13F institutional ownership facts

Institutions tracked

48

Reported value

$398,915,288.00

Reported shares

2,606,608

Latest filing period

Q1 2026

Top institutional holders

  1. Janus Henderson Group · $599,313,395 · 0.3%
  2. Cliff Asness - AQR Capital Management · $199,784,996 · 0.09%
  3. Dmitry Balyasny - Balyasny Asset Management · $35,493,649 · 0.05%
  4. Morgan Stanley · $321,425,510 · 0.02%
  5. Neuberger Berman · $30,864,189 · 0.02%
  6. Charles Schwab · $73,237,751 · 0.01%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WEX

Institutional Holdings

48

Top Institutions

Top Institutions

1

Janus Henderson Group

3,916,073 shares

0.30%

% of Portfolio

2

Cliff Asness - AQR Capital Management

1,305,443 shares

0.09%

% of Portfolio

3

Dmitry Balyasny - Balyasny Asset Management

231,924 shares

0.05%

% of Portfolio

4

Morgan Stanley

2,100,268 shares

0.02%

% of Portfolio

5

Neuberger Berman

201,674 shares

0.02%

% of Portfolio

6

Charles Schwab

478,553 shares

0.01%

% of Portfolio

7

Ken Griffin - Citadel Advisors

274,827 shares

0.01%

% of Portfolio

8

Larry Fink - BlackRock

3,105,441 shares

0.01%

% of Portfolio

9

SG Americas Securities

67,927 shares

0.01%

% of Portfolio

10

UBS Group

289,761 shares

0.01%

% of Portfolio

11

CalPERS

76,604 shares

0.01%

% of Portfolio

12

Geode Capital Management

655,837 shares

0.01%

% of Portfolio

13

New York State Teachers Retirement System

45,568 shares

0.01%

% of Portfolio

14

Northern Trust Corp

332,852 shares

0.01%

% of Portfolio

15

State Street Corp

1,091,413 shares

0.01%

% of Portfolio

16

Wellington Management

307,365 shares

0.01%

% of Portfolio

17

Lazard Asset Management

19,057 shares

NaN%

% of Portfolio

18

Capital World Investors

211,240 shares

NaN%

% of Portfolio

19

Nuveen

91,917 shares

NaN%

% of Portfolio

20

David Solomon - Goldman Sachs

166,904 shares

NaN%

% of Portfolio

21

BNP Paribas

19,988 shares

NaN%

% of Portfolio

22

AllianceBernstein (AB)

42,102 shares

NaN%

% of Portfolio

23

Israel Englander - Millennium Management

16,663 shares

NaN%

% of Portfolio

24

Invesco

83,271 shares

NaN%

% of Portfolio

25

Legal & General

43,576 shares

NaN%

% of Portfolio

26

David E. Shaw - D.E. Shaw & Co.

9,700 shares

NaN%

% of Portfolio

27

PNC Financial Services

11,270 shares

NaN%

% of Portfolio

28

Ensign Peak Advisors

2,497 shares

NaN%

% of Portfolio

29

T. Rowe Price

35,118 shares

NaN%

% of Portfolio

30

Canada Pension Plan Investment Board

5,200 shares

NaN%

% of Portfolio

31

Voya Investment Mgmt

2,543 shares

NaN%

% of Portfolio

32

Renaissance Technologies

1,900 shares

NaN%

% of Portfolio

33

Two Sigma Investments

2,300 shares

NaN%

% of Portfolio

34

Mitsubishi Ufj Asset Management Co., Ltd.

247 shares

NaN%

% of Portfolio

35

Jane Street Group

0 shares

0.00%

% of Portfolio

36

Andrew Beck - River Road Asset Mgmt

476,077 shares

0.83%

% of Portfolio

37

John Rogers - Ariel Investments

337,724 shares

0.58%

% of Portfolio

38

Joel Greenblatt - Gotham Asset Management

375,048 shares

0.18%

% of Portfolio

39

Hotchkis & Wiley

236,598 shares

0.11%

% of Portfolio

40

Nomura Holdings INC

8,647 shares

0.00%

% of Portfolio

41

Verition Fund Management LLC

4,652 shares

NaN%

% of Portfolio

42

Mario Gabelli - GAMCO Investors

1,830 shares

NaN%

% of Portfolio

43

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

44

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

45

Natixis

0 shares

0.00%

% of Portfolio

46

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

47

Par Capital Management

2,254,984 shares

10.00%

% of Portfolio

48

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

39%

LARGE

38%

MEDIUM

17%

SMALL

6%

Geographic Distribution

North America
69%
Europe
23%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

34

Sellers

33

Holders

82

New

9

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

33

Purchase Value

$15.5M

Role Distribution

CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

94

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
79
Recent Activity
68
Concentration
87
Momentum
81
Stability
70

Recent Actions

New

9

Increased

23

Decreased

20

Exited

6

Total

50

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