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Who owns WEXWhat WEX owns — n/a

Who owns WEX Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of WEX from SEC Form 13F filings across 414 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 414 institutions disclosed 39.7M shares of WEX Inc. worth $5.61B — about 114.4% of shares outstanding; the largest disclosed holder is Jupiter Topco LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

414

13F holders

$5.61B

value, 2026 filers

114.4%

of shares outstanding (39.7M sh)

74

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WEX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Jupiter Topco LLCNEW4.0M$559.7M0.2%11.4%new
2BlackRock, Inc.3.2M$446.8M0.0%9.1%+2.0%
3PAR CAPITAL MANAGEMENT INC2.3M$318.2M7.9%6.5%0.0%
4MORGAN STANLEY1.9M$275.0M0.0%5.6%-7.2%
5FMR LLC1.8M$254.2M0.0%5.2%+47.0%
6Impactive Capital LP1.7M$240.9M17.2%4.9%0.0%
7VANGUARD CAPITAL MANAGEMENT LLC1.5M$213.6M0.0%4.4%-1.9%
8Boston Partners1.5M$210.8M0.2%4.3%-10.1%
9VANGUARD PORTFOLIO MANAGEMENT LLC1.4M$201.9M0.0%4.1%-3.6%
10STATE STREET CORP1.1M$159.9M0.0%3.3%+3.8%
11EARNEST PARTNERS LLC857,373$121.0M0.4%2.5%-2.9%
12BANK OF AMERICA CORP /DE/815,695$115.1M0.0%2.4%-1.0%
13LYRICAL ASSET MANAGEMENT LP770,524$108.7M1.4%2.2%+1.3%
14DIMENSIONAL FUND ADVISORS LP733,560$103.5M0.0%2.1%+6.9%
15TURTLE CREEK ASSET MANAGEMENT INC.728,088$102.7M4.0%2.1%+8.8%
16GEODE CAPITAL MANAGEMENT, LLC671,582$110.4M0.0%1.9%+2.4%
17CITADEL ADVISORS LLC582,786$82.2M0.0%1.7%+112.1%
18SEI INVESTMENTS CO549,632$77.5M0.1%1.6%-8.0%
19Capital World Investors547,682$77.3M0.0%1.6%+159.3%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC487,579$68.8M0.0%1.4%+1.9%
21SNYDER CAPITAL MANAGEMENT L P466,244$65.8M1.1%1.3%+25.8%
22NEW SOUTH CAPITAL MANAGEMENT INC444,624$62.7M2.8%1.3%+78.7%
23River Road Asset Management, LLC424,915$60.0M0.7%1.2%-10.7%
24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC386,978$54.6M0.2%1.1%+63.6%
25JPMORGAN CHASE & CO381,242$52.3M0.0%1.1%+12.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.