Latest Period
Q1 2026
Security Snapshot
WEX Inc. - Common Stock (WEX) Institutional Ownership
CUSIP: 96208T104
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
430
Shares (Excl. Options)
38,667,806
Price
$153.04
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- Security type / class
- Equity / Common Stock
- Symbol
- WEX on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 38,667,806
- Total 13F value
- $5,919,542,238
- Portfolio coverage rank
- 0.01%
- Share change
- +208,195
- Value change
- +$34,728,091
- Number of holders
- 430
- Shares outstanding
- 34,745,052
- SEC-reported price per share
- $157.50
- Insider filing price
- $157.50
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WEX - WEX Inc. - Common Stock is tracked under CUSIP 96208T104.
- 430 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 430 to 106 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $5,919,542,238 to $201,042,680.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 430 institutions filings for Q1 2026.
Security key
96208T104
Latest holder period
Q1 2026
13F holders
430
13D/G owners
7
CIK / CUSIP context first
Open Q1 2026 holders
WEX full holder history
WEX Inc. SEC filings
WEX Inc. company facts
WEX Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 96208T104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
WEX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 11% | +10% | $568,535,395 | -$20,251,431 | 3,870,484 | -3.4% | JANUS HENDERSON GROUP PLC | 30 Jun 2025 |
| PAR INVESTMENT PARTNERS LP | 6.6% | +24% | $362,189,160 | +$64,573,245 | 2,252,000 | +22% | PAR Investment Partners, L.P. | 31 Dec 2025 |
| MORGAN STANLEY | 5.8% | -19% | $334,404,445 | -$67,129,368 | 2,015,213 | -17% | Morgan Stanley | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $276,115,867 | 1,804,206 | Vanguard Capital Management | 31 Mar 2026 | |||
| Impactive Capital LP | 4.9% | -2% | $271,060,559 | 1,707,253 | 0% | Impactive Capital LP | 30 Mar 2026 | |
| JPMORGAN CHASE & CO | 2.7% | -46% | $138,773,240 | -$123,225,347 | 1,066,994 | -47% | JPMORGAN CHASE & CO. | 31 Mar 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.1% | $107,821,561 | 829,014 | Wellington Management Group LLP | 31 Dec 2024 |
As of 31 Mar 2026, 430 institutional investors reported holding 38,667,806 shares of WEX Inc. - Common Stock (WEX). This represents 111% of the company’s total 34,745,052 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
84%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 11% | 3,916,073 | +1.1% | 0.29% | $599,313,395 |
| BlackRock, Inc. | 8.9% | 3,105,441 | +1.5% | 0.01% | $475,256,723 |
| PAR CAPITAL MANAGEMENT INC | 6.5% | 2,254,984 | +0.13% | 10% | $345,102,751 |
| MORGAN STANLEY | 6% | 2,100,267 | -0.51% | 0.02% | $321,425,232 |
| Impactive Capital LP | 4.9% | 1,707,253 | -22% | 19% | $261,277,999 |
| Boston Partners | 4.8% | 1,660,773 | +15% | 0.27% | $254,234,423 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 1,542,446 | 0% | 0.01% | $236,055,936 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3% | 1,483,603 | 0% | 0.01% | $227,050,603 |
| AQR CAPITAL MANAGEMENT LLC | 3.8% | 1,305,443 | +47% | 0.09% | $199,784,996 |
