WEX INC WEX
$146.48
+2.7% 52w: $126.86 – $184.93
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data126.86155.89184.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
429
+2 QoQ
13F value
$5.92B
+3.3% QoQ
Smart-money holders
29
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
0.1×
$4.6M calls / $72.1M puts
Institutional value by quarter
Number of holders
Who owns WEX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 3.9M | $599.3M | 0.3% | +1.1% |
| BlackRock, Inc. | Index provider | 3.1M | $475.3M | 0.0% | +1.5% |
| PAR CAPITAL MANAGEMENT INC ★3 | Fundamental concentrated | 2.3M | $345.1M | 10.0% | +0.1% |
| MORGAN STANLEY | Bank broker | 2.1M | $321.4M | 0.0% | -0.5% |
| Impactive Capital LP ★3 | Fundamental concentrated | 1.7M | $261.3M | 18.9% | -22.2% |
| Boston Partners | Other | 1.7M | $254.2M | 0.3% | +14.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.5M | $236.1M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.5M | $227.1M | 0.0% | — |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.3M | $199.8M | 0.1% | +46.7% |
| FMR LLC | Long only active | 1.2M | $187.5M | 0.0% | +6.9% |
| STATE STREET CORP | Index provider | 1.1M | $167.0M | 0.0% | +2.8% |
| EARNEST PARTNERS LLC | Other | 883.0K | $135.1M | 0.6% | -0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 823.7K | $126.1M | 0.0% | +13.6% |
| LYRICAL ASSET MANAGEMENT LP ★3 | Fundamental concentrated | 760.9K | $116.5M | 1.8% | -1.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 686.1K | $105.0M | 0.0% | -0.2% |
| TURTLE CREEK ASSET MANAGEMENT INC. ★3 | Fundamental concentrated | 669.3K | $102.4M | 3.8% | +58.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 655.8K | $100.4M | 0.0% | +2.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 597.6K | $91.5M | 0.1% | +8.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 478.6K | $73.2M | 0.0% | +7.4% |
| River Road Asset Management, LLC | Other | 476.1K | $72.9M | 0.8% | -38.7% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | Other | 375.1K | $59.8M | 0.6% | -8.1% |
| Gotham Asset Management, LLC | Diversified mechanical | 375.0K | $57.4M | 0.2% | +40.2% |
| SNYDER CAPITAL MANAGEMENT L P ★2 | Fundamental diversified | 370.7K | $56.7M | 1.1% | +6.5% |
| FEDERATED HERMES, INC. | Diversified mechanical | 362.4K | $55.5M | 0.1% | +3.7% |
| JPMORGAN CHASE & CO | Bank broker | 338.5K | $51.9M | 0.0% | -0.7% |
| ARIEL INVESTMENTS, LLC | Other | 337.7K | $51.7M | 0.6% | +0.3% |
| NORTHERN TRUST CORP | Index provider | 332.9K | $50.9M | 0.0% | +4.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 307.4K | $47.0M | 0.0% | +15.6% |
| SG Capital Management LLC ★2 | Fundamental diversified | 303.3K | $46.4M | 3.8% | New |
| UBS Group AG | Bank broker | 289.8K | $44.3M | 0.0% | -32.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 274.8K | $42.1M | 0.0% | New |
| NEW SOUTH CAPITAL MANAGEMENT INC ★3 | Fundamental concentrated | 248.8K | $38.1M | 1.8% | -7.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 236.6K | $36.2M | 0.1% | -38.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 232.7K | $35.6M | 0.0% | +0.5% |
| Balyasny Asset Management L.P. | Multistrat pod | 231.9K | $35.5M | 0.1% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 213.7K | $32.7M | 0.0% | — |
| Quantinno Capital Management LP | Diversified mechanical | 212.9K | $32.6M | 0.1% | +111.8% |
| Capital World Investors | Long only active | 211.2K | $32.3M | 0.0% | +120.5% |
| Sunriver Management LLC ★3 | Fundamental concentrated | 203.7K | $31.2M | 5.3% | -38.1% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 201.7K | $30.9M | 0.0% | -6.1% |
| LAKEWOOD CAPITAL MANAGEMENT, LP ★3 | Fundamental concentrated | 201.0K | $30.8M | 2.0% | -11.8% |
| RICE HALL JAMES & ASSOCIATES, LLC | Other | 180.3K | $27.6M | 1.5% | +3.5% |
| LOOMIS SAYLES & CO L P | Other | 175.1K | $26.8M | 0.0% | -2.5% |
| Solel Partners LP ★3 | Fundamental concentrated | 167.0K | $25.6M | 5.5% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 166.9K | $25.5M | 0.0% | -30.3% |
| HAWK RIDGE CAPITAL MANAGEMENT LP ★2 | Fundamental diversified | 163.5K | $25.0M | 0.9% | -64.0% |
| Longaeva Partners L.P. ★2 | Fundamental diversified | 161.3K | $24.7M | 1.2% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 125.6K | $19.2M | 0.0% | +1.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 120.5K | $18.4M | 0.0% | -0.6% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 116.8K | $17.9M | 0.0% | -45.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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