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Sunriver Management’s WEX WEX Stock Holding History

Sunriver 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
Q2 		$28.6M Sell
202,518
-1,176
-0.6% -$174K 4.49% 10
2026
Q1 		$31.2M Sell
203,694
-125,483
-38% -$19.6M 5.27% 8
2025
Q4 		$49M Buy
329,177
+21,096
+7% +$3.18M 5.14% 8
2025
Q3 		$48.5M Sell
308,081
-32,875
-10% -$5.44M 5.28% 6
2025
Q2 		$50.1M Buy
340,956
+26,887
+9% +$3.61M 5.37% 8
2025
Q1 		$49.3M Buy
314,069
+135,490
+76% +$22.3M 6.09% 3
2024
Q4 		$31.3M Sell
178,579
-85,954
-32% -$16.1M 3.75% 15
2024
Q3 		$55.5M Buy
+264,533
New +$49.3M 6.82% 5

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunriver Management's WEX Position: Q2 2026 in Review

Sunriver Management reduced its WEX (WEX) stake by 0.58% in Q2 2026, selling an estimated $174K and leaving 202,518 shares worth $28.6M. The position accounts for 4.49% of the portfolio, ranked #10.

Sunriver Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.5M in Q3 2024. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Sunriver Management held 202,518 shares of WEX worth $28.6M as of Q2 2026.
  • Sunriver Management sold 1,176 WEX shares in Q2 2026, an estimated $174K.
  • WEX made up 4.49% of Sunriver Management's portfolio in Q2 2026, its #10 holding.
  • Sunriver Management first reported a position in WEX in Q3 2024 and has held it in 8 quarters since.
  • Sunriver Management's WEX position peaked at $55.5M in Q3 2024.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Sunriver Management's 13F filing for Q2 2026, filed 13 Aug 2026.