WEX WEX Inc.

NYSE
$195.18

WEX Inc. (WEX) Institutional Ownership

What the institutions did with WEX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
486
filed both this quarter and last
Managers holding
406
-20 on the quarter
Buyers
177
60 opened new
Sellers
247
80 sold out entirely
Buyer share
41.8%
of managers who traded it
Breadth
-16.5
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Jupiter Topco LLC 4.0M 10.0%
BlackRock, Inc. 3.2M 8.0%
PAR CAPITAL MANAGEMENT INC 2.3M 5.7%
MORGAN STANLEY 1.9M 4.9%
FMR LLC 1.8M 4.5%
Impactive Capital LP 1.7M 4.3%
VANGUARD CAPITAL MANAGEMENT LLC 1.5M 3.8%
Boston Partners 1.5M 3.8%
VANGUARD PORTFOLIO MANAGEMENT LLC 1.4M 3.6%
STATE STREET CORP 1.1M 2.9%
EARNEST PARTNERS LLC 857.4K 2.2%
BANK OF AMERICA CORP /DE/ 815.7K 2.1%
LYRICAL ASSET MANAGEMENT LP 770.5K 1.9%
DIMENSIONAL FUND ADVISORS LP 733.6K 1.8%
TURTLE CREEK ASSET MANAGEMENT INC. 728.1K 1.8%
GEODE CAPITAL MANAGEMENT, LLC 671.6K 1.7%
CITADEL ADVISORS LLC 582.8K 1.5%
SEI INVESTMENTS CO 549.6K 1.4%
Capital World Investors 547.7K 1.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 487.6K 1.2%
SNYDER CAPITAL MANAGEMENT L P 466.2K 1.2%
NEW SOUTH CAPITAL MANAGEMENT INC 444.6K 1.1%
River Road Asset Management, LLC 424.9K 1.1%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 387.0K 1.0%
JPMORGAN CHASE & CO 381.2K 1.0%

Largest changes

Manager Action Previous Current Change
AQR CAPITAL MANAGEMENT LLC Reduced 1.3M 134.9K -1.2M
FMR LLC Increased 1.2M 1.8M +576.1K
Capital World Investors Increased 211.2K 547.7K +336.4K
CITADEL ADVISORS LLC Increased 274.8K 582.8K +308.0K
SG Capital Management LLC Sold Out 303.3K 0 -303.3K
Balyasny Asset Management L.P. Sold Out 231.9K 0 -231.9K
NEW SOUTH CAPITAL MANAGEMENT INC Increased 248.8K 444.6K +195.9K
Boston Partners Reduced 1.7M 1.5M -167.7K
Longaeva Partners L.P. Sold Out 161.3K 0 -161.3K
Meridiem Capital Partners LP New 0 160.8K +160.8K
Incline Global Management LLC Increased 15.7K 174.9K +159.3K
MORGAN STANLEY Reduced 2.1M 1.9M -151.0K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Increased 236.6K 387.0K +150.4K
JANE STREET GROUP, LLC New 0 109.9K +109.9K
IEQ CAPITAL, LLC Sold Out 108.0K 0 -108.0K
BI Asset Management Fondsmaeglerselskab A/S New 0 98.3K +98.3K
SNYDER CAPITAL MANAGEMENT L P Increased 370.7K 466.2K +95.6K
ALTA FOX CAPITAL MANAGEMENT, LLC New 0 91.0K +91.0K
Point72 Asset Management, L.P. New 0 88.4K +88.4K
Schonfeld Strategic Advisors LLC New 0 87.9K +87.9K
HAWK RIDGE CAPITAL MANAGEMENT LP Increased 163.5K 245.4K +81.9K
HRT FINANCIAL LP New 0 66.4K +66.4K
Russell Investments Group, Ltd. Increased 18.8K 83.1K +64.3K
PRIMECAP MANAGEMENT CO/CA/ Reduced 116.8K 54.7K -62.1K
SG Americas Securities, LLC Reduced 67.9K 6.2K -61.8K
BlackRock, Inc. Increased 3.1M 3.2M +61.6K
TURTLE CREEK ASSET MANAGEMENT INC. Increased 669.3K 728.1K +58.8K
XTX Topco Ltd Increased 3.1K 61.8K +58.7K
Gotham Asset Management, LLC Reduced 375.0K 317.4K -57.6K
Atom Investors LP Sold Out 56.9K 0 -56.9K
Solel Partners LP Increased 167.0K 222.4K +55.4K
Mariner, LLC Sold Out 54.6K 0 -54.6K
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 1.5M 1.4M -52.8K
UBS Group AG Increased 289.8K 342.4K +52.6K
River Road Asset Management, LLC Reduced 476.1K 424.9K -51.2K
SEI INVESTMENTS CO Reduced 597.6K 549.6K -48.0K
DIMENSIONAL FUND ADVISORS LP Increased 686.1K 733.6K +47.4K
CenterBook Partners LP Increased 10.0K 55.9K +45.9K
Gillson Capital LP New 0 45.6K +45.6K
Cerity Partners LLC Reduced 51.4K 7.0K -44.4K
JPMORGAN CHASE & CO Increased 338.5K 381.2K +42.8K
STATE STREET CORP Increased 1.1M 1.1M +41.8K
AMERIPRISE FINANCIAL INC Reduced 79.6K 40.1K -39.4K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New 0 38.0K +38.0K
KESTREL INVESTMENT MANAGEMENT CORP New 0 36.9K +36.9K
WINTON GROUP Ltd New 0 35.3K +35.3K
HSBC HOLDINGS PLC Increased 1.6K 36.7K +35.1K
LONE PEAK GLOBAL INVESTORS LLC Increased 92.3K 127.1K +34.8K
Empowered Funds, LLC Increased 2.6K 36.1K +33.5K
Jump Financial, LLC New 0 32.3K +32.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 2.4K 33.2K +30.8K
THOMPSON SIEGEL & WALMSLEY LLC Increased 55.1K 85.4K +30.3K
JACOBS ASSET MANAGEMENT, LLC New 0 30.0K +30.0K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 1.5M 1.5M -28.8K
AMERICAN CENTURY COMPANIES INC Increased 3.0K 30.2K +27.2K
Quantinno Capital Management LP Reduced 212.9K 185.7K -27.2K
Lightrock Netherlands B.V. Increased 60.0K 86.8K +26.8K
EARNEST PARTNERS LLC Reduced 883.0K 857.4K -25.6K
Man Group plc Sold Out 25.6K 0 -25.6K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Increased 19.6K 42.4K +22.8K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.