356 tracked 13F filers disclose a position in WEX as of the latest SEC 13F filings, a combined $5.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $599.3M | 3.9M | ▲+1.1% Added · +44K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $475.3M | 3.1M | ▲+1.5% Added · +47K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $321.4M | 2.1M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 4 | Impactive Capital LP | $261.3M | 1.7M | ▼−22% Reduced · −488K sh | Q1 2026 | |
| 5 | Boston Partners | $254.2M | 1.7M | ▲+15% Added · +213K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $236.1M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $227.1M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $199.8M | 1.3M | ▲+47% Added · +416K sh | Q1 2026 | |
| 9 | FMR LLC | $187.5M | 1.2M | ▲+6.9% Added · +79K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $159.9M | 1.1M | ▲+3.8% Added · +42K sh | Q2 2026 | |
| 11 | EARNEST PARTNERS LLC | $121.0M | 857K | ▼−2.9% Reduced · −26K sh | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $126.1M | 824K | ▲+14% Added · +99K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $105.0M | 686K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $110.4M | 672K | ▲+2.4% Added · +16K sh | Q2 2026 | |
| 15 | Turtle Creek Asset Management Inc. | $102.4M | 669K | ▲+58% Added · +247K sh | Q1 2026 | |
| 16 | SEI INVESTMENTS CO | $91.5M | 598K | ▲+8.7% Added · +48K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.2M | 479K | ▲+7.4% Added · +33K sh | Q1 2026 | |
| 18 | River Road Asset Management, LLC | $72.9M | 476K | ▼−39% Reduced · −300K sh | Q1 2026 | |
| 19 | SNYDER CAPITAL MANAGEMENT L P | $65.8M | 466K | ▲+26% Added · +96K sh | Q2 2026 | |
| 20 | NEW SOUTH CAPITAL MANAGEMENT INC | $62.7M | 445K | ▲+79% Added · +196K sh | Q2 2026 | |
| 21 | Gotham Asset Management, LLC | $57.4M | 375K | ▲+40% Added · +108K sh | Q1 2026 | |
| 22 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $51.8M | 367K | ▼−2.1% Reduced · −8K sh | Q2 2026 | |
| 23 | FEDERATED HERMES, INC. | $55.5M | 362K | ▲+3.7% Added · +13K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $51.9M | 338K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 25 | ARIEL INVESTMENTS, LLC | $51.7M | 338K | ▲+0.3% Added · +927 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in WEX and 30 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 189 funds | $209.0B |
| AMAZON.COM INCAMZN | 185 funds | $157.7B |
| META PLATFORMS INC-CLASS AMETA | 184 funds | $92.7B |
| NVIDIA CORPNVDA | 183 funds | $320.0B |
| APPLE INCAAPL | 180 funds | $235.5B |
| VISA INC-CLASS A SHARESV | 179 funds | $50.8B |
| ALPHABET INC-CL AGOOGL | 177 funds | $129.4B |
| ELI LILLY & COLLY | 177 funds | $70.7B |
| JPMORGAN CHASE & COJPM | 177 funds | $48.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 175 funds | $31.5B |
| WALMART INCWMT | 175 funds | $24.6B |
| BROADCOM INCAVGO | 174 funds | $120.3B |
Ranked by how many of WEX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Carriedo Carlos | COO, Amer. Payments & Mobility | Sell (S) | 1K | $200K |
| Jul 30, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 1K | $185K |
| Jul 27, 2026 | Kimball Jennifer | Chief Accounting Officer | Sell (S) | 1K | $209K |
| Jul 27, 2026 | Drew Ann Elena | Chief Risk and Compliance | Sell (S) | 3K | $598K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 8 | $1K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 1K | $197K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 265 | $39K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 135 | $20K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 227 | $33K |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 48 | $7K |
| May 28, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell (S) | 1K | $174K |
| May 18, 2026 | GROCH JAMES R | Director | Buy (P) | 2K | $214K |
Connected entities for WEX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WEX/capital-change-brief"
Use Arkolith's capital_change_brief for WEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.