Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 442 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,865,082
shares
|
$529 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,719,021
shares
|
$509 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,262,255
shares
|
$447 Million
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,731,682
shares
|
$374 Million
0.03% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Impactive Capital LP
New York City, NY |
Nov 14, 2025 Q3 2025 |
2,195,253
shares
|
$301 Million
16.62% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,851,500
shares
|
$253 Million
8.6% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,644,877
shares
|
$225 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,273,363
shares
|
$174 Million
0.22% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,071,657
shares
|
$147 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
907,803
shares
|
$124 Million
0.66% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
879,033
shares
|
$120 Million
0.01% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
869,761
shares
|
$119 Million
0.02% of portfolio
|
Q3 2025
Added 58077.99%
|
|
|
Lyrical Asset Management LP
New York, NY |
Nov 12, 2025 Q3 2025 |
830,349
shares
|
$114 Million
1.92% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
788,041
shares
|
$108 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
642,813
shares
|
$88 Million
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
631,986
shares
|
$86.5 Million
0.01% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
592,200
shares
|
$81.1 Million
2.99% of portfolio
|
Q3 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
496,735
shares
|
$68 Million
0.09% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
475,427
shares
|
$65.1 Million
0.67% of portfolio
|
Q3 2025
Reduced 38.11%
|
|
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
446,171
shares
|
$61.1 Million
4.13% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
434,218
shares
|
$59.4 Million
0.01% of portfolio
|
Q3 2025
Added 37.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
434,148
shares
|
$59.4 Million
0.01% of portfolio
|
Q3 2025
Added 68.21%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
392,280
shares
|
$53.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
380,467
shares
|
$52.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.38%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
346,822
shares
|
$47.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.94%
|
|