Security record · archived quarter
WEX
WEX Inc. · Technology · Software - Infrastructure
117Tracked holders
-4Δ holders
25.41MShares held
$3.89BReported value
+7New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -3.3% ·
share flow +5.0% ·
net new positions -4.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 | 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 3.92M | +1.1% | $599.31M | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 3.11M | +1.5% | $475.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 3 | Morgan Stanley ✦ | 2.10M | -0.5% | $321.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 4 | Boston Partners | 1.66M | +14.7% | $254.23M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 1.54M | n/a | $236.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.31M | +46.7% | $199.78M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 7 | Fidelity (FMR) ✦ | 1.23M | +6.9% | $187.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 8 | State Street Global Advisors ✦ (passive) | 1.09M | +2.8% | $167.03M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 823.68K | +13.6% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Dimensional Fund Advisors Lp | 686.13K | -0.2% | $105.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 11 | Geode Capital Management ✦ (passive) | 655.84K | +2.6% | $100.39M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 597.60K | +8.7% | $91.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Charles Schwab Investment… | 478.55K | +7.4% | $73.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 375.05K | +40.2% | $57.40M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 15 | Federated Hermes, Inc. | 362.37K | +3.7% | $55.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 338.46K | -0.7% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 17 | Northern Trust Corp | 332.85K | +4.2% | $50.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | Wellington Management ✦ | 307.37K | +15.6% | $47.04M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 19 | UBS Group AG | 289.76K | -32.6% | $44.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Citadel Advisors ✦ | 274.83K | New | $42.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Hotchkis & Wiley Capital Management… | 236.60K | -38.0% | $36.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 232.68K | +0.5% | $35.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 23 | Balyasny Asset Management L.P. | 231.92K | New | $35.49M | 0.1% | New | 1 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 212.87K | +111.8% | $32.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Capital World Investors ✦ | 211.24K | +120.5% | $32.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 201.67K | -6.1% | $30.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Loomis Sayles & Co L P | 175.14K | -2.5% | $26.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 166.90K | -30.2% | $25.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | UBS AM, a distinct business unit of… | 125.63K | +1.2% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 30 | New York State Common Retirement… | 120.53K | -0.6% | $18.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | PRIMECAP Management ✦ | 116.76K | -45.6% | $17.87M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | Rhumbline Advisers | 105.63K | +1.4% | $16.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 106.57K | +45055.5% | $15.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Nuveen, LLC | 91.92K | +8.9% | $14.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Invesco Ltd. | 83.27K | -2.5% | $12.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 36 | Ameriprise Financial Inc | 79.56K | -1.4% | $12.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | California Public Employees… | 76.60K | +16.3% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Principal Financial Group Inc | 76.51K | +3.7% | $11.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Envestnet Asset Management Inc | 75.30K | +15.2% | $11.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 70.61K | -5.0% | $10.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Swiss National Bank | 64.43K | +0.3% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mariner, LLC | 54.63K | +118.9% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | First Trust Advisors Lp | 52.40K | +31.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cerity Partners LLC | 51.37K | +36.0% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Wells Fargo & Company/Mn | 44.31K | +14.0% | $6.