Security record · archived quarter
WEX
WEX Inc. · Technology · Software - Infrastructure
121Tracked holders
0Δ holders
26.21MShares held
$3.90BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.4% · net new positions +0.8% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 10.95K | $1.90M | n/a | n/a |
| 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 | n/a | −2 |
| Q2 2024 | 16 | n/a | 4.91M | $869.64M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 3.87M | n/a | $576.85M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 2 | The Vanguard Group ✦ (passive) | 3.22M | -1.2% | $480.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 3.06M | +0.1% | $455.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 4 | Morgan Stanley ✦ | 2.11M | -22.7% | $314.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Boston Partners | 1.45M | n/a | $215.95M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 6 | Fidelity (FMR) ✦ | 1.15M | +6.8% | $170.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | State Street Global Advisors ✦ (passive) | 1.06M | -0.9% | $158.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 889.80K | +794.0% | $132.56M | 0.1% | ▲ Add | 7 | SEC ↗ ×7 |
| 9 | Bank Of America Corp /De/ | 725.16K | n/a | $108.03M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Dimensional Fund Advisors Lp | 687.65K | n/a | $102.45M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Geode Capital Management ✦ (passive) | 638.96K | +1.1% | $95.21M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 549.77K | n/a | $81.91M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Charles Schwab Investment… | 445.58K | n/a | $66.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 429.83K | n/a | $64.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Hotchkis & Wiley Capital Management… | 381.33K | n/a | $56.81M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Federated Hermes, Inc. | 349.45K | n/a | $52.06M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 17 | JPMorgan Chase ✦ | 340.83K | -55.2% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 18 | Norges Bank ✦ (passive) | 336.97K | New | $50.20M | 0.0% | New | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 319.46K | n/a | $47.59M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Gotham Asset Management ✦ | 267.44K | -1.3% | $39.84M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 21 | Wellington Management ✦ | 265.87K | -13.2% | $39.61M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 22 | Goldman Sachs Group ✦ | 239.30K | +20.6% | $35.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank of New York Mellon Corp | 231.59K | n/a | $34.50M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 24 | Neuberger Berman Group LLC | 214.82K | n/a | $32.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | PRIMECAP Management ✦ | 214.56K | -8.1% | $31.97M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | Loomis Sayles & Co L P | 179.58K | n/a | $26.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS AM, a distinct business unit of… | 124.18K | n/a | $18.50M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 28 | Point72 Asset Management ✦ | 122.83K | +176.5% | $18.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | New York State Common Retirement… | 121.27K | n/a | $18.07M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rhumbline Advisers | 104.22K | n/a | $15.53M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 100.50K | n/a | $14.97M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Capital World Investors ✦ | 95.81K | +56.9% | $14.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 85.42K | n/a | $12.73M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 34 | Nuveen, LLC | 84.44K | n/a | $12.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Ameriprise Financial Inc | 80.72K | n/a | $12.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Raymond James Financial Inc | 74.34K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Principal Financial Group Inc | 73.75K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Millennium Management ✦ | 68.94K | +249.6% | $10.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Nomura Holdings Inc | 68.49K | n/a | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | California Public Employees… | 65.87K | n/a | $9.81M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 65.35K | n/a | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Swiss National Bank | 64.23K | n/a | $9.57M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bridgewater Associates ✦ | 57.87K | +202.1% | $8.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | State Of Wisconsin Investment Board | 51.91K | n/a | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Legal & General Group Plc | 49.47K | n/a | $7.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Jane Street Group, Llc | 42.49K | n/a | $6.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Citigroup Inc | 40.38K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | First Trust Advisors Lp | 39.85K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 38.85K | n/a | $5.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Alliancebernstein L.P. | 38.51K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cerity Partners LLC | 37.76K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Swedbank AB | 35.30K | n/a | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Royal Bank Of Canada | 34.80K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 54 | D. E. Shaw & Co. ✦ | 31.53K | -20.2% | $4.70M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 55 | T. Rowe Price ✦ | 31.48K | +2.6% | $4.69M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 56 | California State Teachers… | 30.92K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | State Board Of Administration Of… | 30.15K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Manufacturers Life Insurance… | 27.18K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Mariner, LLC | 24.96K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | LPL Financial LLC | 24.74K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Barclays Plc | 24.10K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | Russell Investments Group, Ltd. | 24.05K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Holocene Advisors, LP | 22.85K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 22.52K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Blair William & Co/Il | 21.50K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 20.83K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Wealth Enhancement Advisory… | 19.59K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Connor, Clark & Lunn Investment… | 19.49K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Corient Private Wealth LP | 45.54K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 70 | Cwm, Llc | 17.39K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Man Group plc | 16.72K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Hrt Financial Lp | 16.05K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Amundi | 14.65K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Deutsche Bank Ag\ | 14.32K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 75 | Arrowstreet Capital ✦ | 14.18K | New | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 76 | Lazard Asset Management Llc | 13.10K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mercer Global Advisors Inc /Adv | 12.21K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 11.56K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 11.54K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 80 | Creative Planning | 11.48K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Marshall Wace ✦ | 10.07K | -42.4% | $1.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 82 | Captrust Financial Advisors | 9.97K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 9.88K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 9.33K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 8.15K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Cetera Investment Advisers | 6.32K | n/a | $941,182 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Daiwa Securities Group Inc. | 6.16K | n/a | $918,000 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Fifth Third Bancorp | 5.90K | n/a | $879,131 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Squarepoint Ops LLC | 5.62K | n/a | $837,566 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Tidal Investments LLC | 5.36K | n/a | $799,129 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Victory Capital Management Inc | 5.17K | n/a | $769,780 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | HighTower Advisors, LLC | 4.91K | n/a | $731,045 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Focus Partners Wealth | 4.46K | n/a | $663,707 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 4.33K | n/a | $646,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Pacer Advisors, Inc. | 4.11K | n/a | $611,861 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Mitsubishi UFJ Trust & Banking Corp | 3.30K | n/a | $491,485 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mml Investors Services, Llc | 3.21K | n/a | $478,077 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 3.11K | n/a | $463,924 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 99 | Canada Pension Plan Investment Board | 2.80K | n/a | $417,144 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Truist Financial Corp | 2.63K | n/a | $392,116 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $50.20M | 0.0% |
| Arrowstreet Capital | $2.11M | 0.0% |
Exited
| Citadel Advisors | $137.01M | 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.
Frequently co-owned
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)
Oct 05
Deshaies Robert Joseph
Officer · 88 sh · $15,462
Oct 05
Deshaies Robert Joseph
Officer · 98 sh · $16,641
Oct 05
Deshaies Robert Joseph
Officer · 48 sh · $8,222
Oct 05
Deshaies Robert Joseph
Officer · 602 sh · $103,923
Oct 05
Deshaies Robert Joseph
Officer · 549 sh · $95,273
Oct 05
Deshaies Robert Joseph
Officer · 615 sh · $107,588
Sep 14
Dearborn Joel Alan JR
Officer · 2.50K sh · $500,000
Sep 14
Dearborn Joel Alan JR
Officer · 843 sh · $168,600
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 06
SC 13G: FMR LLC
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: Q4 2025 ·
Methodology ·
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