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WEX Inc. (WEX) institutional ownership

Latest close $186.96 Jul 31, 2026
Market cap$5.3B 52-week range SectorTechnology
Funds holding · Q1 2026
412
reported WEX position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $41M
235 buyers · 177 sellers

WEX Inc. (WEX) price and institutional activity

Dates

Q1 2026

$543M bought by 235 investors
AQR Capital Management LLC$65MSG Capital Management LLC$47M +233 more
$502M sold by 177 investors
Impactive Capital LP-$76MNorges-$53M +175 more
Bought Sold Totals per quarter; hover a bar for the names.

WEX Inc. (WEX) institutional activity · 412

Investor Type Est. change Change Δ Own Date
Impactive Capital LP · Reduced −$76M
Change −488K Date Q1 2026
Impactive Capital LP Reduced· Q1 2026 −$76M −488K Q1 2026
AQR Capital Management LLC · Added +$65M
Change +416K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$65M +416K Q1 2026
Norges · Exited −$53M
Change −337K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$53M −337K −100.0% Q1 2026
SG Capital Management LLC · New +$47M
Change +303K Date Q1 2026
SG Capital Management LLC New· Q1 2026 +$47M +303K Q1 2026
River Road Asset Management, LLC · Reduced −$47M
Change −300K Date Q1 2026
River Road Asset Management, LLC Reduced· Q1 2026 −$47M −300K Q1 2026
Hawk Ridge Capital Management LP · Reduced −$45M
Change −291K Date Q1 2026
Hawk Ridge Capital Management LP Reduced· Q1 2026 −$45M −291K Q1 2026
Citadel Advisors LLC New· Q1 2026 +$43M +275K Q1 2026
Turtle Creek Asset Management Inc. · Added +$39M
Change +247K Date Q1 2026
Turtle Creek Asset Management Inc. Added· Q1 2026 +$39M +247K Q1 2026
Balyasny Asset Management L.P. · New +$36M
Change +232K Date Q1 2026
Balyasny Asset Management L.P. New· Q1 2026 +$36M +232K Q1 2026
Boston Partners · Added +$33M
Change +213K Date Q1 2026
Boston Partners Added· Q1 2026 +$33M +213K Q1 2026
Longaeva Partners L.P. · New +$25M
Change +161K Date Q1 2026
Longaeva Partners L.P. New· Q1 2026 +$25M +161K Q1 2026
Hotchkis & Wiley Capital Management LLC · Reduced −$23M
Change −145K Date Q1 2026
Hotchkis & Wiley Capital Management LLC Reduced· Q1 2026 −$23M −145K Q1 2026
UBS Group AG · Reduced −$22M
Change −140K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −$22M −140K Q1 2026
Sunriver Management LLC · Reduced −$20M
Change −125K Date Q1 2026
Sunriver Management LLC Reduced· Q1 2026 −$20M −125K Q1 2026
Point72 Asset Management, L.P. · Exited −$19M
Change −123K Δ Own −100.0% Date Q1 2026
Point72 Asset Management, L.P. Exited· Q1 2026 −$19M −123K −100.0% Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 412

Famous investor activity in WEX Inc. (WEX)

