How many institutions own WEX stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WEX shares is 527, representing 113.18% of the company's common stock.

Who are the major shareholders selling WEX Inc. stock?

RIVER ROAD ASSET MANAGEMENT, LLC, in the last quarter, reduced its stake in WEX by -1.23% restricting it's holding to 788.04 thousand shares of worth nearly $124.14M. IMPACTIVE CAPITAL LP also lessened -8.35% of the WEX shares from its portfolio, reducing its holding to 2.2 million shares of worth $345.82M. BLACKROCK, INC. also shunned WEX shares holding by -1.22% last quarter which brought its holding to 3.06 million shares worth $481.46M.

Investors who are buying WEX stock?

As per its latest 13F filing, FMR LLC increased its stake in WEX by 2.23% in the last quarter. The institutional holder raised its holding to 1.07 million shares having worth more than $169.04M. BOSTON PARTNERS also added 0.33% more shares of WEX to its portfolio, raising its holding to 1.27 million shares of worth $200.70M. PAR CAPITAL MANAGEMENT INC also increased its WEX shares holding by 0.02% which brought its holding to 1.85 million shares worth $291.67M.

WEX's major insiders: who are they?

The insider with the most stakes in WEX is Smith Melissa D , Chair, CEO, and President at the company. Additionally, WEX stock is highly held by director Dubyak Michael E and COO, Benefits Deshaies Robert Joseph among others.

Did an insider recently sell WEX stock?

Company executives, directors, and other insiders own 1.02% percent of WEX Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which WEX insiders have sold stock, totaling 4.31K shares. Insiders that have sold shares include DESHAIES ROBERT JOSEPH, DREW ANN ELENA, and CARRIEDO CARLOS.

Which insider recently purchased WEX stock?

There have been 1 transaction(s) during the past 6-months in which WEX Inc. insiders have bought stock, totalling 1000 shares

How much of WEX does insiders own?

Around 36.24K WEX Inc. shares are held by insiders, which represents about 1.02% of WEX stock.

Who is the insider with the largest stake?

WEX Chair, CEO, and President, Smith Melissa D holds the largest portfolio of the company's shares. WEX shares owned by Smith total nearly 101.18 thousand.

Which institution holds the most shares in WEX?

RIVER ROAD ASSET MANAGEMENT, LLC is the largest institutional owner in WEX which holds 788.04 thousand shares worth $124.14M or 2.3% of the total WEX shares outstanding followed by FMR LLC with ownership of 1.07 million shares representing 3.13% of the WEX ownership. BOSTON PARTNERS is the third largest stakeholder with 1.27 million shares or 3.71% of the ownership worth more than $200.70M.

Is WEX Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WEX is concerned, it is a stock which is optionable.

Is there a short position on WEX's shares?

Number of WEX shares short is 1.45M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WEX shares are there?

As of today, 34.26M shares of WEX are outstanding.

Is there many float in WEX stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WEX has 29.64M shares in float.

WEX short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WEX is 3.84.

WEX (WEX) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.23

Short Percent Of Float6.61

Shares Outstanding34.26M

Shares Float29.64M

Shares Short1.45M

Short Ratio3.84

6.61%

Short % of Float

4.23%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.02% Percentage of Shares held by All Insiders

