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WEX Inc. (WEX) Institutional Ownership & Insider Trading

414 institutions reported holding WEX Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 42 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

Software - Infrastructure · Technology
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Price chart with a free account
Market cap
6.7B
P/E TTM
19.7
Dividend yield
—
52-week
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Next earnings
28 Oct, in 4 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

414 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +1.8%.

Increased+106New+52Decreased-141Closed-66

Largest moves, shares (millions)

FMR+0.6MCapital World Investors+0.3MCitadel Advisors+0.3MAQR Capital Management-1.2MSG Capital Management-0.3MBalyasny Asset Management-0.2M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.0Sep 24-2.8Dec 24-0.6Mar 25-1.4Jun 25+0.3Sep 25-0.1Dec 25+0.5Mar 26+0.6Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2641440+1.8%1065214166
Mar 2642739+1.6%1585010849
Dec 2542138-0.2%1155613130
Sep 2538338+0.9%1023312129
Jun 2537838-3.5%1024514578
Mar 2541639-1.5%1095916059
Dec 2442640-6.6%1064315847
Sep 2442342-2.6%1145013866

WEX Inc. — questions

Who owns WEX Inc. stock?
414 institutions reported WEX Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: Jupiter Topco LLC (11.6%), BlackRock, Inc. (9.3%), PAR CAPITAL MANAGEMENT INC (6.6%).
Are WEX Inc. insiders buying or selling?
42 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from WEX Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.