Rice Hall James & Associates’s WEX WEX Stock Holding History

Rice Hall James & Associates’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	$27.6M	Buy	180,314 +6,176	+4%	+$965K	1.54%	16
2025 Q4	$25.9M	Buy	174,138 +153	+0.1%	+$23.1K	1.43%	21
2025 Q3	$27.4M	Sell	173,985 -15,959	-8%	-$2.64M	1.49%	18
2025 Q2	$27.9M	Buy	189,944 +45,090	+31%	+$6.06M	1.5%	19
2025 Q1	$22.7M	Buy	144,854 +824	+0.6%	+$136K	1.34%	23
2024 Q4	$25.3M	Sell	144,030 -10,003	-6%	-$1.88M	1.39%	19
2024 Q3	$32.3M	Buy	154,033 +134,099	+673%	+$25M	1.75%	12
2024 Q2	$3.53M	Buy	+19,934	New	+$4.07M	0.21%	106

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rice Hall James & Associates's WEX Position: Q1 2026 in Review

Rice Hall James & Associates increased its WEX (WEX) stake by 3.5% in Q1 2026, buying an estimated $965K and bringing the position to 180,314 shares worth $27.6M. The position accounts for 1.54% of the portfolio, ranked #16.

Rice Hall James & Associates first reported a position in WEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.3M in Q3 2024. 430 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

Rice Hall James & Associates held 180,314 shares of WEX worth $27.6M as of Q1 2026.
Rice Hall James & Associates bought 6,176 WEX shares in Q1 2026, an estimated $965K.
WEX made up 1.54% of Rice Hall James & Associates's portfolio in Q1 2026, its #16 holding.
Rice Hall James & Associates first reported a position in WEX in Q2 2024 and has held it in 8 quarters since.
Rice Hall James & Associates's WEX position peaked at $32.3M in Q3 2024.
430 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.