WEX Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JUPITER TOPCO LLC | 08/14/2026 | 3.97 M | $559.71 M | 100.00% | 11.43% |
| BLACKROCK, INC. | 08/07/2026 | 3.17 M | $446.83 M | 1.98% | 9.13% |
| PAR CAPITAL MANAGEMENT INC | 08/14/2026 | 2.25 M | $318.16 M | 0.00% | 6.50% |
| MORGAN STANLEY | 08/13/2026 | 1.95 M | $275.03 M | -7.19% | 5.62% |
| FMR LLC | 08/13/2026 | 1.80 M | $254.16 M | 47.02% | 5.19% |
| IMPACTIVE CAPITAL LP | 08/14/2026 | 1.71 M | $240.88 M | 0.00% | 4.92% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.51 M | $213.56 M | -1.87% | 4.36% |
| BOSTON PARTNERS | 08/04/2026 | 1.49 M | $210.78 M | -10.10% | 4.30% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.43 M | $201.87 M | -3.56% | 4.12% |
| STATE STREET CORP | 08/07/2026 | 1.13 M | $159.89 M | 3.83% | 3.27% |
| EARNEST PARTNERS LLC | 08/13/2026 | 857.37 K | $120.97 M | -2.90% | 2.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 815.70 K | $115.09 M | -0.97% | 2.35% |
| LYRICAL ASSET MANAGEMENT LP | 08/12/2026 | 770.52 K | $108.71 M | 1.26% | 2.22% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 733.56 K | $103.48 M | 6.91% | 2.11% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 08/14/2026 | 728.09 K | $102.73 M | 8.78% | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 671.58 K | $110.40 M | 2.40% | 1.94% |
| CITADEL ADVISORS LLC | 09/02/2026 | 582.79 K | $82.23 M | 112.06% | 1.68% |
| SEI INVESTMENTS CO | 08/14/2026 | 549.63 K | $77.55 M | -8.03% | 1.58% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 547.68 K | $77.27 M | 159.27% | 1.58% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 487.58 K | $68.79 M | 1.89% | 1.41% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 487.58 K | $68.79 M | 100.00% | 1.41% |
| SNYDER CAPITAL MANAGEMENT L P | 08/13/2026 | 466.24 K | $65.78 M | 25.79% | 1.34% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 08/10/2026 | 444.62 K | $62.73 M | 78.73% | 1.28% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/17/2026 | 424.92 K | $59.95 M | -10.75% | 1.22% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 386.98 K | $54.60 M | 63.56% | 1.12% |
| JPMORGAN CHASE & CO | 08/12/2026 | 381.24 K | $52.34 M | 12.64% | 1.10% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 07/30/2026 | 367.34 K | $51.83 M | -2.07% | 1.06% |
| NORGES BANK | 08/12/2026 | 365.11 K | $51.51 M | 100.00% | 1.05% |
| NORTHERN TRUST CORP | 08/13/2026 | 351.67 K | $49.62 M | 5.65% | 1.01% |
| FEDERATED HERMES, INC. | 08/12/2026 | 349.23 K | $49.27 M | -3.63% | 1.01% |
| UBS GROUP AG | 08/13/2026 | 342.36 K | $48.30 M | 18.15% | 0.99% |
| ARIEL INVESTMENTS, LLC | 08/14/2026 | 331.38 K | $46.75 M | -1.88% | 0.96% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 317.40 K | $44.78 M | -15.37% | 0.91% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 306.82 K | $43.29 M | -0.18% | 0.88% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 08/14/2026 | 245.41 K | $34.63 M | 50.13% | 0.71% |
| SOLEL PARTNERS LP | 08/14/2026 | 222.39 K | $31.38 M | 33.17% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 218.74 K | $30.86 M | 2.38% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 217.40 K | $30.67 M | -6.57% | 0.63% |
| SUNRIVER MANAGEMENT LLC | 08/13/2026 | 202.52 K | $28.57 M | -0.58% | 0.58% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 08/14/2026 | 200.97 K | $28.35 M | 0.00% | 0.58% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 200.00 K | $28.22 M | -0.83% | 0.58% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 185.70 K | $26.20 M | -12.76% | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 180.30 K | $25.44 M | 590.80% | 0.52% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 178.61 K | $25.20 M | -0.95% | 0.51% |
| INCLINE GLOBAL MANAGEMENT LLC | 08/14/2026 | 174.92 K | $24.68 M | 1,016.78% | 0.50% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 170.69 K | $24.08 M | -2.54% | 0.49% |
| MERIDIEM CAPITAL PARTNERS LP | 08/14/2026 | 160.78 K | $22.68 M | 100.00% | 0.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 153.02 K | $21.59 M | -8.32% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 134.94 K | $18.38 M | -89.66% | 0.39% |
| CLIFFORD CAPITAL PARTNERS LLC | 08/10/2026 | 127.06 K | $17.93 M | 37.73% | 0.37% |
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WEX Inc institutional Ownership - FAQ's
During the previous two years, 682 institutional investors and hedge funds held shares of WEX Inc. The most heavily invested institutionals were:
Jupiter Topco LLC: 3.97 M
BlackRock, Inc.: 3.17 M
PAR CAPITAL MANAGEMENT INC: 2.25 M
MORGAN STANLEY: 1.95 M
FMR LLC: 1.8 M
Impactive Capital LP: 1.71 M
115.79% of WEX Inc stock is owned by institutional investors.
Institutional investors have bought a total of 61.94 M shares in the last 24 months. This purchase volume represents approximately $10.04 B in transactions.