WEX Ownership | Who Owns WEX?
WEX Ownership Summary
WEX is owned by 19.91% institutional investors, 1.03% insiders, and 79.06% retail investors. Janus henderson group is the largest institutional shareholder, holding 10.06% of WEX shares. Janus Henderson Enterprise D is the top mutual fund, with 7.29% of its assets in WEX shares.
WEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEX | 19.91% | 1.03% | 79.06% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janus henderson group | 4.05M | 10.06% | $710.47M |
| Vanguard group | 3.26M | 9.51% | $513.90M |
| Blackrock funding, inc. /de | 3.06M | 8.91% | $481.46M |
| Morgan stanley | 2.73M | 7.96% | $430.32M |
| Impactive capital lp | 2.20M | 6.40% | $345.82M |
| Par capital management | 1.85M | 5.40% | $291.67M |
| Boston partners | 1.27M | 3.71% | $200.70M |
| Fmr | 1.07M | 3.13% | $169.04M |
| State street | 1.07M | 3.12% | $168.82M |
| Earnest partners | 907.80K | 2.65% | $143.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 2.20M | 16.62% | $345.82M |
| Par capital management | 1.85M | 8.54% | $291.67M |
| Sunriver management | 308.08K | 5.28% | $48.53M |
| Incline global management | 99.02K | 4.62% | $15.60M |
| Solel partners lp | 118.10K | 3.58% | $18.60M |
| Hawk ridge capital management lp | 446.17K | 3.35% | $70.29M |
| Turtle creek asset management | 592.20K | 2.82% | $93.29M |
| Rhino investment partners | 56.23K | 2.79% | $8.86M |
| Cove street capital | 12.85K | 2.64% | $2.02M |
| Gator capital management | 65.96K | 2.63% | $10.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Turtle creek asset management | 592.20K | 2.82% | 592.20K |
| Norges bank | 459.36K | 0.01% | 459.36K |
| D. e. shaw | 201.92K | 0.03% | 190.60K |
| Ubs group | 434.15K | 0.01% | 176.04K |
| Aqr capital management | 151.13K | 0.03% | 148.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 380.47K | 0.00% | -705.33K |
| Balyasny asset management | - | - | -614.67K |
| Premier fund managers | - | - | -300.00K |
| Loring wolcott & coolidge fiduciary advisors llp/ma | 475.43K | 0.67% | -292.81K |
| Brown advisory | - | - | -276.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Turtle creek asset management | 592.20K | 2.82% | 592.20K | $93.29M |
| Norges bank | 459.36K | 0.01% | 459.36K | $80.54M |
| Cooper creek partners management | 131.68K | 0.64% | 131.68K | $20.74M |
| Solel partners lp | 118.10K | 3.58% | 118.10K | $18.60M |
| Bridgewater associates, lp | 19.15K | 0.01% | 19.15K | $3.02M |
Sold Out
| Holder | Change |
|---|---|
| Cbiz investment advisory services | -1.00 |
| Clear street markets | -1.00 |
| Rakuten securities | -1.00 |
| Advisornet financial | -1.00 |
| Corecap advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Enterprise D | 2.50M | 7.29% | - |
| Janus Inst Mid Cap Growth CF | 2.50M | 7.29% | - |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.94M | 5.66% | - |
| Vanguard US Total Market Shares ETF | 1.29M | 3.81% | -24.03K |
| iShares Core S&P Mid-Cap ETF | 1.11M | 3.25% | - |
| 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% | - |
| EARNEST Partners Smid Cap Core Founders | 402.84K | 1.18% | -5.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 368.23K | 1.07% | -160.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2025 | Deshaies Robert Joseph | COO, Benefits | Sell | $225.33K |
| Nov 13, 2025 | Smith Stephen Montgomery | - | Buy | $144.25K |
| 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 |
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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