Запись по ценной бумаге · архивный квартал
WEX
WEX Inc. · Technology · Software - Infrastructure
117Отслеживаемые держатели
+2Δ держателей
21.70MАкций в держании
$3.07BОтчётная стоимость
+12Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.7% ·
поток акций -0.5% ·
новые чистые позиции +2.6%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 3.17M | +2.0% | $446.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.95M | -7.2% | $275.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.80M | +47.0% | $254.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.80M | +47.0% | $254.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.80M | +47.0% | $254.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.80M | +47.0% | $254.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.80M | +47.0% | $254.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Vanguard Capital Management Llc | 1.51M | -1.9% | $213.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Boston Partners | 1.49M | -10.1% | $210.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Boston Partners | 1.49M | -10.1% | $210.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 38 | Boston Partners | 1.49M | -10.1% | $210.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 39 | Boston Partners | 1.49M | -10.1% | $210.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (пассивный) | 1.13M | +3.8% | $159.89M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 815.70K | -1.0% | $115.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 815.70K | -1.0% | $115.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 815.70K | -1.0% | $115.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 815.70K | -1.0% | $115.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 815.70K | -1.0% | $115.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Geode Capital Management ✦ (пассивный) | 671.58K | +2.4% | $110.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 47 | Geode Capital Management ✦ (пассивный) | 671.58K | +2.4% | $110.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 733.56K | +6.9% | $103.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 733.56K | +6.9% | $103.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 733.56K | +6.9% | $103.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Dimensional Fund Advisors Lp | 733.56K | +6.9% | $103.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Dimensional Fund Advisors Lp | 733.56K | +6.9% | $103.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 582.79K | +112.1% | $82.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 582.79K | +112.1% | $82.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Sei Investments Co | 549.63K | -8.0% | $77.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Sei Investments Co | 549.63K | -8.0% | $77.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Capital World Investors ✦ | 547.68K | +159.3% | $77.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | Charles Schwab Investment… | 487.58K | +1.9% | $68.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Charles Schwab Investment… | 487.58K | +1.9% | $68.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hotchkis & Wiley Capital Management… | 386.98K | +63.6% | $54.60M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 381.24K | +12.6% | $52.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Norges Bank ✦ (пассивный) | 365.11K | Новый | $51.51M | 0.0% | New | 1 | SEC ↗ |
| 70 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Northern Trust Corp | 351.67K | +5.7% | $49.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Federated Hermes, Inc. | 349.23K | -3.6% | $49.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Federated Hermes, Inc. | 349.23K | -3.6% | $49.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 78 | Federated Hermes, Inc. | 349.23K | -3.6% | $49.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Federated Hermes, Inc. | 349.23K | -3.6% | $49.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | UBS Group AG | 342.36K | +18.1% | $48.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS Group AG | 342.36K | +18.1% | $48.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | UBS Group AG | 342.36K | +18.1% | $48.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Gotham Asset Management ✦ | 317.40K | -15.4% | $44.78M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 84 | Wellington Management ✦ | 306.82K | -0.2% | $43.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 85 | Wellington Management ✦ | 306.82K | -0.2% | $43.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 86 | Wellington Management ✦ | 306.82K | -0.2% | $43.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 217.40K | -6.6% | $30.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $51.51M | 0.0% |
Закрыто
| Balyasny Asset Management L.P. | $35.49M | составлял 0.1% |
| Mariner, LLC | $8.36M | составлял 0.0% |
| Man Group plc | $3.92M | составлял 0.0% |
| Focus Partners Wealth | $2.19M | составлял 0.0% |
| Nomura Holdings Inc | $1.32M | составлял 0.0% |
| Renaissance Technologies | $290,776 | составлял 0.0% |
| ProShare Advisors LLC | $210,430 | составлял 0.0% |
| Lido Advisors, LLC | $201,859 | составлял 0.0% |
| Toronto Dominion Bank | $119 | составлял 0.0% |
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: Q2 2026 ·
Методология ·
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