Hawk Ridge Capital Management’s WEX WEX Stock Holding History

Hawk Ridge Capital Management’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	$34.6M	Buy	245,411 +81,940	+50%	+$12.1M	1.11%	24
2026 Q1	$25M	Sell	163,471 -290,800	-64%	-$45.5M	0.91%	32
2025 Q4	$67.7M	Buy	454,271 +8,100	+2%	+$1.22M	3.12%	15
2025 Q3	$70.3M	Buy	446,171 +42,900	+11%	+$7.1M	3.35%	12
2025 Q2	$59.2M	Buy	403,271 +363,404	+912%	+$48.8M	2.47%	16
2025 Q1	$6.26M	Buy	+39,867	New	+$6.56M	0.3%	37
2022 Q4	–	Sell	-41,300	Closed	-$5.24M	–	61
2022 Q3	$5.24M	Buy	+41,300	New	+$6.49M	0.33%	43
2022 Q1	–	Sell	-77,800	Closed	-$10.9M	–	56
2021 Q4	$10.9M	Buy	+77,800	New	+$11.9M	0.67%	34

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

Hawk Ridge Capital Management's WEX Position: Q2 2026 in Review

Hawk Ridge Capital Management increased its WEX (WEX) stake by 50% in Q2 2026, buying an estimated $12.1M and bringing the position to 245,411 shares worth $34.6M. The position accounts for 1.11% of the portfolio, ranked #24.

Hawk Ridge Capital Management first reported a position in WEX in Q4 2021 and has held it in 8 quarters since. The position peaked at $70.3M in Q3 2025. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Hawk Ridge Capital Management held 245,411 shares of WEX worth $34.6M as of Q2 2026.
Hawk Ridge Capital Management bought 81,940 WEX shares in Q2 2026, an estimated $12.1M.
WEX made up 1.11% of Hawk Ridge Capital Management's portfolio in Q2 2026, its #24 holding.
Hawk Ridge Capital Management first reported a position in WEX in Q4 2021 and has held it in 8 quarters since.
Hawk Ridge Capital Management's WEX position peaked at $70.3M in Q3 2025.
415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Hawk Ridge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.