§ FINANCIAL SERVICES
USD · Financial ServicesWEX
WEX INC
USDSector · Financial ServicesBeta · 0.96
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
196 increased/new, 167 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 17.5 | P/B | 4.14 |
| EPS (TTM) | 8.51 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 3.9M | n/a | +1% |
| BlackRock, Inc. | 3.1M | 0.0% | +2% |
| PAR CAPITAL MANAGEMENT INC | 2.3M | 10.0% | +0% |
| Morgan Stanley | 2.1M | 0.0% | n/a |
| Impactive Capital LP | 1.7M | 18.9% | −22% |
| Boston Partners | 1.7M | 0.3% | +15% |
◇ AC INTELLIGENCE
Top institutional owners for WEX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.7% · 318 holders
QUALITY / COMPOUNDER32.7% · 24 holders
DEALER / BANK16.4% · 38 holders
PASSIVE / INDEX13.2% · 11 holders
DEEP VALUE4.8% · 1 holder
INCOME / DEFENSIVE2.0% · 31 holders
TACTICAL / MACRO1.6% · 3 holders
SYSTEMATIC / QUANT0.9% · 7 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WEX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WEX yet.