113.18% Percentage of Shares held by All Institutions

114.35% Percentage of Float held by Institutions

527

Number of Institutions Holding Shares

Institutional Ownership

About 113.18% of WEX shares are held by financial institutions. RIVER ROAD ASSET MANAGEMENT, LLC is the top corporate investor, holding 788.04K shares valued at $124.14M. A 2.3% stake in WEX Inc. is owned by the company. FMR LLC owns 1.07M shares valued at $169.04M, which translates its holding of 3.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	2.3%	788.04K	124.14M	-9.83K	-1.23%
Sep 30, 2025	FMR LLC	3.13%	1.07M	169.04M	23.39K	+2.23%
Sep 30, 2025	BOSTON PARTNERS	3.71%	1.27M	200.7M	4.23K	+0.33%
Sep 30, 2025	PAR CAPITAL MANAGEMENT INC	5.4%	1.85M	291.67M	400	+0.02%
Sep 30, 2025	IMPACTIVE CAPITAL LP	6.4%	2.2M	345.82M	-200K	-8.35%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.58%	198.44K	31.26M	74.14K	+59.65%
Sep 30, 2025	MORGAN STANLEY	7.96%	2.73M	430.32M	47.75K	+1.78%
Sep 30, 2025	BLACKROCK, INC.	8.91%	3.06M	481.46M	-37.7K	-1.22%
Sep 30, 2025	VANGUARD GROUP INC	9.51%	3.26M	513.9M	12.1K	+0.37%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	11.27%	3.87M	608.87M	-5.4K	-0.14%
Sep 30, 2025	LYRICAL ASSET MANAGEMENT LP	2.42%	830.35K	130.8M	58.24K	+7.54%
Sep 30, 2025	CITADEL ADVISORS LLC	2.54%	869.76K	137.01M	868.27K	+58,077.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.56%	879.03K	138.47M	69.38K	+8.57%
Sep 30, 2025	EARNEST PARTNERS LLC	2.65%	907.8K	143.01M	10.03K	+1.12%
Sep 30, 2025	STATE STREET CORP	3.12%	1.07M	168.82M	-21.42K	-1.96%
Sep 30, 2025	CITIGROUP INC	0.07%	24.09K	3.79M	12.27K	+103.76%
Sep 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.07%	24.67K	3.89M	-175	-0.70%
Sep 30, 2025	LPL FINANCIAL LLC	0.08%	27.66K	4.36M	-2.39K	-7.95%
Sep 30, 2025	HM PAYSON & CO	0.08%	27.88K	4.39M	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.87%	642.81K	101.27M	7.99K	+1.26%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.09%	29.34K	4.62M	25.51K	+665.96%
Sep 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.09%	30.28K	4.77M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	83.9K	13.22M	-3.63K	-4.15%
Sep 30, 2025	SWEDBANK AB	0.1%	35.3K	5.56M	0	0
Sep 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.11%	36.87K	5.81M	579	+1.60%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.12%	40.72K	6.41M	-11.69K	-22.30%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	41.91K	6.6M	-2.77K	-6.20%
Sep 30, 2025	LIGHTROCK NETHERLANDS B.V.	0.13%	43.8K	5.87M	7.2K	+19.67%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.13%	44.87K	7.07M	-6.69K	-12.97%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.14%	47.2K	7.44M	-360	-0.76%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.16%	54.07K	8.52M	-1.6K	-2.88%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.18%	61.08K	9.62M	34.07K	+126.13%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	63.13K	9.94M	1K	+1.61%
Sep 30, 2025	SPINNAKER TRUST	0.19%	65.63K	10.34M	0	0
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.19%	65.96K	10.39M	500	+0.76%
Sep 30, 2025	BARCLAYS PLC	0.2%	66.92K	10.54M	-224.15K	-77.01%
Sep 30, 2025	THOMPSON SIEGEL & WALMSLEY LLC	0.2%	67.35K	10.61M	-10.5K	-13.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	67.69K	10.66M	-1.02K	-1.49%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.2%	68.33K	10.76M	-428	-0.62%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	68.86K	10.85M	13.96K	+25.44%
Sep 30, 2025	INVESCO LTD.	0.22%	74.88K	11.8M	-632	-0.84%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	76.12K	11.99M	-1.58K	-2.03%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.23%	79.57K	12.53M	16.96K	+27.09%
Sep 30, 2025	NUVEEN, LLC	0.25%	85.93K	13.54M	-8.07K	-8.58%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	91.98K	14.49M	-86.86K	-48.57%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.29%	98.5K	15.52M	18.47K	+23.09%
Sep 30, 2025	INCLINE GLOBAL MANAGEMENT LLC	0.29%	99.02K	15.6M	10.33K	+11.64%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	99.53K	15.68M	-51.33K	-34.02%
Sep 30, 2025	UBS GROUP AG	1.27%	434.15K	68.39M	176.04K	+68.21%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	106.23K	16.73M	-1.17K	-1.09%
Sep 30, 2025	SOLEL PARTNERS LP	0.34%	118.1K	18.6M	118.1K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.36%	122.07K	19.23M	601	+0.49%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.38%	129.03K	20.33M	-58.4K	-31.16%
Sep 30, 2025	COOPER CREEK PARTNERS MANAGEMENT LLC	0.38%	131.68K	20.74M	131.68K	+100.00%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.46%	156.47K	24.65M	-11.82K	-7.02%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.51%	173.99K	27.41M	-15.96K	-8.40%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.51%	175.43K	27.64M	21.03K	+13.62%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.6%	205.15K	32.32M	111.8K	+119.76%
Sep 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.6%	205.47K	32.37M	27.5K	+15.45%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.67%	230.27K	36.27M	-8.87K	-3.71%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.68%	233.56K	36.79M	-8.1K	-3.35%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.79%	270.96K	42.68M	77.18K	+39.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	288.2K	45.4M	-4.43K	-1.51%
Sep 30, 2025	NORTHERN TRUST CORP	0.88%	301.37K	47.47M	886	+0.29%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.89%	306.42K	48.27M	-28.44K	-8.49%
Sep 30, 2025	SUNRIVER MANAGEMENT LLC	0.9%	308.08K	48.53M	-32.88K	-9.64%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	0.99%	340.94K	53.71M	-60.15K	-15.00%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.01%	346.82K	54.63M	-38.3K	-9.94%
Sep 30, 2025	JPMORGAN CHASE & CO	1.11%	380.47K	59.94M	-705.33K	-64.96%
Sep 30, 2025	FEDERATED HERMES, INC.	1.14%	392.28K	61.8M	-9.84K	-2.45%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	434.22K	68.4M	117.9K	+37.27%
Sep 30, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	1.3%	446.17K	70.29M	42.9K	+10.64%
Sep 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.39%	475.43K	76.1M	-292.81K	-38.11%
Sep 30, 2025	SEI INVESTMENTS CO	1.45%	496.74K	78.25M	11.24K	+2.32%
Sep 30, 2025	TURTLE CREEK ASSET MANAGEMENT INC.	1.73%	592.2K	93.29M	592.2K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.84%	631.99K	99.58M	18.7K	+3.05%
Jun 30, 2025	VANGUARD GROUP INC	9.48%	3.25M	477.42M	9.66K	+0.30%
Jun 30, 2025	HILL CITY CAPITAL, LP	0.25%	85K	12.49M	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.44%	150.86K	22.06M	65.66K	+77.06%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	93.35K	13.71M	88.05K	+1,660.38%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.26%	87.7K	12.88B	15.95K	+22.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	47.71K	7.01M	25.74K	+117.18%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	0.12%	40.46K	5.94M	40.46K	+100.00%
Jun 30, 2025	ALGERT GLOBAL LLC	0.12%	40.16K	5.9M	479	+1.21%
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.11%	39.17K	5.75M	-22.25K	-36.23%
Jun 30, 2025		0.27%	94K	13.81M	-25.63K	-21.42%
Jun 30, 2025	GILLSON CAPITAL LP	0.11%	36.4K	5.35M	36.4K	+100.00%
Jun 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.11%	36.29K	5.33M	775	+2.18%
Jun 30, 2025	BLACKROCK, INC.	9.02%	3.09M	454.48M	-179.25K	-5.48%
Jun 30, 2025	MORGAN STANLEY	7.82%	2.68M	394.24M	244.29K	+10.01%
Jun 30, 2025	IMPACTIVE CAPITAL LP	6.98%	2.4M	351.84M	-14.32K	-0.59%
Jun 30, 2025	PAR CAPITAL MANAGEMENT INC	5.4%	1.85M	271.91M	600	+0.03%
Jun 30, 2025	BOSTON PARTNERS	3.7%	1.27M	187.1M	1.27M	+100.00%
Jun 30, 2025	FMR LLC	3.06%	1.05M	154.19M	24.24K	+2.36%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.7%	241.66K	35.5M	-61.53K	-20.29%
Jun 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.09%	30.28K	4.45M	-173	-0.57%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.85%	292.63K	42.98M	-3.32K	-1.12%
Jun 30, 2025	NORGES BANK	0.85%	291.45K	42.81M	291.45K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.85%	291.07K	42.76M	-339.49K	-53.84%
Jun 30, 2025	UBS GROUP AG	0.75%	258.11K	37.91M	7.94K	+3.17%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.7%	239.14K	35.13M	-37.84K	-13.66%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.57%	193.79K	28.47M	118.78K	+158.35%
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.55%	189.94K	27.9M	45.09K	+31.13%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	187.43K	27.53M	-2.75K	-1.44%
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.45%	154.4K	22.68M	5.84K	+3.93%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.28%	96.64K	14.2M	2	0.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	178.84K	26.27M	-57.79K	-24.42%
Jun 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.52%	177.97K	26.14M	177.97K	+100.00%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.1%	33.95K	4.99M	-609	-1.76%
Jun 30, 2025	INCLINE GLOBAL MANAGEMENT LLC	0.26%	88.69K	13.03M	35.98K	+68.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	87.53K	12.86M	18.15K	+26.16%
Jun 30, 2025	NUVEEN, LLC	0.27%	94K	13.81M	-25.63K	-21.42%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	316.32K	46.46M	8.36K	+2.71%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.98%	334.87K	49.19M	-204.6K	-37.93%
Jun 30, 2025	SUNRIVER MANAGEMENT LLC	0.99%	340.96K	50.08M	26.89K	+8.56%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.12%	385.12K	56.57M	3.35K	+0.88%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	1.17%	401.09K	58.92M	-11.16K	-2.71%
Jun 30, 2025	FEDERATED HERMES, INC.	1.17%	402.12K	59.07M	25.05K	+6.64%
Jun 30, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	1.18%	403.27K	59.24M	363.4K	+911.54%
Jun 30, 2025	SEI INVESTMENTS CO	1.42%	485.49K	71.31M	11.05K	+2.33%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	613.28K	90.1M	-37.72K	-5.79%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.85%	634.82K	93.25M	21.34K	+3.48%
Jun 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.24%	768.24K	112.85M	-25.62K	-3.23%
Jun 30, 2025	LYRICAL ASSET MANAGEMENT LP	2.25%	772.11K	113.42M	-54.08K	-6.55%
Jun 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	2.33%	797.87K	135.38M	137.67K	+20.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.36%	809.66K	118.93M	70K	+9.46%
Jun 30, 2025	EARNEST PARTNERS LLC	2.62%	897.78K	131.87M	2.37K	+0.26%
Jun 30, 2025	JPMORGAN CHASE & CO	3.17%	1.09M	159.49M	17.69K	+1.66%
Jun 30, 2025	STATE STREET CORP	3.19%	1.09M	160.56M	-73.5K	-6.30%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	11.28%	3.87M	568.53M	-141.25K	-3.52%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.28%	96.59K	14.19M	91.38K	+1,753.97%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	107.4K	15.78M	-7.54K	-6.56%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.34%	116.62K	17.13M	116.62K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.35%	120.02K	17.63M	-40.06K	-25.02%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.35%	121.47K	17.84M	-2.51K	-2.02%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	124.3K	18.26M	-226.59K	-64.58%
Jun 30, 2025	NORTHERN TRUST CORP	0.88%	300.48K	44.14M	-32.25K	-9.69%
Jun 30, 2025	JANA PARTNERS MANAGEMENT, LP	0.48%	164.03K	24.09M	164.03K	+100.00%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.49%	168.29K	24.72M	5.09K	+3.12%
Jun 30, 2025	SWEDBANK AB	0.1%	35.3K	5.19M	0	0
Jun 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.1%	35.44K	5.21M	4.6K	+14.92%
Jun 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	0.15%	50.68K	7.44M	-9.94K	-16.40%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.15%	51K	7.49M	-8.46K	-14.23%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.15%	51.55K	7.57M	-8.25K	-13.79%
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.15%	52.41K	7.7M	1.25K	+2.44%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.17%	58.66K	8.62M	6.16K	+11.73%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.18%	62.61K	9.2M	35.06K	+127.25%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.19%	65.46K	9.62M	62.66K	+2,237.02%
Jun 30, 2025	SPINNAKER TRUST	0.19%	65.63K	9.64M	0	0
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.2%	68.76K	10.1M	-866	-1.24%
Jun 30, 2025	THOMPSON SIEGEL & WALMSLEY LLC	0.23%	77.85K	11.44M	5.52K	+7.62%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.23%	80.02K	11.75M	21.25K	+36.16%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.9%	350.89K	55.1M	215.04K	+158.28%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	10.31%	4.01M	620.06M	-40.65K	-1.00%
Mar 31, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.7%	660.2K	103.66M	-65.64K	-9.04%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.67%	651K	102.25M	-27.33K	-4.03%