WEX Inc. (WEX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Deshaies Robert Joseph · Officer Sell −$185K
Price $184.95 Qty −1K Owned 19K ΔOwn −4.9% Trade date Jul 30, 2026 Filed date Jul 31, 2026
Deshaies Robert Joseph Officer Sell $184.95 −1K −$185K 19K −4.9% Jul 30, 2026 Jul 31, 2026
Drew Ann Elena · Officer Sell −$598K
Price $176.02 Qty −3K Owned 8K ΔOwn −29.9% Trade date Jul 27, 2026 Filed date Jul 29, 2026
Drew Ann Elena Officer Sell $176.02 −3K −$598K 8K −29.9% Jul 27, 2026 Jul 29, 2026
Kimball Jennifer · Officer Sell −$209K
Price $176.55 Qty −1K Owned 5K ΔOwn −19.4% Trade date Jul 27, 2026 Filed date Jul 29, 2026
Kimball Jennifer Officer Sell $176.55 −1K −$209K 5K −19.4% Jul 27, 2026 Jul 29, 2026
Deshaies Robert Joseph · Officer 6 operations −$297K
Price $143.46–$149.77 Qty −2K Owned 20K ΔOwn −9.0% Trade date Jul 6, 2026 Filed date Jul 8, 2026
Deshaies Robert Joseph Officer 6 operations $143.46–$149.77 −2K −$297K 20K −9.0% Jul 6, 2026 Jul 8, 2026
Wolfe Lauren Taylor · Director Grant (A) 79
Owned 1.7M ΔOwn 0.0% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Wolfe Lauren Taylor Director Grant (A) 79 1.7M 0.0% Jun 30, 2026 Jul 2, 2026
Groch James R. · Director Grant (A) 186
Owned 18K ΔOwn +1.0% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Groch James R. Director Grant (A) 186 18K +1.0% Jun 30, 2026 Jul 2, 2026
Callahan Don · Director Grant (A) 186
Owned 12K ΔOwn +1.5% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Callahan Don Director Grant (A) 186 12K +1.5% Jun 30, 2026 Jul 2, 2026
Adams Kurt Patrick · Director Grant (A) 79
Owned 379 ΔOwn +26.3% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Adams Kurt Patrick Director Grant (A) 79 379 +26.3% Jun 30, 2026 Jul 2, 2026
Trickett Sara · Officer 4 operations 0
Owned 98 Trade date Jun 17, 2026 Filed date Jun 22, 2026
Trickett Sara Officer 4 operations 0 98 Jun 17, 2026 Jun 22, 2026
Trickett Sara · Officer 2 operations -$7K
Price $131.27 Qty -52 Owned 4K Trade date Jun 17, 2026 Filed date Jun 22, 2026
Trickett Sara Officer 2 operations $131.27 -52 -$7K 4K Jun 17, 2026 Jun 22, 2026
Carriedo Carlos · Officer 2 operations 0
Owned 391 Trade date Jun 17, 2026 Filed date Jun 22, 2026
Carriedo Carlos Officer 2 operations 0 391 Jun 17, 2026 Jun 22, 2026
Carriedo Carlos · Officer Tax withholding or exercise payment (F) -$23K
Price $131.27 Qty -174 Owned 12K ΔOwn −1.4% Trade date Jun 17, 2026 Filed date Jun 22, 2026
Carriedo Carlos Officer Tax withholding or exercise payment (F) $131.27 -174 -$23K 12K −1.4% Jun 17, 2026 Jun 22, 2026
Deshaies Robert Joseph · Officer Sell −$174K
Price $144.84 Qty −1K Owned 22K Trade date May 28, 2026 Filed date Jun 1, 2026
Deshaies Robert Joseph Officer Sell $144.84 −1K −$174K 22K May 28, 2026 Jun 1, 2026
Groch James R. · Director Buy +$214K
Price $142.95 Qty +2K Owned 18K Trade date May 18, 2026 Filed date May 20, 2026
Groch James R. Director Buy $142.95 +2K +$214K 18K May 18, 2026 May 20, 2026
Roman Derrick A. · Director 2 operations 0
Owned 0 Trade date May 15, 2026 Filed date May 18, 2026
Roman Derrick A. Director 2 operations 0 0 May 15, 2026 May 18, 2026
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15 of 81 Sign in to continue to older insider transactions.

WEX Inc. (WEX) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Janus Henderson Group PLC 4.2M
% of shares outstanding 10.1% Filing date Nov 14, 2024
Janus Henderson Group PLC 4.2M 10.1% Nov 14, 2024
Vanguard Group Inc 4.2M
% of shares outstanding 9.8% Filing date Feb 13, 2024
Vanguard Group Inc 4.2M 9.8% Feb 13, 2024
BlackRock Inc. 3.8M
% of shares outstanding 9.0% Filing date Jan 25, 2024
BlackRock Inc. 3.8M 9.0% Jan 25, 2024
Wellington Management Group LLP 3.1M
% of shares outstanding 7.3% Filing date Feb 8, 2024
Wellington Management Group LLP 3.1M 7.3% Feb 8, 2024
Morgan Stanley 2.0M
% of shares outstanding 5.8% Filing date May 12, 2026
Morgan Stanley 2.0M 5.8% May 12, 2026
Vanguard Capital Management 1.8M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 1.8M 5.2% Apr 30, 2026
Impactive Capital LP 2.2M
% of shares outstanding 5.0% Filing date Dec 9, 2022
Impactive Capital LP 2.2M 5.0% Dec 9, 2022
JPMorgan Chase & Co 1.3M
% of shares outstanding 2.9% Filing date Oct 6, 2022
JPMorgan Chase & Co 1.3M 2.9% Oct 6, 2022
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WEX Inc. (WEX) ownership FAQ

Who owns WEX?

412 reporting institutions disclosed WEX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.