WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in WEX Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 422
- −1 vs. Q4 2024
- Shares held
- 39.6M
- −504.9K (−1.3%) vs. Q4 2024
- Total value
- $6.18B
- −$854.7M (−12.2%) vs. Q4 2024
- New holders
- 69
- 117 more added
- Sold out
- 70
- 173 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,011,730 | $620.1M | 0.34% | −40,649−1.0% | Reduced |
| BlackRock, Inc. | 3,273,278 | $514.0M | 0.01% | −349,610−9.7% | Reduced |
| Vanguard Group Inc | 3,240,495 | $508.8M | 0.01% | −537,470−14.2% | Reduced |
| Morgan Stanley | 2,439,646 | $383.1M | 0.03% | +242,342+11.0% | Added |
| Impactive Capital LP | 2,409,572 | $378.4M | 17.31% | +292,954+13.8% | Added |
| Par Capital Management Inc | 1,850,500 | $290.6M | 9.74% | +5000.0% | Added |
| State Street Corp | 1,166,576 | $183.2M | 0.01% | −78,483−6.3% | Reduced |
| JPMorgan Chase & Co | 1,068,104 | $167.7M | 0.01% | −978,510−47.8% | Reduced |
| FMR LLC | 1,025,436 | $161.0M | 0.01% | −149,681−12.7% | Reduced |
| Earnest Partners LLC | 895,406 | $140.6M | 0.67% | +22,672+2.6% | Added |
| Lyrical Asset Management LP | 826,188 | $129.7M | 1.97% | +2,754+0.3% | Added |
| Bank of America Corp | 739,655 | $116.1M | 0.01% | +69,249+10.3% | Added |
| River Road Asset Management, LLC | 660,198 | $103.7M | 1.41% | −65,644−9.0% | Reduced |
| Geode Capital Management, LLC | 651,004 | $102.3M | 0.01% | −27,327−4.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 793,857 | $100.4M | 0.98% | −89,638−10.1% | Reduced |
| HSBC Holdings PLC | 638,563 | $99.1M | 0.07% | +635,450+20,412.8% | Added |
| Barclays PLC | 630,558 | $99.0M | 0.05% | +596,497+1,751.3% | Added |
| Balyasny Asset Management LLC | 614,675 | $96.5M | 0.24% | +614,675 | New |
| Dimensional Fund Advisors LP | 613,477 | $96.3M | 0.02% | +10,784+1.8% | Added |
| Wellington Management Group LLP | 539,460 | $84.7M | 0.02% | −289,530−34.9% | Reduced |
| SEI Investments Co | 474,443 | $74.5M | 0.10% | −7,047−1.5% | Reduced |
| Millennium Management LLC | 412,665 | $64.8M | 0.06% | +357,842+652.7% | Added |
| Ariel Investments, LLC | 412,247 | $64.7M | 0.76% | +93,975+29.5% | Added |
| Norges Bank | 392,340 | $61.6M | 0.01% | −67,021−14.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 381,767 | $59.9M | 0.20% | +169,137+79.5% | Added |
| Federated Hermes, Inc. | 377,076 | $59.2M | 0.13% | −26,013−6.5% | Reduced |
| Goldman Sachs Group Inc | 350,892 | $55.1M | 0.01% | +215,036+158.3% | Added |
| Northern Trust Corp | 332,733 | $52.2M | 0.01% | −25,638−7.2% | Reduced |
| Sunriver Management LLC | 314,069 | $49.3M | 6.09% | +135,490+75.9% | Added |
| Charles Schwab Investment Management Inc | 307,961 | $48.4M | 0.01% | −8,721−2.8% | Reduced |
| Primecap Management Co | 303,190 | $47.6M | 0.04% | −12,090−3.8% | Reduced |
| Bank of New York Mellon Corp | 295,947 | $46.5M | 0.01% | −78,412−20.9% | Reduced |
| Neuberger Berman Group LLC | 276,978 | $43.5M | 0.04% | −80,319−22.5% | Reduced |
| UBS Group AG | 250,169 | $39.3M | 0.01% | +43,349+21.0% | Added |
| Ameriprise Financial Inc | 236,626 | $37.2M | 0.01% | −29,718−11.2% | Reduced |
| Jane Street Group, LLC | 210,707 | $33.1M | 0.06% | +173,258+462.7% | Added |
| UBS Asset Management Americas Inc | 190,171 | $29.9M | 0.01% | −3,800−2.0% | Reduced |
| Two Sigma Investments, LP | 179,261 | $28.1M | 0.06% | +178,034+14,509.7% | Added |
| Loomis Sayles & Co L P | 163,202 | $25.6M | 0.04% | −143,709−46.8% | Reduced |
| D. E. Shaw & Co., Inc. | 160,078 | $25.1M | 0.03% | −41,844−20.7% | Reduced |
| Snyder Capital Management L P | 148,561 | $23.3M | 0.51% | −3,064−2.0% | Reduced |
| Rice Hall James & Associates, LLC | 144,854 | $22.7M | 1.34% | +824+0.6% | Added |
| Citadel Advisors LLC | 139,833 | $22.0M | 0.02% | +139,833 | New |
| New York State Common Retirement Fund | 123,975 | $19.5M | 0.03% | −1,624−1.3% | Reduced |
| Nuveen, LLC | 119,622 | $18.8M | 0.01% | +119,622 | New |
| Rhumbline Advisers | 114,941 | $18.0M | 0.02% | −5,561−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 112,416 | $17.7M | 0.12% | +110,870+7,171.4% | Added |
| Quantbot Technologies LP | 103,926 | $16.3M | 0.52% | +90,584+678.9% | Added |
