Запись по ценной бумаге · архивный квартал
WEX
WEX Inc. · Technology · Software - Infrastructure
121Отслеживаемые держатели
0Δ держателей
26.21MАкций в держании
$3.90BОтчётная стоимость
+2Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -3.4% · новые чистые позиции +0.8% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | +2 | 21.70M | $3.07B | +12 | −9 |
| Q1 2026 | 117 | -4 | 25.41M | $3.89B | +7 | −12 |
| Q4 2025 | 121 | 0 | 26.21M | $3.90B | +2 | −1 |
| Q3 2025 | 21 | 0 | 14.80M | $2.33B | +1 | −2 |
| Q2 2025 | 19 | +1 | 10.76M | $1.58B | +2 | −1 |
| Q1 2025 | 15 | +1 | 4.25M | $667.02M | +2 | −1 |
| Q4 2024 | 14 | -1 | 4.27M | $747.85M | +1 | −2 |
| Q3 2024 | 14 | -2 | 4.43M | $930.10M | — | −2 |
| Q2 2024 | 16 | — | 4.91M | $869.64M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 3.87M | — | $576.85M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Janus Henderson Group Plc | 3.87M | — | $576.85M | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Janus Henderson Group Plc | 3.87M | — | $576.85M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Janus Henderson Group Plc | 3.87M | — | $576.85M | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Janus Henderson Group Plc | 3.87M | — | $576.85M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (пассивный) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (пассивный) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | The Vanguard Group ✦ (пассивный) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | The Vanguard Group ✦ (пассивный) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | The Vanguard Group ✦ (пассивный) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (пассивный) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Boston Partners | 1.45M | — | $215.95M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Boston Partners | 1.45M | — | $215.95M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Boston Partners | 1.45M | — | $215.95M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Boston Partners | 1.45M | — | $215.95M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (пассивный) | 1.06M | -0.9% | $158.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 725.16K | — | $108.03M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Dimensional Fund Advisors Lp | 687.65K | — | $102.45M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Dimensional Fund Advisors Lp | 687.65K | — | $102.45M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Dimensional Fund Advisors Lp | 687.65K | — | $102.45M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Dimensional Fund Advisors Lp | 687.65K | — | $102.45M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Dimensional Fund Advisors Lp | 687.65K | — | $102.45M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Geode Capital Management ✦ (пассивный) | 638.96K | +1.1% | $95.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 68 | Geode Capital Management ✦ (пассивный) | 638.96K | +1.1% | $95.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 69 | Sei Investments Co | 549.77K | — | $81.91M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Sei Investments Co | 549.77K | — | $81.91M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Charles Schwab Investment… | 445.58K | — | $66.38M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | UBS Group AG | 429.83K | — | $64.04M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS Group AG | 429.83K | — | $64.04M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS Group AG | 429.83K | — | $64.04M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | UBS Group AG | 429.83K | — | $64.04M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Hotchkis & Wiley Capital Management… | 381.33K | — | $56.81M | 0.2% | n/c | 1 | SEC ↗ |
| 77 | Federated Hermes, Inc. | 349.45K | — | $52.06M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Federated Hermes, Inc. | 349.45K | — | $52.06M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Federated Hermes, Inc. | 349.45K | — | $52.06M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Federated Hermes, Inc. | 349.45K | — | $52.06M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Norges Bank ✦ (пассивный) | 336.97K | Новый | $50.20M | 0.0% | New | 1 | SEC ↗ |
| 91 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 319.46K | — | $47.59M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Gotham Asset Management ✦ | 267.44K | -1.3% | $39.84M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 98 | Wellington Management ✦ | 265.87K | -13.2% | $39.61M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 99 | Wellington Management ✦ | 265.87K | -13.2% | $39.61M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 100 | Wellington Management ✦ | 265.87K | -13.2% | $39.61M | 0.0% | ▼ Trim | 7 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $50.20M | 0.0% |
Закрыто
| Citadel Advisors | $137.01M | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 427 держатели, 38.37M акции, $5.79B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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