| FMR LLC | 3.5% | 1,225,304 | +6.9% | 0.01% | $187,520,406 |
| STATE STREET CORP | 3.1% | 1,091,413 | +2.8% | 0.01% | $167,029,846 |
| EARNEST PARTNERS LLC | 2.5% | 883,005 | -0.75% | 0.56% | $135,135,085 |
| BANK OF AMERICA CORP /DE/ | 2.4% | 823,681 | +14% | 0.01% | $126,056,114 |
| LYRICAL ASSET MANAGEMENT LP | 2.2% | 760,936 | -1.7% | 1.8% | $116,453,645 |
| DIMENSIONAL FUND ADVISORS LP | 2% | 686,135 | -0.22% | 0.02% | $105,012,120 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 1.9% | 669,335 | +58% | 3.8% | $102,435,028 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 655,837 | +2.6% | 0.01% | $100,390,684 |
| SEI INVESTMENTS CO | 1.7% | 597,600 | +8.7% | 0.08% | $91,456,780 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 478,553 | +7.4% | 0.01% | $73,237,751 |
| River Road Asset Management, LLC | 1.4% | 476,077 | -39% | 0.83% | $72,858,824 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.1% | 375,110 | -8.1% | 0.6% | $59,751,161 |
| Gotham Asset Management, LLC | 1.1% | 375,048 | +40% | 0.18% | $57,397,346 |
| SNYDER CAPITAL MANAGEMENT L P | 1.1% | 370,664 | +6.5% | 1.1% | $56,726,419 |
| FEDERATED HERMES, INC. | 1% | 362,372 | +3.7% | 0.09% | $55,457,410 |
| JPMORGAN CHASE & CO | 0.97% | 338,457 | -0.7% | 0% | $51,912,634 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,423,146 | $201,042,680 | -$12,449,395 | $141.09 | 106 |
| 2026 Q1 | 38,667,806 | $5,919,542,238 | +$34,728,091 | $153.04 | 430 |
| 2025 Q4 | 38,439,198 | $5,730,454,782 | +$112,894,671 | $148.98 | 426 |
| 2025 Q3 | 37,734,147 | $5,944,752,307 | -$53,518,983 | $157.53 | 389 |
| 2025 Q2 | 38,030,086 | $5,604,499,458 | -$194,838,023 | $146.89 | 381 |
| 2025 Q1 | 39,231,713 | $6,123,136,708 | -$188,682,754 | $157.02 | 420 |
| 2024 Q4 | 40,239,378 | $7,060,507,937 | -$365,777,381 | $175.32 | 424 |
| 2024 Q3 | 42,152,255 | $8,813,451,128 | +$263,135,909 | $209.73 | 427 |
| 2024 Q2 | 41,071,714 | $7,286,097,658 | -$158,149,990 | $177.14 | 435 |
| 2024 Q1 | 41,703,585 | $9,898,555,748 | -$1,567,921 | $237.53 | 415 |
| 2023 Q4 | 41,898,232 | $8,160,558,344 | -$53,969,217 | $194.55 | 415 |
| 2023 Q3 | 41,953,745 | $7,878,775,804 | -$47,835,763 | $188.09 | 410 |
| 2023 Q2 | 42,212,027 | $7,685,626,900 | -$109,111,975 | $182.07 | 405 |
| 2023 Q1 | 42,810,929 | $7,870,934,128 | -$78,684,296 | $183.89 | 399 |
| 2022 Q4 | 43,398,294 | $7,102,245,833 | +$163,313,604 | $163.65 | 358 |
| 2022 Q3 | 44,144,169 | $5,607,124,348 | -$16,499,304 | $126.94 | 339 |
| 2022 Q2 | 44,032,628 | $6,848,546,946 | +$8,065,779 | $155.56 | 346 |
| 2022 Q1 | 44,283,179 | $7,892,904,301 | +$78,604,417 | $178.45 | 362 |
| 2021 Q4 | 43,984,093 | $6,166,461,970 | -$222,204,091 | $140.39 | 337 |
| 2021 Q3 | 45,017,106 | $7,929,307,074 | -$51,264,322 | $176.14 | 328 |
| 2021 Q2 | 45,270,048 | $8,775,425,353 | -$11,341,019 | $193.90 | 345 |
| 2021 Q1 | 45,274,531 | $9,476,195,349 | +$259,136,864 | $209.22 | 353 |
| 2020 Q4 | 44,066,198 | $8,968,923,903 | +$97,892,000 | $203.53 | 346 |
| 2020 Q3 | 43,874,953 | $6,105,411,805 | -$26,506,657 | $138.97 | 339 |
| 2020 Q2 | 43,885,850 | $7,239,212,207 | +$270,361,565 | $165.01 | 338 |