13F institutional ownership facts

Institutions tracked

49

Reported value

$379,246,535.00

Reported shares

2,687,976

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $44,781,966 · 0.1%
  2. Charles Schwab · $68,792,521 · 0.01%
  3. Ken Griffin - Citadel Advisors · $82,225,277 · 0.01%
  4. Morgan Stanley · $275,026,397 · 0.01%
  5. Steve Cohen - Point72 Asset Management · $12,475,037 · 0.01%
  6. UBS Group · $48,303,996 · 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

49

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

317,400 shares

0.10%

% of Portfolio

2

Charles Schwab

487,579 shares

0.01%

% of Portfolio

3

Ken Griffin - Citadel Advisors

582,786 shares

0.01%

% of Portfolio

4

Morgan Stanley

1,949,295 shares

0.01%

% of Portfolio

5

Steve Cohen - Point72 Asset Management

88,419 shares

0.01%

% of Portfolio

6

UBS Group

342,363 shares

0.01%

% of Portfolio

7

Neuberger Berman

200,003 shares

0.02%

% of Portfolio

8

CalPERS

82,330 shares

0.01%

% of Portfolio

9

Capital World Investors

547,682 shares

0.01%

% of Portfolio

10

Cliff Asness - AQR Capital Management

134,942 shares

0.01%

% of Portfolio

11

Geode Capital Management

671,582 shares

0.01%

% of Portfolio

12

Larry Fink - BlackRock

3,167,005 shares

0.01%

% of Portfolio

13

New York State Teachers Retirement System - New York State Teachers Retirement System

41,012 shares

0.01%

% of Portfolio

14

Northern Trust Corp

351,672 shares

0.01%

% of Portfolio

15

Wellington Management

306,816 shares

0.01%

% of Portfolio

16

Jane Street Group

109,924 shares

NaN%

% of Portfolio

17

State Street Corp

1,133,228 shares

NaN%

% of Portfolio

18

Lazard Asset Management

19,479 shares

NaN%

% of Portfolio

19

Israel Englander - Millennium Management

35,391 shares

NaN%

% of Portfolio

20

Nuveen

90,827 shares

NaN%

% of Portfolio

21

Jamie Dimon - JPMorgan Chase

381,242 shares

NaN%

% of Portfolio

22

David Solomon - Goldman Sachs

153,020 shares

NaN%

% of Portfolio

23

Legal & General

43,171 shares

NaN%

% of Portfolio

24

Ensign Peak Advisors

4,751 shares

NaN%

% of Portfolio

25

Invesco

86,892 shares

NaN%

% of Portfolio

26

Canada Pension Plan Investment Board

10,600 shares

NaN%

% of Portfolio

27

PNC Financial Services

10,749 shares

NaN%

% of Portfolio

28

Amundi

14,784 shares

NaN%

% of Portfolio

29

SG Americas Securities

6,172 shares

NaN%

% of Portfolio

30

T. Rowe Price

34,923 shares

NaN%

% of Portfolio

31

Voya Investment Mgmt

2,667 shares

NaN%

% of Portfolio

32

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

3,700 shares

NaN%

% of Portfolio

33

BNP Paribas

3,214 shares

NaN%

% of Portfolio

34

Two Sigma Investments

1,900 shares

NaN%

% of Portfolio

35

Mitsubishi Ufj Asset Management Co., Ltd.

101 shares

NaN%

% of Portfolio

36

Renaissance Technologies

0 shares

0.00%

% of Portfolio

37

Andrew Beck - River Road Asset Mgmt

424,915 shares

0.67%

% of Portfolio

38

John Rogers - Ariel Investments

331,383 shares

0.47%

% of Portfolio

39

Hotchkis & Wiley

386,978 shares

0.16%

% of Portfolio

40

Exoduspoint Capital Management, Lp

3,890 shares

NaN%

% of Portfolio

41

Verition Fund Management LLC

4,652 shares

NaN%

% of Portfolio

42

Ray Dalio - Bridgewater Associates

5,009 shares

NaN%

% of Portfolio

43

Mario Gabelli - GAMCO Investors

1,736 shares

NaN%

% of Portfolio

44

Manning & Napier

11 shares

NaN%

% of Portfolio

45

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

46

Nomura Holdings INC

0 shares

0.00%

% of Portfolio

47

Paul Reeder - Par Capital Management

2,254,984 shares

7.89%

% of Portfolio

48

John Hussman - Hussman Strategic Advisors

10,500 shares

0.34%

% of Portfolio

49

Connor Haley - Alta Fox Capital Management

91,000 shares

2.58%

% 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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