- Type / Class
- Equity / Common Stock
- Shares outstanding
- 34,745,052
- Total 13F shares
- 45,076,047
- Share change
- -2,604,030
- Total reported value
- $7,059,917,585
- Put/Call ratio
- 116%
- Price per share
- $156.62
- Number of holders
- 275
- Value change
- -$400,947,017
- Number of buys
- 131
- Number of sells
- 125
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 |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
12%
|
4,117,015
|
$581,446,000 | — | 31 Dec 2017 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
12%
|
4,037,771
|
$570,254,000 | — | 31 Dec 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
11%
|
3,753,393
|
$530,093,000 | — | 31 Dec 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
3,515,243
|
$496,458,000 | — | 31 Dec 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
9.4%
|
3,266,378
|
$461,309,000 | — | 31 Dec 2017 | |
| ATLANTA CAPITAL MANAGEMENT CO L L C |
13F
|
Company |
9%
|
3,113,640
|
$439,740,000 | — | 31 Dec 2017 | |
| Neuberger Berman Group LLC |
13F
|
Company |
5.5%
|
1,895,630
|
$267,720,000 | — | 31 Dec 2017 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
4.6%
|
1,607,033
|
$226,961,000 | — | 31 Dec 2017 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
3.5%
|
1,207,825
|
$170,581,000 | — | 31 Dec 2017 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.4%
|
1,170,728
|
$165,342,000 | — | 31 Dec 2017 | |
| STATE STREET CORP |
13F
|
Company |
3.3%
|
1,159,853
|
$163,803,000 | — | 31 Dec 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3.3%
|
1,147,661
|
$162,084,000 | — | 31 Dec 2017 | |
| FMR LLC |
13F
|
Company |
3.3%
|
1,135,173
|
$160,321,000 | — | 31 Dec 2017 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
13F
|
Company |
2.8%
|
979,252
|
$138,300,000 | — | 31 Dec 2017 | |
| PAR CAPITAL MANAGEMENT INC |
13F
|
Company |
2%
|
685,000
|
$96,743,000 | — | 31 Dec 2017 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
1.9%
|
653,760
|
$92,331,000 | — | 31 Dec 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.4%
|
476,322
|
$67,271,000 | — | 31 Dec 2017 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
1.4%
|
472,212
|
$66,691,000 | — | 31 Dec 2017 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.3%
|
450,000
|
$63,553,000 | — | 31 Dec 2017 | |
| DARUMA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
428,755
|
$60,553,000 | — | 31 Dec 2017 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
1.2%
|
425,483
|
$60,091,000 | — | 31 Dec 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
423,453
|
$59,805,000 | — | 31 Dec 2017 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.2%
|
410,618
|
$57,992,000 | — | 31 Dec 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
408,248
|
$57,657,000 | — | 31 Dec 2017 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.2%
|
406,501
|
$57,410,000 | — | 31 Dec 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
403,418
|
$56,973,000 | — | 31 Dec 2017 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.1%
|
374,821
|
$52,936,000 | — | 31 Dec 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.1%
|
372,457
|
$52,603,000 | — | 31 Dec 2017 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
1%
|
355,082
|
$50,148,000 | — | 31 Dec 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.91%
|
317,451
|
$44,833,000 | — | 31 Dec 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.86%
|
299,000
|
$42,228,000 | — | 31 Dec 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.85%
|
296,325
|
$41,849,000 | — | 31 Dec 2017 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.78%
|
270,239
|
$38,166,000 | — | 31 Dec 2017 | |
| Crescent Park Management, L.P. |
13F
|
Company |
0.76%
|
262,620
|
$37,090,000 | — | 31 Dec 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.74%
|
258,817
|
$36,551,000 | — | 31 Dec 2017 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.74%
|
257,997
|
$36,437,000 | — | 31 Dec 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.74%
|
256,039
|
$36,161,000 | — | 31 Dec 2017 | |
| WILLIAMS JONES & ASSOCIATES LLC |
13F
|
Company |
0.71%
|
247,585
|
$34,966,000 | — | 31 Dec 2017 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.67%
|
233,590
|
$32,989,000 | — | 31 Dec 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.66%
|
229,860
|
$32,463,000 | — | 31 Dec 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
219,678
|
$31,026,000 | — | 31 Dec 2017 | |
| OAK RIDGE INVESTMENTS LLC |
13F
|
Company |
0.61%
|
212,784
|
$30,051,000 | — | 31 Dec 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
170,158
|
$24,031,000 | — | 31 Dec 2017 | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
13F
|
Company |
0.48%
|
167,382
|
$23,639,000 | — | 31 Dec 2017 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.43%
|
148,496
|
$20,972,000 | — | 31 Dec 2017 | |
| Red Cedar Management, LP |
13F
|
Company |
0.42%
|
146,000
|
$20,620,000 | — | 31 Dec 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.39%
|
133,859
|
$18,907,000 | — | 31 Dec 2017 | |
| Keeley-Teton Advisors, LLC |
13F
|
Company |
0.38%
|
132,606
|
$18,728,000 | — | 31 Dec 2017 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
0.38%
|
131,840
|
$18,620,000 | — | 31 Dec 2017 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.38%
|
131,683
|
$18,598,000 | — | 31 Dec 2017 |
Institutional Holders of WEX Inc. - Common Stock (WEX) as of Q1 2018
As of 31 Mar 2018,
WEX Inc. - Common Stock (WEX) was held by
275 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,076,047 shares.
The largest 10 holders included
JANUS HENDERSON GROUP PLC, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD GROUP INC, BlackRock Inc., ATLANTA CAPITAL MANAGEMENT CO L L C, Neuberger Berman Group LLC, JPMORGAN CHASE & CO, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, TimesSquare Capital Management, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
275
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
259
Q1 2018 holders
275
Holder diff
16
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 Value $ | Q1 2018 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.