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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 440 | $69.1K | 0.00% | −552−55.6% | Reduced |
| GAMMA Investing LLC | 440 | $69.1K | 0.01% | +193+78.1% | Added |
| Principal Securities, Inc. | 405 | $71.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 453 | $71.1K | 0.02% | −1,233−73.1% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $75.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $78.5K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 548 | $86.0K | 0.00% | +48+9.6% | Added |
| State of Wyoming | 678 | $106.5K | 0.01% | +476+235.6% | Added |
| Hamilton Capital Partners Inc. | 753 | $118.2K | 0.01% | −21−2.7% | Reduced |
| Alaska Permanent Fund Corp | 1,372 | $178.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,281 | $201.1K | 0.15% | +1,281 | New |
| Evercore Wealth Management, LLC | 1,286 | $201.9K | 0.00% | −146−10.2% | Reduced |
| Bridgewater Advisors Inc. | 1,546 | $203.7K | 0.02% | +1,546 | New |
| EP Wealth Advisors, LLC | 1,309 | $205.5K | 0.00% | −47−3.5% | Reduced |
| CIBC Asset Management Inc | 1,311 | $205.9K | 0.00% | +28+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 1,322 | $207.6K | 0.00% | +151+12.9% | Added |
| Wolverine Trading, LLC | 1,349 | $208.5K | 0.01% | +1,349 | New |
| Gallacher Capital Management LLC | 1,346 | $211.3K | 0.10% | +1,346 | New |
| Moody Aldrich Partners LLC | 1,394 | $218.9K | 0.05% | −530−27.5% | Reduced |
| Shelton Capital Management | 1,471 | $231.0K | 0.01% | −79−5.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,472 | $231.1K | 0.00% | −42−2.8% | Reduced |
| ProShare Advisors LLC | 1,482 | $232.7K | 0.00% | −380−20.4% | Reduced |
| Panagora Asset Management Inc | 1,520 | $238.7K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,523 | $239.1K | 0.02% | +1,523 | New |
| Quadrant Capital Group LLC | 1,543 | $242.3K | 0.01% | +1,271+467.3% | Added |
| Coldstream Capital Management Inc | 1,555 | $244.2K | 0.01% | +51+3.4% | Added |
| Legato Capital Management LLC | 1,567 | $246.1K | 0.03% | −146−8.5% | Reduced |
| Tudor Investment Corp Et Al | 1,608 | $252.5K | 0.00% | −52,577−97.0% | Reduced |
| ISAM Funds (UK) Ltd | 1,610 | $252.8K | 0.12% | +1,610 | New |
| Commonwealth Equity Services, LLC | 1,634 | $256.0K | 0.00% | +44+2.8% | Added |
| R Squared Ltd | 1,640 | $257.5K | 0.28% | +1,590+3,180.0% | Added |
| Crossmark Global Holdings, Inc. | 1,674 | $262.9K | 0.00% | −770−31.5% | Reduced |
| SageView Advisory Group, LLC | 1,680 | $263.8K | 0.01% | +71+4.4% | Added |
| Everence Capital Management Inc | 1,680 | $264.0K | 0.02% | +1,680 | New |
| EntryPoint Capital, LLC | 1,703 | $267.4K | 0.12% | −2,397−58.5% | Reduced |
| Chicago Capital, LLC | 1,728 | $271.3K | 0.01% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 1,737 | $272.7K | 0.06% | +1,737 | New |
| Knollwood Investment Advisory, LLC | 1,744 | $273.8K | 0.03% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,774 | $278.6K | 0.05% | +1,774 | New |
| SG Americas Securities, LLC | 1,776 | $279.0K | 0.00% | +1,776 | New |
| KBC Group NV | 1,787 | $281.0K | 0.00% | −38−2.1% | Reduced |
| Intech Investment Management LLC | 1,809 | $284.0K | 0.00% | +194+12.0% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $285.6K | 0.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,852 | $290.8K | 0.01% | −264−12.5% | Reduced |
| Fieldview Capital Management, LLC | 1,955 | $307.0K | 0.04% | +1,955 | New |
| Isthmus Partners, LLC | 1,987 | $312.0K | 0.04% | +101+5.4% | Added |
| Boit C F David | 2,000 | $314.0K | 0.16% | −340−14.5% | Reduced |
| Apollon Wealth Management, LLC | 2,006 | $315.0K | 0.01% | −48−2.3% | Reduced |
| Snowden Capital Advisors LLC | 2,019 | $317.0K | 0.01% | +43+2.2% | Added |
| Sterling Capital Management LLC | 2,025 | $318.0K | 0.00% | −173−7.9% | Reduced |