| Murchinson Ltd. | 100,000 | $15.7M | 2.75% | +100,000 | New |
| Fisher Asset Management, LLC | 96,640 | $15.2M | 0.01% | +13,744+16.6% | Added |
| Qube Research & Technologies Ltd | 93,473 | $14.7M | 0.02% | +93,473 | New |
| Creative Planning | 86,675 | $13.6M | 0.01% | +1,849+2.2% | Added |
| Hill City Capital, LP | 85,000 | $13.3M | 0.99% | 00.0% | Unchanged |
| AQR Capital Management LLC | 85,201 | $13.2M | 0.01% | −65,924−43.6% | Reduced |
| Principal Financial Group Inc | 80,745 | $12.7M | 0.01% | −10,587−11.6% | Reduced |
| Invesco Ltd. | 80,639 | $12.7M | 0.00% | +18,399+29.6% | Added |
| Gotham Asset Management, LLC | 75,010 | $11.8M | 0.10% | −29,888−28.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 72,339 | $11.4M | 0.19% | +12,642+21.2% | Added |
| Alliancebernstein L.P. | 71,748 | $11.3M | 0.00% | +18,330+34.3% | Added |
| California Public Employees Retirement System | 71,025 | $11.2M | 0.01% | −1,696−2.3% | Reduced |
| Retirement Systems of Alabama | 69,621 | $10.9M | 0.04% | −5,652−7.5% | Reduced |
| Raymond James Financial Inc | 69,379 | $10.9M | 0.00% | −1,599−2.3% | Reduced |
| Legal & General Group Plc | 67,348 | $10.6M | 0.00% | +1,928+2.9% | Added |
| Spinnaker Trust | 65,633 | $10.3M | 0.67% | 00.0% | Unchanged |
| Swiss National Bank | 62,126 | $9.76M | 0.01% | −18,600−23.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 61,425 | $9.64M | 0.12% | −41,813−40.5% | Reduced |
| Invenomic Capital Management LP | 60,624 | $9.52M | 0.48% | −34,499−36.3% | Reduced |
| Penserra Capital Management LLC | 59,796 | $9.39M | 0.17% | −419−0.7% | Reduced |
| Holocene Advisors, LP | 59,458 | $9.34M | 0.03% | +16,137+37.2% | Added |
| Envestnet Asset Management Inc | 59,053 | $9.27M | 0.00% | +578+1.0% | Added |
| Blair William & Co | 58,792 | $9.23M | 0.03% | −65,349−52.6% | Reduced |
| Natixis Advisors, L.P. | 58,774 | $9.23M | 0.02% | −2,147−3.5% | Reduced |
| Kodai Capital Management LP | 57,958 | $9.10M | 0.36% | +57,958 | New |
| Incline Global Management LLC | 52,707 | $8.28M | 5.10% | +7,376+16.3% | Added |
| State of Wisconsin Investment Board | 52,500 | $8.24M | 0.02% | −2,590−4.7% | Reduced |
| Cambiar Investors LLC | 51,156 | $8.03M | 0.34% | −6,050−10.6% | Reduced |
| New York State Teachers Retirement System | 48,768 | $7.66M | 0.02% | −869−1.8% | Reduced |
| HRT Financial LP | 47,748 | $7.50M | 0.05% | +41,891+715.2% | Added |
| Squarepoint Ops LLC | 46,683 | $7.33M | 0.02% | +42,610+1,046.2% | Added |
| Wells Fargo & Company | 45,643 | $7.17M | 0.00% | −1,152−2.5% | Reduced |
| Public Sector Pension Investment Board | 40,165 | $6.31M | 0.03% | +40,165 | New |
| Hawk Ridge Capital Management LP | 39,867 | $6.26M | 0.30% | +39,867 | New |
| Algert Global LLC | 39,682 | $6.23M | 0.15% | +14,680+58.7% | Added |
| Corebridge Financial, Inc. | 38,635 | $6.07M | 0.03% | −6,423−14.3% | Reduced |
| Boothbay Fund Management, LLC | 38,025 | $5.97M | 0.21% | +38,025 | New |
| California State Teachers Retirement System | 37,918 | $5.95M | 0.01% | −421−1.1% | Reduced |
| Two Sigma Advisers, LP | 37,500 | $5.89M | 0.01% | +37,500 | New |
| HM Payson & Co | 36,552 | $5.74M | 0.10% | −25,277−40.9% | Reduced |
| Manufacturers Life Insurance Company, The | 36,270 | $5.69M | 0.01% | +773+2.2% | Added |
| New South Capital Management Inc | 35,511 | $5.58M | 0.27% | −190−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 34,990 | $5.49M | 0.07% | +33,185+1,838.5% | Added |
| State Board of Administration of Florida Retirement System | 34,973 | $5.49M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 34,557 | $5.43M | 0.25% | +16,049+86.7% | Added |
| Price T Rowe Associates Inc | 32,688 | $5.13M | 0.00% | −34,543−51.4% | Reduced |
| First Trust Advisors LP | 32,611 | $5.12M | 0.00% | +30,937+1,848.1% | Added |
| Jain Global LLC | 32,063 | $5.03M | 0.10% | +32,063 | New |
| Verdence Capital Advisors LLC | 30,841 | $4.84M | 0.37% | +10,310+50.2% | Added |
| Brandywine Global Investment Management, LLC | 30,569 | $4.80M | 0.03% | +6,127+25.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 30,448 | $4.78M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 29,505 | $4.64M | 0.01% | −5,209−15.0% | Reduced |