WEX
WEX Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -7.6% ·
net new positions +5.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 115 | +2 | 21.68M | $3.07B | +12 | −11 |
| Q1 2026 | 117 | -4 | 25.41M | $3.89B | +7 | −12 |
| Q4 2025 | 121 | 0 | 26.21M | $3.90B | +2 | −1 |
| Q3 2025 | 21 | 0 | 14.80M | $2.33B | +1 | −2 |
| Q2 2025 | 19 | +1 | 10.76M | $1.58B | +2 | −1 |
| Q1 2025 | 15 | +1 | 4.25M | $667.02M | +2 | −1 |
| Q4 2024 | 14 | -1 | 4.27M | $747.85M | +1 | −2 |
| Q3 2024 | 14 | -2 | 4.43M | $930.10M | n/a | −2 |
| Q2 2024 | 16 | n/a | 4.91M | $869.64M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 3.25M | n/a | $477.42M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 3.09M | n/a | $454.48M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 3 | State Street Global Advisors ✦ (passive) | 1.09M | -6.3% | $160.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.05M | n/a | $154.19M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 613.28K | -5.8% | $90.10M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 334.87K | -37.9% | $49.19M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 7 | Norges Bank ✦ (passive) | 291.45K | -25.7% | $42.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 241.66K | -20.3% | $35.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 193.79K | +158.3% | $28.47M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 150.86K | +77.1% | $22.06M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 11 | D. E. Shaw & Co. ✦ | 120.02K | -25.0% | $17.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 12 | Fisher Asset Management ✦ | 96.64K | 0.0% | $14.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 96.59K | +1754.0% | $14.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 68.25K | -83.5% | $10.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 30.89K | -5.5% | $4.54M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | Capital World Investors ✦ | 27.01K | New | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 6.60K | -33.1% | $969,474 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 1.84K | New | $270,718 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 1.50K | -98.9% | $219,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $3.97M | 0.0% |
| GAMCO Investors | $270,718 | 0.0% |
Exited
| Two Sigma Investments | $28.15M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 427 holders, 38.37M shares, $5.79B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 88 sh · $15,462
Officer · 98 sh · $16,641
Officer · 48 sh · $8,222
Officer · 602 sh · $103,923
Officer · 549 sh · $95,273
Officer · 615 sh · $107,588
Officer · 2.50K sh · $500,000
Officer · 843 sh · $168,600
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology