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-Q2 13F filings (latest filed 2026-09-22). 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
75 tracked funds added or opened WEX while 137 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Jupiter Topco LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 382 tracked filers holding WEX, 175 increased or opened the position and 269 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 33
- Jupiter Topco LLC$560M
- Meridiem Capital Partners LP$23M
- JANE STREET GROUP, LLC$16M
- ALTA FOX CAPITAL MANAGEMENT, LLC$13M
- Point72 Asset Management, L.P.$12M
- Schonfeld Strategic Advisors LLC$12M
Full exits 47
- JANUS HENDERSON GROUP PLC$599M
- SG Capital Management LLC$46M
- BALYASNY ASSET MANAGEMENT L.P.$35M
- Longaeva Partners L.P.$25M
- NATIXIS ADVISORS, LLC$17M
- IEQ CAPITAL, LLC$17M
Largest adds
- FMR LLC$67M
- Capital World Investors$45M
- CITADEL ADVISORS LLC$41M
- NEW SOUTH CAPITAL MANAGEMENT INC$25M
- Incline Global Management LLC$22M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$18M
Largest trims
- AQR CAPITAL MANAGEMENT LLC$181M
- MORGAN STANLEY$46M
- Boston Partners$43M
- PAR CAPITAL MANAGEMENT INC$27M
- VANGUARD PORTFOLIO MANAGEMENT LLC$25M
- VANGUARD CAPITAL MANAGEMENT LLC$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Jupiter Topco LLC new | 3,967,061 | $560M | 10.5% | 2026-Q2 |
| BlackRock, Inc. added | 3,167,005 | $447M | 8.4% | 2026-Q2 |
| PAR CAPITAL MANAGEMENT INC | 2,254,984 | $318M | 6.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,949,295 | $275M | 5.2% | 2026-Q2 |
| FMR LLC added | 1,801,385 | $254M | 4.8% | 2026-Q2 |
| Impactive Capital LP | 1,707,253 | $241M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,513,612 | $214M | 4.0% | 2026-Q2 |
| Boston Partners trimmed | 1,493,028 | $211M | 3.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,430,765 | $202M | 3.8% | 2026-Q2 |
| STATE STREET CORP added | 1,133,228 | $160M | 3.0% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 857,373 | $121M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 815,695 | $115M | 2.2% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP added | 770,524 | $109M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 733,560 | $103M | 1.9% | 2026-Q2 |
| TURTLE CREEK ASSET MANAGEMENT INC. added | 728,088 | $103M | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 671,582 | $110M | 2.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 582,786 | $82M | 1.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 549,632 | $78M | 1.5% | 2026-Q2 |
| Capital World Investors added | 547,682 | $77M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 487,579 | $69M | 1.3% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 466,244 | $66M | 1.2% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC added | 444,624 | $63M | 1.2% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 424,915 | $60M | 1.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 386,978 | $55M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 381,242 | $52M | 1.0% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 367,338 | $52M | 1.0% | 2026-Q2 |
| NORGES BANK trimmed | 365,109 | $52M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 351,672 | $50M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 349,233 | $49M | 0.9% | 2026-Q2 |
| UBS Group AG added | 342,363 | $48M | 0.9% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 331,383 | $47M | 0.9% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 317,400 | $45M | 0.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 306,816 | $43M | 0.8% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 245,411 | $35M | 0.6% | 2026-Q2 |
| Solel Partners LP added | 222,387 | $31M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 218,743 | $31M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 217,396 | $31M | 0.6% | 2026-Q2 |
| Sunriver Management LLC trimmed | 202,518 | $29M | 0.5% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 200,968 | $28M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 200,003 | $28M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 185,702 | $26M | 0.5% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 178,606 | $25M | 0.5% | 2026-Q2 |
| Incline Global Management LLC added | 174,922 | $25M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 170,685 | $24M | 0.5% | 2026-Q2 |
| Meridiem Capital Partners LP new | 160,776 | $23M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 153,020 | $22M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 134,942 | $18M | 0.3% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 127,062 | $18M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 120,532 | $17M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 119,877 | $17M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 109,924 | $16M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 105,297 | $15M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 97,569 | $13M | 0.3% | 2026-Q2 |
| ALTA FOX CAPITAL MANAGEMENT, LLC new | 91,000 | $13M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 90,827 | $13M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 88,419 | $12M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 87,926 | $12M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 86,892 | $12M | 0.2% | 2026-Q2 |
| Lightrock Netherlands B.V. added | 86,800 | $12M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 83,127 | $12M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 82,330 | $12M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 78,703 | $11M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 70,802 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 66,026 | $9M | 0.2% | 2026-Q2 |
| SPINNAKER TRUST | 65,963 | $9M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 65,413 | $9M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 61,842 | $9M | 0.2% | 2026-Q2 |
| Rhino Investment Partners, Inc trimmed | 57,705 | $8M | 0.2% | 2026-Q2 |
| CenterBook Partners LP added | 55,870 | $8M | 0.1% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 54,660 | $8M | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 54,014 | $8M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 47,663 | $7M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 43,625 | $6M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 43,171 | $6M | 0.1% | 2026-Q2 |
| Gator Capital Management, LLC trimmed | 42,899 | $6M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 42,395 | $6M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 42,214 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 40,128 | $6M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 38,186 | $5M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 38,008 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 38,004 | $5M | 0.1% | 2026-Q2 |
| KESTREL INVESTMENT MANAGEMENT CORP new | 36,900 | $5M | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 36,723 | $5M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 36,689 | $5M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 36,621 | $5M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 36,137 | $5M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 35,857 | $5M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 35,391 | $5M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 35,308 | $5M | 0.1% | 2026-Q2 |
| Swedbank AB | 35,300 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 34,923 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,156 | $5M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 32,314 | $5M | 0.1% | 2026-Q2 |
| Foyston, Gordon & Payne Inc added | 31,162 | $4M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 30,917 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 30,791 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 30,652 | $4M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 30,165 | $4M | 0.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 30,009 | $4M | 0.1% | 2026-Q2 |
| JACOBS ASSET MANAGEMENT, LLC new | 30,000 | $4M | 0.1% | 2026-Q2 |
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.