WEX Inc. WEX
CIK 0001309108 · CUSIP 96208T104
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | JANUS HENDERSON GROUP PLC CIK 1274173 · View history | $620.06M 4,011,730 shares | 0.34% | -40.65K(-1.0%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $513.97M 3,273,278 shares | 0.01% | -349.61K(-9.7%)Reduced | SEC filing ↗ May 2, 2025 | ▾ |
| 03 | VANGUARD GROUP INC CIK 102909 · View history | $508.82M 3,240,495 shares | 0.01% | -537.47K(-14.2%)Reduced | SEC filing ↗ May 9, 2025 | ▾ |
| 04 | MORGAN STANLEY CIK 895421 · View history | $383.07M 2,439,646 shares | 0.03% | +242.34K(+11.0%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 05 | Impactive Capital LP CIK 1786767 · View history | $378.35M 2,409,572 shares | 17.31% | +292.95K(+13.8%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 06 | PAR CAPITAL MANAGEMENT INC CIK 1051359 · View history | $290.57M 1,850,500 shares | 9.74% | +500(0.0%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 07 | STATE STREET CORP CIK 93751 · View history | $183.18M 1,166,576 shares | 0.01% | -78.48K(-6.3%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 08 | JPMORGAN CHASE & CO CIK 19617 · View history | $167.71M 1,068,104 shares | 0.01% | -978.51K(-47.8%)Reduced | SEC filing ↗ May 12, 2025 | ▾ |
| 09 | FMR LLC CIK 315066 · View history | $161.01M 1,025,436 shares | 0.01% | -149.68K(-12.7%)Reduced | SEC filing ↗ May 12, 2025 | ▾ |
| 10 | EARNEST PARTNERS LLC CIK 1102578 · View history | $140.60M 895,406 shares | 0.67% | +22.67K(+2.6%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 11 | LYRICAL ASSET MANAGEMENT LP CIK 1542302 · View history | $129.73M 826,188 shares | 1.97% | +2.75K(+0.3%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 12 | BANK OF AMERICA CORP /DE/ CIK 70858 · View history | $116.14M 739,655 shares | 0.01% | +69.25K(+10.3%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 13 | River Road Asset Management, LLC CIK 1341401 · View history | $103.66M 660,198 shares | 1.41% | -65.64K(-9.0%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $102.25M 651,004 shares | 0.01% | -27.33K(-4.0%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 15 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 932974 · View history | $100.42M 793,857 shares | 0.98% | -89.64K(-10.1%)Reduced | SEC filing ↗ Apr 24, 2025 | ▾ |
| 16 | HSBC HOLDINGS PLC CIK 873630 · View history | $99.07M 638,563 shares | 0.07% | +635.45K(+20412.8%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 17 | BARCLAYS PLC CIK 312069 · Amended · View history | $99.01M 630,558 shares | 0.05% | +596.50K(+1751.3%)Added | SEC filing ↗ Mar 17, 2026 | ▾ |
| 18 | Balyasny Asset Management L.P. CIK 1218710 · View history | $96.52M 614,675 shares | 0.24% | +614.67KNew | SEC filing ↗ May 15, 2025 | ▾ |
| 19 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $96.32M 613,477 shares | 0.02% | +10.78K(+1.8%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 20 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $84.71M 539,460 shares | 0.02% | -289.53K(-34.9%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
Showing 20 / 424 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 424 reporting institutions.
This page includes 20 of 424 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 424 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"96208T104","quarter":"2025Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.