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Security record · archived quarter

WEX

WEX Inc. · Technology · Software - Infrastructure

199.15 -0.3% mkt cap $6.79B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
21Tracked holders
0Δ holders
14.80MShares held
$2.33BReported value
+1New positions
−2Exits
Stable Conviction score 44/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.5% · net new positions -4.8%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 117 +2 21.70M $3.07B +12 −9
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 −2
Q2 2024 16 4.91M $869.64M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 3.26M +0.4% $513.90M 0.0% ▲ Add 2 SEC ↗
2 The Vanguard Group (passive) 3.26M +0.4% $513.90M 0.0% ▲ Add 2 SEC ↗
3 The Vanguard Group (passive) 3.26M +0.4% $513.90M 0.0% ▲ Add 2 SEC ↗
4 The Vanguard Group (passive) 3.26M +0.4% $513.90M 0.0% ▲ Add 2 SEC ↗
5 The Vanguard Group (passive) 3.26M +0.4% $513.90M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
13 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
14 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
15 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
16 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
18 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
19 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
20 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
21 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
22 BlackRock (passive) 3.06M -1.2% $481.46M 0.0% ▼ Trim 2 SEC ↗
23 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
24 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
25 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
26 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
27 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
28 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
29 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
30 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
31 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
32 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
33 Morgan Stanley 2.73M $430.32M 0.0% n/c 1 SEC ↗
34 Fidelity (FMR) 1.07M +2.2% $169.04M 0.0% ▲ Add 2 SEC ↗
35 Fidelity (FMR) 1.07M +2.2% $169.04M 0.0% ▲ Add 2 SEC ↗
36 Fidelity (FMR) 1.07M +2.2% $169.04M 0.0% ▲ Add 2 SEC ↗
37 Fidelity (FMR) 1.07M +2.2% $169.04M 0.0% ▲ Add 2 SEC ↗
38 Fidelity (FMR) 1.07M +2.2% $169.04M 0.0% ▲ Add 2 SEC ↗
39 State Street Global Advisors (passive) 1.07M -2.0% $168.82M 0.0% ▼ Trim 4 SEC ↗
40 Citadel Advisors 869.76K +58078.0% $137.01M 0.1% ▲ Add 3 SEC ↗
41 Citadel Advisors 869.76K +58078.0% $137.01M 0.1% ▲ Add 3 SEC ↗
42 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
43 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
45 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
47 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
48 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
52 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
53 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
55 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
56 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
57 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
58 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
59 JPMorgan Chase 760.93K $119.87M 0.0% n/c 1 SEC ↗
60 Geode Capital Management (passive) 631.99K +3.0% $99.58M 0.0% ▲ Add 6 SEC ↗
61 Geode Capital Management (passive) 631.99K +3.0% $99.58M 0.0% ▲ Add 6 SEC ↗
62 Wellington Management 306.42K -8.5% $48.27M 0.0% ▼ Trim 6 SEC ↗
63 Wellington Management 306.42K -8.5% $48.27M 0.0% ▼ Trim 6 SEC ↗
64 Wellington Management 306.42K -8.5% $48.27M 0.0% ▼ Trim 6 SEC ↗
65 Wellington Management 306.42K -8.5% $48.27M 0.0% ▼ Trim 6 SEC ↗
66 Gotham Asset Management 270.96K +39.8% $42.68M 0.2% ▲ Add 6 SEC ↗
67 PRIMECAP Management 233.56K -3.4% $36.79M 0.0% ▼ Trim 6 SEC ↗
68 Goldman Sachs Group 198.44K $31.26M 0.0% n/c 1 SEC ↗
69 Goldman Sachs Group 198.44K $31.26M 0.0% n/c 1 SEC ↗
70 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
71 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
72 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
73 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
74 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
75 AQR Capital Management 99.53K -34.0% $15.68M 0.0% ▼ Trim 6 SEC ↗
76 Capital World Investors 61.08K +126.1% $9.62M 0.0% ▲ Add 2 SEC ↗
77 Point72 Asset Management 44.42K -54.0% $7.00M 0.0% ▼ Trim 3 SEC ↗
78 D. E. Shaw & Co. 39.50K -67.1% $6.22M 0.0% ▼ Trim 6 SEC ↗
79 D. E. Shaw & Co. 39.50K -67.1% $6.22M 0.0% ▼ Trim 6 SEC ↗
80 T. Rowe Price 30.67K -0.7% $4.83M 0.0% ▼ Trim 6 SEC ↗
81 T. Rowe Price 30.67K -0.7% $4.83M 0.0% ▼ Trim 6 SEC ↗
82 Millennium Management 19.72K -71.1% $3.11M 0.0% ▼ Trim 6 SEC ↗
83 Bridgewater Associates 19.15K New $3.02M 0.0% New 1 SEC ↗
84 Marshall Wace 17.48K +164.8% $2.75M 0.0% ▲ Add 6 SEC ↗
85 GAMCO Investors 1.84K 0.0% $290,328 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bridgewater Associates $3.02M 0.0%

Exited

Norges Bank $42.81M was 0.0%
Fisher Asset Management $14.20M was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API