John Rogers's WEX Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 340,936 shares of WEX Inc. (WEX) worth $53.71 M, representing 0.57% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, John Rogers has maintained this position in WEX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 168,832 shares. Largest reduction occurred in Q3 2025, reducing 60,150 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's WEX (WEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEX (WEX) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +149,440 | New Buy | 149,440 | $209.73 |
| Q4 2024 | +168,832 | Add 112.98% | 318,272 | $175.32 |
| Q1 2025 | +93,975 | Add 29.53% | 412,247 | $157.02 |
| Q2 2025 | -11,161 | Reduce 2.71% | 401,086 | $146.89 |
| Q3 2025 | -60,150 | Reduce 15.00% | 340,936 | $157.53 |
John Rogers's WEX Investment FAQs
John Rogers first purchased WEX Inc. (WEX) in Q3 2024, acquiring 149,440 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held WEX Inc. (WEX) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to WEX Inc. (WEX) was in Q4 2024, adding 318,272 shares worth $55.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 340,936 shares of WEX Inc. (WEX), valued at approximately $53.71 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 0.57% of John Rogers'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.
John Rogers's peak holding in WEX Inc. (WEX) was 412,247 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.