WEX β€” WEX INC COM

Ownership history in High Note Wealth, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in WEX INC COM (WEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    WEX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11 -9 -45.0% 0.00% $2K $157.53
2025 Q1 INITIATED 20 β€” β€” 0.00% $3K $157.02

🏒 Other funds also holding WEX

As of 2025 Q4 β€” sorted by position size

Impactive Capital LP 3Y 20.82% PAR CAPITAL MANAGEMENT INC 3Y 7Y 8.87% Triveni Capital Investments LP 5.34% 13D Management LLC 3Y 7Y 5.2% Sunriver Management LLC 3Y 7Y 5.14% Incline Global Management LLC 3Y 7Y 4.65% Solel Partners LP 3Y 4.02% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 3.12% Turtle Creek Asset Management Inc. 3Y 7Y 2.77% CLIFFORD CAPITAL PARTNERS LLC 3Y 7Y 2.41%
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