Joel Greenblatt's WEX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 270,964 shares of WEX Inc. (WEX) worth $42.68 M, representing 0.19% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 287,961 shares. Largest reduction occurred in Q4 2015, reducing 292,110 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's WEX (WEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEX (WEX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +7,997 | New Buy | 7,997 | $110.29 |
| Q4 2014 | +287,961 | Add 3600.86% | 295,958 | $98.92 |
| Q1 2015 | -295,958 | Sold Out | 295,958 | $0.00 |
| Q4 2015 | +3,848 | New Buy | 3,848 | $88.36 |
| Q1 2016 | -3,848 | Sold Out | 3,848 | $0.00 |
| Q3 2016 | +22,436 | New Buy | 22,436 | $108.09 |
| Q4 2016 | -6,420 | Reduce 28.61% | 16,016 | $111.58 |
| Q1 2017 | +74,792 | Add 466.98% | 90,808 | $103.50 |
| Q2 2017 | -90,808 | Sold Out | 90,808 | $0.00 |
| Q4 2018 | +14,881 | New Buy | 14,881 | $140.04 |
| Q1 2019 | -14,881 | Sold Out | 14,881 | $0.00 |
| Q1 2020 | +23,708 | New Buy | 23,708 | $104.56 |
| Q2 2020 | -18,484 | Reduce 77.97% | 5,224 | $165.01 |
| Q3 2020 | +3,182 | Add 60.91% | 8,406 | $138.95 |
| Q4 2020 | -3,924 | Reduce 46.68% | 4,482 | $203.48 |
| Q1 2021 | -2,625 | Reduce 58.57% | 1,857 | $209.48 |
| Q2 2021 | -1,857 | Sold Out | 1,857 | $0.00 |
| Q4 2021 | +3,794 | New Buy | 3,794 | $140.48 |
| Q1 2022 | +2,910 | Add 76.70% | 6,704 | $178.40 |
| Q2 2022 | +6,843 | Add 102.07% | 13,547 | $155.53 |
| Q3 2022 | +4,674 | Add 34.50% | 18,221 | $126.94 |
| Q4 2022 | +6,171 | Add 33.87% | 24,392 | $163.65 |
| Q1 2023 | -6,766 | Reduce 27.74% | 17,626 | $183.89 |
| Q2 2023 | -3,459 | Reduce 19.62% | 14,167 | $182.07 |
| Q3 2023 | -1,115 | Reduce 7.87% | 13,052 | $188.09 |
| Q4 2023 | +14,808 | Add 113.45% | 27,860 | $194.55 |
| Q1 2024 | +8,646 | Add 31.03% | 36,506 | $237.53 |
| Q2 2024 | +2,870 | Add 7.86% | 39,376 | $177.14 |
| Q3 2024 | +50,569 | Add 128.43% | 89,945 | $209.73 |
| Q4 2024 | +14,953 | Add 16.62% | 104,898 | $175.32 |
| Q1 2025 | -29,888 | Reduce 28.49% | 75,010 | $157.02 |
| Q2 2025 | +118,778 | Add 158.35% | 193,788 | $146.89 |
| Q3 2025 | +77,176 | Add 39.82% | 270,964 | $157.53 |
Joel Greenblatt's WEX Investment FAQs
Joel Greenblatt first purchased WEX Inc. (WEX) in Q3 2014, acquiring 7,997 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held WEX Inc. (WEX) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to WEX Inc. (WEX) was in Q4 2014, adding 295,958 shares worth $29.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 270,964 shares of WEX Inc. (WEX), valued at approximately $42.68 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 0.19% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in WEX Inc. (WEX) was 295,958 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.