Mar 31, 2025	HSBC HOLDINGS PLC	1.64%	638.56K	99.07M	635.45K	+20,412.79%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	190.17K	29.86M	-3.8K	-1.96%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	179.26K	28.15M	178.03K	+14,509.70%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.58%	614.68K	96.52M	614.68K	+100.00%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.98%	381.77K	59.95M	169.14K	+79.55%
Mar 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.37%	144.85K	22.74M	824	+0.57%
Mar 31, 2025	CITADEL ADVISORS LLC	0.36%	139.83K	21.96M	139.83K	+100.00%
Mar 31, 2025		0.31%	119.62K	18.78M	119.62K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	114.94K	18.05M	-5.56K	-4.61%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.29%	112.42K	17.65M	110.87K	+7,171.41%
Mar 31, 2025	QUANTBOT TECHNOLOGIES LP	0.27%	103.93K	16.32M	90.58K	+678.94%
Mar 31, 2025	BLACKROCK, INC.	8.41%	3.27M	513.97M	-349.61K	-9.65%
Mar 31, 2025	FEDERATED HERMES, INC.	0.97%	377.08K	59.21M	-26.01K	-6.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	295.95K	46.47M	-78.41K	-20.95%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.41%	160.08K	25.14M	-41.84K	-20.72%
Mar 31, 2025	BARCLAYS PLC	1.62%	630.56K	99.01M	596.5K	+1,751.26%
Mar 31, 2025	MURCHINSON LTD.	0.26%	100K	15.7M	100K	+100.00%
Mar 31, 2025	LOOMIS SAYLES & CO L P	0.42%	163.2K	25.63M	-143.71K	-46.82%
Mar 31, 2025	SNYDER CAPITAL MANAGEMENT L P	0.38%	148.56K	23.33M	-3.06K	-2.02%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.32%	123.98K	19.47M	-1.62K	-1.29%
Mar 31, 2025	VANGUARD GROUP INC	8.33%	3.24M	508.82M	-537.47K	-14.23%
Mar 31, 2025	MORGAN STANLEY	6.27%	2.44M	383.07M	242.34K	+11.03%
Mar 31, 2025	IMPACTIVE CAPITAL LP	6.19%	2.41M	378.35M	292.95K	+13.84%
Mar 31, 2025	PAR CAPITAL MANAGEMENT INC	4.76%	1.85M	290.57M	500	+0.03%
Mar 31, 2025	STATE STREET CORP	3%	1.17M	183.18M	-78.48K	-6.30%
Mar 31, 2025	JPMORGAN CHASE & CO	2.75%	1.07M	167.71M	-978.51K	-47.81%
Mar 31, 2025	FMR LLC	2.64%	1.03M	161.01M	-149.68K	-12.74%
Mar 31, 2025	EARNEST PARTNERS LLC	2.3%	895.41K	140.6M	22.67K	+2.60%
Mar 31, 2025	LYRICAL ASSET MANAGEMENT LP	2.12%	826.19K	129.73M	2.75K	+0.33%
Mar 31, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.04%	793.86K	100.42M	-89.64K	-10.15%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.9%	739.66K	116.14M	69.25K	+10.33%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.58%	613.48K	96.32M	10.78K	+1.79%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.39%	539.46K	84.71M	-289.53K	-34.93%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.25%	484.5K	76.08M	484.5K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	1.22%	474.44K	74.5M	-7.05K	-1.46%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.06%	412.67K	64.8M	357.84K	+652.72%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	1.06%	412.25K	64.73M	93.98K	+29.53%
Mar 31, 2025	NORTHERN TRUST CORP	0.86%	332.73K	52.25M	-25.64K	-7.15%
Mar 31, 2025	SUNRIVER MANAGEMENT LLC	0.81%	314.07K	49.32M	135.49K	+75.87%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	307.96K	48.36M	-8.72K	-2.75%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.78%	303.19K	47.61M	-12.09K	-3.83%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.71%	276.98K	43.49M	-80.32K	-22.48%
Mar 31, 2025	UBS GROUP AG	0.64%	250.17K	39.28M	43.35K	+20.96%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.61%	236.63K	37.15M	-29.72K	-11.16%
Mar 31, 2025	JANE STREET GROUP, LLC	0.54%	210.71K	33.09M	173.26K	+462.65%
Mar 31, 2024	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.31%	128.43K	30.51M	-970	-0.75%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.27%	114.01K	27.08M	-215	-0.19%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	6.5%	2.78M	660.95M	-339.9K	-10.89%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	9.78%	4.09M	971.16M	-1.88K	-0.05%
Mar 31, 2024	MARSHALL WACE, LLP	0.3%	126.58K	30.07M	-45.28K	-26.35%
Mar 31, 2024	KODAI CAPITAL MANAGEMENT LP	0.35%	146.39K	34.77M	-109.33K	-42.75%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	161.27K	38.31M	3.53K	+2.24%
Mar 31, 2024	RENAISSANCE GROUP LLC	0.38%	157.55K	37.42M	10.53K	+7.16%
Mar 31, 2024	HM PAYSON & CO	0.4%	169.23K	40.2M	7.73K	+4.79%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	198.85K	47.23M	-23.49K	-10.56%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.48%	198.84K	47.23M	35K	+21.36%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.5%	208.21K	49.45M	-1.29K	-0.62%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	223.47K	53.08M	-55.43K	-19.87%
Mar 31, 2024	DEUTSCHE BANK AG\	0.52%	224.05K	53.22M	182.31K	+436.80%
Mar 31, 2024	CITADEL ADVISORS LLC	0.56%	240.1K	57.03M	-53.3K	-18.17%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.61%	254K	59.5M	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	288.82K	68.6M	-42.91K	-12.94%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.7%	300.62K	71.41M	5.42K	+1.84%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.73%	305.52K	72.57M	-58.65K	-16.10%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	334.74K	79.51M	6.66K	+2.03%
Mar 31, 2024	JPMORGAN CHASE & CO	1.99%	851.88K	202.35M	-181.25K	-17.54%
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.07%	866.07K	199.75M	-295	-0.03%
Mar 31, 2024	LYRICAL ASSET MANAGEMENT LP	2.11%	883.93K	209.96M	883.93K	+100.00%
Mar 31, 2024	FMR LLC	2.57%	1.1M	261.69M	633.18K	+135.14%
Mar 31, 2024	BLACKROCK INC.	9.01%	3.86M	915.81M	14.07K	+0.37%
Mar 31, 2024	VANGUARD GROUP INC	9.6%	4.11M	975.96M	-90.24K	-2.15%
Mar 31, 2024	FRESHFORD CAPITAL MANAGEMENT, LLC	0.29%	123.13K	29.25M	32.59K	+35.99%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	131.2K	31.16M	-5.45K	-3.99%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.34%	147.31K	34.99M	-109.35K	-42.60%
Mar 31, 2024	BAMCO INC /NY/	0.61%	253.58K	60.23M	276	+0.11%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.62%	258.38K	61.37M	30.31K	+13.29%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.63%	262.45K	62.34M	-26.08K	-9.04%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.75%	312.58K	74.25M	-1.71K	-0.54%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.84%	360.98K	85.74M	-24.29K	-6.30%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.86%	368.86K	87.62M	30.48K	+9.01%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.91%	380.87K	90.47M	-60.72K	-13.75%
Mar 31, 2024	FEDERATED HERMES, INC.	0.91%	390.54K	92.77M	18.54K	+4.98%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	1.06%	441.04K	104.76M	-13.61K	-2.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.43%	610.68K	145.06M	27.78K	+4.77%
Mar 31, 2024	BROWN ADVISORY INC	1.46%	609.44K	144.76M	-7.55K	-1.22%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.48%	617.44K	146.66M	-22.7K	-3.55%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.57%	658K	156.29M	-69.46K	-9.55%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.63%	699.37K	166.15M	30.38K	+4.54%
Mar 31, 2024	BESSEMER GROUP INC	1.76%	735.31K	174.66M	4.26K	+0.58%
Mar 31, 2024	STATE STREET CORP	2.96%	1.27M	301.37M	48.76K	+4.00%
Mar 31, 2024	IMPACTIVE CAPITAL LP	5.04%	2.11M	500.23M	0	0
Mar 31, 2024	THOMPSON SIEGEL & WALMSLEY LLC	0.12%	52.49K	12.47M	-7.73K	-12.84%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.13%	54.87K	13.03M	181	+0.33%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	56.74K	13.48M	-1.16K	-2.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.14%	58.25K	13.84M	-3.67K	-5.93%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.14%	58.26K	13.84M	54.86K	+1,610.63%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	60.24K	14.31M	-4.61K	-7.11%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.15%	65.07K	15.45B	571	+0.89%
Mar 31, 2024	SPINNAKER TRUST	0.15%	65.63K	15.59M	65.63K	+100.00%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.18%	75.12K	17.84M	3	0.00%
Mar 31, 2024	CREATIVE PLANNING	0.18%	76.44K	18.16M	-876	-1.13%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	76.67K	18.21M	-1.32K	-1.69%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	78.8K	18.72M	-1.21K	-1.51%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.19%	80.57K	19.14M	141	+0.18%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	82.09K	19.5M	70	+0.09%
Mar 31, 2024	NEW SOUTH CAPITAL MANAGEMENT INC	0.19%	83.28K	19.78M	-3.81K	-4.37%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	84.33K	20.03M	-400	-0.47%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	0.25%	108.57K	25.79M	446	+0.41%
Mar 31, 2024	INVESCO LTD.	0.27%	116.03K	27.56M	24.33K	+26.53%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.27%	116.15K	27.59M	-18.3K	-13.61%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.38%	160.33K	38.08M	40.54K	+33.84%
Mar 31, 2024	PAR CAPITAL MANAGEMENT INC	4.43%	1.85M	439.43M	0	0
Mar 31, 2024	MORGAN STANLEY	4.57%	1.96M	464.66M	38.19K	+1.99%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	9.56%	4.09M	795.8M	19.21K	+0.47%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	119.79K	23.31M	44.9K	+59.95%
Dec 31, 2023	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.3%	129.4K	25.17M	-601	-0.46%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.31%	131.88K	25.66M	44.48K	+50.89%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.31%	134.45K	26.16M	-507	-0.38%
Dec 31, 2023	RHUMBLINE ADVISERS	0.32%	136.65K	26.58M	-4.7K	-3.33%
Dec 31, 2023	JUPITER ASSET MANAGEMENT LTD	0.33%	140.28K	27.29M	71.16K	+102.95%
Dec 31, 2023	RENAISSANCE GROUP LLC	0.34%	147.02K	28.6M	-14.87K	-9.19%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	157.73K	30.69M	-23.85K	-13.14%
Dec 31, 2023	HM PAYSON & CO	0.38%	161.5K	31.42M	29.42K	+22.27%
Dec 31, 2023	VANGUARD GROUP INC	9.81%	4.2M	816.92M	67.89K	+1.64%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.38%	163.84K	31.88M	157.6K	+2,524.02%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.4%	169.75K	33.02M	13.46K	+8.61%
Dec 31, 2023	MARSHALL WACE, LLP	0.4%	171.86K	33.43M	72.02K	+72.14%
Dec 31, 2023	INVENOMIC CAPITAL MANAGEMENT LP	0.46%	197.85K	38.49M	-87.67K	-30.71%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	209.5K	40.76M	-13.76K	-6.16%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.52%	222.34K	43.26M	-35.59K	-13.80%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.53%	228.08K	44.37M	36.91K	+19.31%
Dec 31, 2023	BAMCO INC /NY/	0.59%	253.3K	49.28M	100	+0.04%
Dec 31, 2023	PREMIER FUND MANAGERS LTD	0.59%	254K	49.94M	0	0
Dec 31, 2023		0.6%	255.72K	49.75M	255.72K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.6%	256.66K	49.93M	90.93K	+54.86%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.65%	278.89K	54.26M	-7.73K	-2.70%
Dec 31, 2023	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.67%	288.53K	56.13M	42.7K	+17.37%
Dec 31, 2023	CITADEL ADVISORS LLC	0.69%	293.4K	57.08M	4.4K	+1.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.69%	295.2K	57.44M	13.87K	+4.93%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.73%	314.29K	61.15M	53.38K	+20.46%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.77%	328.08K	63.83M	6.51K	+2.02%
Dec 31, 2023	NORTHERN TRUST CORP	0.78%	331.73K	64.54M	4K	+1.22%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.79%	338.39K	65.84M	7.87K	+2.38%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.85%	364.17K	70.85M	-6K	-1.62%
Dec 31, 2023	FEDERATED HERMES, INC.	0.87%	372.01K	72.37M	28.78K	+8.39%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.9%	385.27K	74.95M	440	+0.11%
Dec 31, 2023	JENNISON ASSOCIATES LLC	1.03%	441.6K	85.91M	-116.55K	-20.88%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	1.06%	454.65K	88.45M	-20.44K	-4.30%
Dec 31, 2023	NORGES BANK	1.08%	461.29K	89.74M	461.29K	+100.00%
Dec 31, 2023	FMR LLC	1.09%	468.53K	91.15M	-155.53K	-24.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.36%	582.9K	113.4M	-102.03K	-14.90%
Dec 31, 2023	BROWN ADVISORY INC	1.44%	616.99K	120.04M	-3.09K	-0.50%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.5%	640.14K	124.54M	-28.44K	-4.25%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.56%	668.98K	130.18M	23.2K	+3.59%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	1.7%	727.46K	141.53M	-28.64K	-3.79%
Dec 31, 2023	BESSEMER GROUP INC	1.71%	731.05K	142.23M	-13.25K	-1.78%
Dec 31, 2023	JPMORGAN CHASE & CO	2.41%	1.03M	201M	-291.49K	-22.01%
Dec 31, 2023	STATE STREET CORP	2.85%	1.22M	237.35M	36.15K	+3.05%
Dec 31, 2023	PAR CAPITAL MANAGEMENT INC	4.32%	1.85M	359.92M	-4.9K	-0.26%
Dec 31, 2023	MORGAN STANLEY	4.48%	1.92M	373.15M	56.19K	+3.02%
Dec 31, 2023	IMPACTIVE CAPITAL LP	4.92%	2.11M	409.71M	0	0
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	7.3%	3.12M	607.48M	3.12M	+100.00%
Dec 31, 2023	BLACKROCK INC.	8.98%	3.84M	747.36M	-5.86K	-0.15%

