Position in WEX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,907,760
+$151,630 QoQ
Shares Held
19,000
+2.7% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
All Filings in WEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,907,760 | 19,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,756,130 | 18,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,977,317 | 18,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,084,690 | 21,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,862,692 | 24,600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,998,648 | 11,400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,244,111 | 10,700 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||