WEX Inc. - Common Stock, $0.01 par value per share (WEX)

Historical Holders from Q1 2014 to Q3 2025

Symbol: WEX on NYSE
Type / Class: Equity / Common Stock, $0.01 par value per share
Shares outstanding: 34,300,828
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 37,730,478
Holdings value: $5,944,174,107
% of all portfolios: 0.01%
Number of holders: 386
Number of buys: 165
Number of sells: -183
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of WEX Inc. - Common Stock, $0.01 par value per share (WEX)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
JANUS HENDERSON GROUP PLC	11%	+10%	$674,935,000	-$24,041,422	3,870,484	-3.4%	JANUS HENDERSON GROUP PLC	30 Jun 2025
VANGUARD GROUP INC	9.5%	+14%	$401,751,783	+$1,194,196	3,250,156	+0.3%	The Vanguard Group	30 Jun 2025
MORGAN STANLEY	7.1%		$321,948,137		2,419,753		Morgan Stanley	31 Mar 2025
Impactive Capital LP	6.4%	-8.6%	$345,818,205	-$31,506,000	2,195,253	-8.3%	Impactive Capital LP	20 Oct 2025
PAR INVESTMENT PARTNERS LP	5.4%		$246,209,025		1,850,500		PAR Investment Partners, L.P.	31 Mar 2025
JPMORGAN CHASE & CO	2.7%	-46%	$141,963,552	-$126,058,222	1,066,994	-47%	JPMORGAN CHASE & CO.	31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP	2.1%		$110,300,313		829,014		Wellington Management Group LLP	31 Dec 2024

Institutional Holders of WEX Inc. - Common Stock, $0.01 par value per share (WEX)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	37,730,478	$5,944,174,107	-$56,106,328	$2,000,631	$3,528,672	$157.53	386
2025 Q2	38,030,145	$5,604,518,994	-$194,853,541	$1,674,546	$3,584,116	$146.89	382
2025 Q1	39,231,513	$6,123,105,749	-$188,682,739	$37,507,578	$83,000,772	$157.02	419
2024 Q4	40,239,503	$7,060,545,113	-$288,674,143	$2,121,372	$90,947,200	$175.32	424
2024 Q3	41,712,555	$8,721,232,591	+$184,906,360	$3,271,788	$108,870,843	$209.73	427
2024 Q2	41,075,669	$7,286,798,693	-$75,917,892	$2,798,812	$91,138,530	$177.14	436
2024 Q1	41,255,948	$9,792,228,318	-$96,853,448	$10,118,778	$87,981,112	$237.53	419
2023 Q4	655,174	$127,464,019	-$5,360,046			$194.55	4
2023 Q3	41,076,783	$7,713,828,442	-$52,525,937	$7,147,420	$82,496,274	$188.09	407
2023 Q2	41,341,798	$7,527,183,389	-$191,892,783	$1,474,767	$53,819,892	$182.07	402
2023 Q1	42,384,652	$7,792,546,006	-$78,025,591	$4,873,085	$53,769,436	$183.89	397
2022 Q4	42,082,190	$6,886,668,093	+$162,645,416	$45,887,670	$121,281,015	$163.65	353
2022 Q3	44,042,820	$5,594,260,929	-$15,010,268	$37,227,000	$96,709,000	$126.94	331
2022 Q2	44,029,915	$6,847,324,301	+$6,442,706	$42,455,452	$116,005,000	$155.56	343
2022 Q1	43,161,729	$7,692,755,083	+$40,404,491	$52,455,000	$140,538,000	$178.45	355
2021 Q4	43,981,968	$6,166,126,276	-$203,828,938	$16,115,000	$9,255,000	$140.39	333
2021 Q3	44,694,328	$7,872,372,159	-$125,867,853	$30,548,204	$10,584,000	$176.14	326
2021 Q2	45,055,878	$8,733,888,038	-$52,852,503	$34,822,750	$49,460,000	$193.90	343
2021 Q1	45,274,544	$9,476,183,851	+$258,496,334	$31,759,000	$86,729,000	$209.22	354
2020 Q4	43,500,347	$8,852,408,473	+$107,092,276	$26,565,000	$71,526,000	$203.53	341
2020 Q3	43,390,644	$6,038,099,145	-$22,864,653	$32,728,000	$40,070,000	$138.97	336
2020 Q2	43,752,354	$7,217,183,227	+$270,446,353	$60,822,000	$52,778,000	$165.01	334
2020 Q1	40,597,351	$4,243,197,732	-$84,605,875	$14,151,000	$17,915,000	$104.55	317
2019 Q4	43,020,673	$9,011,449,504	-$20,433,060	$70,295,000	$48,203,024	$209.46	332
2019 Q3	43,051,268	$8,699,125,990	-$24,694,896	$87,985,000	$84,365,058	$202.07	334
2019 Q2	43,011,216	$8,946,523,760	+$280,994,602	$36,397,000	$50,152,000	$208.10	328
2019 Q1	42,491,877	$8,158,483,394	+$41,691,358	$9,061,000	$7,142,000	$191.99	318
2018 Q4	42,634,843	$5,971,412,562	+$21,815,952	$11,685,000	$12,487,000	$140.06	332
2018 Q3	40,550,578	$8,139,897,353	-$94,202,388	$12,367,000	$29,792,000	$200.76	328
2018 Q2	42,992,258	$8,189,491,741	-$374,983,069	$9,066,000	$38,979,000	$190.48	312
2018 Q1	45,029,625	$7,052,647,585	-$400,623,858	$5,090,000	$4,372,000	$156.62	273
2017 Q4	47,692,664	$6,735,956,504	-$41,730,146	$11,043,000	$16,988,000	$141.23	257
2017 Q3	47,814,601	$5,370,453,643	+$232,634,169	$449,000	$1,874,000	$112.22	214
2017 Q2	45,918,956	$4,792,270,657	+$415,941,478	$7,992,000	$4,005,000	$104.27	223
2017 Q1	44,665,415	$4,623,476,554	+$192,115,209	$559,000	$4,947,000	$103.50	233
2016 Q4	45,533,005	$5,081,572,309	+$531,080,743	$814,000	$26,974,000	$111.60	235
2016 Q3	40,935,138	$4,423,094,174	+$141,717,134	$1,350,000	$29,412,000	$108.09	225
2016 Q2	39,982,892	$3,544,349,685	+$55,663,896	$1,029,000	$13,097,000	$88.67	211
2016 Q1	39,519,416	$3,294,754,381	-$51,080,772	$184,000	$951,000	$83.36	198
2015 Q4	40,024,612	$3,537,847,598	-$2,732,086	$1,662,000	$1,547,000	$88.40	210
2015 Q3	39,331,032	$3,415,520,671	+$9,807,428	$1,867,000	$825,000	$86.84	218
2015 Q2	39,343,750	$4,483,984,005	-$26,350,748	$490,000	$34,000	$113.97	228
2015 Q1	40,313,792	$4,326,528,442	+$91,160,404	$1,546,000	$1,878,000	$107.36	225
2014 Q4	39,391,120	$3,896,166,084	-$26,680,105	$0	$0	$98.92	230
2014 Q3	39,697,356	$4,379,154,232	+$21,204,262	$441,000	$221,000	$110.32	216
2014 Q2	39,518,827	$4,148,226,184	+$40,685,999	$420,000	$210,000	$104.97	211
2014 Q1	39,084,719	$3,723,086,673	-$300,922		$2,813,000	$95.05	200