Neuberger Berman Group
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Neuberger Berman Group’s WEX WEX Stock Holding History

Neuberger Berman Group’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 		$30.9M Sell
201,674
-13,144
-6% -$2.05M 0.02% 571
2025
Q4 		$32M Sell
214,818
-15,452
-7% -$2.33M 0.02% 555
2025
Q3 		$36.3M Sell
230,270
-8,867
-4% -$1.47M 0.03% 532
2025
Q2 		$35.1M Sell
239,137
-37,841
-14% -$5.08M 0.03% 513
2025
Q1 		$43.5M Sell
276,978
-80,319
-22% -$13.2M 0.04% 461
2024
Q4 		$62.6M Sell
357,297
-48,021
-12% -$9M 0.05% 388
2024
Q3 		$85M Sell
405,318
-60,526
-13% -$11.3M 0.07% 325
2024
Q2 		$82.5M Sell
465,844
-151,600
-25% -$30.9M 0.07% 318
2024
Q1 		$147M Sell
617,444
-22,696
-4% -$4.88M 0.12% 217
2023
Q4 		$125M Sell
640,140
-28,437
-4% -$5.16M 0.11% 237
2023
Q3 		$126M Sell
668,577
-22,750
-3% -$4.39M 0.11% 227
2023
Q2 		$126M Sell
691,327
-66,182
-9% -$11.7M 0.11% 226
2023
Q1 		$139M Sell
757,509
-50,882
-6% -$9.27M 0.13% 211
2022
Q4 		$132M Sell
808,391
-10,601
-1% -$1.65M 0.13% 220
2022
Q3 		$104M Sell
818,992
-22,869
-3% -$3.59M 0.11% 262
2022
Q2 		$131M Sell
841,861
-21,120
-2% -$3.46M 0.13% 214
2022
Q1 		$154M Sell
862,981
-407,801
-32% -$66.5M 0.13% 224
2021
Q4 		$178M Sell
1,270,782
-705,550
-36% -$108M 0.14% 209
2021
Q3 		$348M Sell
1,976,332
-215,479
-10% -$39.3M 0.3% 74
2021
Q2 		$425M Buy
2,191,811
+378,218
+21% +$77.5M 0.37% 46
2021
Q1 		$379M Buy
1,813,593
+12,927
+0.7% +$2.73M 0.36% 42
2020
Q4 		$366M Buy
1,800,666
+167,886
+10% +$28.2M 0.38% 46
2020
Q3 		$227M Sell
1,632,780
-39,541
-2% -$6.2M 0.27% 90
2020
Q2 		$276M Buy
1,672,321
+116,087
+7% +$15.9M 0.34% 74
2020
Q1 		$163M Buy
1,556,234
+22,100
+1% +$4.13M 0.25% 99
2019
Q4 		$321M Buy
1,534,134
+28,677
+2% +$5.75M 0.37% 52
2019
Q3 		$304M Sell
1,505,457
-39,792
-3% -$8.24M 0.37% 57
2019
Q2 		$322M Sell
1,545,249
-243,825
-14% -$49.1M 0.38% 51
2019
Q1 		$343M Sell
1,789,074
-38,546
-2% -$6.51M 0.42% 44
2018
Q4 		$256M Buy
1,827,620
+236,736
+15% +$39M 0.36% 55
2018
Q3 		$319M Sell
1,590,884
-126,171
-7% -$24.2M 0.36% 57
2018
Q2 		$327M Sell
1,717,055
-128,462
-7% -$22.4M 0.36% 58
2018
Q1 		$289M Sell
1,845,517
-50,113
-3% -$7.53M 0.33% 67
2017
Q4 		$268M Buy
1,895,630
+225,776
+14% +$28.3M 0.31% 68
2017
Q3 		$187M Buy
1,669,854
+132,453
+9% +$14.4M 0.23% 131
2017
Q2 		$160M Buy
1,537,401
+165,575
+12% +$17M 0.21% 155
2017
Q1 		$142M Sell
1,371,826
-1,830
-0.1% -$203K 0.18% 178
2016
Q4 		$153M Buy
1,373,656
+116,361
+9% +$12.6M 0.21% 153
2016
Q3 		$136M Sell
1,257,295
-171,686
-12% -$16.8M 0.18% 170
2016
Q2 		$127M Sell
1,428,981
-16,275
-1% -$1.45M 0.17% 175
2016
Q1 		$120M Sell
1,445,256
-129,285
-8% -$9.35M 0.17% 184
2015
Q4 		$139M Buy
1,574,541
+85,071
+6% +$7.72M 0.18% 173
2015
Q3 		$129M Buy
1,489,470
+44,161
+3% +$4.4M 0.17% 178
2015
Q2 		$165M Sell
1,445,309
-43,004
-3% -$4.88M 0.18% 159
2015
Q1 		$160M Buy
1,488,313
+175,829
+13% +$17.7M 0.17% 166
2014
Q4 		$130M Buy
1,312,484
+101,832
+8% +$10.8M 0.13% 215
2014
Q3 		$134M Sell
1,210,652
-17,534
-1% -$1.93M 0.14% 205
2014
Q2 		$129M Sell
1,228,186
-12,119
-1% -$1.16M 0.13% 237
2014
Q1 		$118M Buy
1,240,305
+88,037
+8% +$8.06M 0.12% 255
2013
Q4 		$114M Buy
1,152,268
+32,272
+3% +$3.03M 0.12% 268
2013
Q3 		$98.3M Sell
1,119,996
-4,369
-0.4% -$369K 0.11% 287
2013
Q2 		$86.2M Buy
+1,124,365
New +$83.5M 0.1% 291

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
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 $95.5B AUM 28.4% 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

Neuberger Berman Group's WEX Position: Q1 2026 in Review

Neuberger Berman Group reduced its WEX (WEX) stake by 6.1% in Q1 2026, selling an estimated $2.05M and leaving 201,674 shares worth $30.9M. The position accounts for 0.02% of the portfolio, ranked #571.

Neuberger Berman Group first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $425M in Q2 2021. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Neuberger Berman Group held 201,674 shares of WEX worth $30.9M as of Q1 2026.
  • Neuberger Berman Group sold 13,144 WEX shares in Q1 2026, an estimated $2.05M.
  • WEX made up 0.02% of Neuberger Berman Group's portfolio in Q1 2026, its #571 holding.
  • Neuberger Berman Group first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
  • Neuberger Berman Group's WEX position peaked at $425M in Q2 2021.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.