RICE HALL JAMES & ASSOCIATES, LLC WEX — WEX INC

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  ·  7 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported WEX INC (WEX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.75% in 2024 Q3. The latest visible filing shows WEX at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICE HALL JAMES & ASSOCIATES, LLC's position in WEX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WEX was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WEX stock page RICE HALL JAMES & ASSOCIATES, LLC fund profile RICE HALL JAMES & ASSOCIATES, LLC full holdings
How RICE HALL JAMES & ASSOCIATES, LLC held WEX — position size vs. price
% of Fund (quarterly)    WEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 174,138 +153 +0.1% 1.43% $25.9M 2026-02-14 (Est.) $157.67
2025 Q3 REDUCED 8.4% -3.0% ✅ 173,985 -15,959 -8.4% 1.49% $27.4M 2025-10-16 $147.64
2025 Q2 ADDED — — — 189,944 +45,090 +31.1% 1.50% $27.9M 2025-08-11 $167.11
2025 Q1 ADDED — — — 144,854 +824 +0.6% 1.34% $22.7M 2025-05-01 $121.44
2024 Q4 REDUCED 6.5% -10.4% ✅ 144,030 -10,003 -6.5% 1.39% $25.3M 2025-01-31 $183.89
2024 Q3 ADDED — — — 154,033 +134,099 +672.7% 1.75% $32.3M 2024-10-28 $178.76
2024 Q2 INITIATED — — — 19,934 — — 0.21% $3.5M 2024-08-07 $169.19

🏢 Other funds also holding WEX

As of 2026 Q1 — sorted by position size

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 0.6% SPINNAKER TRUST 3Y 7Y 0.56% Index Technologies Group LLC 0.37% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.22% Radnor Capital Management, LLC 3Y 7Y 0.2% Benin Management CORP 3Y 7Y 0.1% B.O.S.S. Retirement Advisors, LLC 3Y 0.1% HARBOR CAPITAL ADVISORS, INC. 3Y 0.08% Bath Savings Trust Co 3Y 7Y 0.07% HM PAYSON & CO 3Y 7Y 0.06%

FAQ About RICE HALL JAMES & ASSOCIATES, LLC and WEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning WEX?

RICE HALL JAMES & ASSOCIATES, LLC reported WEX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WEX position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for WEX was 1.75% in 2024 Q3.

What is the latest reported WEX position on this page?

The most recent filing on this page is 2025 Q4, when RICE HALL JAMES & ASSOCIATES, LLC reported 174,138 shares, equal to 1.43% of portfolio, with an estimated market value of $25.9M.

What does the chart on this WEX ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC's quarterly WEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RICE HALL JAMES & ASSOCIATES, LLC time their WEX position?

Based on 13F filing dates vs. subsequent WEX price moves, RICE HALL JAMES & ASSOCIATES, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on WEX relative to SPY over the holding period was -21.2%.

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