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
2021
Q3 		– Sell
-840
Closed -$550K – 1830
2021
Q2 		$550K Buy
+840
New +$172K ﹤0.01% 1461

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.