WEX Ownership | Who Owns WEX?
WEX Ownership Summary
WEX is owned by 110.74% institutional investors, 1.02% insiders. Janus henderson group is the largest institutional shareholder, holding 10.06% of WEX shares. Janus Inst Mid Cap Growth CF is the top mutual fund, with 7.29% of its assets in WEX shares.
WEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEX | 110.74% | 1.02% | -11.76% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janus henderson group | 4.05M | 10.06% | $710.47M |
| Vanguard group | 3.78M | 9.37% | $662.35M |
| Blackrock funding, inc. /de | 3.09M | 9.02% | $454.48M |
| Par capital management | 1.85M | 5.40% | $271.91M |
| Impactive capital lp | 2.12M | 5.25% | $371.09M |
| Jpmorgan chase | 2.05M | 5.08% | $358.81M |
| Fmr | 1.18M | 2.92% | $206.02M |
| River road asset management | 797.87K | 2.33% | $135.38M |
| Loring wolcott & coolidge fiduciary advisors llp/ma | 768.24K | 2.24% | $112.85M |
| Earnest partners | 872.73K | 2.17% | $153.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 2.12M | 15.23% | $371.09M |
| Par capital management | 1.85M | 8.85% | $271.91M |
| Sunriver management | 340.96K | 5.37% | $50.08M |
| Incline global management | 88.69K | 5.12% | $13.03M |
| Gator capital management | 65.46K | 2.98% | $9.62M |
| Cove street capital | 12.87K | 2.77% | $1.89M |
| Hawk ridge capital management lp | 403.27K | 2.47% | $59.24M |
| Factorial partners | 21.00K | 2.23% | $3.08M |
| Lyrical asset management lp | 823.43K | 2.13% | $144.36M |
| Lakewood capital management, lp | 177.97K | 1.95% | $26.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 2.05M | 0.03% | 1.05M |
| Norges bank | 459.36K | 0.01% | 459.36K |
| Hawk ridge capital management lp | 403.27K | 2.47% | 363.40K |
| D. e. shaw | 201.92K | 0.03% | 190.60K |
| Lakewood capital management, lp | 177.97K | 1.95% | 177.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 828.99K | 0.03% | -1.78M |
| Balyasny asset management | - | - | -614.67K |
| Fmr | 1.18M | 0.01% | -380.39K |
| Premier fund managers | - | - | -300.00K |
| Brown advisory | - | - | -276.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 459.36K | 0.01% | 459.36K | $80.54M |
| Lakewood capital management, lp | 177.97K | 1.95% | 177.97K | $26.14M |
| Jana partners management, lp | 164.03K | 1.21% | 164.03K | $24.09M |
| Rhino investment partners | 40.46K | 1.63% | 40.46K | $5.94M |
| Gillson capital lp | 36.40K | 0.41% | 36.40K | $5.35M |
Sold Out
| Holder | Change |
|---|---|
| Corecap advisors | -1.00 |
| Advisornet financial | -1.00 |
| Clear street markets | -1.00 |
| Voisard asset management group | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 410 | -6.82% | 38,820,962 | -7.79% | 96 | 0.88% | 173 | -11.73% | 158 | 4.64% |
| Sep 30, 2024 | 439 | -2.01% | 42,100,515 | 2.45% | 104 | 1.08% | 195 | -9.30% | 151 | -2.58% |
| Jun 30, 2024 | 448 | 4.19% | 41,093,741 | -0.57% | 98 | 1.01% | 215 | 21.47% | 155 | -9.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Inst Mid Cap Growth CF | 2.50M | 7.29% | - |
| Janus Henderson Enterprise D | 2.50M | 7.29% | - |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.94M | 5.66% | -11.68K |
| Vanguard US Total Market Shares ETF | 1.29M | 3.81% | -24.03K |
| iShares Core S&P Mid-Cap ETF | 1.12M | 3.26% | -1.98K |
| Vanguard Total Stock Mkt Idx Inv | 1.07M | 3.13% | -22.62K |
| Vanguard Small Cap Index | 831.63K | 2.43% | -5.38K |
| JHancock Disciplined Value Mid Cap I | 610.55K | 1.78% | 610.55K |
| EARNEST Partners Smid Cap Core Founders | 408.55K | 1.19% | 19.66K |
| Vanguard Institutional Extnd Mkt Idx Tr | 368.23K | 1.07% | -160.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2025 | Drew Ann Elena | Chief Risk and Compliance | Sell | $331.53K |
| Jul 31, 2025 | Carriedo Carlos | COO, Amer. Payments & Mobility | Sell | $150.22K |
| Jun 02, 2025 | Kimball Jennifer | Chief Accounting Officer | Sell | $183.51K |
| May 29, 2025 | Smith Melissa D | Chair, CEO, and President | Buy | $500.72K |
| Feb 11, 2025 | Tinto Melanie J | Chief People Officer | Sell | $495.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
WEX Ownership FAQ
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