| 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 |
| VANGUARD GROUP INC | 9.5% | +14% | $477,415,415 | +$1,419,104 | 3,250,156 | +0.3% | The Vanguard Group | 30 Jun 2025 |
| MORGAN STANLEY | 7.1% | $314,713,075 | 2,419,753 | Morgan Stanley | 31 Mar 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 |
| Impactive Capital LP | 5% | -23% | $274,577,500 | -$78,485,040 | 1,707,253 | -22% | Impactive Capital LP | 06 Feb 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 Dec 2025, 417 institutional investors reported holding 37,633,658 shares of WEX Inc. - Common Stock, $0.01 par value per share (WEX). This represents 110% of the company’s total 34,121,212 outstanding shares.
The largest institutional shareholders of WEX Inc. - Common Stock, $0.01 par value per share (WEX) together control 85% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 11% | 3,872,042 | +0.18% | 0.26% | $576,853,366 |
| VANGUARD GROUP INC | 9.4% | 3,222,345 | -1.2% | 0.01% | $480,064,958 |
| BlackRock, Inc. | 9% | 3,058,759 | +0.08% | 0.01% | $455,693,841 |
| PAR CAPITAL MANAGEMENT INC | 6.6% | 2,252,000 | +22% | 9% | $335,502,960 |
| Impactive Capital LP | 6.4% | 2,195,253 | 0% | 21% | $327,048,792 |
| MORGAN STANLEY | 6.2% | 2,111,108 | -23% | 0.02% | $314,513,143 |
| Boston Partners | 4.2% | 1,447,442 | +14% | 0.22% | $215,954,707 |
| FMR LLC | 3.4% | 1,146,526 | +6.8% | 0.01% | $170,809,422 |
| STATE STREET CORP | 3.1% | 1,061,776 | -0.92% | 0.01% | $158,183,388 |
| AQR CAPITAL MANAGEMENT LLC | 2.6% | 889,802 | +794% | 0.07% | $132,562,701 |
| EARNEST PARTNERS LLC | 2.6% | 889,664 | -2% | 0.57% | $132,542,143 |
| LYRICAL ASSET MANAGEMENT LP | 2.3% | 773,908 | -6.8% | 1.6% | $115,296,814 |
| BANK OF AMERICA CORP /DE/ | 2.1% | 725,157 | -18% | 0.01% | $108,033,865 |
| DIMENSIONAL FUND ADVISORS LP | 2% | 687,655 | +7% | 0.02% | $102,453,884 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 638,957 | +1.1% | 0.01% | $95,209,465 |
| SEI INVESTMENTS CO | 1.6% | 549,775 | +11% | 0.08% | $81,905,501 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 1.3% | 454,271 | +1.8% | 3.1% | $67,677,294 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 445,585 | +2.6% | 0.01% | $66,383,253 |
| UBS Group AG | 1.3% | 429,828 | -1% | 0.01% | $64,035,775 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 1.2% | 422,412 | -29% | 2.8% | $62,930,940 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.2% | 408,015 | -14% | 0.58% | $63,935,909 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.1% | 381,331 | +10% | 0.17% | $56,810,692 |
| FEDERATED HERMES, INC. | 1% | 349,451 | -11% | 0.09% | $52,061,210 |
| SNYDER CAPITAL MANAGEMENT L P | 1% | 348,166 | +98% | 0.97% | $51,869,771 |
| JPMORGAN CHASE & CO | 1% | 340,834 | -10% | 0% | $50,777,480 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 37,633,658 | $5,610,430,007 | +$112,788,484 | $148.98 | 417 |
| 2025 Q3 | 37,736,642 | $5,945,145,345 | -$53,124,842 | $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 |
| 2020 Q1 | 42,995,997 | $4,493,977,732 | -$102,088,255 | $104.55 | 322 |
| 2019 Q4 | 43,021,642 | $9,011,652,195 | -$20,130,142 | $209.46 | 335 |
| 2019 Q3 | 43,052,308 | $8,699,335,939 | -$24,772,962 | $202.07 | 336 |
| 2019 Q2 | 43,143,944 | $8,974,144,397 | +$166,922,542 | $208.10 | 331 |
| 2019 Q1 | 42,764,068 | $8,210,741,982 | +$40,811,286 | $191.99 | 325 |
| 2018 Q4 | 42,757,231 | $5,988,553,590 | +$21,046,181 | $140.06 | 335 |
| 2018 Q3 | 42,142,502 | $8,459,493,353 | -$96,127,543 | $200.76 | 333 |
| 2018 Q2 | 42,995,549 | $8,190,084,809 | -$374,969,909 | $190.48 | 317 |
| 2018 Q1 | 45,076,047 | $7,059,917,585 | -$400,947,017 | $156.62 | 275 |
| 2017 Q4 | 47,693,291 | $6,736,044,504 | -$41,706,393 | $141.23 | 259 |
| 2017 Q3 | 47,962,140 | $5,387,010,643 | +$231,921,385 | $112.22 | 217 |
| 2017 Q2 | 45,919,161 | $4,792,292,657 | +$416,841,789 | $104.27 | 224 |
| 2017 Q1 | 44,713,842 | $4,628,488,554 | +$192,524,360 | $103.50 | 236 |
| 2016 Q4 | 45,637,814 | $5,093,152,309 | +$526,354,878 | $111.60 | 237 |
| 2016 Q3 | 40,935,163 | $4,423,097,174 | +$139,295,977 | $108.09 | 226 |
| 2016 Q2 | 40,035,147 | $3,548,983,685 | +$55,767,419 | $88.67 | 212 |
| 2016 Q1 | 39,526,775 | $3,295,368,381 | -$51,939,227 | $83.36 | 200 |
| 2015 Q4 | 40,024,612 | $3,537,847,598 | -$3,168,411 | $88.40 | 210 |
| 2015 Q3 | 39,381,403 | $3,419,894,671 | -$7,859,280 | $86.84 | 219 |
| 2015 Q2 | 39,948,846 | $4,552,947,005 | -$40,589,050 | $113.97 | 229 |
| 2015 Q1 | 40,316,749 | $4,326,845,906 | +$102,148,662 | $107.36 | 225 |
| 2014 Q4 | 39,487,448 | $3,905,694,084 | -$37,180,609 | $98.92 | 232 |
| 2014 Q3 | 39,697,371 | $4,379,156,232 | +$21,204,203 | $110.32 | 217 |
| 2014 Q2 | 39,518,827 | $4,148,226,184 | +$38,866,988 | $104.97 | 210 |
| 2014 Q1 | 39,084,734 | $3,723,087,673 | -$251,627 | $95.05 | 200 |