Insiders

Among the WEX insiders holding of 1.02% of the stake in company, SMITH MELISSA D, Chair, CEO, and President, holds the largest shares of 101.18K. DUBYAK MICHAEL E, director, is the second largest WEX insider with ownership of 33.48K shares. DESHAIES ROBERT JOSEPH, COO, Benefits, stands third with possession of 15.7K shares of that stake.

Insiders	Designation	Shares Held
SMITH MELISSA D	Chair, CEO, and President	101.18K
DUBYAK MICHAEL E	director	33.48K
DESHAIES ROBERT JOSEPH	COO, Benefits	15.7K
SOMMER REGINA O	director	14.27K
MORIARTY ROWLAND	director	13.6K
SIMON ROBERTO	Chief Financial Officer	12.42K
JANOSICK KENNETH	Chief Portfolio Risk Officer	11.3K
GROCH JAMES R	director	11.21K
RAPKIN HILARY A	Chief Legal Officer	10.57K
MORRIS NICOLA S	Chief Corp Development Officer	8.38K
VANWOERKOM JACK	director	8.32K
SMITH STEPHEN MONTGOMERY	director	7.97K
PHILLIPS SCOTT ROBERT	President, Global Fleet	7.36K
DREW ANN ELENA	Chief Risk and Compliance	7.3K
NARULA JAGTAR	Chief Financial Officer	7.12K
COOPER DAVID G	Chief Technology Officer	6.36K
CARRIEDO CARLOS	COO, Amer. Payments & Mobility	5.27K
TINTO MELANIE J	Chief People Officer	5.22K
DEARBORN JOEL ALAN JR	President, Corporate Payments	3.44K
KIMBALL JENNIFER	Chief Accounting Officer	3.18K
ROMAN DERRICK A.		1.73K
TRICKETT SARA	SVP, Acting General Counsel	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 26, 2025	DESHAIES ROBERT JOSEPH	SALE	149.62	1.51K	225.33K	15.7K
Nov 13, 2025	SMITH STEPHEN MONTGOMERY	PURCHASE	144.25	1K	144.25K	7.97K
Aug 06, 2025	DREW ANN ELENA	SALE	171.69	1.93K	331.53K	7.3K
Jul 31, 2025	CARRIEDO CARLOS	SALE	171.68	875	150.22K	5.27K
Jun 02, 2025	KIMBALL JENNIFER	SALE	131.08	1.4K	183.51K	3.18K
May 29, 2025	SMITH MELISSA D	PURCHASE	134.57	3.72K	500.72K	101.18K
Feb 11, 2025	TINTO MELANIE J	SALE	152.65	3.24K	495.04K	5.22K
Nov 29, 2024	DESHAIES ROBERT JOSEPH	SALE	189.44	175	33.15K	7.58K
Sep 13, 2024	NARULA JAGTAR	SALE	200.00	508	101.6K	7.12K
Aug 21, 2024	DESHAIES ROBERT JOSEPH	SALE	181.67	1.65K	299.94K	7.76K
Aug 02, 2024	DREW ANN ELENA	SALE	172.73	1.18K	204.17K	5.58K
Jul 31, 2024	TINTO MELANIE J	SALE	185.04	1.56K	289.4K	8.46K
Jul 16, 2024	NARULA JAGTAR	SALE	190.00	540	102.6K	7.63K
Jul 08, 2024	NARULA JAGTAR	SALE	180.00	540	97.2K	8.17K
May 02, 2024	KIMBALL JENNIFER	SALE	211.55	1.2K	253.86K	1.91K
May 02, 2024	CARRIEDO CARLOS	SALE	211.99	683	144.79K	683
May 02, 2024	DESHAIES ROBERT JOSEPH	SALE	211.01	1.9K	400.29K	9.41K
May 01, 2024	TRICKETT SARA	SALE	210.43	734	154.46K	0
Mar 19, 2024	NARULA JAGTAR	SALE	233.24	309	72.07K	5.53K
Mar 05, 2024	NARULA JAGTAR	SALE	221.07	1.73K	381.35K	1.76K
Feb 23, 2024	DESHAIES ROBERT JOSEPH	SALE	221.85	1.5K	332.78K	5.57K
Feb 20, 2024	DREW ANN ELENA	SALE	218.03	4.53K	987.89K	3.65K
Feb 16, 2024	SMITH MELISSA D	SALE	222.33	13K	2.89M	82K
Feb 16, 2024	TRICKETT SARA	SALE	224.61	887	199.23K	0
Feb 16, 2024	TINTO MELANIE J	SALE	223.25	1.82K	405.2K	6.61K
Feb 16, 2024	RAPKIN HILARY A	SALE	222.55	5.8K	1.29M	10.57K
Feb 16, 2024	KIMBALL JENNIFER	SALE	222.24	574	127.57K	1.3K
Jan 22, 2024	SMITH MELISSA D	SALE	205.00	41.11K	8.43M	82K
Dec 29, 2023	DESHAIES ROBERT JOSEPH	SALE	195.98	1K	195.98K	7.07K
Nov 21, 2023	VANWOERKOM JACK	SALE	174.38	2K	348.76K	8.32K
Nov 07, 2023	KIMBALL JENNIFER	SALE	173.87	399	69.37K	911
Oct 31, 2023	SMITH STEPHEN MONTGOMERY	PURCHASE	165.31	1K	165.31K	4.86K
Aug 31, 2023	DESHAIES ROBERT JOSEPH	SALE	196.22	1K	196.22K	8.07K
Aug 18, 2023	TINTO MELANIE J	SALE	182.74	4.6K	840.79K	7.05K
Aug 17, 2023	GROCH JAMES R	PURCHASE	187.00	1.35K	252.45K	11.21K
Aug 01, 2023	CARRIEDO CARLOS	SALE	190.68	756	144.15K	0
Jul 13, 2023	SMITH MELISSA D	SALE	195.00	41.11K	8.02M	82K
Jun 02, 2023	DESHAIES ROBERT JOSEPH	SALE	172.25	750	129.19K	7.18K
May 17, 2023	KIMBALL JENNIFER	SALE	176.08	512	90.15K	512
May 03, 2023	DESHAIES ROBERT JOSEPH	SALE	167.79	1.1K	184.57K	7.93K
Feb 28, 2023	SOMMER REGINA O	SALE	190.52	1.26K	240.25K	14.27K
Feb 15, 2023	DESHAIES ROBERT JOSEPH	SALE	199.19	1K	199.19K	7.54K
Feb 14, 2023	COOPER DAVID G	SALE	197.00	16.64K	3.28M	6.36K
Feb 14, 2023	TINTO MELANIE J	SALE	197.43	2.46K	486.47K	3.89K
Jan 11, 2023	RAPKIN HILARY A	SALE	175.00	3.22K	563.85K	12.2K
Nov 03, 2022	GROCH JAMES R	PURCHASE	151.25	1.4K	211.75K	8.47K
Nov 01, 2022	DESHAIES ROBERT JOSEPH	SALE	163.32	1K	163.32K	8.54K
Nov 01, 2022	RAPKIN HILARY A	SALE	165.08	4.36K	719.09K	12.33K
Sep 02, 2022	ROMAN DERRICK A.	PURCHASE	155.40	480	74.59K	1.73K
Aug 19, 2022	TINTO MELANIE J	SALE	165.69	766	126.92K	6.35K
Aug 04, 2022	DESHAIES ROBERT JOSEPH	SALE	170.16	1.2K	204.19K	8.83K
Aug 04, 2022	KIMBALL JENNIFER	SALE	169.35	764	129.38K	0
Jun 02, 2022	TINTO MELANIE J	SALE	172.22	782	134.68K	6.75K
Jun 02, 2022	KIMBALL JENNIFER	SALE	171.09	1.72K	294.1K	0
May 02, 2022	DESHAIES ROBERT JOSEPH	SALE	165.00	1K	165K	9.56K
Feb 15, 2022	RAPKIN HILARY A	SALE	174.19	3K	522.57K	11.65K
Feb 14, 2022	TINTO MELANIE J	SALE	177.07	1.2K	212.48K	5.48K
Feb 14, 2022	DESHAIES ROBERT JOSEPH	SALE	172.31	1.16K	199.88K	7.36K
Jun 01, 2021	GROCH JAMES R	PURCHASE	201.75	3K	605.25K	5.5K
Apr 15, 2021	SMITH MELISSA D	SALE	230.00	43.57K	10.02M	51.78K
Apr 15, 2021	COOPER DAVID G	SALE	230.00	1.93K	444.59K	7.07K
Apr 07, 2021	SIMON ROBERTO	SALE	220.00	11.78K	2.59M	12.42K
Apr 07, 2021	COOPER DAVID G	SALE	220.00	1.93K	425.04K	9K
Apr 07, 2021	SMITH MELISSA D	SALE	220.00	43.57K	9.58M	51.78K
Apr 05, 2021	PHILLIPS SCOTT ROBERT	SALE	215.79	20.65K	4.46M	7.36K
Apr 01, 2021	SIMON ROBERTO	SALE	215.00	18.79K	4.04M	12.42K
Mar 29, 2021	COOPER DAVID G	SALE	208.47	3.87K	805.74K	10.93K
Mar 29, 2021	SMITH MELISSA D	SALE	208.47	13.74K	2.86M	51.78K
Mar 01, 2021	SIMON ROBERTO	SALE	214.00	11.78K	2.52M	10.88K
Mar 01, 2021	RAPKIN HILARY A	SALE	210.00	25.26K	5.3M	11.49K
Feb 26, 2021	SIMON ROBERTO	SALE	210.56	17.87K	3.76M	10.88K
Feb 26, 2021	TINTO MELANIE J	SALE	215.29	562	120.99K	3.53K
Feb 26, 2021	PHILLIPS SCOTT ROBERT	SALE	209.53	76.61K	16.05M	0
Dec 15, 2020	COOPER DAVID G	SALE	201.00	3.78K	759.18K	3.56K
Dec 15, 2020	SIMON ROBERTO	SALE	199.50	10K	2M	10.88K
Nov 24, 2020	SIMON ROBERTO	SALE	185.00	10K	1.85M	10.88K
Nov 10, 2020	SIMON ROBERTO	SALE	175.00	10K	1.75M	10.88K
Nov 10, 2020	JANOSICK KENNETH	SALE	170.26	10.79K	1.84M	11.3K
Oct 12, 2020	JANOSICK KENNETH	SALE	170.00	10.5K	1.79M	14.59K
Aug 05, 2020	SIMON ROBERTO	SALE	165.54	13.57K	2.25M	10.88K
Jun 01, 2020	DEARBORN JOEL ALAN JR	SALE	154.00	1.95K	300.3K	3.44K
May 13, 2020	SIMON ROBERTO	SALE	118.70	9.25K	1.1M	10.88K
Mar 31, 2020	TINTO MELANIE J	SALE	108.14	772	83.48K	4.09K
Feb 19, 2020	MORIARTY ROWLAND	SALE	234.71	2K	469.42K	13.6K
Feb 18, 2020	SMITH MELISSA D	SALE	223.19	15.56K	3.47M	48.28K
Feb 18, 2020	MORIARTY ROWLAND	SALE	230.44	1K	230.44K	39.98K
Feb 18, 2020	RAPKIN HILARY A	SALE	230.46	1.04K	240.37K	11.33K
Jan 07, 2020	SMITH MELISSA D	SALE	214.99	2.27K	488.03K	55.33K
Jan 06, 2020	SMITH MELISSA D	SALE	214.99	13.74K	2.95M	57.6K
Nov 25, 2019	SIMON ROBERTO	SALE	200.03	7.65K	1.53M	9.25K
Nov 14, 2019	SOMMER REGINA O	SALE	195.81	765	149.79K	12.85K
Nov 13, 2019	MORRIS NICOLA S	SALE	197.60	3K	592.8K	8.38K
Sep 05, 2019	SMITH MELISSA D	SALE	209.99	15.56K	3.27M	63.28K
Aug 21, 2019	PHILLIPS SCOTT ROBERT	SALE	208.37	7.99K	1.66M	0
May 23, 2019	VANWOERKOM JACK	SALE	198.31	1.86K	369.65K	6.61K
May 22, 2019	DUBYAK MICHAEL E	SALE	204.31	1.05K	214.12K	33.48K
May 21, 2019	SMITH MELISSA D	SALE	205.00	5K	1.03M	70.78K
May 21, 2019	PHILLIPS SCOTT ROBERT	SALE	205.02	4.15K	850.63K	0
May 21, 2019	MORIARTY ROWLAND	SALE	205.33	2.66K	547K	12.85K
May 16, 2019	MORIARTY ROWLAND	SALE	202.16	2.23K	451.42K	15.51K
May 16, 2019	RAPKIN HILARY A	SALE	203.27	1.1K	222.78K	12.62K
May 15, 2019	MORIARTY ROWLAND	SALE	201.87	267	53.9K	17.75K
May 15, 2019	DUBYAK MICHAEL E	SALE	200.00	3.5K	700K	34.53K
May 09, 2019	DUBYAK MICHAEL E	SALE	200.00	15K	3M	43.01K
May 08, 2019	SIMON ROBERTO	SALE	202.00	9.92K	2M	9.25K
May 07, 2019	RAPKIN HILARY A	SALE	205.00	1.4K	287.82K	13.72K
Apr 11, 2019	SMITH MELISSA D	SALE	200.00	5K	1M	75.78K
Apr 01, 2019	SMITH MELISSA D	SALE	195.00	5K	975K	80.78K
Mar 22, 2019	MORRIS NICOLA S	SALE	189.00	85	16.07K	11.38K
Mar 21, 2019	MORRIS NICOLA S	SALE	190.00	3K	570K	11.47K
Mar 20, 2019	COOPER DAVID G	SALE	186.05	167	31.07K	958

