WEX Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 3.92 M | $599.31 M | 1.14% | 11.38% |
| BLACKROCK, INC. | 05/13/2026 | 3.11 M | $475.26 M | 1.53% | 9.03% |
| PAR CAPITAL MANAGEMENT INC | 05/15/2026 | 2.25 M | $345.10 M | 0.13% | 6.56% |
| MORGAN STANLEY | 05/15/2026 | 2.10 M | $321.43 M | -0.51% | 6.11% |
| IMPACTIVE CAPITAL LP | 05/15/2026 | 1.71 M | $261.28 M | -22.23% | 4.96% |
| BOSTON PARTNERS | 05/11/2026 | 1.66 M | $254.23 M | 14.74% | 4.83% |
| 05/15/2026 | 1.54 M | $236.06 M | 100.00% | 4.48% | |
| 05/08/2026 | 1.48 M | $227.05 M | 100.00% | 4.31% | |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.31 M | $199.78 M | 46.71% | 3.79% |
| FMR LLC | 05/15/2026 | 1.23 M | $187.52 M | 6.87% | 3.56% |
| STATE STREET CORP | 05/15/2026 | 1.09 M | $167.03 M | 2.79% | 3.17% |
| EARNEST PARTNERS LLC | 05/15/2026 | 883.01 K | $135.14 M | -0.75% | 2.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 823.68 K | $126.06 M | 13.59% | 2.39% |
| LYRICAL ASSET MANAGEMENT LP | 05/11/2026 | 760.94 K | $116.45 M | -1.68% | 2.21% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 686.14 K | $105.01 M | -0.22% | 1.99% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 05/19/2026 | 669.34 K | $102.44 M | 58.46% | 1.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 655.84 K | $100.39 M | 2.64% | 1.91% |
| SEI INVESTMENTS CO | 05/13/2026 | 597.60 K | $91.46 M | 8.70% | 1.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 478.55 K | $73.24 M | 7.40% | 1.39% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 04/30/2026 | 476.08 K | $72.86 M | -38.65% | 1.38% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04/13/2026 | 375.11 K | $59.75 M | -8.06% | 1.09% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 375.05 K | $57.40 M | 40.24% | 1.09% |
| SNYDER CAPITAL MANAGEMENT L P | 05/14/2026 | 370.66 K | $56.73 M | 6.46% | 1.08% |
| FEDERATED HERMES, INC. | 05/11/2026 | 362.37 K | $55.46 M | 3.70% | 1.05% |
| JPMORGAN CHASE & CO | 05/13/2026 | 338.46 K | $51.91 M | -0.70% | 0.98% |
| ARIEL INVESTMENTS, LLC | 05/14/2026 | 337.72 K | $51.69 M | 0.28% | 0.98% |
| NORTHERN TRUST CORP | 05/14/2026 | 332.85 K | $50.94 M | 4.19% | 0.97% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 307.37 K | $47.04 M | 15.61% | 0.89% |
| SG CAPITAL MANAGEMENT LLC | 05/08/2026 | 303.28 K | $46.41 M | 100.00% | 0.88% |
| UBS GROUP AG | 05/05/2026 | 289.76 K | $44.35 M | -32.59% | 0.84% |
| CITADEL ADVISORS LLC | 05/15/2026 | 274.83 K | $42.06 M | 100.00% | 0.80% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 05/13/2026 | 248.76 K | $38.07 M | -7.19% | 0.72% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 236.60 K | $36.21 M | -37.95% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 232.68 K | $35.61 M | 0.47% | 0.68% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 231.92 K | $35.49 M | 100.00% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 213.66 K | $32.70 M | 100.00% | 0.62% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 212.87 K | $32.58 M | 111.82% | 0.62% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 211.24 K | $32.33 M | 120.47% | 0.61% |
| SUNRIVER MANAGEMENT LLC | 05/14/2026 | 203.69 K | $31.17 M | -38.12% | 0.59% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 201.67 K | $30.86 M | -6.12% | 0.59% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 05/15/2026 | 200.97 K | $30.76 M | -11.84% | 0.58% |
| SG CAPITAL MANAGEMENT LLC | 05/08/2026 | 200.00 K | $30.61 M | 100.00% | 0.58% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 180.31 K | $27.60 M | 3.55% | 0.52% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 175.14 K | $26.80 M | -2.47% | 0.51% |
| SOLEL PARTNERS LP | 05/15/2026 | 167.00 K | $25.56 M | 0.00% | 0.49% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 166.90 K | $25.54 M | -30.25% | 0.49% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 05/15/2026 | 163.47 K | $25.02 M | -64.01% | 0.48% |
| LONGAEVA PARTNERS L.P. | 05/15/2026 | 161.28 K | $24.68 M | 100.00% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 141.80 K | $21.70 M | 839.07% | 0.41% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 125.63 K | $19.23 M | 1.17% | 0.37% |
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WEX Inc institutional Ownership - FAQ's
During the previous two years, 648 institutional investors and hedge funds held shares of WEX Inc. The most heavily invested institutionals were:
JANUS HENDERSON GROUP PLC: 3.92 M
BlackRock, Inc.: 3.11 M
PAR CAPITAL MANAGEMENT INC: 2.25 M
MORGAN STANLEY: 2.1 M
Impactive Capital LP: 1.71 M
Boston Partners: 1.66 M
112.47% of WEX Inc stock is owned by institutional investors.
Institutional investors have bought a total of 53.80 M shares in the last 24 months. This purchase volume represents approximately $8.72 B in transactions.