WEX Institutional Ownership
WEX Inc.
1W: +4.8%
1M: +7.7%
3M: +5.0%
YTD: +29.4%
1Y: +20.0%
3Y: +0.6%
5Y: +0.6%
$186.38
-5.71 (-2.97%)
After Hours: $186.12 (-0.26, -0.14%)
Weekly Expected Move ±4.3%
$180
$189
$197
$206
$215
Credit Risk of going bust: higher than 65% of companies Debt: 45.0% of company value Bonds: $54.7M held by 111 funds, 204 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $13.44 (down 93%), WEX Inc. would be worth roughly what it owes.
Total debt $5.36B against a stock market value of $6.55B.
Distance to default 3.81 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.60B (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 1.09. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $13.44 (down 93%), WEX Inc. would be worth roughly what it owes.
Total debt $5.36B against a stock market value of $6.55B.
Distance to default 3.81 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.60B (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 1.09. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WEX
497
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
69
New Positions
118
Increased
247
Reduced
79
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (541 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC NEW | 3,967,061 | $762M | — | +0.0% | 1Q | SEC ↗ |
| 2 | JANUS HENDERSON GROUP PLC | 3,916,073 | $752M | +44,031 | +1.1% | 54Q | SEC ↗ |
| 3 | BlackRock, Inc. | 3,167,005 | $608M | +61,564 | +2.0% | 8Q | SEC ↗ |
| 4 | PAR CAPITAL MANAGEMENT INC | 2,254,984 | $433M | — | +0.0% | 47Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,949,295 | $374M | -150,973 | -7.2% | 55Q | SEC ↗ |
| 6 | FMR LLC | 1,801,385 | $346M | +576,081 | +47.0% | 55Q | SEC ↗ |
| 7 | Impactive Capital LP | 1,707,253 | $328M | — | +0.0% | 22Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1,513,612 | $291M | -28,834 | -1.9% | 2Q | SEC ↗ |
| 9 | Boston Partners | 1,493,028 | $287M | -167,745 | -10.1% | 5Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,430,765 | $275M | -52,838 | -3.6% | 2Q | SEC ↗ |
| 11 | STATE STREET CORP | 1,133,228 | $218M | +41,815 | +3.8% | 46Q | SEC ↗ |
| 12 | EARNEST PARTNERS LLC | 857,373 | $165M | -25,632 | -2.9% | 8Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 815,695 | $157M | -7,986 | -1.0% | 15Q | SEC ↗ |
| 14 | LYRICAL ASSET MANAGEMENT LP | 770,524 | $148M | +9,588 | +1.3% | 10Q | SEC ↗ |
| 15 | DIMENSIONAL FUND ADVISORS LP | 733,560 | $141M | +47,425 | +6.9% | 55Q | SEC ↗ |
| 16 | TURTLE CREEK ASSET MANAGEMENT INC. | 728,088 | $140M | +58,753 | +8.8% | 4Q | SEC ↗ |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 671,582 | $129M | +15,745 | +2.4% | 55Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 582,786 | $112M | +307,959 | +112.1% | 2Q | SEC ↗ |
| 19 | SEI INVESTMENTS CO | 549,632 | $106M | -47,968 | -8.0% | 15Q | SEC ↗ |
| 20 | Capital World Investors | 547,682 | $105M | +336,442 | +159.3% | 5Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 487,579 | $94M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 487,579 | $94M | +9,026 | +1.9% | 15Q | SEC ↗ |
| 23 | SNYDER CAPITAL MANAGEMENT L P | 466,244 | $90M | +95,580 | +25.8% | 8Q | SEC ↗ |
| 24 | NEW SOUTH CAPITAL MANAGEMENT INC | 444,624 | $85M | +195,861 | +78.7% | 19Q | SEC ↗ |
| 25 | River Road Asset Management, LLC | 424,915 | $82M | -51,162 | -10.7% | 16Q | SEC ↗ |
| 26 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 386,978 | $74M | +150,380 | +63.6% | 16Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 381,242 | $73M | +42,785 | +12.6% | 55Q | SEC ↗ |
| 28 | LORING WOLCOTT & COOLIDGE FIDUCIARY AD | 367,338 | $71M | -7,772 | -2.1% | 54Q | SEC ↗ |
| 29 | NORGES BANK NEW | 365,109 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 351,672 | $68M | +18,820 | +5.7% | 55Q | SEC ↗ |
| 31 | FEDERATED HERMES, INC. | 349,233 | $67M | -13,139 | -3.6% | 55Q | SEC ↗ |
| 32 | UBS Group AG | 342,363 | $66M | +52,602 | +18.2% | 47Q | SEC ↗ |
| 33 | ARIEL INVESTMENTS, LLC | 331,383 | $64M | -6,341 | -1.9% | 8Q | SEC ↗ |
| 34 | Gotham Asset Management, LLC | 317,400 | $61M | -57,648 | -15.4% | 19Q | SEC ↗ |
| 35 | WELLINGTON MANAGEMENT GROUP LLP | 306,816 | $59M | -549 | -0.2% | 55Q | SEC ↗ |
| 36 | HAWK RIDGE CAPITAL MANAGEMENT LP | 245,411 | $47M | +81,940 | +50.1% | 6Q | SEC ↗ |
