WEX Ownership | Who Owns WEX?
WEX Ownership Summary
WEX is owned by 96.33% institutional investors, 0.94% insiders, and 2.73% retail investors. Janus henderson group is the largest institutional shareholder, holding 10.06% of WEX shares. Janus Henderson Enterprise D is the top mutual fund, with 6.44% of its assets in WEX shares.
WEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEX | 96.33% | 0.94% | 2.73% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Janus henderson group | 4.05M | 10.06% | $710.47M |
| Vanguard group | 3.78M | 9.37% | $662.35M |
| Blackrock funding, inc. /de | 3.62M | 8.99% | $635.16M |
| Impactive capital lp | 2.12M | 5.25% | $371.09M |
| Jpmorgan chase | 2.05M | 5.08% | $358.81M |
| Par capital management | 1.85M | 4.59% | $324.34M |
| Fmr | 1.18M | 2.92% | $206.02M |
| Loring wolcott & coolidge fiduciary advisors llp/ma | 883.50K | 2.19% | $162.65M |
| Earnest partners | 872.73K | 2.17% | $153.01M |
| Wellington management group llp | 828.99K | 2.06% | $145.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 2.12M | 15.23% | $371.09M |
| Par capital management | 1.85M | 9.57% | $324.34M |
| Incline global management | 45.33K | 6.03% | $7.95M |
| Sunriver management | 178.58K | 3.75% | $31.31M |
| Freshford capital management | 71.50K | 3.57% | $12.54M |
| Roubaix capital | 30.38K | 2.55% | $5.33M |
| Lyrical asset management lp | 823.43K | 2.13% | $144.36M |
| Long road investment counsel | 26.47K | 1.89% | $4.64M |
| Premier fund managers | 300.00K | 1.82% | $51.19M |
| River road asset management | 725.84K | 1.69% | $127.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 2.05M | 0.03% | 1.05M |
| Norges bank | 459.36K | 0.01% | 459.36K |
| D. e. shaw | 201.92K | 0.03% | 190.60K |
| Ubs group | 206.82K | 0.01% | 173.82K |
| Ariel investments | 318.27K | 0.60% | 168.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 828.99K | 0.03% | -1.78M |
| Fmr | 1.18M | 0.01% | -380.39K |
| Colony group | 4.84K | 0.00% | -327.82K |
| Timessquare capital management | - | - | -276.41K |
| Brown advisory | 276.64K | 0.06% | -235.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 459.36K | 0.01% | 459.36K | $80.54M |
| Wealthfront advisers | 163.64K | 0.16% | 163.64K | $51.72M |
| Invenomic capital management lp | 95.12K | 0.79% | 95.12K | $16.68M |
| Raymond james financial | 70.98K | 0.00% | 70.98K | $12.44M |
| Proficio capital partners | 44.53K | 0.00% | 44.53K | $44.53K |
Sold Out
| Holder | Change |
|---|---|
| Macroview investment management | -2.00 |
| Voisard asset management group | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Capital performance advisors llp | -3.00 |
| Rosenberg matthew hamilton | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 410 | -6.82% | 38,820,962 | -7.79% | 96 | 0.88% | 173 | -11.73% | 158 | 4.64% |
| Sep 30, 2024 | 439 | -2.01% | 42,100,515 | 2.45% | 104 | 1.08% | 195 | -9.30% | 151 | -2.58% |
| Jun 30, 2024 | 448 | 4.19% | 41,093,741 | -0.57% | 98 | 1.01% | 215 | 21.47% | 155 | -9.36% |
| Mar 31, 2024 | 430 | 1.42% | 41,330,229 | -1.43% | 98 | 1.03% | 177 | -4.32% | 171 | 5.56% |
| Dec 31, 2023 | 424 | 1.19% | 41,928,460 | -0.04% | 97 | 1.02% | 185 | 12.80% | 162 | -8.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Enterprise D | 2.50M | 6.44% | - |
| Janus Inst Mid Cap Growth CF | 2.50M | 6.28% | - |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.73M | 5.09% | - |
| Vanguard US Total Market Shares ETF | 1.29M | 3.81% | -24.03K |
| Vanguard Total Stock Mkt Idx Inv | 1.25M | 3.23% | 704.00 |
| iShares Core S&P Mid-Cap ETF | 1.14M | 2.94% | 3.38K |
| Vanguard Small Cap Index | 1.02M | 2.62% | 819.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 603.85K | 1.56% | 812.00 |
| Vanguard Small Cap Growth Index Inv | 570.60K | 1.47% | -3.12K |
| Janus Henderson Triton D | 449.43K | 1.16% | -2.45K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2025 | Tinto Melanie J | Chief People Officer | Sell | $495.04K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 10 |
WEX Ownership FAQ
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