Which hedge funds own WERN? WERNER ENTERPRISES INC, Q2 2026 13F holders
26 tracked hedge funds disclosed a position in WERN (WERNER ENTERPRISES INC) in their Q2 2026 13F filings, worth $258.2m in total. The largest holder by portfolio weight is Beaconlight Capital, LLC at 5.3% of its book. 8 opened a new position this quarter: Beaconlight Capital, LLC, Fulcrum Asset Management LLP, Bayforest Capital Ltd, Empirical Capital Management, LLC. 12 exited: MQS Management LLC, Edgestream Partners, L.P., ExodusPoint Capital Management, LP.
- 26
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 8
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $20.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $21.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $258m
- Combined value Sum of the holders' reported positions in the security.
- 2.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| MQS Management LLC | 0.3% | $436k |
| Edgestream Partners, L.P. | 0.1% | $4.5m |
| ExodusPoint Capital Management, LP | 0.09% | $9.3m |
| Mangrove Partners IM, LLC | 0.07% | $832k |
| Twinbeech Capital LP | 0.05% | $501k |
| Maverick Capital Ltd | 0.01% | $802k |
| Brevan Howard Capital Management LP | 0.01% | $779k |
| Jupiter Asset Management Ltd | 0.01% | $1.4m |
| Freestone Grove Partners LP | 0.01% | $729k |
| Squarepoint Ops LLC | 0.0% | $1.2m |
| Renaissance Technologies LLC | 0.0% | $1.1m |
| Quarry LP | 0.0% | $3.6k |
Ownership over time
Who discovered WERN first? Beta
The run: Q2 2000 → Q4 2021, +587%
| WCM Investment Management | Q2 2010 | – | +0.2 pts |
| J. Goldman & Co LP | Q1 2014 | – | +0.2 pts |
| Shellback Capital, LP | Q2 2020 | – | +0.1 pts |
| Intrinsic Edge Capital Management LLC | Q3 2017 | – | 0.0 pts |
| Brant Point Investment Management LLC | Q1 2014 | – | 0.0 pts |
| Dark Forest Capital Management LP | Q4 2023 | – | −0.1 pts |
| 1060 Capital, LLC high conviction | Q4 2017 | – | −0.1 pts |
| Interval Partners, LP | Q1 2015 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.