WEX Inc. - Common Stock (WEX)

CUSIP: 96208T104

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Common Stock
Shares outstanding
34,745,052
Total 13F shares
40,239,378
Share change
-1,893,807
Total reported value
$7,060,507,937
Put/Call ratio
2.3%
Price per share
$175.32
Number of holders
424
Value change
-$365,777,381
Number of buys
166
Number of sells
227

Security key

96208T104

Report period

Q4 2024

Institutions

424

Top holders

10

Ownership snapshot

Top shareholders of WEX - WEX Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
WELLINGTON MANAGEMENT GRO...
13D/G signal
WELLINGTON MANAGEMENT GRO...
Evidence rows
50
Latest as of
30 Sep 2024
13F 13D/G Lead comparable stake: 2.1% 13D/G row: WELLINGTON MANAGEMENT GROUP LLP Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
WELLINGTON MANAGEMENT GROUP LLP
13F 13D/G
Company
2.1%
from 13D/G
$546,799,666
2,607,160 shares
30 Sep 2024
JANUS HENDERSON GROUP PLC
13F
Company
13F
12%
$873,250,736
4,163,678 shares
30 Sep 2024
VANGUARD GROUP INC
13F
Company
13F
11%
$806,895,907
3,847,308 shares
30 Sep 2024
BlackRock, Inc.
13F
Company
13F
10%
$763,915,727
3,642,377 shares
30 Sep 2024
MORGAN STANLEY
13F
Company
13F
6.5%
$475,668,073
2,268,000 shares
30 Sep 2024
Impactive Capital LP
13F
Company
13F
6.2%
$455,379,408
2,171,265 shares
30 Sep 2024
PAR CAPITAL MANAGEMENT INC
13F
Company
13F
5.3%
$388,000,500
1,850,000 shares
30 Sep 2024
FMR LLC
13F
Company
13F
4.5%
$326,236,555
1,555,507 shares
30 Sep 2024
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
STATE STREET CORP
13F
Company
13F
3.6%
$260,265,073
1,240,953 shares
30 Sep 2024
JPMORGAN CHASE & CO
13F
Company
13F
2.9%
$208,582,149
994,527 shares
30 Sep 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
13F
Company
13F
2.6%
$164,826,218
909,989 shares
30 Sep 2024
EARNEST PARTNERS LLC
13F
Company
13F
2.5%
$181,197,072
863,954 shares
30 Sep 2024
LYRICAL ASSET MANAGEMENT LP
13F
Company
13F
2.4%
$172,029,774
820,244 shares
30 Sep 2024
BESSEMER GROUP INC
13F
Company
13F
2.3%
$164,841,000
785,971 shares
30 Sep 2024
River Road Asset Management, LLC
13F
Company
13F
2.1%
$151,103,124
720,465 shares
30 Sep 2024
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2%
$145,442,952
693,297 shares
30 Sep 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
1.7%
$123,078,370
586,842 shares
30 Sep 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.7%
$122,556,578
584,362 shares
30 Sep 2024
BROWN ADVISORY INC
13F
Company
13F
1.5%
$107,513,890
512,630 shares
30 Sep 2024
SEI INVESTMENTS CO
13F
Company
13F
1.3%
$95,979,075
457,631 shares
30 Sep 2024
NORGES BANK
13F
Company
13F
1.3%
$92,218,281
439,700 shares
30 Sep 2024
FEDERATED HERMES, INC.
13F
Company
13F
1.2%
$86,722,307
413,495 shares
30 Sep 2024
Neuberger Berman Group LLC
13F
Company
13F
1.2%
$85,007,344
405,318 shares
30 Sep 2024
Bank of New York Mellon Corp
13F
Company
13F
0.99%
$72,139,499
343,964 shares
30 Sep 2024
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.96%
$70,111,620
334,295 shares
30 Sep 2024
Focus Partners Wealth
13F
Company
13F
0.96%
$9,920,729
332,663 shares
30 Sep 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.9%
$65,947,078
314,438 shares
30 Sep 2024
LOOMIS SAYLES & CO L P
13F
Company
13F
0.89%
$64,611,000
308,065 shares
30 Sep 2024
NORTHERN TRUST CORP
13F
Company
13F
0.88%
$64,335,515
306,754 shares
30 Sep 2024
Premier Fund Managers Ltd
13F
Company
13F
0.86%
$62,750,000
300,000 shares
30 Sep 2024
PRIMECAP MANAGEMENT CO/CA/
13F
Company
13F
0.84%
$61,155,170
291,590 shares
30 Sep 2024
TimesSquare Capital Management, LLC
13F
Company
13F
0.8%
$57,971,889
276,412 shares
30 Sep 2024
Sunriver Management LLC
13F
Company
13F
0.76%
$55,480,506
264,533 shares
30 Sep 2024
BAMCO INC /NY/
13F
Company
13F
0.7%
$51,069,255
243,500 shares
30 Sep 2024
Freshford Capital Management, LLC
13F
Company
13F
0.55%
$40,221,809
191,779 shares
30 Sep 2024
JENNISON ASSOCIATES LLC
13F
Company
13F
0.51%
$37,342,024
178,048 shares
30 Sep 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
13F
0.51%
$36,847,464
175,690 shares
30 Sep 2024
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
0.5%
$36,584,672
174,437 shares
30 Sep 2024
RENAISSANCE GROUP LLC
13F
Company
13F
0.47%
$34,245,981
163,286 shares
30 Sep 2024
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
13F
0.44%
$32,305,341
154,033 shares
30 Sep 2024
ARIEL INVESTMENTS, LLC
13F
Company
13F
0.43%
$31,342,052
149,440 shares
30 Sep 2024
HM PAYSON & CO
13F
Company
13F
0.43%
$31,321,289
149,341 shares
30 Sep 2024
Handelsbanken Fonder AB
13F
Company
13F
0.43%
$31,217,000
148,844 shares
30 Sep 2024
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
13F
0.42%
$30,430,565
145,094 shares
30 Sep 2024
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.4%
$29,107,588
138,786 shares
30 Sep 2024
BLAIR WILLIAM & CO/IL
13F
Company
13F
0.37%
$27,084,633
129,140 shares
30 Sep 2024
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
13F
0.37%
$26,755,256
127,570 shares
30 Sep 2024
Nuveen Asset Management, LLC
13F
Company
13F
0.36%
$26,456,181
126,144 shares
30 Sep 2024
RHUMBLINE ADVISERS
13F
Company
13F
0.35%
$25,672,355
122,407 shares
30 Sep 2024
WCM INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.33%
$23,674,929
113,223 shares
30 Sep 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
424
Shares
40,239,378
Rows loaded
427
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
427
Q4 2024 holders
424
Holder diff
-3
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 value Q4 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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