WEX
WEX Inc.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $175 | $143 | -18% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $175 | $143 | -18% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $175 | $143 | -18% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $175 | $143 | -18% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $175 | $143 | -18% |
| Renaissance Technologies | Q2 2026(8Q snapshot) | 1Q | $134 | $143 | +6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2025 | Q2 2026 | → $141 | +0% |
| Point72 Asset Management 2× in & out | Q2 2025 | Q2 2026 | → $141 | +3% |
| Maverick Capital 3× in & out | Q1 2024 | Q4 2024 | → $181 | -16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WEX Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001788329-26-000012Jun 1, 2026
- Form 40001185424-26-000010May 20, 2026
- Form 40000921895-26-001437May 18, 2026
- Form 40001309108-26-000020May 18, 2026
- Form 40001537972-26-000008May 18, 2026
- Form 40001848498-26-000006May 18, 2026
- Form 40002004261-26-000002May 18, 2026
- Form 40001653649-26-000009May 18, 2026
- Form 40001597001-26-000002May 18, 2026
- Form 40001788053-26-000003May 18, 2026
- Form 40001433990-26-000008May 18, 2026
- Form 40001185424-26-000008May 18, 2026
- Form 40001724040-26-000013Apr 20, 2026
- Form 40001724040-26-000011Apr 2, 2026
- Form 40001433990-26-000005Apr 2, 2026
Fundamentals
XBRL · WEX Inc.Annual figures sourced directly from WEX Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WEX Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 14, 2026
- 8-KCURRENT REPORTMay 4, 2026
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 22, 2026
- 10-KAnnual reportFeb 13, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventJan 12, 2026
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 29, 2025
- 10-QQuarterly reportJul 24, 2025
- 8-KMaterial eventJul 23, 2025
- 8-KMaterial eventMay 20, 2025
- 10-QQuarterly reportMay 1, 2025
- 8-KMaterial eventApr 30, 2025
- DEF 14AProxy statementApr 17, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $141 | $143 | +1% |
| Two Sigma Investments | Q2 2026 | open | $141 | $143 | +1% |
| Renaissance Technologies | Q2 2026 | open | $134 | $143 | +6% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $141 | $141 | +0% |
| Citadel Advisors | Q2 2025 | Q1 2026 | $137 | $154 | +12% |
| Point72 Asset Management | Q2 2025 | Q2 2026 | $137 | $141 | +3% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $175 | $155 | -12% |
| Two Sigma Investments | Q3 2024 | Q3 2025 | $175 | $175 | +0% |
| D.E. Shaw | Q3 2024 | open | $175 | $143 | -18% |
| AQR Capital Management | Q3 2024 | open | $175 | $143 | -18% |
| Millennium Management | Q3 2024 | open | $175 | $143 | -18% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $175 | $181 | +3% |
| Bridgewater Associates | Q1 2024 | Q1 2025 | $216 | $155 | -28% |
| Maverick Capital | Q1 2024 | Q4 2024 | $216 | $181 | -16% |
| Maverick Capital | Q4 2022 | Q4 2023 | $160 | $175 | +10% |
| Bridgewater Associates | Q1 2022 | Q4 2023 | $173 | $172 | -1% |
| Maverick Capital | Q4 2020 | Q3 2021 | $173 | $175 | +1% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.