Cliff Asness's WEX Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 99,531 shares of WEX Inc. (WEX) worth $15.68 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 148,456 shares. Largest reduction occurred in Q1 2025, reducing 65,924 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's WEX (WEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEX (WEX) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +5,235 | Add 0.00% | 5,234 | $75.28 |
| Q2 2013 | +3,535 | Add 0.00% | 3,534 | $76.68 |
| Q1 2014 | +2,300 | Add 65.08% | 5,834 | $95.13 |
| Q2 2014 | -1,600 | Reduce 27.43% | 4,234 | $104.87 |
| Q3 2014 | -200 | Reduce 4.72% | 4,034 | $110.31 |
| Q4 2014 | +466 | Add 11.55% | 4,500 | $98.89 |
| Q1 2015 | -4,500 | Sold Out | 4,500 | $0.00 |
| Q3 2015 | +7,904 | New Buy | 7,904 | $86.79 |
| Q4 2015 | +2,172 | Add 27.48% | 10,076 | $88.43 |
| Q1 2016 | -3,440 | Reduce 34.14% | 6,636 | $83.33 |
| Q2 2016 | +13,996 | Add 210.91% | 20,632 | $88.65 |
| Q3 2016 | -20,632 | Sold Out | 20,632 | $0.00 |
| Q2 2018 | +3,755 | New Buy | 3,755 | $190.41 |
| Q3 2018 | +81 | Add 2.16% | 3,836 | $200.73 |
| Q4 2018 | +3,753 | Add 97.84% | 7,589 | $140.07 |
| Q1 2019 | -584 | Reduce 7.70% | 7,005 | $192.01 |
| Q2 2019 | -3,600 | Reduce 51.39% | 3,405 | $208.22 |
| Q2 2020 | +35,072 | Add 1030.01% | 38,477 | $160.10 |
| Q3 2020 | +12,313 | Add 32.00% | 50,790 | $138.96 |
| Q4 2020 | -45,612 | Reduce 89.81% | 5,178 | $200.46 |
| Q1 2021 | +2,977 | Add 57.49% | 8,155 | $209.20 |
| Q2 2021 | -8,155 | Sold Out | 8,155 | $0.00 |
| Q1 2022 | +78,822 | New Buy | 78,822 | $175.88 |
| Q2 2022 | -6,768 | Reduce 8.59% | 72,054 | $150.25 |
| Q3 2022 | +17,606 | Add 24.43% | 89,660 | $126.94 |
| Q4 2022 | +40,107 | Add 44.73% | 129,767 | $162.25 |
| Q1 2023 | -20,317 | Reduce 15.66% | 109,450 | $181.50 |
| Q2 2023 | -44,267 | Reduce 40.44% | 65,183 | $182.02 |
| Q3 2023 | -376 | Reduce 0.58% | 64,807 | $188.09 |
| Q4 2023 | +26,259 | Add 40.52% | 91,066 | $194.55 |
| Q1 2024 | -38,493 | Reduce 42.27% | 52,573 | $236.45 |
| Q2 2024 | -32,296 | Reduce 61.43% | 20,277 | $175.25 |
| Q3 2024 | -17,608 | Reduce 86.84% | 2,669 | $209.73 |
| Q4 2024 | +148,456 | Add 5562.23% | 151,125 | $172.82 |
| Q1 2025 | -65,924 | Reduce 43.62% | 85,201 | $154.73 |
| Q2 2025 | +65,657 | Add 77.06% | 150,858 | $146.23 |
| Q3 2025 | -51,327 | Reduce 34.02% | 99,531 | $157.53 |
Cliff Asness's WEX Investment FAQs
Cliff Asness first purchased WEX Inc. (WEX) in Q4 2012, acquiring 5,234 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held WEX Inc. (WEX) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to WEX Inc. (WEX) was in Q4 2024, adding 151,125 shares worth $26.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 99,531 shares of WEX Inc. (WEX), valued at approximately $15.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, WEX Inc. (WEX) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in WEX Inc. (WEX) was 151,125 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.