WEX INC (WEX): Institutional Ownership

Hedge funds and institutional managers reporting a position in WEX · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
23
13F filers
Aggregate Value
$212.3M
Across holders
Last Price
$138.01
2026-06-26
Sector
Industrials
GICS
Holder activity11 new4 added7 reduced
Institutional Holders of WEX
23 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund375K$57.4M27.0%0.2%Added+$16.5MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund232K$35.5M16.7%0.0%NewQ1 2026
LAKEWOOD CAPITAL MANAGEMENT, LP
CIK 0001424381
Hedge Fund201K$30.8M14.5%1.9%Reduced$-4.1MQ1 2026
JANA Partners Management, LP
CIK 0001998597
Hedge Fund164K$24.1M11.4%1.2%NewQ2 2025
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager117K$17.9M8.4%0.0%Reduced$-15.0MQ1 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager97K$14.2M6.7%0.0%NewQ2 2025
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund58K$8.6M4.1%0.0%Added+$5.8MQ4 2025
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund31K$4.7M2.2%0.0%NewQ4 2025
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund27K$4.0M1.9%0.0%NewQ4 2025
Man Group plc
CIK 0001637460
Hedge Fund26K$3.9M1.8%0.0%Added+$1.4MQ1 2026
Holocene Advisors, LP
CIK 0001700574
Hedge Fund23K$3.4M1.6%0.0%NewQ4 2025
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund12K$1.8M0.8%0.0%NewQ2 2025
Walleye Capital LLC
CIK 0001758720
Hedge Fund10K$1.4M0.7%0.0%NewQ2 2025
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund8K$1.2M0.6%0.0%Reduced$-365KQ1 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund6K$924K0.4%0.0%NewQ1 2026
Verition Fund Management LLC
CIK 0001454027
Hedge Fund5K$712K0.3%0.0%Reduced$-1.6MQ1 2026
ARIEL INVESTMENTS, LLC
CIK 0000936753
Institutional Manager3K$420K0.2%0.0%Reduced$-43.5MQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund2K$352K0.2%0.0%NewQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund2K$291K0.1%0.0%NewQ1 2026
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
Institutional Manager2K$280K0.1%0.0%Unchanged+$0Q1 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$57.4M· 27.0% of total· 0.2% port· 375K sh· +$16.5M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$35.5M· 16.7% of total· 0.0% port· 232K sh· QoQ· Q1 2026
LAKEWOOD CAPITAL MANAGEMENT, LPReduced
Hedge Fund
$30.8M· 14.5% of total· 1.9% port· 201K sh· $-4.1M QoQ· Q1 2026
JANA Partners Management, LPNew
Hedge Fund
$24.1M· 11.4% of total· 1.2% port· 164K sh· QoQ· Q2 2025
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$17.9M· 8.4% of total· 0.0% port· 117K sh· $-15.0M QoQ· Q1 2026
Fisher Asset Management, LLCNew
Institutional Manager
$14.2M· 6.7% of total· 0.0% port· 97K sh· QoQ· Q2 2025
Bridgewater Associates, LPAdded
Hedge Fund
$8.6M· 4.1% of total· 0.0% port· 58K sh· +$5.8M QoQ· Q4 2025
ExodusPoint Capital Management, LPNew
Hedge Fund
$4.7M· 2.2% of total· 0.0% port· 31K sh· QoQ· Q4 2025
Schonfeld Strategic Advisors LLCNew
Hedge Fund
$4.0M· 1.9% of total· 0.0% port· 27K sh· QoQ· Q4 2025
Man Group plcAdded
Hedge Fund
$3.9M· 1.8% of total· 0.0% port· 26K sh· +$1.4M QoQ· Q1 2026
Holocene Advisors, LPNew
Hedge Fund
$3.4M· 1.6% of total· 0.0% port· 23K sh· QoQ· Q4 2025
Qube Research & Technologies LtdNew
Hedge Fund
$1.8M· 0.8% of total· 0.0% port· 12K sh· QoQ· Q2 2025
Walleye Capital LLCNew
Hedge Fund
$1.4M· 0.7% of total· 0.0% port· 10K sh· QoQ· Q2 2025
MARSHALL WACE, LLPReduced
Hedge Fund
$1.2M· 0.6% of total· 0.0% port· 8K sh· $-365K QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$924K· 0.4% of total· 0.0% port· 6K sh· QoQ· Q1 2026
Verition Fund Management LLCReduced
Hedge Fund
$712K· 0.3% of total· 0.0% port· 5K sh· $-1.6M QoQ· Q1 2026
ARIEL INVESTMENTS, LLCReduced
Institutional Manager
$420K· 0.2% of total· 0.0% port· 3K sh· $-43.5M QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPNew
Hedge Fund
$352K· 0.2% of total· 0.0% port· 2K sh· QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCNew
Hedge Fund
$291K· 0.1% of total· 0.0% port· 2K sh· QoQ· Q1 2026
GAMCO INVESTORS, INC. ET ALUnchanged
Institutional Manager
$280K· 0.1% of total· 0.0% port· 2K sh· +$0 QoQ· Q1 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$275K· 0.1% of total· 0.0% port· 2K sh· $-92K QoQ· Q1 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$226K· 0.1% of total· 0.0% port· 2K sh· +$15K QoQ· Q4 2025
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$10K· 0.0% of total· 0.0% port· 68 sh· $-2K QoQ· Q1 2026
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