| Net Worth Advisory Group | 2,053 | $322.4K | 0.10% | +723+54.4% | Added |
| Occudo Quantitative Strategies LP | 2,107 | $325.7K | 0.04% | +848+67.4% | Added |
| Cubist Systematic Strategies, LLC | 2,099 | $329.6K | 0.00% | +2,099 | New |
| Utah Retirement Systems | 2,100 | $329.7K | 0.00% | −4,422−67.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $332.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,126 | $333.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,383 | $374.0K | 0.02% | −97−3.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,398 | $376.6K | 0.10% | +2,398 | New |
| Ronald Blue Trust, Inc. | 2,420 | $380.0K | 0.00% | +995+69.8% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $384.7K | 0.02% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,479 | $389.3K | 0.15% | +2,479 | New |
| Oak Thistle LLC | 2,495 | $391.8K | 0.08% | +2,495 | New |
| Truist Financial Corp | 2,506 | $393.5K | 0.00% | +227+10.0% | Added |
| Empowered Funds, LLC | 2,508 | $393.8K | 0.01% | +2,508 | New |
| JustInvest LLC | 2,511 | $394.3K | 0.01% | −1,274−33.7% | Reduced |
| William Blair Investment Management, LLC | 2,513 | $394.6K | 0.00% | −7−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,525 | $396.5K | 0.01% | −1,850−42.3% | Reduced |
| United Services Automobile Association | 2,585 | $399.5K | 0.01% | +2,585 | New |
| Keeley-Teton Advisors, LLC | 2,585 | $405.9K | 0.05% | −828−24.3% | Reduced |
| CWM Advisors, LLC | 2,588 | $406.4K | 0.05% | +87+3.5% | Added |
| Jump Financial, LLC | 2,600 | $408.3K | 0.01% | +2,600 | New |
| CIBC Private Wealth Group, LLC | 3,616 | $410.3K | 0.00% | −221−5.8% | Reduced |
| US Bancorp | 2,636 | $413.9K | 0.00% | −231−8.1% | Reduced |
| Securian Asset Management, Inc | 2,657 | $417.2K | 0.01% | −350−11.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,657 | $417.2K | 0.21% | +655+32.7% | Added |
| Inceptionr LLC | 2,698 | $423.6K | 0.13% | +103+4.0% | Added |
| Pacer Advisors, Inc. | 2,706 | $424.9K | 0.00% | −5,581−67.3% | Reduced |
| Gator Capital Management, LLC | 2,801 | $439.8K | 0.17% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,844 | $446.6K | 0.04% | +2,844 | New |
| Fiduciary Trust Co | 2,905 | $456.1K | 0.01% | −60−2.0% | Reduced |
| Portside Wealth Group, LLC | 2,927 | $459.6K | 0.08% | −11−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 2,931 | $460.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,932 | $462.0K | 0.00% | −645,616−99.5% | Reduced |
| Benin Management CORP | 3,041 | $477.5K | 0.14% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,107 | $487.9K | 0.17% | +832+36.6% | Added |
| American Century Companies Inc | 3,145 | $493.8K | 0.00% | +306+10.8% | Added |
| CWM, LLC | 3,163 | $497.0K | 0.00% | −2,087−39.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,199 | $502.3K | 0.03% | −118−3.6% | Reduced |
| Verition Fund Management LLC | 3,205 | $503.2K | 0.00% | +1,222+61.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,208 | $503.7K | 0.02% | −84−2.6% | Reduced |
| Davy Global Fund Management Ltd | 3,209 | $503.9K | 0.06% | −365−10.2% | Reduced |
| Ieq Capital, LLC | 3,214 | $504.7K | 0.00% | −11,443−78.1% | Reduced |
| Eukles Asset Management | 3,226 | $506.5K | 0.22% | +497+18.2% | Added |
| Commerce Bank | 3,265 | $512.7K | 0.00% | −289−8.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,394 | $532.9K | 0.00% | +3,394 | New |
| Lazard Asset Management LLC | 3,544 | $555.0K | 0.00% | −3,878−52.3% | Reduced |
| Flputnam Investment Management Co | 3,543 | $556.3K | 0.01% | −499−12.3% | Reduced |
| Pathstone Holdings, LLC | 3,602 | $565.6K | 0.00% | −3,890−51.9% | Reduced |
| Royce & Associates LP | 3,680 | $577.8K | 0.01% | −6,290−63.1% | Reduced |
| Two Sigma Securities, LLC | 3,694 | $580.0K | 0.09% | +1,996+117.6% | Added |