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

Historical Holders from Q1 2014 to Q1 2025

Symbol: WEX on NYSE
CUSIP: 96208T104
Type / Class: Equity / Common Stock, $0.01 par value per share
Shares outstanding: 38.6M
All holders as of December 31, 2024: Q4 2024
Shares, excl. options: 40.2M
Holdings value: $7.06B
% of all portfolios: 0.008%
Grand Portfolio weight change: -0.001%
Number of holders: 427
Number of buys: 166
Number of sells: -227
Average Value change %: 0%
Average buys %: +0.001%
Average sells %: -0.002%

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	10.2%		$636M		4.05M		JANUS HENDERSON GROUP PLC	Dec 31, 2024
Impactive Capital LP	6.7%		$406M		2.58M		Impactive Capital LP	Mar 4, 2025
JPMORGAN CHASE & CO	2.7%	-46%	$168M	-$149M	1.07M	-47%	JPMORGAN CHASE & CO.	Mar 31, 2025
WELLINGTON MANAGEMENT GROUP LLP	2.1%		$130M		829K		Wellington Management Group LLP	Dec 31, 2024

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

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q1	351K	$55.2M	-$11.7M			$157.02	53
2024 Q4	40.2M	$7.06B	-$289M	2.12M	90.9M	$175.32	427
2024 Q3	41.7M	$8.72B	+$185M	3.27M	109M	$209.73	427
2024 Q2	41.1M	$7.29B	-$75.9M	2.8M	91.1M	$177.14	436
2024 Q1	41.3M	$9.79B	-$96.9M	10.1M	88M	$237.53	419
2023 Q4	40M	$7.79B	+$30.1M	5.23M	75.6M	$194.55	412
2023 Q3	41.1M	$7.71B	-$52.5M	7.15M	82.5M	$188.09	407
2023 Q2	41.3M	$7.53B	-$192M	1.47M	53.8M	$182.07	402
2023 Q1	42.4M	$7.79B	-$78M	4.87M	53.8M	$183.89	397
2022 Q4	42.1M	$6.89B	+$163M	45.9M	121M	$163.65	353
2022 Q3	44M	$5.59B	-$15M	37.2M	96.7M	$126.94	331
2022 Q2	44M	$6.85B	+$6.44M	42.5M	116M	$155.56	343
2022 Q1	43.2M	$7.69B	+$40.4M	52.5M	141M	$178.45	355
2021 Q4	44M	$6.17B	-$204M	16.1M	9.26M	$140.39	333
2021 Q3	44.7M	$7.87B	-$126M	30.5M	10.6M	$176.14	326
2021 Q2	45.1M	$8.73B	-$52.9M	34.8M	49.5M	$193.90	343
2021 Q1	45.3M	$9.48B	+$258M	31.8M	86.7M	$209.22	354
2020 Q4	43.5M	$8.85B	+$107M	26.6M	71.5M	$203.53	341
2020 Q3	43.4M	$6.04B	-$22.9M	32.7M	40.1M	$138.97	336
2020 Q2	43.8M	$7.22B	+$270M	60.8M	52.8M	$165.01	334
2020 Q1	40.6M	$4.24B	-$84.6M	14.2M	17.9M	$104.55	317
2019 Q4	43M	$9.01B	-$20.4M	70.3M	48.2M	$209.46	332
2019 Q3	43.1M	$8.7B	-$24.7M	88M	84.4M	$202.07	334
2019 Q2	43M	$8.95B	+$281M	36.4M	50.2M	$208.10	328
2019 Q1	42.5M	$8.16B	+$41.7M	9.06M	7.14M	$191.99	318
2018 Q4	42.6M	$5.97B	+$21.8M	11.7M	12.5M	$140.06	332
2018 Q3	40.6M	$8.14B	-$94.2M	12.4M	29.8M	$200.76	328
2018 Q2	43M	$8.19B	-$375M	9.07M	39M	$190.48	312
2018 Q1	45M	$7.05B	-$401M	5.09M	4.37M	$156.62	273
2017 Q4	47.7M	$6.74B	-$41.7M	11M	17M	$141.23	257
2017 Q3	47.8M	$5.37B	+$233M	449K	1.87M	$112.22	214
2017 Q2	45.9M	$4.79B	+$416M	7.99M	4.01M	$104.27	223
2017 Q1	44.7M	$4.62B	+$192M	559K	4.95M	$103.50	233
2016 Q4	45.5M	$5.08B	+$531M	814K	27M	$111.60	235
2016 Q3	40.9M	$4.42B	+$142M	1.35M	29.4M	$108.09	225
2016 Q2	40M	$3.54B	+$55.7M	1.03M	13.1M	$88.67	211
2016 Q1	39.5M	$3.29B	-$51.1M	184K	951K	$83.36	198
2015 Q4	40M	$3.54B	-$2.73M	1.66M	1.55M	$88.40	210
2015 Q3	39.3M	$3.42B	+$9.81M	1.87M	825K	$86.84	218
2015 Q2	39.3M	$4.48B	-$26.4M	490K	34K	$113.97	228
2015 Q1	40.3M	$4.33B	+$91.2M	1.55M	1.88M	$107.36	225
2014 Q4	39.4M	$3.9B	-$26.7M	0	0	$98.92	230
2014 Q3	39.7M	$4.38B	+$21.2M	441K	221K	$110.32	216
2014 Q2	39.5M	$4.15B	+$40.7M	420K	210K	$104.97	211
2014 Q1	39.1M	$3.72B	-$301K		2.81M	$95.05	200