- Type / Class
- Equity / Common Stock
- Shares outstanding
- 34,745,052
- Total 13F shares
- 45,919,161
- Share change
- +3,987,796
- Total reported value
- $4,792,292,657
- Put/Call ratio
- 200%
- Price per share
- $104.27
- Number of holders
- 224
- Value change
- +$416,841,789
- Number of buys
- 137
- Number of sells
- 97
Quarterly Holders Quick Answers
What is CUSIP 96208T104?
CUSIP 96208T104 identifies WEX - WEX Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 96208T104:
Top shareholders of WEX - WEX Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WARBURG PINCUS LLC |
13F
|
Company |
11%
|
3,850,810
|
$398,559,000 | — | 31 Mar 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
9.4%
|
3,282,604
|
$339,749,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.9%
|
3,075,394
|
$318,303,000 | — | 31 Mar 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.8%
|
3,044,752
|
$315,131,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
8.1%
|
2,823,182
|
$292,200,000 | — | 31 Mar 2017 | |
| JANUS HENDERSON INVESTORS US LLC |
13F
|
Company |
8%
|
2,779,833
|
$287,713,000 | — | 31 Mar 2017 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
7.3%
|
2,532,389
|
$262,102,000 | — | 31 Mar 2017 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
4.9%
|
1,693,835
|
$175,312,000 | — | 31 Mar 2017 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
4.1%
|
1,426,094
|
$147,601,000 | — | 31 Mar 2017 | |
| Neuberger Berman Group LLC |
13F
|
Company |
3.9%
|
1,371,826
|
$141,984,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3.5%
|
1,226,326
|
$126,925,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.9%
|
1,007,461
|
$104,270,000 | — | 31 Mar 2017 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
2.6%
|
915,753
|
$94,780,000 | — | 31 Mar 2017 | |
| FMR LLC |
13F
|
Company |
2.5%
|
876,237
|
$90,691,000 | — | 31 Mar 2017 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
13F
|
Company |
2.1%
|
746,363
|
$77,249,000 | — | 31 Mar 2017 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.9%
|
649,349
|
$67,208,000 | — | 31 Mar 2017 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
1.8%
|
632,020
|
$65,414,000 | — | 31 Mar 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.5%
|
524,042
|
$54,238,000 | — | 31 Mar 2017 | |
| PAR CAPITAL MANAGEMENT INC |
13F
|
Company |
1.4%
|
491,000
|
$50,819,000 | — | 31 Mar 2017 | |
| DARUMA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.4%
|
484,811
|
$50,178,000 | — | 31 Mar 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.4%
|
476,874
|
$49,356,000 | — | 31 Mar 2017 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.3%
|
450,000
|
$46,575,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
409,069
|
$42,339,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
398,066
|
$41,200,000 | — | 31 Mar 2017 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1.1%
|
397,271
|
$41,118,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
388,352
|
$40,194,000 | — | 31 Mar 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
1.1%
|
380,758
|
$39,409,000 | — | 31 Mar 2017 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.99%
|
344,179
|
$36,273,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.98%
|
340,254
|
$35,215,000 | — | 31 Mar 2017 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.97%
|
337,401
|
$34,921,000 | — | 31 Mar 2017 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.93%
|
322,220
|
$33,350,000 | — | 31 Mar 2017 | |
| OAK RIDGE INVESTMENTS LLC |
13F
|
Company |
0.88%
|
304,353
|
$31,500,000 | — | 31 Mar 2017 | |
| NORGES BANK |
13F
|
Company |
0.82%
|
286,171
|
$29,619,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.82%
|
283,617
|
$29,354,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.77%
|
266,692
|
$27,603,000 | — | 31 Mar 2017 | |
| WILLIAMS JONES & ASSOCIATES LLC |
13F
|
Company |
0.73%
|
253,032
|
$26,189,000 | — | 31 Mar 2017 | |
| Keeley-Teton Advisors, LLC |
13F
|
Company |
0.62%
|
214,531
|
$22,204,000 | — | 31 Mar 2017 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.6%
|
207,124
|
$21,437,000 | — | 31 Mar 2017 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.58%
|
200,075
|
$20,707,000 | — | 31 Mar 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.54%
|
189,111
|
$19,571,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.52%
|
181,451
|
$18,781,000 | — | 31 Mar 2017 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.51%
|
178,362
|
$18,459,000 | — | 31 Mar 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.45%
|
157,880
|
$16,341,000 | — | 31 Mar 2017 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.44%
|
153,919
|
$15,931,000 | — | 31 Mar 2017 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.41%
|
140,924
|
$14,586,000 | — | 31 Mar 2017 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.4%
|
139,500
|
$14,438,000 | — | 31 Mar 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.39%
|
135,430
|
$14,016,000 | — | 31 Mar 2017 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.39%
|
135,085
|
$13,981,000 | — | 31 Mar 2017 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.38%
|
132,067
|
$13,669,000 | — | 31 Mar 2017 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.36%
|
126,363
|
$13,079,000 | — | 31 Mar 2017 |
Institutional Holders of WEX Inc. - Common Stock (WEX) as of Q2 2017
As of 30 Jun 2017,
WEX Inc. - Common Stock (WEX) was held by
224 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,919,161 shares.
The largest 10 holders included
WELLINGTON MANAGEMENT GROUP LLP, JPMORGAN CHASE & CO, VANGUARD GROUP INC, JANUS HENDERSON GROUP PLC, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, Warburg Pincus LLC, Champlain Investment Partners, LLC, TimesSquare Capital Management, LLC, and Neuberger Berman Group LLC.
This page lists
224
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
236
Q2 2017 holders
224
Holder diff
-12
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.