Who owns WEX (WEX)
Which tracked institutional funds hold WEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WEX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
96 tracked funds added or opened WEX while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WEX’s largest tracked holder by dollar value, JANUS HENDERSON GROUP PLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 429 tracked filers holding WEX, 240 increased or opened the position and 191 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WEX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD CAPITAL MANAGEMENT LLC$236M
- VANGUARD PORTFOLIO MANAGEMENT LLC$227M
- SG Capital Management LLC$46M
- CITADEL ADVISORS LLC$42M
- BALYASNY ASSET MANAGEMENT L.P.$35M
- VANGUARD FIDUCIARY TRUST CO$33M
Full exits 27
- VANGUARD GROUP INC$472M
- Point72 Asset Management, L.P.$18M
- Bridgewater Associates, LP$9M
- Triveni Capital Investments LP$7M
- JANE STREET GROUP, LLC$6M
- COMERICA BANK$5M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$67M
- TURTLE CREEK ASSET MANAGEMENT INC.$40M
- Boston Partners$38M
- JANUS HENDERSON GROUP PLC$22M
- Capital World Investors$18M
- BANK OF AMERICA CORP /DE/$18M
Largest trims
- Impactive Capital LP$66M
- M&T Bank Corp$43M
- River Road Asset Management, LLC$43M
- HAWK RIDGE CAPITAL MANAGEMENT LP$43M
- BlackRock, Inc.$27M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC added | 3,916,073 | $599M | 9.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,802,275 | $429M | 6.8% | 2026-Q1 |
| PAR CAPITAL MANAGEMENT INC added | 2,254,984 | $345M | 5.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,100,268 | $321M | 5.1% | 2026-Q1 |
| Impactive Capital LP trimmed | 1,707,253 | $261M | 4.2% | 2026-Q1 |
| Boston Partners added | 1,660,773 | $254M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,542,446 | $236M | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,483,603 | $227M | 3.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,303,324 | $199M | 3.2% | 2026-Q1 |
| FMR LLC added | 1,224,047 | $187M | 3.0% | 2026-Q1 |
| STATE STREET CORP added | 1,091,413 | $167M | 2.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 883,005 | $135M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 823,681 | $126M | 2.0% | 2026-Q1 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 760,936 | $116M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 686,135 | $105M | 1.7% | 2026-Q1 |
| TURTLE CREEK ASSET MANAGEMENT INC. added | 669,335 | $102M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 655,837 | $100M | 1.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 597,600 | $91M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 478,553 | $73M | 1.2% | 2026-Q1 |
| River Road Asset Management, LLC trimmed | 476,077 | $73M | 1.2% | 2026-Q1 |
| NORGES BANK added | 392,340 | $62M | 1.0% | 2026-Q1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 375,110 | $60M | 1.0% | 2026-Q1 |
| Gotham Asset Management, LLC added | 375,048 | $57M | 0.9% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P added | 370,664 | $57M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 362,372 | $55M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 338,457 | $52M | 0.8% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 337,724 | $52M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 332,852 | $51M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 307,365 | $47M | 0.7% | 2026-Q1 |
| SG Capital Management LLC new | 303,280 | $46M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 289,761 | $44M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 274,827 | $42M | 0.7% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 248,763 | $38M | 0.6% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 236,598 | $36M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 232,682 | $36M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 231,924 | $35M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 213,657 | $33M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 212,873 | $33M | 0.5% | 2026-Q1 |
| Capital World Investors added | 211,240 | $32M | 0.5% | 2026-Q1 |
| Sunriver Management LLC trimmed | 203,694 | $31M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 201,674 | $31M | 0.5% | 2026-Q1 |
| LAKEWOOD CAPITAL MANAGEMENT, LP trimmed | 200,968 | $31M | 0.5% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 180,314 | $28M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 175,138 | $27M | 0.4% | 2026-Q1 |
| Solel Partners LP | 167,000 | $26M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 166,904 | $26M | 0.4% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 163,471 | $25M | 0.4% | 2026-Q1 |
| Longaeva Partners L.P. new | 161,275 | $25M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 125,631 | $19M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 120,532 | $18M | 0.3% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 116,760 | $18M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 114,313 | $17M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 108,008 | $17M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 105,633 | $16M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 106,567 | $16M | 0.3% | 2026-Q1 |
| LONE PEAK GLOBAL INVESTORS LLC trimmed | 92,257 | $14M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 91,917 | $14M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 79,556 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 76,604 | $12M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 76,507 | $12M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 75,298 | $12M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 70,613 | $11M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 67,927 | $10M | 0.2% | 2026-Q1 |
| SPINNAKER TRUST | 65,963 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 64,426 | $10M | 0.2% | 2026-Q1 |
| Rhino Investment Partners, Inc added | 61,205 | $9M | 0.1% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 60,000 | $9M | 0.1% | 2026-Q1 |
| Atom Investors LP new | 56,949 | $9M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 55,110 | $8M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 54,635 | $8M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 52,395 | $8M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 51,365 | $8M | 0.1% | 2026-Q1 |
| Gator Capital Management, LLC trimmed | 49,264 | $8M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 47,603 | $7M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 45,568 | $7M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 44,308 | $7M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 43,912 | $7M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 43,576 | $7M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 42,036 | $6M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 41,714 | $6M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 42,102 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 38,221 | $6M | 0.1% | 2026-Q1 |
| Swedbank AB | 35,300 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,171,552 | $472M | 7.5% | 2025-Q4 stale |
| JANA Partners Management, LP new | 164,029 | $24M | 0.4% | 2025-Q2 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 131,675 | $21M | 0.3% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 122,827 | $18M | 0.3% | 2025-Q4 stale |
| Murchinson Ltd. new | 100,000 | $16M | 0.2% | 2025-Q1 stale |
| Fisher Asset Management, LLC added | 96,642 | $14M | 0.2% | 2025-Q2 stale |
| Hill City Capital, LP | 85,000 | $12M | 0.2% | 2025-Q2 stale |
| Kodai Capital Management LP trimmed | 57,958 | $9M | 0.1% | 2025-Q1 stale |
| Freestone Grove Partners LP trimmed | 57,283 | $9M | 0.1% | 2025-Q3 stale |
| Bridgewater Associates, LP added | 57,869 | $9M | 0.1% | 2025-Q4 stale |
| Invenomic Capital Management LP trimmed | 50,683 | $7M | 0.1% | 2025-Q2 stale |
| Triveni Capital Investments LP new | 48,087 | $7M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 42,487 | $6M | 0.1% | 2025-Q4 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD added | 40,165 | $6M | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 38,635 | $6M | 0.1% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 38,025 | $6M | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 37,500 | $6M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.