Wex WEX Institutional Ownership

NYSE WEX

$193.96 -1.21 (-0.62%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

418 Institutions

Increased 189 45.2%

Unchanged 62 14.8%

Reduced 167 40.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

115.77%

▼-7.87 pp QoQ

Shares Held by Institutions

40.17Mn

of 34.70Mn outstanding

▲+19.40% QoQ

Shares Outstanding

34.70Mn

-5.47Mn held outside 13F filers

Institutional Investors

418

filed 13F for Jun 2026

▼-9 vs prior quarter

Net Shares Added (QoQ)

+6.53Mn

accumulated since last quarter

Value of Holdings

$7.79Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

WEX Inc. (NYSE:WEX) showed up in the 13F filings of 418 institutional investors as of June 2026.

Their combined ownership stood at 115.8% of outstanding shares in June 2026, down from 123.6% in March 2026.
They increased total shares held in WEX by 19.4% quarter over quarter, and investors in Wex increased 9.14% from a year ago.
During the quarter, 189 of these 418 funds increased positions in WEX, 167 reduced exposure, and 62 held steady.
Altogether, these fund groups held 40.17Mn shares in WEX by June 2026, up by 6.53Mn shares quarter on quarter, and up 3.43Mn shares year over year.
Jupiter Topco LLC is the top holder of Wex as of June 30, 2026, with 3.97Mn shares representing 11.43% of outstanding stock.
The most significant purchases of WEX for the quarter ending June 2026 came from Jupiter Topco LLC (3.97Mn), FMR LLC (576.08K), Sixth Street Partners Management Company, L.P. (487.58K), NORGES BANK (365.11K), Capital World Investors (336.44K).
Leading sellers of Wex shares for the quarter ending June 2026 were AQR CAPITAL MANAGEMENT LLC (1.17Mn), Boston Partners (167.74K), Morgan Stanley (150.97K), PRIMECAP MANAGEMENT CO/CA/ (62.1K), SG Americas Securities, LLC (61.76K).
Wex's 10 largest shareholders as of June 2026 include Jupiter Topco LLC (3.97Mn), BlackRock, Inc. (3.17Mn), PAR CAPITAL MANAGEMENT INC (2.25Mn), Morgan Stanley (1.95Mn), FMR LLC (1.8Mn), Impactive Capital LP (1.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.51Mn), Boston Partners (1.49Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.43Mn), State Street Corp (1.13Mn) per Business Quant data.

Form 13F Holdings

418 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.17Mn

Of outstanding 115.77%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Jupiter Topco LLC	0002146052	3,967,061	11.43%	▲3,967,061	0.00%	$559.71Mn
2	BlackRock, Inc.	0002012383	3,167,005	9.13%	▲61,564	+1.98%	$446.83Mn
3	PAR CAPITAL MANAGEMENT INC	0001051359	2,254,984	6.50%	0	0.00%	$318.16Mn
4	Morgan Stanley	0000895421	1,949,295	5.62%	▼150,973	-7.19%	$275.03Mn
5	FMR LLC	0000315066	1,801,385	5.19%	▲576,081	+47.02%	$254.16Mn
6	Impactive Capital LP	0001786767	1,707,253	4.92%	0	0.00%	$240.88Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,513,612	4.36%	▼28,834	-1.87%	$213.56Mn
8	Boston Partners	0001386060	1,493,028	4.30%	▼167,745	-10.10%	$210.78Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,430,765	4.12%	▼52,838	-3.56%	$201.87Mn
10	State Street Corp	0000093751	1,133,228	3.27%	▲41,815	+3.83%	$159.89Mn
11	EARNEST PARTNERS LLC	0001102578	857,373	2.47%	▼25,632	-2.90%	$120.97Mn
12	Bank Of America Corp /De/	0000070858	815,695	2.35%	▼7,986	-0.97%	$115.09Mn
13	LYRICAL ASSET MANAGEMENT LP	0001542302	770,524	2.22%	▲9,588	+1.26%	$108.71Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	733,560	2.11%	▲47,425	+6.91%	$103.48Mn
15	Turtle Creek Asset Management Inc.	0001484148	728,088	2.10%	▲58,753	+8.78%	$102.73Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	671,582	1.94%	▲15,745	+2.40%	$110.40Mn
17	CITADEL ADVISORS LLC	0001423053	582,786	1.68%	▲307,959	+112.06%	$82.23Mn
18	Sei Investments Co	0000350894	549,632	1.58%	▼47,968	-8.03%	$77.55Mn
19	Capital World Investors	0001422849	547,682	1.58%	▲336,442	+159.27%	$77.27Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	487,579	1.41%	▲9,026	+1.89%	$68.79Mn

Showing 1 to 20 of 418 holders