John Overdeck’s WEX WEX Stock Holding History

John Overdeck’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	$296K	Buy	+2,100	New	+$311K	﹤0.01%	4534
2022 Q1	–	Sell	-8,800	Closed	-$1.24M	–	4446
2021 Q4	$1.24M	Sell	8,800 -4,100	-32%	-$627K	﹤0.01%	2364
2021 Q3	$2.27M	Buy	12,900 +9,200	+249%	+$1.68M	0.01%	1872
2021 Q2	$717K	Buy	3,700 +2,700	+270%	+$554K	﹤0.01%	2784
2021 Q1	$209K	Buy	+1,000	New	+$211K	﹤0.01%	3606
2020 Q4	–	Sell	-2,000	Closed	-$278K	–	3813
2020 Q3	$278K	Buy	+2,000	New	+$313K	﹤0.01%	2627

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

John Overdeck's WEX Position: Q2 2026 in Review

John Overdeck reduced its WEX (WEX) stake by 17% in Q2 2026, selling an estimated $59.3K and leaving 1,900 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #4603.

John Overdeck first reported a position in WEX in Q1 2015 and has held it in 32 quarters since. The position peaked at $33M in Q2 2018. 411 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

John Overdeck held 1,900 shares of WEX worth $268K as of Q2 2026.
John Overdeck sold 400 WEX shares in Q2 2026, an estimated $59.3K.
WEX made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4603 holding.
John Overdeck first reported a position in WEX in Q1 2015 and has held it in 32 quarters since.
John Overdeck's WEX position peaked at $33M in Q2 2018.
411 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.