Who owns WEX?
Institutional ownership of WEX Inc. from Form 13F, Q2 2026
415 institutional managers reported holding WEX Inc. (WEX) in Form 13F filings for Q2 2026, with 39,693,439 shares worth $5.6B. The largest reported holder was Jupiter Topco LLC. Managers that filed both quarters added a net 966,733 shares (+2.8%). 63 opened new positions and 77 sold out.
- Funds holding
- 415
- Value held
- $5.6B
- New / sold out
- 63 / 77
- Net shares, same filers
- +2.8%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of WEX
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Jupiter Topco LLC | $560M | 10.0% | 3,967,061 | First report |
| BlackRock, Inc. | $447M | 8.0% | 3,167,005 | Added |
| Par Capital Management Inc | $318M | 5.7% | 2,254,984 | Unchanged |
| Morgan Stanley | $275M | 4.9% | 1,949,295 | Trimmed |
| FMR LLC | $254M | 4.5% | 1,801,385 | Added |
| Impactive Capital LP | $241M | 4.3% | 1,707,253 | Unchanged |
| Vanguard Capital Management LLC | $214M | 3.8% | 1,513,612 | Trimmed |
| Boston Partners | $211M | 3.8% | 1,493,028 | Trimmed |
| Vanguard Portfolio Management LLC | $202M | 3.6% | 1,430,765 | Trimmed |
| State Street Corp | $160M | 2.9% | 1,133,228 | Added |
| Earnest Partners LLC | $121M | 2.2% | 857,373 | Trimmed |
| Bank of America Corp | $115M | 2.1% | 815,695 | Trimmed |
| Geode Capital Management, LLC | $110M | 1.7% | 671,582 | Added |
| Lyrical Asset Management LP | $109M | 1.9% | 770,524 | Added |
| Dimensional Fund Advisors LP | $103M | 1.8% | 733,560 | Added |
| Turtle Creek Asset Management Inc. | $103M | 1.8% | 728,088 | Added |
| Citadel Advisors LLC | $82.2M | 1.5% | 582,786 | Added |
| Sei Investments Co | $77.5M | 1.4% | 549,632 | Trimmed |
| Capital World Investors | $77.3M | 1.4% | 547,682 | Added |
| Charles Schwab Investment Management Inc | $68.8M | 1.2% | 487,579 | Added |
| Snyder Capital Management L P | $65.8M | 1.2% | 466,244 | Added |
| New South Capital Management Inc | $62.7M | 1.1% | 444,624 | Added |
| River Road Asset Management, LLC | $60.0M | 1.1% | 424,915 | Trimmed |
| Hotchkis & Wiley Capital Management LLC | $54.6M | 1.0% | 386,978 | Added |
| JPMorgan Chase & Co | $52.3M | 1.0% | 381,242 | Added |
Share of 13F holdings is each fund's shares as a share of the 39,693,439 WEX shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- FMR LLC Added+$81.3M
- Norges Bank New+$51.5M
- Capital World Investors Added+$47.5M
- Citadel Advisors LLC Added+$43.4M
- New South Capital Management Inc Added+$27.6M
- Meridiem Capital Partners LP New+$22.7M
- Incline Global Management LLC Added+$22.5M
- Hotchkis & Wiley Capital Management LLC Added+$21.2M
- Jane Street Group, LLC New+$15.5M
- BI Asset Management Fondsmaeglerselskab A/S New+$13.9M
Biggest sellers in Q2 2026
- AQR Capital Management LLC Trimmed-$159M
- SG Capital Management LLC Sold out-$46.4M
- Balyasny Asset Management L.P. Sold out-$35.5M
- Longaeva Partners L.P. Sold out-$24.7M
- Boston Partners Trimmed-$23.7M
- Morgan Stanley Trimmed-$21.3M
- Ieq Capital, LLC Sold out-$16.5M
- Primecap Management Co Trimmed-$8.8M
- Atom Investors LP Sold out-$8.7M
- SG Americas Securities, LLC Trimmed-$8.7M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $625M and sold $496M; 116 added and 162 trimmed.
Schedule 13D and 13G filings on WEX
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-08-06FMR LLC SCHEDULE 13G filed by WEX Inc.Schedule 13G
- 2025-05-15PAR INVESTMENT PARTNERS LP SCHEDULE 13G filed by WEX Inc.Schedule 13G
- 2025-02-10JPMORGAN CHASE & CO SCHEDULE 13G filed by WEX Inc.Schedule 13G
Questions about WEX ownership
- Who owns WEX stock?
- 415 institutional investment managers reported WEX positions in their Form 13F filings for Q2 2026, holding 39,693,439 shares worth $5.6B in total. Jupiter Topco LLC reported the largest position.
- Are funds buying or selling WEX?
- In Q2 2026, 63 managers opened new WEX positions, 116 added, 162 trimmed and 77 sold out. Managers that filed in both quarters added a net 966,733 shares.
- How current is this WEX institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to WEX by CUSIP. Options are left out. WEX news and filings · WEX insider trades · Top funds