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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3,718 | $583.8K | 0.00% | −553−12.9% | Reduced |
| Colony Group, LLC | 3,735 | $586.5K | 0.00% | −1,108−22.9% | Reduced |
| Union Bancaire Privee, UBP SA | 3,608 | $590.7K | 0.01% | −446−11.0% | Reduced |
| Prudential Financial Inc | 3,344 | $591.5K | 0.00% | +445+15.4% | Added |
| Mariner, LLC | 3,885 | $609.9K | 0.00% | +762+24.4% | Added |
| New York Life Investment Management LLC | 4,024 | $631.8K | 0.01% | −103−2.5% | Reduced |
| Legacy Advisors, LLC | 4,090 | $642.2K | 0.07% | −1,130−21.6% | Reduced |
| Cetera Investment Advisers | 4,094 | $642.8K | 0.00% | +1,179+40.4% | Added |
| TownSquare Capital, LLC | 4,102 | $644.1K | 0.01% | +212+5.4% | Added |
| Toroso Investments, LLC | 4,243 | $666.2K | 0.01% | −886−17.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,395 | $690.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,513 | $708.6K | 0.01% | −12,578−73.6% | Reduced |
| Susquehanna International Group, LLP | 4,560 | $716.0K | 0.00% | −2,713−37.3% | Reduced |
| State of Alaska, Department of Revenue | 4,581 | $719.0K | 0.01% | +45+1.0% | Added |
| Xponance, Inc. | 4,591 | $720.9K | 0.01% | −273−5.6% | Reduced |
| Cornerstone Investment Partners, LLC | 4,705 | $738.8K | 0.04% | +133+2.9% | Added |
| Point72 (DIFC) Ltd | 4,855 | $762.4K | 0.07% | +4,855 | New |
| Sanctuary Advisors, LLC | 4,946 | $776.6K | 0.01% | −2,481−33.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,199 | $816.3K | 0.04% | −81−1.5% | Reduced |
| Point72 Asset Management, L.P. | 5,210 | $818.0K | 0.00% | +5,210 | New |
| Lifestyle Asset Management, Inc. | 5,257 | $825.5K | 0.45% | +380+7.8% | Added |
| BNP Paribas Arbitrage, SA | 5,303 | $832.7K | 0.00% | −1,522−22.3% | Reduced |
| Quest Partners LLC | 5,404 | $848.5K | 0.09% | +4,738+711.4% | Added |
| Sepio Capital, LP | 5,475 | $859.7K | 0.07% | −16−0.3% | Reduced |
| Atria Investments LLC | 5,516 | $866.1K | 0.01% | +776+16.4% | Added |
| Bridgefront Capital, LLC | 5,546 | $870.8K | 0.25% | +5,546 | New |
| Radnor Capital Management, LLC | 5,575 | $875.0K | 0.15% | +3,685+195.0% | Added |
| New Age Alpha Advisors, LLC | 5,647 | $886.7K | 0.04% | −3,364−37.3% | Reduced |
| Gsa Capital Partners LLP | 5,679 | $892.0K | 0.08% | −1,178−17.2% | Reduced |
| HighTower Advisors, LLC | 5,770 | $906.0K | 0.00% | −849−12.8% | Reduced |
| Prelude Capital Management, LLC | 5,829 | $915.3K | 0.09% | +5,829 | New |
| Teacher Retirement System of Texas | 5,870 | $921.7K | 0.00% | −2,818−32.4% | Reduced |
| Prana Capital Management, LP | 5,918 | $929.2K | 0.04% | +5,918 | New |
| Pictet Asset Management Holding SA | 6,007 | $942.6K | 0.00% | −10.0% | Reduced |
| Voya Investment Management LLC | 6,073 | $953.6K | 0.00% | +65+1.1% | Added |
| Daiwa Securities Group Inc. | 6,174 | $969.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,400 | $1.00M | 0.00% | −2,100−24.7% | Reduced |
| Virginia Retirement Systems Et Al | 6,419 | $1.01M | 0.01% | +6,419 | New |
| Oregon Public Employees Retirement Fund | 7,066 | $1.11M | 0.02% | −1,054−13.0% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.13M | 0.04% | −1,700−19.1% | Reduced |
| Victory Capital Management Inc | 7,226 | $1.13M | 0.00% | −310−4.1% | Reduced |
| Aurora Investment Counsel | 7,435 | $1.17M | 0.65% | +389+5.5% | Added |
| Fifth Third Bancorp | 7,468 | $1.17M | 0.00% | −1,315−15.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,765 | $1.22M | 0.02% | −1,077−12.2% | Reduced |
| Numerai GP LLC | 7,806 | $1.23M | 0.23% | −1,482−16.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,981 | $1.25M | 0.00% | −4,788−37.5% | Reduced |
| Vident Advisory, LLC | 8,130 | $1.28M | 0.02% | −367−4.3% | Reduced |
| Thrivent Financial for Lutherans | 8,186 | $1.28M | 0.00% | −1,175−12.6% | Reduced |
