Voloridge Investment Management
WEX icon

Voloridge Investment Management’s WEX WEX Stock Holding History

Voloridge Investment 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
2025
Q2 		– Sell
-15,213
Closed -$2.39M – 1409
2025
Q1 		$2.39M Buy
+15,213
New +$2.51M 0.01% 932
2022
Q2 		– Sell
-37,311
Closed -$6.66M – 1654
2022
Q1 		$6.66M Sell
37,311
-104,646
-74% -$17.1M 0.04% 540
2021
Q4 		$19.9M Buy
141,957
+128,357
+944% +$19.6M 0.11% 267
2021
Q3 		$2.4M Sell
13,600
-985
-7% -$180K 0.02% 988
2021
Q2 		$2.83M Buy
+14,585
New +$2.99M 0.02% 860
2020
Q4 		– Sell
-18,326
Closed -$2.55M – 1602
2020
Q3 		$2.55M Buy
+18,326
New +$2.87M 0.02% 640
2020
Q2 		– Sell
-7,898
Closed -$826K – 1523
2020
Q1 		$826K Buy
+7,898
New +$1.47M 0.02% 565
2019
Q3 		– Sell
-2,052
Closed -$427K – 1240
2019
Q2 		$427K Buy
+2,052
New +$413K 0.01% 591
2018
Q3 		– Sell
-38,984
Closed -$7.43M – 484
2018
Q2 		$7.43M Buy
38,984
+36,446
+1,436% +$6.35M 0.2% 117
2018
Q1 		$398K Buy
+2,538
New +$381K 0.01% 429
2017
Q2 		– Sell
-13,753
Closed -$1.42M – 604
2017
Q1 		$1.42M Sell
13,753
-36,741
-73% -$4.08M 0.03% 350
2016
Q4 		$5.63M Buy
+50,494
New +$5.46M 0.12% 216

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Voloridge Investment Management's WEX Position: Q2 2025 in Review

Voloridge Investment Management sold out of WEX (WEX) in Q2 2025, closing a stake of 15,213 shares — an estimated $2.39M sold.

Voloridge Investment Management first reported a position in WEX in Q4 2016 and held it in 12 quarters. The position peaked at $19.9M in Q4 2021. 386 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

  • Voloridge Investment Management reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 15,213 WEX shares in Q2 2025, an estimated $2.39M.
  • Voloridge Investment Management first reported a position in WEX in Q4 2016 and held it in 12 quarters.
  • Voloridge Investment Management's WEX position peaked at $19.9M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.