| 37 | Solel Partners LP | 222,387 | $43M | +55,387 | +33.2% | 4Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO | 218,743 | $42M | +5,086 | +2.4% | 2Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 217,396 | $42M | -15,286 | -6.6% | 55Q | SEC ↗ |
| 40 | Sunriver Management LLC | 202,518 | $39M | -1,176 | -0.6% | 8Q | SEC ↗ |
| 41 | LAKEWOOD CAPITAL MANAGEMENT, LP | 200,968 | $39M | — | +0.0% | 5Q | SEC ↗ |
| 42 | NEUBERGER BERMAN GROUP LLC | 200,003 | $38M | -1,671 | -0.8% | 55Q | SEC ↗ |
| 43 | Quantinno Capital Management LP | 185,702 | $36M | -27,171 | -12.8% | 19Q | SEC ↗ |
| 44 | RICE HALL JAMES & ASSOCIATES, LLC | 178,606 | $34M | -1,708 | -0.9% | 9Q | SEC ↗ |
| 45 | Incline Global Management LLC | 174,922 | $34M | +159,259 | +1016.8% | 21Q | SEC ↗ |
| 46 | LOOMIS SAYLES & CO L P | 170,685 | $33M | -4,453 | -2.5% | 55Q | SEC ↗ |
| 47 | Meridiem Capital Partners LP NEW | 160,776 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 153,020 | $29M | -13,884 | -8.3% | 15Q | SEC ↗ |
| 49 | AQR CAPITAL MANAGEMENT LLC | 134,942 | $26M | -1,170,501 | -89.7% | 18Q | SEC ↗ |
| 50 | LONE PEAK GLOBAL INVESTORS LLC | 127,062 | $24M | +34,805 | +37.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 3,967,061 | $762M |
| Sixth Street Partners Management Co | 487,579 | $94M |
| NORGES BANK | 365,109 | $70M |
| Meridiem Capital Partners LP | 160,776 | $31M |
| JANE STREET GROUP, LLC | 109,924 | $21M |
| BI Asset Management Fondsmaeglersel | 98,341 | $19M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 91,000 | $17M |
| Point72 Asset Management, L.P. | 88,419 | $17M |
| Schonfeld Strategic Advisors LLC | 87,926 | $17M |
| HRT FINANCIAL LP | 66,411 | $13M |
| Gillson Capital LP | 45,608 | $9M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 38,008 | $7M |
| KESTREL INVESTMENT MANAGEMENT CORP | 36,900 | $7M |
| WINTON GROUP Ltd | 35,308 | $7M |
| Jump Financial, LLC | 32,314 | $6M |
| JACOBS ASSET MANAGEMENT, LLC | 30,000 | $6M |
| Walleye Trading LLC | 16,977 | $3M |
| Lighthouse Investment Partners, LLC | 16,747 | $3M |
| Cander Asset Management LP | 15,900 | $3M |
| BURNEY CO | 15,123 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SG Capital Management LLC | 303,280 | $58M |
| Balyasny Asset Management L.P. | 231,924 | $45M |
| Longaeva Partners L.P. | 161,275 | $31M |
| IEQ CAPITAL, LLC | 108,008 | $21M |
| Atom Investors LP | 56,949 | $11M |
| Mariner, LLC | 54,635 | $10M |
| Triveni Capital Investments LP | 48,087 | $9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 31,100 | $6M |
| 13D Management LLC | 29,350 | $6M |
| Man Group plc | 25,598 | $5M |
| Arete Wealth Advisors, LLC | 22,875 | $4M |
| Holocene Advisors, LP | 22,851 | $4M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 20,000 | $4M |
| Factorial Partners, LLC | 19,000 | $4M |
| Focus Partners Wealth | 14,013 | $3M |
| Bullseye Asset Management LLC | 10,742 | $2M |
| Lifestyle Asset Management, Inc. | 10,515 | $2M |
| NOMURA HOLDINGS INC | 8,647 | $2M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 8,591 | $2M |
| NATIXIS | 7,401 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +576,081 | +47.0% | 1,801,385 |
| Capital World Investors | +336,442 | +159.3% | 547,682 |
| CITADEL ADVISORS LLC | +307,959 | +112.1% | 582,786 |
| NEW SOUTH CAPITAL MANAGEMENT INC | +195,861 | +78.7% | 444,624 |
| Incline Global Management LLC | +159,259 | +1016.8% | 174,922 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +150,380 | +63.6% | 386,978 |
| SNYDER CAPITAL MANAGEMENT L P | +95,580 | +25.8% | 466,244 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | +81,940 | +50.1% | 245,411 |
| Russell Investments Group, Ltd. | +64,290 | +341.3% | 83,127 |
| BlackRock, Inc. | +61,564 | +2.0% | 3,167,005 |
| TURTLE CREEK ASSET MANAGEMENT INC. | +58,753 | +8.8% | 728,088 |
| XTX Topco Ltd | +58,729 | +1886.6% | 61,842 |
| Solel Partners LP | +55,387 | +33.2% | 222,387 |
| UBS Group AG | +52,602 | +18.2% | 342,363 |
| DIMENSIONAL FUND ADVISORS LP | +47,425 | +6.9% | 733,560 |
| CenterBook Partners LP | +45,908 | +460.8% | 55,870 |
| JANUS HENDERSON GROUP PLC | +44,031 | +1.1% | 3,916,073 |
| JPMORGAN CHASE & CO | +42,785 | +12.6% | 381,242 |
| STATE STREET CORP | +41,815 | +3.8% | 1,133,228 |
| HSBC HOLDINGS PLC | +35,128 | +2250.4% | 36,689 |