Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s WEX WEX Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		– Sell
-5
Closed -$745 – 1028
2025
Q4 		$745 Hold
5
– – ﹤0.01% 900
2025
Q3 		$788 Hold
5
– – ﹤0.01% 913
2025
Q2 		$734 Hold
5
– – ﹤0.01% 957
2025
Q1 		$785 Hold
5
– – ﹤0.01% 875
2024
Q4 		$877 Hold
5
– – ﹤0.01% 893
2024
Q3 		$1.05K Hold
5
– – ﹤0.01% 872
2024
Q2 		$886 Hold
5
– – ﹤0.01% 863
2024
Q1 		$1.19K Hold
5
– – ﹤0.01% 827
2023
Q4 		$973 Buy
+5
New +$907 ﹤0.01% 829
2021
Q1 		– Sell
-3
Closed -$1K – 728
2020
Q4 		$1K Buy
+3
New +$505 ﹤0.01% 669

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WEX Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management sold out of WEX (WEX) in Q1 2026, closing a stake of 5 shares — an estimated $745 sold.

Kayne Anderson Rudnick Investment Management first reported a position in WEX in Q4 2020 and held it in 10 quarters. The position peaked at $1.19K in Q1 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 5 WEX shares in Q1 2026, an estimated $745.
  • Kayne Anderson Rudnick Investment Management first reported a position in WEX in Q4 2020 and held it in 10 quarters.
  • Kayne Anderson Rudnick Investment Management's WEX position peaked at $1.19K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.