Which superinvestors hold Wex Inc (WEX)?

Per the latest SEC 13F filings, 4 superinvestors hold Wex Inc (WEX): Andrew Brenton, John Rogers, Connor Haley, Ray Dalio. Combined value held is about $163.0M, with Andrew Brenton the largest holder.

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Wex Inc

WEX

Held by 4 superinvestors.

Price$198.58

Holders4

Total value$163.0M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: -1.2%
Net margin: 16.5%
ROE: 24.6%
FCF margin: 17.0%

Revenue $1.13B → $1.85B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

4 holders · $163.0M combined · this quarter +2 opened / -0 exited

This quarter2 opened1 added1 trimmed

Holders 2 → 4 · last 8q

Investor	Value	Shares	Weight (prev→now)
Andrew Brenton	$102.7M	728,088	2.6% → 4.0% ▲
John Rogers	$46.8M	331,383	0.6% → 0.5% ▼
Connor Haley	$12.8M	91,000	New · 2.6%
Ray Dalio	$706,720	5,009	New · 0.0%

Andrew Brenton
Value$102.7MWeight (prev→now)2.6% → 4.0% ▲
John Rogers
Value$46.8MWeight (prev→now)0.6% → 0.5% ▼
Connor Haley
Value$12.8MWeight (prev→now)New · 2.6%
Ray Dalio
Value$706,720Weight (prev→now)New · 0.0%

SEC 13F · notes

Written summary

Wex Inc (WEX) is held by 4 of the superinvestors tracked on Compounder, with a combined $163.0M in reported 13F value. The largest position belongs to Andrew Brenton, where it makes up 4.0% of the portfolio.

Other notable holders by value include John Rogers (0.5% of its book), Connor Haley (2.6% of its book) and Ray Dalio (0.0% of its book).

Over the latest quarter, 2 of the tracked filers opened a new position in WEX, 1 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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