WEX INC (WEX) Institutional Shareholders

WEX INC (WEX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.62B in WEX holdings during the latest filing period.

Janus Henderson Group Plc is currently the largest disclosed institutional shareholder of WEX tracked by InsiderSet, reporting ownership valued at approximately $599.31M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $751.02M, representing an estimated gain of +25.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed WEX value among the investors covered in this analysis. Major shareholders include Janus Henderson Group Plc, Blackrock, Inc., Par Capital Management Inc, and several other long-term asset managers with concentrated positions in WEX INC (WEX).

This page ranks the largest institutional WEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

406

Total Reported Value

$5.62B

Largest Holder

Janus Henderson Group Plc

Largest Position

$599.31M

Insider Transactions (90d)

22

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Janus Henderson Group Plc0.30%3,916,073$599,313,395$751,024,480+$151,711,085+25.31%
Blackrock, Inc.0.01%3,167,005$446,832,735$607,368,219+$160,535,484+35.93%
Par Capital Management Inc7.89%2,254,984$318,155,693$432,460,832+$114,305,139+35.93%
Morgan Stanley0.01%1,949,295$275,026,397$373,835,795+$98,809,398+35.93%
Fmr Llc0.01%1,801,385$254,157,424$345,469,615+$91,312,191+35.93%
Impactive Capital Lp17.19%1,707,253$240,876,326$327,416,980+$86,540,654+35.93%
Vanguard Capital Management Llc0.00%1,513,612$213,555,517$290,280,509+$76,724,992+35.93%
Boston Partners0.19%1,493,028$210,775,703$286,332,910+$75,557,207+35.85%
Vanguard Portfolio Management Llc0.01%1,430,765$201,866,634$274,392,112+$72,525,478+35.93%
State Street Corp0.00%1,133,228$159,887,139$217,330,466+$57,443,327+35.93%
Earnest Partners Llc0.44%857,373$120,966,757$164,426,994+$43,460,237+35.93%
Bank Of America Corp0.01%815,695$115,086,411$156,433,987+$41,347,576+35.93%
Geode Capital Management, Llc0.01%671,582$110,395,599$128,795,996+$18,400,397+16.67%
Lyrical Asset Management Lp1.38%770,524$108,713,231$147,771,093+$39,057,862+35.93%
Dimensional Fund Advisors Lp0.02%733,560$103,479,172$140,682,137+$37,202,965+35.95%
Turtle Creek Asset ManagementAndrew Brenton4.01%728,088$102,725,936$139,632,717+$36,906,781+35.93%
Citadel Advisors Llc0.05%582,786$82,225,277$111,766,699+$29,541,422+35.93%
Sei Investments Co0.07%549,632$77,547,480$105,408,425+$27,860,945+35.93%
Capital World Investors0.01%547,682$77,272,453$105,034,454+$27,762,001+35.93%
Charles Schwab Investment Management Inc0.01%487,579$68,792,521$93,507,901+$24,715,380+35.93%
Sixth Street Partners Management Company, L.P.0.01%487,579$68,792,521$93,507,901+$24,715,380+35.93%
Snyder Capital Management L P1.14%466,244$65,782,366$89,416,274+$23,633,908+35.93%
New South Capital Management Inc2.75%444,624$62,732,000$85,269,991+$22,537,991+35.93%
River Road Asset Management, Llc0.67%424,915$59,951,257$81,490,199+$21,538,942+35.93%
Hotchkis & Wiley Capital Management Llc0.16%386,978$54,598,726$74,214,641+$19,615,915+35.93%
Jpmorgan Chase & Co0.00%381,242$52,335,547$73,114,591+$20,779,044+39.70%
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma0.50%367,338$51,827,629$70,448,082+$18,620,453+35.93%
Norges Bank0.01%365,109$51,513,229$70,020,604+$18,507,375+35.93%
Northern Trust Corp0.01%351,672$49,617,402$67,443,656+$17,826,254+35.93%
Federated Hermes, Inc.0.07%349,233$49,273,284$66,975,905+$17,702,621+35.93%
Ubs Group Ag0.01%342,363$48,303,996$65,658,376+$17,354,380+35.93%
Ariel Appreciation FundJohn W. Rogers Jr.0.47%331,383$46,754,828$63,552,632+$16,797,804+35.93%
Gotham Asset Management, Llc0.10%317,400$44,781,966$60,870,972+$16,089,006+35.93%
Wellington Management Group Llp0.01%306,816$43,288,670$58,841,172+$15,552,502+35.93%
Hawk Ridge Capital Management Lp1.11%245,411$34,625,038$47,064,922+$12,439,884+35.93%
Solel Partners Lp5.33%222,387$31,376,582$42,649,379+$11,272,797+35.93%
Vanguard Fiduciary Trust Co0.01%218,743$30,862,450$41,950,533+$11,088,083+35.93%
Bank Of New York Mellon Corp0.01%217,396$30,672,469$41,692,205+$11,019,736+35.93%
Sunriver Management Llc4.49%202,518$28,573,265$38,838,902+$10,265,637+35.93%
Lakewood Capital Management, Lp1.47%200,968$28,354,575$38,541,643+$10,187,068+35.93%
Neuberger Berman Group Llc0.02%200,003$28,218,423$38,356,575+$10,138,152+35.93%
Quantinno Capital Management Lp0.03%185,702$26,200,766$35,613,930+$9,413,164+35.93%
Rice Hall James & Associates, Llc1.23%178,606$25,199,521$34,253,059+$9,053,538+35.93%
Incline Global Management Llc6.92%174,922$24,679,745$33,546,541+$8,866,796+35.93%
Loomis Sayles & Co L P0.03%170,685$24,081,923$32,733,969+$8,652,046+35.93%
Meridiem Capital Partners Lp1.04%160,776$22,683,886$30,833,621+$8,149,735+35.93%
Goldman Sachs Group Inc0.00%153,020$21,589,543$29,346,176+$7,756,633+35.93%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%125,631$19,226,567$24,093,513+$4,866,946+25.31%
Aqr Capital Management Llc0.01%134,942$18,375,051$25,879,177+$7,504,126+40.84%
Lone Peak Global Investors Llc2.47%127,062$17,927,178$24,367,950+$6,440,772+35.93%

Frequently asked questions about WEX

  • Who owns the most WEX stock?

    The largest holders of WEX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WEX INC (WEX).

  • Is WEX widely held by superinvestors?

    Many widely followed stocks like WEX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WEX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.