316 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #247 among its holdings. This is a return to the name: CIM Investment Management previously reported a position in WERN as recently as Q3 2024.

CIM Investment Management first reported a position in WERN in Q1 2021 and has held it in 11 quarters since. The position peaked at $428K in Q1 2021. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • CIM Investment Management held 5,316 shares of Werner Enterprises worth $232K as of Q2 2026.
  • Werner Enterprises was a new CIM Investment Management position in Q2 2026.
  • Werner Enterprises made up 0.06% of CIM Investment Management's portfolio in Q2 2026, its #247 holding.
  • CIM Investment Management first reported a position in Werner Enterprises in Q1 2021 and has held it in 11 quarters since.
  • CIM Investment Management's Werner Enterprises position peaked at $428K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.