WEX Ownership | Who Owns WEX?
WEX Ownership Summary
WEX is owned by 30.47% institutional investors, 1.29% insiders, and 68.24% retail investors. Janus henderson group is the largest institutional shareholder, holding 11.38% of WEX shares. Janus Henderson Enterprise D is the top mutual fund, with 7.21% of its assets in WEX shares.
WEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEX | 30.47% | 1.29% | 68.24% |
| Sector | Technology Stocks | 35.93% | 15.14% | 48.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janus henderson group | 3.92M | 11.38% | $599.31M |
| Vanguard group | 3.22M | 9.08% | $480.06M |
| Blackrock funding, inc. /de | 3.11M | 9.03% | $475.26M |
| Par capital management | 2.25M | 6.56% | $345.10M |
| Morgan stanley | 2.10M | 6.11% | $321.43M |
| Impactive capital lp | 1.71M | 4.96% | $261.28M |
| Boston partners | 1.66M | 4.83% | $254.23M |
| Aqr capital management | 1.31M | 3.79% | $199.78M |
| Fmr | 1.23M | 3.56% | $187.52M |
| State street | 1.09M | 3.17% | $167.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 1.71M | 18.95% | $261.28M |
| Par capital management | 2.25M | 10.00% | $345.10M |
| Solel partners lp | 167.00K | 5.46% | $25.56M |
| Sunriver management | 203.69K | 5.27% | $31.17M |
| Tradelink capital | 4.10K | 4.96% | $656.00K |
| Sg capital management | 303.28K | 3.08% | $46.41M |
| Cove street capital | 12.85K | 2.64% | $2.02M |
| Turtle creek asset management | 669.34K | 2.61% | $102.44M |
| Rhino investment partners | 61.20K | 2.61% | $9.37M |
| Clifford capital partners | 92.26K | 2.35% | $14.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 1.31M | 0.09% | 415.64K |
| Norges bank | 336.97K | 0.01% | 336.97K |
| Sg capital management | 303.28K | 3.08% | 303.28K |
| Citadel advisors | 274.83K | 0.01% | 274.83K |
| Turtle creek asset management | 669.34K | 2.61% | 246.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Impactive capital lp | 1.71M | 18.95% | -488.00K |
| Premier fund managers | - | - | -300.00K |
| Hawk ridge capital management lp | 163.47K | 0.91% | -290.80K |
| Brown advisory | - | - | -276.64K |
| Timessquare capital management | - | - | -276.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 336.97K | 0.01% | 336.97K | $50.20M |
| Sg capital management | 303.28K | 3.08% | 303.28K | $46.41M |
| Balyasny asset management | 231.92K | 0.05% | 231.92K | $35.49M |
| Vanguard fiduciary trust | 213.66K | 0.01% | 213.66K | $32.70M |
| Longaeva partners | 161.28K | 0.91% | 161.28K | $24.68M |
Sold Out
| Holder | Change |
|---|---|
| Corecap advisors | -1.00 |
| Clear street markets | -1.00 |
| Cbiz investment advisory services | -1.00 |
| Advisornet financial | -1.00 |
| Ross\johnson & associates | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 234 | -45.45% | 10,482,554 | -72.72% | 30 | 0.26% | 122 | -41.06% | 63 | -57.72% |
| Dec 31, 2025 | 160 | -59.49% | 6,177,880 | -83.63% | 17 | 0.14% | 66 | -60.71% | 55 | -62.33% |
| Sep 30, 2025 | 177 | -54.38% | 6,829,087 | -82.04% | 19 | 0.16% | 69 | -59.88% | 64 | -60.00% |
| Jun 30, 2025 | 385 | -11.90% | 37,982,235 | -3.17% | 110 | 1.09% | 173 | -8.95% | 156 | -7.69% |
| Mar 31, 2025 | 434 | -0.91% | 39,183,073 | -3.13% | 100 | 1.02% | 189 | - | 168 | -1.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Enterprise D | 2.50M | 7.21% | - |
| Janus Inst Mid Cap Growth CF | 2.50M | 7.21% | - |
| Vanguard US Total Market Shares ETF | 1.29M | 3.81% | -24.03K |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.25M | 3.60% | - |
| iShares Core S&P Mid-Cap ETF | 1.18M | 3.40% | -5.33K |
| Vanguard Total Stock Mkt Idx Inv | 1.05M | 3.02% | -48.30K |
| Vanguard Small Cap Index | 755.87K | 2.18% | -33.60K |
| JHancock Disciplined Value Mid Cap I | 560.75K | 1.62% | -160.65K |
| Vanguard Small Cap Value Index Inv | 478.55K | 1.38% | -30.09K |
| EARNEST Partners Smid Cap Core Founders | 400.84K | 1.16% | 6.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 06, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | $39.20K |
| Jul 06, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | $6.89K |
| Jul 06, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | $19.83K |
| Jul 06, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | $33.11K |
| Jul 06, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | $196.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 6 |
| 2026 Q2 | 1 | 8 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | 1 | 2 |
| 2025 Q3 | - | 2 |
WEX Ownership FAQ
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