WEX Inc. - Common Stock, $0.01 par value per share (WEX)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value per share
Symbol
WEX on NYSE
Shares outstanding
34,300,828
Price per share
$148.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
37,740,490
Total reported value
$5,945,694,873
% of total 13F portfolios
0.01%
Share change
-403,876
Value change
-$55,355,074
Number of holders
387
Price from insider filings
$148.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WEX Inc. - Common Stock, $0.01 par value per share (WEX) based on Schedule 13D/G filings

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
Impactive Capital LP 6.4% -8.6% $345,818,205 -$31,506,000 2,195,253 -8.3% Impactive Capital LP 20 Oct 2025
PAR INVESTMENT PARTNERS LP 5.4% $240,676,030 1,850,500 PAR Investment Partners, L.P. 31 Mar 2025
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 30 Sep 2025, WEX Inc. - Common Stock, $0.01 par value per share (WEX) has 387 institutional shareholders filing 13F forms. They hold 37,740,490 shares. .

Top 25 institutional shareholders own 87% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
JANUS HENDERSON GROUP PLC 11% 3,865,082 -0.14% 0.28% $608,867,289
VANGUARD GROUP INC 9.5% 3,262,255 +0.37% 0.01% $513,903,030
BlackRock, Inc. 8.9% 3,056,335 -1.2% 0.01% $481,464,453
MORGAN STANLEY 8% 2,731,682 +1.8% 0.03% $430,322,321
Impactive Capital LP 6.4% 2,195,253 -8.3% 17% $345,818,205
PAR CAPITAL MANAGEMENT INC 5.4% 1,851,500 +0.02% 8.6% $291,666,795
Boston Partners 3.7% 1,273,363 +0.33% 0.21% $200,704,160
FMR LLC 3.1% 1,073,061 +2.2% 0.01% $169,039,256
STATE STREET CORP 3.1% 1,071,657 -2% 0.01% $168,818,127
EARNEST PARTNERS LLC 2.6% 907,803 +1.1% 0.62% $143,006,207
BANK OF AMERICA CORP /DE/ 2.6% 879,033 +8.6% 0.01% $138,474,121
CITADEL ADVISORS LLC 2.5% 869,761 +58078% 0.11% $137,013,451
LYRICAL ASSET MANAGEMENT LP 2.4% 830,349 +7.5% 1.8% $130,804,878
River Road Asset Management, LLC 2.3% 788,041 -1.2% 1.4% $124,140,099
DIMENSIONAL FUND ADVISORS LP 1.9% 642,813 +1.3% 0.02% $101,271,425
GEODE CAPITAL MANAGEMENT, LLC 1.8% 631,986 +3% 0.01% $99,575,063
TURTLE CREEK ASSET MANAGEMENT INC. 1.7% 592,200 2.8% $93,289,266
SEI INVESTMENTS CO 1.4% 496,735 +2.3% 0.08% $78,250,816
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1.4% 475,427 -38% 0.67% $76,096,759
HAWK RIDGE CAPITAL MANAGEMENT LP 1.3% 446,171 +11% 3.4% $70,285,318
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 434,218 +37% 0.01% $68,402,362
UBS Group AG 1.3% 434,148 +68% 0.01% $68,391,335
FEDERATED HERMES, INC. 1.1% 392,280 -2.4% 0.11% $61,795,868
JPMORGAN CHASE & CO 1.1% 380,467 -65% 0% $59,936,227
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1% 346,822 -9.9% 0.17% $54,634,870

Institutional Holders of WEX Inc. - Common Stock, $0.01 par value per share (WEX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 47,367 $7,117,935 +$4,701,160 $148.98 12
2025 Q3 37,740,490 $5,945,694,873 -$55,355,074 $157.53 387
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