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 46 | State Of Wisconsin Investment Board | 43.91K | -15.4% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Legal & General Group Plc | 43.58K | -11.9% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Alliancebernstein L.P. | 42.10K | +9.3% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | California State Teachers… | 38.22K | +23.6% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Swedbank AB | 35.30K | 0.0% | $5.40M | 0.0% | Held | 2 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 35.12K | +11.6% | $5.38M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 52 | State Board Of Administration Of… | 30.15K | 0.0% | $4.61M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Cwm, Llc | 28.91K | +66.2% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 28.75K | +387.1% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Manufacturers Life Insurance… | 26.22K | -3.5% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Squarepoint Ops LLC | 25.72K | +357.6% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Man Group plc | 25.60K | +53.1% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Wealth Enhancement Advisory… | 25.29K | +29.1% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 22.56K | +84.7% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | LPL Financial LLC | 20.75K | -16.1% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Creative Planning | 20.62K | +79.6% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 19.99K | -4.0% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Lazard Asset Management Llc | 19.06K | +45.5% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Connor, Clark & Lunn Investment… | 19.01K | -2.5% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Blair William & Co/Il | 18.84K | -12.4% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 18.84K | -21.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 67 | Captrust Financial Advisors | 17.12K | +71.7% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Millennium Management ✦ | 16.66K | -75.8% | $2.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 69 | Citigroup Inc | 16.61K | -58.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Amundi | 16.17K | +10.4% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 15.11K | -56.6% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 72 | Barclays Plc | 14.74K | -38.9% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 73 | Deutsche Bank Ag\ | 14.46K | +1.0% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 74 | Focus Partners Wealth | 14.01K | +214.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Corient Private Wealth LP | 14.25K | -68.7% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 11.27K | -2.3% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 77 | Zurcher Kantonalbank (Zurich… | 11.10K | +19.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | D. E. Shaw & Co. ✦ | 9.70K | -69.2% | $1.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 79 | Nomura Holdings Inc | 8.65K | -87.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Marshall Wace ✦ | 7.68K | -23.7% | $1.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 81 | Universal- Beteiligungs- und… | 7.52K | -35.0% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Daiwa Securities Group Inc. | 6.70K | +8.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Victory Capital Management Inc | 5.55K | +7.4% | $849,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 5.50K | -75.6% | $841,414 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 85 | HighTower Advisors, LLC | 5.36K | +9.1% | $819,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Canada Pension Plan Investment Board | 5.20K | +85.7% | $795,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 5.02K | -49.2% | $768,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Mitsubishi UFJ Trust & Banking Corp | 4.80K | +45.6% | $735,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Cetera Investment Advisers | 4.38K | -30.7% | $670,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Tidal Investments LLC | 4.23K | -21.2% | $646,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank Of Nova Scotia | 4.20K | New | $642,768 | 0.0% | New | 1 | SEC ↗ |
| 92 | Pacer Advisors, Inc. | 3.96K | -3.7% | $605,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Truist Financial Corp | 3.81K | +44.6% | $582,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | CIBC Bancorp USA Inc. | 3.08K | n/a | $470,904 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | American Century Companies Inc | 2.97K | +19.4% | $454,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Mml Investors Services, Llc | 2.73K | -14.9% | $417,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Voya Investment Management Llc | 2.54K | -1.1% | $389,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 2.50K | +35.2% | $382,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Susquehanna International Group, Llp | 2.36K | New | $361,327 | 0.0% | New | 1 | SEC ↗ |
| 100 | Two Sigma Investments ✦ | 2.30K | New | $351,992 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $42.06M | 0.0% |
| Balyasny Asset Management L.P. | $35.49M | 0.1% |
| Bank Of Nova Scotia | $642,768 | 0.0% |
| Susquehanna International… | $361,327 | 0.0% |
| Two Sigma Investments | $351,992 | 0.0% |
Exited
| Norges Bank | $50.20M | was 0.0% |
| Point72 Asset Management | $18.30M | was 0.0% |
| Bridgewater Associates | $8.62M | was 0.0% |
| Jane Street Group, Llc | $6.33M | was 0.0% |
| Holocene Advisors, LP | $3.40M | was 0.0% |
| Hrt Financial Lp | $2.39M | was 0.0% |
| Arrowstreet Capital | $2.11M | was 0.0% |
| Allspring Global Investments… | $244,992 | was 0.0% |
| Assenagon Asset Management… | $220,788 | was 0.0% |
| Danske Bank A/S | $74,490 | was 0.0% |
| Simplex Trading, Llc | $7,746 | was 0.0% |
| Kayne Anderson Rudnick… | $745 | 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.
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: Q1 2026 ·
Methodology ·
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