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1K1

SALES4.31K3

NET SHARES-3.31K2

SHARES HELD36.24K4

% NET SHARES-109.14%-50%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.23

Short Percent Of Float6.61

Shares Outstanding34.26M

Shares Float29.64M

Shares Short1.45M

Short Ratio3.84

6.61%

Short % of Float

4.23%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.02% Percentage of Shares held by All Insiders

113.18% Percentage of Shares held by All Institutions

114.35% Percentage of Float held by Institutions

527

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	2.3%	788.04K	124.14M	-9.83K	-1.23%
Sep 30, 2025	FMR LLC	3.13%	1.07M	169.04M	23.39K	+2.23%
Sep 30, 2025	BOSTON PARTNERS	3.71%	1.27M	200.7M	4.23K	+0.33%
Sep 30, 2025	PAR CAPITAL MANAGEMENT INC	5.4%	1.85M	291.67M	400	+0.02%
Sep 30, 2025	IMPACTIVE CAPITAL LP	6.4%	2.2M	345.82M	-200K	-8.35%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.58%	198.44K	31.26M	74.14K	+59.65%
Sep 30, 2025	MORGAN STANLEY	7.96%	2.73M	430.32M	47.75K	+1.78%
Sep 30, 2025	BLACKROCK, INC.	8.91%	3.06M	481.46M	-37.7K	-1.22%
Sep 30, 2025	VANGUARD GROUP INC	9.51%	3.26M	513.9M	12.1K	+0.37%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	11.27%	3.87M	608.87M	-5.4K	-0.14%
Sep 30, 2025	LYRICAL ASSET MANAGEMENT LP	2.42%	830.35K	130.8M	58.24K	+7.54%
Sep 30, 2025	CITADEL ADVISORS LLC	2.54%	869.76K	137.01M	868.27K	+58,077.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.56%	879.03K	138.47M	69.38K	+8.57%
Sep 30, 2025	EARNEST PARTNERS LLC	2.65%	907.8K	143.01M	10.03K	+1.12%
Sep 30, 2025	STATE STREET CORP	3.12%	1.07M	168.82M	-21.42K	-1.96%
Sep 30, 2025	CITIGROUP INC	0.07%	24.09K	3.79M	12.27K	+103.76%
Sep 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.07%	24.67K	3.89M	-175	-0.70%
Sep 30, 2025	LPL FINANCIAL LLC	0.08%	27.66K	4.36M	-2.39K	-7.95%
Sep 30, 2025	HM PAYSON & CO	0.08%	27.88K	4.39M	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.87%	642.81K	101.27M	7.99K	+1.26%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.09%	29.34K	4.62M	25.51K	+665.96%
Sep 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.09%	30.28K	4.77M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	83.9K	13.22M	-3.63K	-4.15%
Sep 30, 2025	SWEDBANK AB	0.1%	35.3K	5.56M	0	0
Sep 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.11%	36.87K	5.81M	579	+1.60%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.12%	40.72K	6.41M	-11.69K	-22.30%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	41.91K	6.6M	-2.77K	-6.20%
Sep 30, 2025	LIGHTROCK NETHERLANDS B.V.	0.13%	43.8K	5.87M	7.2K	+19.67%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.13%	44.87K	7.07M	-6.69K	-12.97%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.14%	47.2K	7.44M	-360	-0.76%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.16%	54.07K	8.52M	-1.6K	-2.88%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.18%	61.08K	9.62M	34.07K	+126.13%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	63.13K	9.94M	1K	+1.61%
Sep 30, 2025	SPINNAKER TRUST	0.19%	65.63K	10.34M	0	0
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.19%	65.96K	10.39M	500	+0.76%
Sep 30, 2025	BARCLAYS PLC	0.2%	66.92K	10.54M	-224.15K	-77.01%
Sep 30, 2025	THOMPSON SIEGEL & WALMSLEY LLC	0.2%	67.35K	10.61M	-10.5K	-13.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	67.69K	10.66M	-1.02K	-1.49%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.2%	68.33K	10.76M	-428	-0.62%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	68.86K	10.85M	13.96K	+25.44%
Sep 30, 2025	INVESCO LTD.	0.22%	74.88K	11.8M	-632	-0.84%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	76.12K	11.99M	-1.58K	-2.03%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.23%	79.57K	12.53M	16.96K	+27.09%
Sep 30, 2025	NUVEEN, LLC	0.25%	85.93K	13.54M	-8.07K	-8.58%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	91.98K	14.49M	-86.86K	-48.57%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.29%	98.5K	15.52M	18.47K	+23.09%
Sep 30, 2025	INCLINE GLOBAL MANAGEMENT LLC	0.29%	99.02K	15.6M	10.33K	+11.64%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	99.53K	15.68M	-51.33K	-34.02%
Sep 30, 2025	UBS GROUP AG	1.27%	434.15K	68.39M	176.04K	+68.21%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	106.23K	16.73M	-1.17K	-1.09%
Sep 30, 2025	SOLEL PARTNERS LP	0.34%	118.1K	18.6M	118.1K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.36%	122.07K	19.23M	601	+0.49%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.38%	129.03K	20.33M	-58.4K	-31.16%
Sep 30, 2025	COOPER CREEK PARTNERS MANAGEMENT LLC	0.38%	131.68K	20.74M	131.68K	+100.00%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.46%	156.47K	24.65M	-11.82K	-7.02%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.51%	173.99K	27.41M	-15.96K	-8.40%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.51%	175.43K	27.64M	21.03K	+13.62%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.6%	205.15K	32.32M	111.8K	+119.76%
Sep 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.6%	205.47K	32.37M	27.5K	+15.45%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.67%	230.27K	36.27M	-8.87K	-3.71%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.68%	233.56K	36.79M	-8.1K	-3.35%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.79%	270.96K	42.68M	77.18K	+39.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	288.2K	45.4M	-4.43K	-1.51%
Sep 30, 2025	NORTHERN TRUST CORP	0.88%	301.37K	47.47M	886	+0.29%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.89%	306.42K	48.27M	-28.44K	-8.49%
Sep 30, 2025	SUNRIVER MANAGEMENT LLC	0.9%	308.08K	48.53M	-32.88K	-9.64%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	0.99%	340.94K	53.71M	-60.15K	-15.00%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.01%	346.82K	54.63M	-38.3K	-9.94%
Sep 30, 2025	JPMORGAN CHASE & CO	1.11%	380.47K	59.94M	-705.33K	-64.96%
Sep 30, 2025	FEDERATED HERMES, INC.	1.14%	392.28K	61.8M	-9.84K	-2.45%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	434.22K	68.4M	117.9K	+37.27%
Sep 30, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	1.3%	446.17K	70.29M	42.9K	+10.64%
Sep 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.39%	475.43K	76.1M	-292.81K	-38.11%
Sep 30, 2025	SEI INVESTMENTS CO	1.45%	496.74K	78.25M	11.24K	+2.32%
Sep 30, 2025	TURTLE CREEK ASSET MANAGEMENT INC.	1.73%	592.2K	93.29M	592.2K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.84%	631.99K	99.58M	18.7K	+3.05%
Jun 30, 2025	VANGUARD GROUP INC	9.48%	3.25M	477.42M	9.66K	+0.30%
Jun 30, 2025	HILL CITY CAPITAL, LP	0.25%	85K	12.49M	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.44%	150.86K	22.06M	65.66K	+77.06%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	93.35K	13.71M	88.05K	+1,660.38%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.26%	87.7K	12.88B	15.95K	+22.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	47.71K	7.01M	25.74K	+117.18%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	0.12%	40.46K	5.94M	40.46K	+100.00%
Jun 30, 2025	ALGERT GLOBAL LLC	0.12%	40.16K	5.9M	479	+1.21%
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.11%	39.17K	5.75M	-22.25K	-36.23%
Jun 30, 2025		0.27%	94K	13.81M	-25.63K	-21.42%
Jun 30, 2025	GILLSON CAPITAL LP	0.11%	36.4K	5.35M	36.4K	+100.00%
Jun 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.11%	36.29K	5.33M	775	+2.18%
Jun 30, 2025	BLACKROCK, INC.	9.02%	3.09M	454.48M	-179.25K	-5.48%
Jun 30, 2025	MORGAN STANLEY	7.82%	2.68M	394.24M	244.29K	+10.01%
Jun 30, 2025	IMPACTIVE CAPITAL LP	6.98%	2.4M	351.84M	-14.32K	-0.59%
Jun 30, 2025	PAR CAPITAL MANAGEMENT INC	5.4%	1.85M	271.91M	600	+0.03%
Jun 30, 2025	BOSTON PARTNERS	3.7%	1.27M	187.1M	1.27M	+100.00%
Jun 30, 2025	FMR LLC	3.06%	1.05M	154.19M	24.24K	+2.36%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.7%	241.66K	35.5M	-61.53K	-20.29%
Jun 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.09%	30.28K	4.45M	-173	-0.57%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.85%	292.63K	42.98M	-3.32K	-1.12%
Jun 30, 2025	NORGES BANK	0.85%	291.45K	42.81M	291.45K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.85%	291.07K	42.76M	-339.49K	-53.84%
Jun 30, 2025	UBS GROUP AG	0.75%	258.11K	37.91M	7.94K	+3.17%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.7%	239.14K	35.13M	-37.84K	-13.66%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.57%	193.79K	28.47M	118.78K	+158.35%
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.55%	189.94K	27.9M	45.09K	+31.13%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	187.43K	27.53M	-2.75K	-1.44%
