Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 3.9M | $599.3M | +1.1% | 11.296% | 0.30% |
| 2 | BlackRock, Inc. | 3.1M | $475.3M | +1.5% | 8.958% | 0.01% |
| 3 | PAR CAPITAL MANAGEMENT INC | 2.3M | $345.1M | +0.1% | 6.505% | 10.79% |
| 4 | MORGAN STANLEY | 2.1M | $321.4M | -0.5% | 6.059% | 0.02% |
| 5 | Impactive Capital LP | 1.7M | $261.3M | -22.2% | 4.925% | 18.95% |
| 6 | Boston Partners | 1.7M | $254.2M | +14.7% | 4.791% | 0.27% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $236.1M | — | 4.449% | 0.01% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $227.1M | — | 4.280% | 0.01% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $199.8M | +46.7% | 3.766% | 0.09% |
| 10 | FMR LLC | 1.2M | $187.5M | +6.9% | 3.534% | 0.01% |
| 11 | STATE STREET CORP | 1.1M | $167.0M | +2.8% | 3.148% | 0.01% |
| 12 | EARNEST PARTNERS LLC | 883K | $135.1M | -0.8% | 2.547% | 0.56% |
| 13 | BANK OF AMERICA CORP /DE/ | 824K | $126.1M | +13.6% | 2.376% | 0.01% |
| 14 | LYRICAL ASSET MANAGEMENT LP | 761K | $116.5M | -1.7% | 2.195% | 1.78% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 686K | $105.0M | -0.2% | 1.979% | 0.02% |
| 16 | Turtle Creek Asset Management Inc. | 669K | $102.4M | +58.5% | 1.931% | 2.61% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 656K | $100.4M | +2.6% | 1.892% | 0.01% |
| 18 | SEI INVESTMENTS CO | 598K | $91.5M | +8.7% | 1.724% | 0.08% |
| 19 | SG Capital Management LLC | 503K | $77.0M | — | 1.452% | 5.12% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 479K | $73.2M | +7.4% | 1.380% | 0.01% |
| 21 | River Road Asset Management, LLC | 476K | $72.9M | -38.6% | 1.373% | 0.83% |
| 22 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 375K | $59.8M | -8.1% | 1.082% | 0.60% |
| 23 | Gotham Asset Management, LLC | 375K | $57.4M | +40.2% | 1.082% | 0.18% |
| 24 | SNYDER CAPITAL MANAGEMENT L P | 371K | $56.7M | +6.5% | 1.069% | 1.10% |
| 25 | FEDERATED HERMES, INC. | 362K | $55.5M | +3.7% | 1.045% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WEX — a direct measure of their conviction.
Filings activity in WEX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 419 | +0.0% | 124.43% | +3.20 pp | $5.84B | +2.6% |
| Q4 2025 | 419 | +10% | 121.23% | 3.29 pp | $5.69B | 2.6% |
| Q3 2025 | 380 | +1.1% | 124.52% | +8.45 pp | $5.85B | +7.3% |
| Q2 2025 | 376 | 7.8% | 116.07% | 14.67 pp | $5.45B | 11% |
| Q1 2025 | 408 | 4.0% | 130.74% | 13.41 pp | $6.14B | 9.3% |
| Q4 2024 | 425 | +0.7% | 144.15% | 31.80 pp | $6.77B | 18% |
| Q3 2024 | 422 | 3.2% | 175.95% | +28.82 pp | $8.26B | +20% |
| Q2 2024 | 436 | — | 147.13% | — | $6.91B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 18, 2026 | GROCH JAMES R | Buy | 2K | $142.95 | $214K |
Quick answers to the most common questions about buying WEX stock.
Based on Q1 2026 13F filings, institutional ownership of WEX Inc. stands at 124.4%, held across 419 reporting institutions.
JANUS HENDERSON GROUP PLC is the largest reported institutional holder of WEX, with approximately 3,916,073 shares worth $0.60B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WEX.
Our composite Smart Money Score for WEX is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
72 institutions opened new positions in WEX during Q1 2026, while 72 fully exited. 248 added to existing positions and 96 trimmed.
WEX institutional ownership rose by 3.20 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 53.2% of all reported 13F value in WEX, and the top 25 account for 77.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WEX Inc. (WEX) Institutional Ownership