| Formula Growth Ltd | 8,200 | $1.29M | 0.52% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8,205 | $1.29M | 0.04% | +2,888+54.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,346 | $1.31M | 0.01% | −440−5.0% | Reduced |
| AXA S.A. | 8,348 | $1.31M | 0.00% | −4,943−37.2% | Reduced |
| State of Michigan Retirement System | 8,375 | $1.32M | 0.01% | −1,000−10.7% | Reduced |
| Lecap Asset Management Ltd | 8,450 | $1.33M | 0.31% | +8,450 | New |
| CI Private Wealth, LLC | 8,949 | $1.41M | 0.00% | −131−1.4% | Reduced |
| Logan Capital Management Inc | 9,096 | $1.43M | 0.06% | −50−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,123 | $1.43M | 0.00% | −74−0.8% | Reduced |
| EJF Capital LLC | 9,300 | $1.46M | 0.93% | +9,300 | New |
| CSS LLC | 9,568 | $1.50M | 0.10% | +9,568 | New |
| GHP Investment Advisors, Inc. | 9,585 | $1.51M | 0.07% | −771−7.4% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $1.54M | 0.03% | −1,200−10.9% | Reduced |
| Man Group plc | 9,831 | $1.54M | 0.00% | −41,273−80.8% | Reduced |
| Marshall Wace, LLP | 9,868 | $1.55M | 0.00% | −46,888−82.6% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.56M | 0.21% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,002 | $1.57M | 0.00% | +4,695+88.5% | Added |
| Eagle Rock Investment Company, LLC | 10,205 | $1.60M | 0.28% | +4,971+95.0% | Added |
| Handelsbanken Fonder AB | 10,344 | $1.62M | 0.01% | −70,000−87.1% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.69M | 0.91% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,786 | $1.69M | 0.00% | +20.0% | Added |
| CenterBook Partners LP | 10,948 | $1.72M | 0.11% | −61,867−85.0% | Reduced |
| Cove Street Capital, LLC | 10,968 | $1.72M | 2.70% | +10,968 | New |
| Stephens Inc | 11,114 | $1.75M | 0.03% | −904−7.5% | Reduced |
| Arizona State Retirement System | 11,412 | $1.79M | 0.01% | −512−4.3% | Reduced |
| Aigen Investment Management, LP | 11,500 | $1.81M | 0.29% | +11,500 | New |
| Brevan Howard Capital Management LP | 11,847 | $1.86M | 0.05% | +11,847 | New |
| Citigroup Inc | 11,935 | $1.87M | 0.00% | −2,274−16.0% | Reduced |
| Lightrock Netherlands B.V. | 12,000 | $1.89M | 0.50% | +12,000 | New |
| Henshaw Capital LLC | 12,378 | $1.94M | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 12,600 | $1.98M | 0.01% | −1,326−9.5% | Reduced |
| Amundi | 13,999 | $2.00M | 0.00% | −1,201−7.9% | Reduced |
| Bath Savings Trust Co | 12,802 | $2.01M | 0.21% | −8,158−38.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,220 | $2.08M | 0.02% | −6,196−31.9% | Reduced |
| Clark Estates Inc | 13,300 | $2.09M | 0.44% | +1,036+8.4% | Added |
| Johnson Investment Counsel Inc | 13,461 | $2.11M | 0.02% | +7,968+145.1% | Added |
| Nebula Research & Development LLC | 13,498 | $2.12M | 0.20% | +13,498 | New |
| Ensign Peak Advisors, Inc | 13,597 | $2.14M | 0.00% | −706−4.9% | Reduced |
| Yousif Capital Management, LLC | 13,615 | $2.14M | 0.02% | −398−2.8% | Reduced |
| XTX Topco Ltd | 13,869 | $2.18M | 0.11% | +13,869 | New |
| Ameritas Investment Partners, Inc. | 13,873 | $2.18M | 0.07% | −1,095−7.3% | Reduced |
| Deutsche Bank AG | 14,033 | $2.20M | 0.00% | −6,291−31.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,395 | $2.26M | 0.45% | +12,653+726.3% | Added |
| Aquatic Capital Management LLC | 14,544 | $2.28M | 0.06% | −12,698−46.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,547 | $2.28M | 0.02% | +157+1.1% | Added |
| State of New Jersey Common Pension Fund D | 14,918 | $2.34M | 0.01% | +235+1.6% | Added |
| Voloridge Investment Management, LLC | 15,213 | $2.39M | 0.01% | +15,213 | New |
| Oppenheimer Asset Management Inc. | 15,264 | $2.40M | 0.03% | +1,480+10.7% | Added |
| Zions Bancorporation, National Association | 15,667 | $2.46M | 0.16% | +15,667 | New |
| Lighthouse Investment Partners, LLC | 16,108 | $2.53M | 0.12% | +16,108 | New |
| Amalgamated Bank | 16,567 | $2.60M | 0.02% | −2,372−12.5% | Reduced |
| Martin & Co Inc | 16,705 | $2.62M | 0.51% | +385+2.4% | Added |