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.45%	154.4K	22.68M	5.84K	+3.93%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.28%	96.64K	14.2M	2	0.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	178.84K	26.27M	-57.79K	-24.42%
Jun 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.52%	177.97K	26.14M	177.97K	+100.00%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.1%	33.95K	4.99M	-609	-1.76%
Jun 30, 2025	INCLINE GLOBAL MANAGEMENT LLC	0.26%	88.69K	13.03M	35.98K	+68.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	87.53K	12.86M	18.15K	+26.16%
Jun 30, 2025	NUVEEN, LLC	0.27%	94K	13.81M	-25.63K	-21.42%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	316.32K	46.46M	8.36K	+2.71%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.98%	334.87K	49.19M	-204.6K	-37.93%
Jun 30, 2025	SUNRIVER MANAGEMENT LLC	0.99%	340.96K	50.08M	26.89K	+8.56%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.12%	385.12K	56.57M	3.35K	+0.88%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	1.17%	401.09K	58.92M	-11.16K	-2.71%
Jun 30, 2025	FEDERATED HERMES, INC.	1.17%	402.12K	59.07M	25.05K	+6.64%
Jun 30, 2025	HAWK RIDGE CAPITAL MANAGEMENT LP	1.18%	403.27K	59.24M	363.4K	+911.54%
Jun 30, 2025	SEI INVESTMENTS CO	1.42%	485.49K	71.31M	11.05K	+2.33%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	613.28K	90.1M	-37.72K	-5.79%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.85%	634.82K	93.25M	21.34K	+3.48%
Jun 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.24%	768.24K	112.85M	-25.62K	-3.23%
Jun 30, 2025	LYRICAL ASSET MANAGEMENT LP	2.25%	772.11K	113.42M	-54.08K	-6.55%
Jun 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	2.33%	797.87K	135.38M	137.67K	+20.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.36%	809.66K	118.93M	70K	+9.46%
Jun 30, 2025	EARNEST PARTNERS LLC	2.62%	897.78K	131.87M	2.37K	+0.26%
Jun 30, 2025	JPMORGAN CHASE & CO	3.17%	1.09M	159.49M	17.69K	+1.66%
Jun 30, 2025	STATE STREET CORP	3.19%	1.09M	160.56M	-73.5K	-6.30%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	11.28%	3.87M	568.53M	-141.25K	-3.52%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.28%	96.59K	14.19M	91.38K	+1,753.97%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	107.4K	15.78M	-7.54K	-6.56%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.34%	116.62K	17.13M	116.62K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.35%	120.02K	17.63M	-40.06K	-25.02%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.35%	121.47K	17.84M	-2.51K	-2.02%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	124.3K	18.26M	-226.59K	-64.58%
Jun 30, 2025	NORTHERN TRUST CORP	0.88%	300.48K	44.14M	-32.25K	-9.69%
Jun 30, 2025	JANA PARTNERS MANAGEMENT, LP	0.48%	164.03K	24.09M	164.03K	+100.00%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.49%	168.29K	24.72M	5.09K	+3.12%
Jun 30, 2025	SWEDBANK AB	0.1%	35.3K	5.19M	0	0
Jun 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.1%	35.44K	5.21M	4.6K	+14.92%
Jun 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	0.15%	50.68K	7.44M	-9.94K	-16.40%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.15%	51K	7.49M	-8.46K	-14.23%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.15%	51.55K	7.57M	-8.25K	-13.79%
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.15%	52.41K	7.7M	1.25K	+2.44%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.17%	58.66K	8.62M	6.16K	+11.73%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.18%	62.61K	9.2M	35.06K	+127.25%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.19%	65.46K	9.62M	62.66K	+2,237.02%
Jun 30, 2025	SPINNAKER TRUST	0.19%	65.63K	9.64M	0	0
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.2%	68.76K	10.1M	-866	-1.24%
Jun 30, 2025	THOMPSON SIEGEL & WALMSLEY LLC	0.23%	77.85K	11.44M	5.52K	+7.62%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.23%	80.02K	11.75M	21.25K	+36.16%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.9%	350.89K	55.1M	215.04K	+158.28%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	10.31%	4.01M	620.06M	-40.65K	-1.00%
Mar 31, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.7%	660.2K	103.66M	-65.64K	-9.04%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.67%	651K	102.25M	-27.33K	-4.03%
Mar 31, 2025	HSBC HOLDINGS PLC	1.64%	638.56K	99.07M	635.45K	+20,412.79%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	190.17K	29.86M	-3.8K	-1.96%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	179.26K	28.15M	178.03K	+14,509.70%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.58%	614.68K	96.52M	614.68K	+100.00%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.98%	381.77K	59.95M	169.14K	+79.55%
Mar 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.37%	144.85K	22.74M	824	+0.57%
Mar 31, 2025	CITADEL ADVISORS LLC	0.36%	139.83K	21.96M	139.83K	+100.00%
Mar 31, 2025		0.31%	119.62K	18.78M	119.62K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	114.94K	18.05M	-5.56K	-4.61%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.29%	112.42K	17.65M	110.87K	+7,171.41%
Mar 31, 2025	QUANTBOT TECHNOLOGIES LP	0.27%	103.93K	16.32M	90.58K	+678.94%
Mar 31, 2025	BLACKROCK, INC.	8.41%	3.27M	513.97M	-349.61K	-9.65%
Mar 31, 2025	FEDERATED HERMES, INC.	0.97%	377.08K	59.21M	-26.01K	-6.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	295.95K	46.47M	-78.41K	-20.95%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.41%	160.08K	25.14M	-41.84K	-20.72%
Mar 31, 2025	BARCLAYS PLC	1.62%	630.56K	99.01M	596.5K	+1,751.26%
Mar 31, 2025	MURCHINSON LTD.	0.26%	100K	15.7M	100K	+100.00%
Mar 31, 2025	LOOMIS SAYLES & CO L P	0.42%	163.2K	25.63M	-143.71K	-46.82%
Mar 31, 2025	SNYDER CAPITAL MANAGEMENT L P	0.38%	148.56K	23.33M	-3.06K	-2.02%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.32%	123.98K	19.47M	-1.62K	-1.29%
Mar 31, 2025	VANGUARD GROUP INC	8.33%	3.24M	508.82M	-537.47K	-14.23%
Mar 31, 2025	MORGAN STANLEY	6.27%	2.44M	383.07M	242.34K	+11.03%
Mar 31, 2025	IMPACTIVE CAPITAL LP	6.19%	2.41M	378.35M	292.95K	+13.84%
Mar 31, 2025	PAR CAPITAL MANAGEMENT INC	4.76%	1.85M	290.57M	500	+0.03%
Mar 31, 2025	STATE STREET CORP	3%	1.17M	183.18M	-78.48K	-6.30%
Mar 31, 2025	JPMORGAN CHASE & CO	2.75%	1.07M	167.71M	-978.51K	-47.81%
Mar 31, 2025	FMR LLC	2.64%	1.03M	161.01M	-149.68K	-12.74%
Mar 31, 2025	EARNEST PARTNERS LLC	2.3%	895.41K	140.6M	22.67K	+2.60%
Mar 31, 2025	LYRICAL ASSET MANAGEMENT LP	2.12%	826.19K	129.73M	2.75K	+0.33%
Mar 31, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.04%	793.86K	100.42M	-89.64K	-10.15%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.9%	739.66K	116.14M	69.25K	+10.33%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.58%	613.48K	96.32M	10.78K	+1.79%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.39%	539.46K	84.71M	-289.53K	-34.93%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.25%	484.5K	76.08M	484.5K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	1.22%	474.44K	74.5M	-7.05K	-1.46%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.06%	412.67K	64.8M	357.84K	+652.72%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	1.06%	412.25K	64.73M	93.98K	+29.53%
Mar 31, 2025	NORTHERN TRUST CORP	0.86%	332.73K	52.25M	-25.64K	-7.15%
Mar 31, 2025	SUNRIVER MANAGEMENT LLC	0.81%	314.07K	49.32M	135.49K	+75.87%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	307.96K	48.36M	-8.72K	-2.75%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.78%	303.19K	47.61M	-12.09K	-3.83%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.71%	276.98K	43.49M	-80.32K	-22.48%
Mar 31, 2025	UBS GROUP AG	0.64%	250.17K	39.28M	43.35K	+20.96%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.61%	236.63K	37.15M	-29.72K	-11.16%
Mar 31, 2025	JANE STREET GROUP, LLC	0.54%	210.71K	33.09M	173.26K	+462.65%
Mar 31, 2024	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.31%	128.43K	30.51M	-970	-0.75%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.27%	114.01K	27.08M	-215	-0.19%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	6.5%	2.78M	660.95M	-339.9K	-10.89%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	9.78%	4.09M	971.16M	-1.88K	-0.05%
Mar 31, 2024	MARSHALL WACE, LLP	0.3%	126.58K	30.07M	-45.28K	-26.35%
Mar 31, 2024	KODAI CAPITAL MANAGEMENT LP	0.35%	146.39K	34.77M	-109.33K	-42.75%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	161.27K	38.31M	3.53K	+2.24%
Mar 31, 2024	RENAISSANCE GROUP LLC	0.38%	157.55K	37.42M	10.53K	+7.16%
