Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariel Investments, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
340,936
shares
|
$46.7 Million
0.66% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Sunriver Management LLC
Greenwich, CT |
Nov 13, 2025 Q3 2025 |
308,081
shares
|
$42.2 Million
5.29% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
306,421
shares
|
$42 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
301,366
shares
|
$41.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
270,964
shares
|
$37.1 Million
0.19% of portfolio
|
Q3 2025
Added 39.82%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
233,560
shares
|
$32 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
230,270
shares
|
$31.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Lakewood Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
205,468
shares
|
$28.1 Million
2.71% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
198,440
shares
|
$27.2 Million
0.0% of portfolio
|
Q3 2025
Added 59.65%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
175,427
shares
|
$24 Million
0.55% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
173,985
shares
|
$23.8 Million
1.6% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
156,469
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
131,675
shares
|
$18 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
129,025
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.16%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
122,977
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
122,070
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Solel Partners LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
118,100
shares
|
$16.2 Million
3.65% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
106,231
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
99,531
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.02%
|
|
|
Incline Global Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
99,017
shares
|
$13.6 Million
5.57% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
98,498
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
91,977
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
85,929
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
83,898
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
82,090
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2024
Added 0.09%
|
|