Guru Ownership Trend
Guru Analysis for WEX Inc. (WEX)
WEX Inc. (WEX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $177.12 M.
Top institutional holders include HOTCHKIS & WILEY and John Rogers.
Institutional sentiment is currently Bearish. This is evidenced by a $55.76 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Steven Cohen reduced exposure by 54.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.17% | Reduce -9.9% | 346,822 | $54.63 M | Q3 2025 | |
| 0.57% | Reduce -15.0% | 340,936 | $53.71 M | Q3 2025 | |
| 0.19% | Add 39.8% | 270,964 | $42.68 M | Q3 2025 | |
| 0.01% | Reduce -34.0% | 99,531 | $15.68 M | Q3 2025 | |
| 0.01% | Reduce -54.0% | 44,420 | $7 M | Q3 2025 | |
| 0.01% | New Buy | 19,154 | $3.02 M | Q3 2025 | |
| 0.00% | 1,843 | $290,328 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for WEX Inc. (WEX)
Major holders include HOTCHKIS & WILEY ($54.63 M), John Rogers ($53.71 M), Joel Greenblatt ($42.68 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $55.76 M, with 2 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited WEX. The total reported sell value was $70.93 M.
Yes, 1 managers opened new positions in WEX, and 1 increased their existing holdings. The total reported buy value was $15.17 M.