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Security record · archived quarter

WERN

Werner Enterprises, Inc. · Industrials · Trucking

38.89 +3.3% mkt cap $2.33B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
+1Δ holders
5.86MShares held
$210.47MReported value
+2New positions
−1Exits
Strongly Rising Conviction score 53/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow +20.8% · net new positions +8.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 99 +11 51.65M $2.25B +14 −3
Q1 2026 91 +6 49.06M $1.44B +9 −4
Q4 2025 86 +1 52.77M $1.58B +3 −1
Q3 2025 16 -1 24.70M $650.21M +1 −2
Q2 2025 14 0 22.91M $626.77M +2 −2
Q1 2025 11 -1 4.84M $141.72M +1 −2
Q4 2024 12 +1 5.86M $210.47M +2 −1
Q3 2024 10 0 2.20M $84.90M +1 −1
Q2 2024 10 3.11M $111.28M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 2.65M $95.21M 0.0% n/c 1 SEC ↗
2 Geode Capital Management (passive) 1.46M -0.6% $52.40M 0.0% ▼ Trim 3 SEC ↗
3 Geode Capital Management (passive) 1.46M -0.6% $52.40M 0.0% ▼ Trim 3 SEC ↗
4 Wellington Management 880.68K New $31.63M 0.0% New 1 SEC ↗
5 Wellington Management 880.68K New $31.63M 0.0% New 1 SEC ↗
6 Two Sigma Investments 379.71K +38.3% $13.64M 0.0% ▲ Add 3 SEC ↗
7 Millennium Management 186.06K -2.4% $6.68M 0.0% ▼ Trim 3 SEC ↗
8 Citadel Advisors 125.85K +270.2% $4.52M 0.0% ▲ Add 3 SEC ↗
9 Citadel Advisors 125.85K +270.2% $4.52M 0.0% ▲ Add 3 SEC ↗
10 T. Rowe Price 51.26K +8.5% $1.84M 0.0% ▲ Add 3 SEC ↗
11 Adage Capital Partners 40.55K 0.0% $1.46M 0.0% Held 3 SEC ↗
12 Gotham Asset Management 38.75K -7.5% $1.39M 0.0% ▼ Trim 2 SEC ↗
13 AQR Capital Management 22.02K -25.9% $790,874 0.0% ▼ Trim 3 SEC ↗
14 AQR Capital Management 22.02K -25.9% $790,874 0.0% ▼ Trim 3 SEC ↗
15 AQR Capital Management 22.02K -25.9% $790,874 0.0% ▼ Trim 3 SEC ↗
16 Norges Bank (passive) 15.01K New $538,980 0.0% New 1 SEC ↗
17 D. E. Shaw & Co. 9.80K -85.2% $352,088 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wellington Management $31.63M 0.0%
Wellington Management $31.63M 0.0%
Norges Bank $538,980 0.0%

Exited

Renaissance Technologies $315,010 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 239 holders, 64.75M shares, $1.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G — AMERICAN CENTURY INVESTMENT MANAGEMENT…

View original SEC filing ↗

Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API