Mar 31, 2024	HM PAYSON & CO	0.4%	169.23K	40.2M	7.73K	+4.79%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	198.85K	47.23M	-23.49K	-10.56%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.48%	198.84K	47.23M	35K	+21.36%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.5%	208.21K	49.45M	-1.29K	-0.62%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	223.47K	53.08M	-55.43K	-19.87%
Mar 31, 2024	DEUTSCHE BANK AG\	0.52%	224.05K	53.22M	182.31K	+436.80%
Mar 31, 2024	CITADEL ADVISORS LLC	0.56%	240.1K	57.03M	-53.3K	-18.17%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.61%	254K	59.5M	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	288.82K	68.6M	-42.91K	-12.94%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.7%	300.62K	71.41M	5.42K	+1.84%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.73%	305.52K	72.57M	-58.65K	-16.10%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	334.74K	79.51M	6.66K	+2.03%
Mar 31, 2024	JPMORGAN CHASE & CO	1.99%	851.88K	202.35M	-181.25K	-17.54%
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.07%	866.07K	199.75M	-295	-0.03%
Mar 31, 2024	LYRICAL ASSET MANAGEMENT LP	2.11%	883.93K	209.96M	883.93K	+100.00%
Mar 31, 2024	FMR LLC	2.57%	1.1M	261.69M	633.18K	+135.14%
Mar 31, 2024	BLACKROCK INC.	9.01%	3.86M	915.81M	14.07K	+0.37%
Mar 31, 2024	VANGUARD GROUP INC	9.6%	4.11M	975.96M	-90.24K	-2.15%
Mar 31, 2024	FRESHFORD CAPITAL MANAGEMENT, LLC	0.29%	123.13K	29.25M	32.59K	+35.99%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	131.2K	31.16M	-5.45K	-3.99%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.34%	147.31K	34.99M	-109.35K	-42.60%
Mar 31, 2024	BAMCO INC /NY/	0.61%	253.58K	60.23M	276	+0.11%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.62%	258.38K	61.37M	30.31K	+13.29%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.63%	262.45K	62.34M	-26.08K	-9.04%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.75%	312.58K	74.25M	-1.71K	-0.54%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.84%	360.98K	85.74M	-24.29K	-6.30%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.86%	368.86K	87.62M	30.48K	+9.01%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.91%	380.87K	90.47M	-60.72K	-13.75%
Mar 31, 2024	FEDERATED HERMES, INC.	0.91%	390.54K	92.77M	18.54K	+4.98%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	1.06%	441.04K	104.76M	-13.61K	-2.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.43%	610.68K	145.06M	27.78K	+4.77%
Mar 31, 2024	BROWN ADVISORY INC	1.46%	609.44K	144.76M	-7.55K	-1.22%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.48%	617.44K	146.66M	-22.7K	-3.55%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.57%	658K	156.29M	-69.46K	-9.55%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.63%	699.37K	166.15M	30.38K	+4.54%
Mar 31, 2024	BESSEMER GROUP INC	1.76%	735.31K	174.66M	4.26K	+0.58%
Mar 31, 2024	STATE STREET CORP	2.96%	1.27M	301.37M	48.76K	+4.00%
Mar 31, 2024	IMPACTIVE CAPITAL LP	5.04%	2.11M	500.23M	0	0
Mar 31, 2024	THOMPSON SIEGEL & WALMSLEY LLC	0.12%	52.49K	12.47M	-7.73K	-12.84%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.13%	54.87K	13.03M	181	+0.33%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	56.74K	13.48M	-1.16K	-2.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.14%	58.25K	13.84M	-3.67K	-5.93%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.14%	58.26K	13.84M	54.86K	+1,610.63%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	60.24K	14.31M	-4.61K	-7.11%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.15%	65.07K	15.45B	571	+0.89%
Mar 31, 2024	SPINNAKER TRUST	0.15%	65.63K	15.59M	65.63K	+100.00%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.18%	75.12K	17.84M	3	0.00%
Mar 31, 2024	CREATIVE PLANNING	0.18%	76.44K	18.16M	-876	-1.13%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	76.67K	18.21M	-1.32K	-1.69%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	78.8K	18.72M	-1.21K	-1.51%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.19%	80.57K	19.14M	141	+0.18%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	82.09K	19.5M	70	+0.09%
Mar 31, 2024	NEW SOUTH CAPITAL MANAGEMENT INC	0.19%	83.28K	19.78M	-3.81K	-4.37%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	84.33K	20.03M	-400	-0.47%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	0.25%	108.57K	25.79M	446	+0.41%
Mar 31, 2024	INVESCO LTD.	0.27%	116.03K	27.56M	24.33K	+26.53%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.27%	116.15K	27.59M	-18.3K	-13.61%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.38%	160.33K	38.08M	40.54K	+33.84%
Mar 31, 2024	PAR CAPITAL MANAGEMENT INC	4.43%	1.85M	439.43M	0	0
Mar 31, 2024	MORGAN STANLEY	4.57%	1.96M	464.66M	38.19K	+1.99%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	9.56%	4.09M	795.8M	19.21K	+0.47%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	119.79K	23.31M	44.9K	+59.95%
Dec 31, 2023	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.3%	129.4K	25.17M	-601	-0.46%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.31%	131.88K	25.66M	44.48K	+50.89%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.31%	134.45K	26.16M	-507	-0.38%
Dec 31, 2023	RHUMBLINE ADVISERS	0.32%	136.65K	26.58M	-4.7K	-3.33%
Dec 31, 2023	JUPITER ASSET MANAGEMENT LTD	0.33%	140.28K	27.29M	71.16K	+102.95%
Dec 31, 2023	RENAISSANCE GROUP LLC	0.34%	147.02K	28.6M	-14.87K	-9.19%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	157.73K	30.69M	-23.85K	-13.14%
Dec 31, 2023	HM PAYSON & CO	0.38%	161.5K	31.42M	29.42K	+22.27%
Dec 31, 2023	VANGUARD GROUP INC	9.81%	4.2M	816.92M	67.89K	+1.64%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.38%	163.84K	31.88M	157.6K	+2,524.02%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.4%	169.75K	33.02M	13.46K	+8.61%
Dec 31, 2023	MARSHALL WACE, LLP	0.4%	171.86K	33.43M	72.02K	+72.14%
Dec 31, 2023	INVENOMIC CAPITAL MANAGEMENT LP	0.46%	197.85K	38.49M	-87.67K	-30.71%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	209.5K	40.76M	-13.76K	-6.16%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.52%	222.34K	43.26M	-35.59K	-13.80%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.53%	228.08K	44.37M	36.91K	+19.31%
Dec 31, 2023	BAMCO INC /NY/	0.59%	253.3K	49.28M	100	+0.04%
Dec 31, 2023	PREMIER FUND MANAGERS LTD	0.59%	254K	49.94M	0	0
Dec 31, 2023		0.6%	255.72K	49.75M	255.72K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.6%	256.66K	49.93M	90.93K	+54.86%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.65%	278.89K	54.26M	-7.73K	-2.70%
Dec 31, 2023	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.67%	288.53K	56.13M	42.7K	+17.37%
Dec 31, 2023	CITADEL ADVISORS LLC	0.69%	293.4K	57.08M	4.4K	+1.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.69%	295.2K	57.44M	13.87K	+4.93%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.73%	314.29K	61.15M	53.38K	+20.46%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.77%	328.08K	63.83M	6.51K	+2.02%
Dec 31, 2023	NORTHERN TRUST CORP	0.78%	331.73K	64.54M	4K	+1.22%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.79%	338.39K	65.84M	7.87K	+2.38%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.85%	364.17K	70.85M	-6K	-1.62%
Dec 31, 2023	FEDERATED HERMES, INC.	0.87%	372.01K	72.37M	28.78K	+8.39%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.9%	385.27K	74.95M	440	+0.11%
Dec 31, 2023	JENNISON ASSOCIATES LLC	1.03%	441.6K	85.91M	-116.55K	-20.88%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	1.06%	454.65K	88.45M	-20.44K	-4.30%
Dec 31, 2023	NORGES BANK	1.08%	461.29K	89.74M	461.29K	+100.00%
Dec 31, 2023	FMR LLC	1.09%	468.53K	91.15M	-155.53K	-24.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.36%	582.9K	113.4M	-102.03K	-14.90%
Dec 31, 2023	BROWN ADVISORY INC	1.44%	616.99K	120.04M	-3.09K	-0.50%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.5%	640.14K	124.54M	-28.44K	-4.25%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.56%	668.98K	130.18M	23.2K	+3.59%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	1.7%	727.46K	141.53M	-28.64K	-3.79%
Dec 31, 2023	BESSEMER GROUP INC	1.71%	731.05K	142.23M	-13.25K	-1.78%
Dec 31, 2023	JPMORGAN CHASE & CO	2.41%	1.03M	201M	-291.49K	-22.01%
Dec 31, 2023	STATE STREET CORP	2.85%	1.22M	237.35M	36.15K	+3.05%
Dec 31, 2023	PAR CAPITAL MANAGEMENT INC	4.32%	1.85M	359.92M	-4.9K	-0.26%
Dec 31, 2023	MORGAN STANLEY	4.48%	1.92M	373.15M	56.19K	+3.02%
Dec 31, 2023	IMPACTIVE CAPITAL LP	4.92%	2.11M	409.71M	0	0
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	7.3%	3.12M	607.48M	3.12M	+100.00%
Dec 31, 2023	BLACKROCK INC.	8.98%	3.84M	747.36M	-5.86K	-0.15%

