STOCK TITAN

Wellington group discloses 10.36% Trex Company (TREX) ownership in 13G/A

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Trex Company, Inc. received an updated ownership report from a group of Wellington entities, led by Wellington Management Group LLP, regarding holdings of its common stock. As of July 31, 2026, the Wellington complex is reported to beneficially own 10,558,010 shares of Trex common stock, representing 10.36% of the class.

The Wellington entities report no sole voting or dispositive power, with authority instead held on a shared basis across affiliated investment advisers. For several Wellington entities, shared voting power is reported over 8,216,754 shares and shared dispositive power over 10,558,002 shares

Positive

  • None.

Negative

  • None.
Beneficial ownership 10,558,010 shares Total Trex common shares reported as beneficially owned by Wellington entities
Ownership percentage 10.36 % Percent of Trex common stock class beneficially owned by Wellington entities
Shared voting power 8,216,754 shares Shares of Trex over which certain Wellington entities report shared voting power
Shared dispositive power 10,558,002 shares Shares of Trex over which certain Wellington entities report shared dispositive power
Wellington Management Company LLP stake 8.7 % Ownership percentage in Trex common stock reported for Wellington Management Company LLP
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 8,216,754.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 10,558,002.00"
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What percentage of Trex (TREX) does Wellington report owning in this Schedule 13G/A?

Wellington entities report beneficial ownership of 10.36% of Trex Company, Inc. common stock, based on 10,558,010 shares as disclosed in the amended Schedule 13G.

How many Trex (TREX) shares are beneficially owned by Wellington according to this filing?

The Wellington group reports beneficial ownership of 10,558,010 shares of Trex common stock, corresponding to 10.36% of the outstanding class as of July 31, 2026.

Does Wellington have sole or shared voting power over its Trex (TREX) shares?

The Wellington entities report 0 shares with sole voting power and 8,216,754 shares with shared voting power, reflecting authority exercised through affiliated investment advisers.

What dispositive power over Trex (TREX) shares is reported by Wellington?

Wellington reports no sole dispositive power and shared dispositive power over up to 10,558,002 shares of Trex common stock, held across advisory client accounts.

Do any single Wellington clients hold more than 5% of Trex (TREX) stock?

No. The filing states that while clients of Wellington investment advisers own the reported shares, no such client is known to have more than 5% of Trex’s common stock.

Which Wellington entities are included in this Trex (TREX) ownership report?

The report covers Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, along with related investment adviser affiliates.





89531P105

(CUSIP Number)
07/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026