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Kodai Capital Management’s WEX WEX Stock Holding History

Kodai 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
2025
Q1 		$9.1M Buy
+57,958
New +$9.54M 0.36% 86
2024
Q2 		– Sell
-146,391
Closed -$34.8M – 152
2024
Q1 		$34.8M Sell
146,391
-109,327
-43% -$23.5M 0.81% 43
2023
Q4 		$49.7M Buy
+255,718
New +$46.4M 1.01% 32

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kodai Capital Management's WEX Position: Q1 2025 in Review

Kodai Capital Management opened a new position in WEX (WEX) in Q1 2025: 57,958 shares worth $9.1M. The stake represents 0.36% of the portfolio and ranks #86 among its holdings. This is a return to the name: Kodai Capital Management previously reported a position in WEX as recently as Q1 2024.

Kodai Capital Management first reported a position in WEX in Q4 2023 and has held it in 3 quarters since. The position peaked at $49.7M in Q4 2023. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Kodai Capital Management held 57,958 shares of WEX worth $9.1M as of Q1 2025.
  • WEX was a new Kodai Capital Management position in Q1 2025.
  • WEX made up 0.36% of Kodai Capital Management's portfolio in Q1 2025, its #86 holding.
  • Kodai Capital Management first reported a position in WEX in Q4 2023 and has held it in 3 quarters since.
  • Kodai Capital Management's WEX position peaked at $49.7M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.