WEX Ownership | Who Owns WEX?
WEX Ownership Summary
WEX is owned by 104.24% institutional investors, 0.76% insiders. Janus henderson group is the largest institutional shareholder, holding 9.90% of WEX shares. Janus Inst Mid Cap Growth CF is the top mutual fund, with 6.28% of its assets in WEX shares.
WEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEX | 104.24% | 0.76% | -5.00% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janus henderson group | 4.14M | 9.90% | $733.06M |
| Vanguard group | 4.00M | 9.57% | $708.87M |
| Blackrock | 3.72M | 8.90% | $658.79M |
| Wellington management group llp | 2.71M | 6.48% | $479.71M |
| Morgan stanley | 2.20M | 5.26% | $389.66M |
| Impactive capital lp | 1.98M | 4.73% | $350.51M |
| Par capital management | 1.84M | 4.40% | $325.94M |
| Fmr | 1.43M | 3.42% | $253.35M |
| State street | 1.24M | 2.96% | $219.13M |
| Jpmorgan chase | 1.05M | 2.51% | $186.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 1.98M | 13.62% | $350.51M |
| Par capital management | 1.84M | 10.26% | $325.94M |
| Freshford capital management | 167.45K | 5.22% | $29.66M |
| Incline global management | 63.74K | 4.65% | $11.29M |
| Wisconsin capital management | 29.27K | 2.63% | $5.19M |
| Lyrical asset management lp | 862.34K | 2.45% | $152.75M |
| Long road investment counsel | 26.70K | 2.06% | $4.73M |
| Premier fund managers | 254.00K | 1.78% | $44.34M |
| River road asset management | 686.20K | 1.74% | $121.55M |
| Loring wolcott & coolidge fiduciary advisors llp/ma | 914.25K | 1.60% | $173.56M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 460.92K | 0.01% | 460.92K |
| Fmr | 1.43M | 0.02% | 328.53K |
| Morgan stanley | 2.20M | 0.03% | 243.54K |
| Jpmorgan chase | 1.05M | 0.02% | 199.01K |
| Dimensional fund advisors lp | 495.53K | 0.02% | 126.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stephens investment management group | - | - | -305.52K |
| Deutsche bank ag\ | 23.52K | 0.00% | -200.52K |
| Neuberger berman group | 465.84K | 0.07% | -151.60K |
| Kodai capital management lp | - | - | -146.39K |
| Blackrock | 3.72M | 0.01% | -136.54K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 460.92K | 0.01% | 460.92K | $81.65M |
| Distillate capital partners | 78.75K | 0.74% | 78.75K | $13.95M |
| Corebridge financial | 53.05K | 0.05% | 53.05K | $9.40M |
| Swedbank ab | 35.30K | 0.01% | 35.30K | $6.25M |
| Holocene advisors, lp | 29.28K | 0.02% | 29.28K | $5.19M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Harbor investment advisory | -1.00 |
| Financial network wealth advisors | -1.00 |
| Baldwin brothers llc/ma | -2.00 |
| Toth financial advisory | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 435 | -2.68% | 42,008,909 | 2.23% | 104 | 1.07% | 194 | -9.35% | 149 | -3.87% |
| Jun 30, 2024 | 446 | 3.72% | 41,093,227 | -0.57% | 98 | 1.01% | 213 | 20.34% | 155 | -9.36% |
| Mar 31, 2024 | 430 | 1.42% | 41,330,229 | -1.43% | 98 | 1.03% | 177 | -4.84% | 171 | 6.21% |
| Dec 31, 2023 | 424 | 1.44% | 41,928,460 | 1.08% | 97 | 1.05% | 186 | 13.41% | 161 | -9.04% |
| Sep 30, 2023 | 418 | 1.70% | 41,480,178 | -1.73% | 96 | 1.00% | 164 | -4.65% | 177 | 9.94% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Inst Mid Cap Growth CF | 2.50M | 6.28% | - |
| Janus Henderson Enterprise D | 2.50M | 6.28% | - |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.55M | 3.90% | - |
| iShares Core S&P Mid-Cap ETF | 1.32M | 3.32% | 2.60K |
| Vanguard Total Stock Mkt Idx Inv | 1.29M | 3.24% | -4.89K |
| Vanguard Small Cap Index | 1.03M | 2.59% | 2.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 611.65K | 1.54% | -3.23K |
| Hartford MidCap Y | 589.97K | 1.48% | -17.24K |
| Vanguard Small Cap Growth Index Inv | 565.39K | 1.42% | -1.71K |
| Janus Henderson Triton D | 536.51K | 1.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 29, 2024 | Deshaies Robert Joseph | COO, Benefits | Sell | $33.15K |
| Sep 13, 2024 | Narula Jagtar | Chief Financial Officer | Sell | $101.60K |
| Aug 21, 2024 | Deshaies Robert Joseph | COO, Benefits | Sell | $299.94K |
| Aug 02, 2024 | Drew Ann Elena | Chief Risk and Compliance | Sell | $204.17K |
| Jul 31, 2024 | Tinto Melanie J | Chief People Officer | Sell | $289.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | 1 | 3 |
WEX Ownership FAQ
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