WEX Inc. (WEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

45,859,434Shares Outstanding

864,509Shares held by institutions

$133,030,645Value of institutional holdings

104.22%Institutional ownership %

4.97%Shares Changed QoQ

217No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 399 institutional investors hold a position in WEX Inc. (NYSE:WEX).

The collective stake of institutional investors in Wex moved to 103.8% in December 2025, a shift up from the 102.3% reported for September 2025.
In percentage terms, this reflects as a holdings change of 5.28% quarter on quarter, and a decrease of 5.45% year over year.
A review of institutional activity for Wex shows 191 of 399 filers increasing their positions, while 141 reduced their stake, and 67 remained unchanged.
The aggregate institutional position in Wex now stands at 37.26Mn shares as of December 2025, after investors increased their holdings (up by 1.87Mn shares quarter on quarter which is down 3.04Mn shares year over year).
As of December 31, 2025, JANUS HENDERSON GROUP PLC held Wex's largest shareholding position with over 3.87Mn shares, representing 10.78% of total outstanding shares.
Among the most significant buyers of Wex during December 2025 were AQR CAPITAL MANAGEMENT LLC (790.27K), PAR CAPITAL MANAGEMENT INC (400.50K), NORGES BANK (336.97K), NEW SOUTH CAPITAL MANAGEMENT INC (231.16K), Boston Partners (174.08K).
Leading sellers of Wex stock in December 2025 included MORGAN STANLEY (620.57K), BNP PARIBAS FINANCIAL MARKETS (184.32K), Turtle Creek Asset Management Inc. (169.79K), BANK OF AMERICA CORP /DE/ (153.88K), LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (67.41K).
The top 10 institutional holders of Wex for the quarter ending December 2025 included JANUS HENDERSON GROUP PLC (3.87Mn), VANGUARD GROUP INC (3.22Mn), BlackRock, Inc. (3.06Mn), PAR CAPITAL MANAGEMENT INC (2.25Mn), Impactive Capital LP (2.20Mn), MORGAN STANLEY (2.11Mn), Boston Partners (1.45Mn), FMR LLC (1.15Mn), STATE STREET CORP (1.06Mn), AQR CAPITAL MANAGEMENT LLC (889.80K).

399 Institutional Holders

864,509 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
JANUS HENDERSON GROUP PLC	31 Dec, 2025	3,872,042	6,960	0.18%	$576,853,366.00
VANGUARD GROUP INC	31 Dec, 2025	3,222,345	-39,910	-1.22%	$480,064,958.00
BlackRock, Inc.	31 Dec, 2025	3,058,759	2,424	0.08%	$455,693,841.00
PAR CAPITAL MANAGEMENT INC	31 Dec, 2025	2,252,000	400,500	21.63%	$335,502,960.00
Impactive Capital LP	31 Dec, 2025	2,195,253	0	0.00%	$327,048,792.00
MORGAN STANLEY	31 Dec, 2025	2,111,108	-620,574	-22.72%	$314,513,143.00
Boston Partners	31 Dec, 2025	1,447,442	174,079	13.67%	$215,954,707.00
FMR LLC	31 Dec, 2025	1,146,526	73,465	6.85%	$170,809,422.00
STATE STREET CORP	31 Dec, 2025	1,061,776	-9,881	-0.92%	$158,183,388.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	889,802	790,271	793.99%	$132,562,701.00
EARNEST PARTNERS LLC	31 Dec, 2025	889,664	-18,139	-2.00%	$132,542,143.00
LYRICAL ASSET MANAGEMENT LP	31 Dec, 2025	773,908	-56,441	-6.80%	$115,296,814.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	725,157	-153,876	-17.51%	$108,033,865.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	687,655	44,842	6.98%	$102,453,884.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	638,957	6,971	1.10%	$95,209,465.00
SEI INVESTMENTS CO	31 Dec, 2025	549,775	53,040	10.68%	$81,905,501.00
HAWK RIDGE CAPITAL MANAGEMENT LP	31 Dec, 2025	454,271	8,100	1.82%	$67,677,294.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	445,585	11,367	2.62%	$66,383,253.00
UBS Group AG	31 Dec, 2025	429,828	-4,320	-1.00%	$64,035,775.00
Turtle Creek Asset Management Inc.	31 Dec, 2025	422,412	-169,788	-28.67%	$62,930,940.00

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