Insiders

Insiders	Designation	Shares Held
SMITH MELISSA D	Chair, CEO, and President	101.18K
DUBYAK MICHAEL E	director	33.48K
DESHAIES ROBERT JOSEPH	COO, Benefits	15.7K
SOMMER REGINA O	director	14.27K
MORIARTY ROWLAND	director	13.6K
SIMON ROBERTO	Chief Financial Officer	12.42K
JANOSICK KENNETH	Chief Portfolio Risk Officer	11.3K
GROCH JAMES R	director	11.21K
RAPKIN HILARY A	Chief Legal Officer	10.57K
MORRIS NICOLA S	Chief Corp Development Officer	8.38K
VANWOERKOM JACK	director	8.32K
SMITH STEPHEN MONTGOMERY	director	7.97K
PHILLIPS SCOTT ROBERT	President, Global Fleet	7.36K
DREW ANN ELENA	Chief Risk and Compliance	7.3K
NARULA JAGTAR	Chief Financial Officer	7.12K
COOPER DAVID G	Chief Technology Officer	6.36K
CARRIEDO CARLOS	COO, Amer. Payments & Mobility	5.27K
TINTO MELANIE J	Chief People Officer	5.22K
DEARBORN JOEL ALAN JR	President, Corporate Payments	3.44K
KIMBALL JENNIFER	Chief Accounting Officer	3.18K
ROMAN DERRICK A.		1.73K
TRICKETT SARA	SVP, Acting General Counsel	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 26, 2025	DESHAIES ROBERT JOSEPH	SALE	149.62	1.51K	225.33K	15.7K
Nov 13, 2025	SMITH STEPHEN MONTGOMERY	PURCHASE	144.25	1K	144.25K	7.97K
Aug 06, 2025	DREW ANN ELENA	SALE	171.69	1.93K	331.53K	7.3K
Jul 31, 2025	CARRIEDO CARLOS	SALE	171.68	875	150.22K	5.27K
Jun 02, 2025	KIMBALL JENNIFER	SALE	131.08	1.4K	183.51K	3.18K
May 29, 2025	SMITH MELISSA D	PURCHASE	134.57	3.72K	500.72K	101.18K
Feb 11, 2025	TINTO MELANIE J	SALE	152.65	3.24K	495.04K	5.22K
Nov 29, 2024	DESHAIES ROBERT JOSEPH	SALE	189.44	175	33.15K	7.58K
Sep 13, 2024	NARULA JAGTAR	SALE	200.00	508	101.6K	7.12K
Aug 21, 2024	DESHAIES ROBERT JOSEPH	SALE	181.67	1.65K	299.94K	7.76K
Aug 02, 2024	DREW ANN ELENA	SALE	172.73	1.18K	204.17K	5.58K
Jul 31, 2024	TINTO MELANIE J	SALE	185.04	1.56K	289.4K	8.46K
Jul 16, 2024	NARULA JAGTAR	SALE	190.00	540	102.6K	7.63K
Jul 08, 2024	NARULA JAGTAR	SALE	180.00	540	97.2K	8.17K
May 02, 2024	KIMBALL JENNIFER	SALE	211.55	1.2K	253.86K	1.91K
May 02, 2024	CARRIEDO CARLOS	SALE	211.99	683	144.79K	683
May 02, 2024	DESHAIES ROBERT JOSEPH	SALE	211.01	1.9K	400.29K	9.41K
May 01, 2024	TRICKETT SARA	SALE	210.43	734	154.46K	0
Mar 19, 2024	NARULA JAGTAR	SALE	233.24	309	72.07K	5.53K
Mar 05, 2024	NARULA JAGTAR	SALE	221.07	1.73K	381.35K	1.76K
Feb 23, 2024	DESHAIES ROBERT JOSEPH	SALE	221.85	1.5K	332.78K	5.57K
Feb 20, 2024	DREW ANN ELENA	SALE	218.03	4.53K	987.89K	3.65K
Feb 16, 2024	SMITH MELISSA D	SALE	222.33	13K	2.89M	82K
Feb 16, 2024	TRICKETT SARA	SALE	224.61	887	199.23K	0
Feb 16, 2024	TINTO MELANIE J	SALE	223.25	1.82K	405.2K	6.61K
Feb 16, 2024	RAPKIN HILARY A	SALE	222.55	5.8K	1.29M	10.57K
Feb 16, 2024	KIMBALL JENNIFER	SALE	222.24	574	127.57K	1.3K
Jan 22, 2024	SMITH MELISSA D	SALE	205.00	41.11K	8.43M	82K
Dec 29, 2023	DESHAIES ROBERT JOSEPH	SALE	195.98	1K	195.98K	7.07K
Nov 21, 2023	VANWOERKOM JACK	SALE	174.38	2K	348.76K	8.32K
Nov 07, 2023	KIMBALL JENNIFER	SALE	173.87	399	69.37K	911
Oct 31, 2023	SMITH STEPHEN MONTGOMERY	PURCHASE	165.31	1K	165.31K	4.86K
Aug 31, 2023	DESHAIES ROBERT JOSEPH	SALE	196.22	1K	196.22K	8.07K
Aug 18, 2023	TINTO MELANIE J	SALE	182.74	4.6K	840.79K	7.05K
Aug 17, 2023	GROCH JAMES R	PURCHASE	187.00	1.35K	252.45K	11.21K
Aug 01, 2023	CARRIEDO CARLOS	SALE	190.68	756	144.15K	0
Jul 13, 2023	SMITH MELISSA D	SALE	195.00	41.11K	8.02M	82K
Jun 02, 2023	DESHAIES ROBERT JOSEPH	SALE	172.25	750	129.19K	7.18K
May 17, 2023	KIMBALL JENNIFER	SALE	176.08	512	90.15K	512
May 03, 2023	DESHAIES ROBERT JOSEPH	SALE	167.79	1.1K	184.57K	7.93K
Feb 28, 2023	SOMMER REGINA O	SALE	190.52	1.26K	240.25K	14.27K
Feb 15, 2023	DESHAIES ROBERT JOSEPH	SALE	199.19	1K	199.19K	7.54K
Feb 14, 2023	COOPER DAVID G	SALE	197.00	16.64K	3.28M	6.36K
Feb 14, 2023	TINTO MELANIE J	SALE	197.43	2.46K	486.47K	3.89K
Jan 11, 2023	RAPKIN HILARY A	SALE	175.00	3.22K	563.85K	12.2K
Nov 03, 2022	GROCH JAMES R	PURCHASE	151.25	1.4K	211.75K	8.47K
Nov 01, 2022	DESHAIES ROBERT JOSEPH	SALE	163.32	1K	163.32K	8.54K
Nov 01, 2022	RAPKIN HILARY A	SALE	165.08	4.36K	719.09K	12.33K
Sep 02, 2022	ROMAN DERRICK A.	PURCHASE	155.40	480	74.59K	1.73K
Aug 19, 2022	TINTO MELANIE J	SALE	165.69	766	126.92K	6.35K
Aug 04, 2022	DESHAIES ROBERT JOSEPH	SALE	170.16	1.2K	204.19K	8.83K
Aug 04, 2022	KIMBALL JENNIFER	SALE	169.35	764	129.38K	0
Jun 02, 2022	TINTO MELANIE J	SALE	172.22	782	134.68K	6.75K
Jun 02, 2022	KIMBALL JENNIFER	SALE	171.09	1.72K	294.1K	0
May 02, 2022	DESHAIES ROBERT JOSEPH	SALE	165.00	1K	165K	9.56K
Feb 15, 2022	RAPKIN HILARY A	SALE	174.19	3K	522.57K	11.65K
Feb 14, 2022	TINTO MELANIE J	SALE	177.07	1.2K	212.48K	5.48K
Feb 14, 2022	DESHAIES ROBERT JOSEPH	SALE	172.31	1.16K	199.88K	7.36K
Jun 01, 2021	GROCH JAMES R	PURCHASE	201.75	3K	605.25K	5.5K
Apr 15, 2021	SMITH MELISSA D	SALE	230.00	43.57K	10.02M	51.78K
Apr 15, 2021	COOPER DAVID G	SALE	230.00	1.93K	444.59K	7.07K
Apr 07, 2021	SIMON ROBERTO	SALE	220.00	11.78K	2.59M	12.42K
Apr 07, 2021	COOPER DAVID G	SALE	220.00	1.93K	425.04K	9K
Apr 07, 2021	SMITH MELISSA D	SALE	220.00	43.57K	9.58M	51.78K
Apr 05, 2021	PHILLIPS SCOTT ROBERT	SALE	215.79	20.65K	4.46M	7.36K
Apr 01, 2021	SIMON ROBERTO	SALE	215.00	18.79K	4.04M	12.42K
Mar 29, 2021	COOPER DAVID G	SALE	208.47	3.87K	805.74K	10.93K
Mar 29, 2021	SMITH MELISSA D	SALE	208.47	13.74K	2.86M	51.78K
Mar 01, 2021	SIMON ROBERTO	SALE	214.00	11.78K	2.52M	10.88K
Mar 01, 2021	RAPKIN HILARY A	SALE	210.00	25.26K	5.3M	11.49K
Feb 26, 2021	SIMON ROBERTO	SALE	210.56	17.87K	3.76M	10.88K
Feb 26, 2021	TINTO MELANIE J	SALE	215.29	562	120.99K	3.53K
Feb 26, 2021	PHILLIPS SCOTT ROBERT	SALE	209.53	76.61K	16.05M	0
Dec 15, 2020	COOPER DAVID G	SALE	201.00	3.78K	759.18K	3.56K
Dec 15, 2020	SIMON ROBERTO	SALE	199.50	10K	2M	10.88K
Nov 24, 2020	SIMON ROBERTO	SALE	185.00	10K	1.85M	10.88K
Nov 10, 2020	SIMON ROBERTO	SALE	175.00	10K	1.75M	10.88K
Nov 10, 2020	JANOSICK KENNETH	SALE	170.26	10.79K	1.84M	11.3K
Oct 12, 2020	JANOSICK KENNETH	SALE	170.00	10.5K	1.79M	14.59K
Aug 05, 2020	SIMON ROBERTO	SALE	165.54	13.57K	2.25M	10.88K
Jun 01, 2020	DEARBORN JOEL ALAN JR	SALE	154.00	1.95K	300.3K	3.44K
May 13, 2020	SIMON ROBERTO	SALE	118.70	9.25K	1.1M	10.88K
Mar 31, 2020	TINTO MELANIE J	SALE	108.14	772	83.48K	4.09K
Feb 19, 2020	MORIARTY ROWLAND	SALE	234.71	2K	469.42K	13.6K
Feb 18, 2020	SMITH MELISSA D	SALE	223.19	15.56K	3.47M	48.28K
Feb 18, 2020	MORIARTY ROWLAND	SALE	230.44	1K	230.44K	39.98K
Feb 18, 2020	RAPKIN HILARY A	SALE	230.46	1.04K	240.37K	11.33K
Jan 07, 2020	SMITH MELISSA D	SALE	214.99	2.27K	488.03K	55.33K
Jan 06, 2020	SMITH MELISSA D	SALE	214.99	13.74K	2.95M	57.6K
Nov 25, 2019	SIMON ROBERTO	SALE	200.03	7.65K	1.53M	9.25K
Nov 14, 2019	SOMMER REGINA O	SALE	195.81	765	149.79K	12.85K
Nov 13, 2019	MORRIS NICOLA S	SALE	197.60	3K	592.8K	8.38K
Sep 05, 2019	SMITH MELISSA D	SALE	209.99	15.56K	3.27M	63.28K
Aug 21, 2019	PHILLIPS SCOTT ROBERT	SALE	208.37	7.99K	1.66M	0
May 23, 2019	VANWOERKOM JACK	SALE	198.31	1.86K	369.65K	6.61K
May 22, 2019	DUBYAK MICHAEL E	SALE	204.31	1.05K	214.12K	33.48K
May 21, 2019	SMITH MELISSA D	SALE	205.00	5K	1.03M	70.78K
May 21, 2019	PHILLIPS SCOTT ROBERT	SALE	205.02	4.15K	850.63K	0
May 21, 2019	MORIARTY ROWLAND	SALE	205.33	2.66K	547K	12.85K
May 16, 2019	MORIARTY ROWLAND	SALE	202.16	2.23K	451.42K	15.51K
May 16, 2019	RAPKIN HILARY A	SALE	203.27	1.1K	222.78K	12.62K
May 15, 2019	MORIARTY ROWLAND	SALE	201.87	267	53.9K	17.75K
May 15, 2019	DUBYAK MICHAEL E	SALE	200.00	3.5K	700K	34.53K
May 09, 2019	DUBYAK MICHAEL E	SALE	200.00	15K	3M	43.01K
May 08, 2019	SIMON ROBERTO	SALE	202.00	9.92K	2M	9.25K
May 07, 2019	RAPKIN HILARY A	SALE	205.00	1.4K	287.82K	13.72K
Apr 11, 2019	SMITH MELISSA D	SALE	200.00	5K	1M	75.78K
Apr 01, 2019	SMITH MELISSA D	SALE	195.00	5K	975K	80.78K
Mar 22, 2019	MORRIS NICOLA S	SALE	189.00	85	16.07K	11.38K
Mar 21, 2019	MORRIS NICOLA S	SALE	190.00	3K	570K	11.47K
Mar 20, 2019	COOPER DAVID G	SALE	186.05	167	31.07K	958

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1K1

SALES4.31K3

NET SHARES-3.31K2

SHARES HELD36.24K4

% NET SHARES-109.14%-50%

WEX Stock Ownership Breakdown

WEX

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions