SM
WEX icon

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
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

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

Sunriver Management's WEX Position: Q1 2026 in Review

Sunriver Management reduced its WEX (WEX) stake by 38% in Q1 2026, selling an estimated $19.6M and leaving 203,694 shares worth $31.2M. The position accounts for 5.27% of the portfolio, ranked #8.

Sunriver Management first reported a position in WEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $55.5M in Q3 2024. 430 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Sunriver Management held 203,694 shares of WEX worth $31.2M as of Q1 2026.
  • Sunriver Management sold 125,483 WEX shares in Q1 2026, an estimated $19.6M.
  • WEX made up 5.27% of Sunriver Management's portfolio in Q1 2026, its #8 holding.
  • Sunriver Management first reported a position in WEX in Q3 2024 and has held it in 7 quarters since.
  • Sunriver Management's WEX position peaked at $55.5M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Sunriver Management's 13F filing for Q1 2026, filed 14 May 2026.