SEC 13F Intelligence

Stephens Investment Management Group LLC / WEX

Stephens Investment Management Group LLC’s Wex Inc Position

Does Stephens Investment Management Group LLC own Wex Inc (WEX)? Not currently — the last reported position was 305.5K shares worth $73M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$73M
Q1 2024
Shares
305.5K
% of Portfolio
+0.97%
Quarters Held
22
position exited

Position History WEX

Reported value by quarter
Q4 ’18: $52MQ4 ’18Q1 ’19: $63MQ2 ’19: $62MQ3 ’19: $60MQ3 ’19Q4 ’19: $62MQ1 ’20: $28MQ2 ’20: $43MQ2 ’20Q3 ’20: $42MQ4 ’20: $73MQ1 ’21: $84MQ1 ’21Q2 ’21: $77MQ3 ’21: $69MQ4 ’21: $55MQ4 ’21Q1 ’22: $71MQ2 ’22: $62MQ3 ’22: $46MQ3 ’22Q4 ’22: $59MQ1 ’23: $66MQ2 ’23: $67MQ2 ’23Q3 ’23: $70MQ4 ’23: $71MQ1 ’24: $73MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024305.5K$73M+0.97%
Q4 2023364.2K$71M+1.04%
Q3 2023370.2K$70M+1.14%
Q2 2023367.3K$67M+1.04%
Q1 2023358.7K$66M+1.10%
Q4 2022358.7K$59M+1.06%
Q3 2022359.2K$46M+0.86%
Q2 2022399.3K$62M+1.15%
Q1 2022398.8K$71M+1.04%
Q4 2021393.7K$55M+0.71%
Q3 2021394.1K$69M+0.94%
Q2 2021395.0K$77M+1.05%
Q1 2021399.7K$84M+1.21%
Q4 2020359.8K$73M+1.09%
Q3 2020304.2K$42M+0.75%
Q2 2020261.0K$43M+0.78%
Q1 2020263.3K$28M+0.67%
Q4 2019293.9K$62M+1.16%
Q3 2019296.5K$60M+1.20%
Q2 2019295.9K$62M+1.17%
Q1 2019330.4K$63M+1.29%
Q4 2018368.0K$52M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stephens Investment Management Group LLC’s full portfolio or all institutional holders of WEX.