Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 430 institutions that hold shares in the stock, with a total of 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,870,484
shares
|
$659 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,719,021
shares
|
$633 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,250,156
shares
|
$553 Million
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,683,931
shares
|
$457 Million
0.03% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Impactive Capital LP
New York City, NY |
Aug 14, 2025 Q2 2025 |
2,395,253
shares
|
$408 Million
15.85% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Par Capital Management Inc
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,851,100
shares
|
$315 Million
8.93% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,644,877
shares
|
$280 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,268,305
shares
|
$216 Million
0.22% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,093,072
shares
|
$186 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,068,104
shares
|
$182 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
897,776
shares
|
$153 Million
0.62% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
809,658
shares
|
$138 Million
0.01% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
797,871
shares
|
$136 Million
1.62% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Lyrical Asset Management LP
New York, NY |
Aug 12, 2025 Q2 2025 |
772,113
shares
|
$131 Million
1.72% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
768,238
shares
|
$131 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
634,819
shares
|
$108 Million
0.02% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
613,283
shares
|
$104 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
485,491
shares
|
$82.7 Million
0.09% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
403,271
shares
|
$68.7 Million
2.92% of portfolio
|
Q2 2025
Added 911.54%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
402,123
shares
|
$68.5 Million
0.12% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
401,086
shares
|
$68.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
385,118
shares
|
$65.6 Million
0.2% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Sunriver Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
340,956
shares
|
$58.1 Million
5.5% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
334,865
shares
|
$57 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
316,322
shares
|
$53.9 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|