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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 16,831 | $2.64M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 17,928 | $2.82M | 0.03% | −3,087−14.7% | Reduced |
| Treasurer of the State of North Carolina | 18,135 | $2.85M | 0.01% | +710+4.1% | Added |
| Nisa Investment Advisors, LLC | 18,333 | $2.88M | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 18,674 | $2.93M | 0.54% | +18,252+4,325.1% | Added |
| Nomura Holdings Inc | 19,016 | $2.99M | 0.02% | +13,737+260.2% | Added |
| Russell Investments Group, Ltd. | 19,284 | $3.03M | 0.00% | +12,661+191.2% | Added |
| MetLife Investment Management | 19,632 | $3.08M | 0.02% | −2,954−13.1% | Reduced |
| Roubaix Capital, LLC | 19,902 | $3.13M | 1.63% | −10,474−34.5% | Reduced |
| Comerica Bank | 21,128 | $3.32M | 0.01% | +5,822+38.0% | Added |
| Foyston, Gordon, & Payne Inc | 21,228 | $3.33M | 0.82% | +1,571+8.0% | Added |
| Royal Bank of Canada | 21,967 | $3.45M | 0.00% | −3,865−15.0% | Reduced |
| Bank of Montreal | 22,181 | $3.48M | 0.00% | +1,492+7.2% | Added |
| Entropy Technologies, LP | 23,494 | $3.69M | 0.36% | +19,994+571.3% | Added |
| Factorial Partners, LLC | 24,600 | $3.86M | 2.38% | +13,200+115.8% | Added |
| Toronto Dominion Bank | 25,000 | $3.93M | 0.01% | +25,000 | New |
| Dana Investment Advisors, Inc. | 25,246 | $3.96M | 0.14% | −647−2.5% | Reduced |
| LPL Financial LLC | 30,667 | $4.24M | 0.00% | +1,259+4.3% | Added |
| Engineers Gate Manager LP | 27,073 | $4.25M | 0.07% | +20,733+327.0% | Added |
| Quantinno Capital Management LP | 27,551 | $4.33M | 0.03% | +14,646+113.5% | Added |
| Long Road Investment Counsel, LLC | 27,784 | $4.36M | 1.69% | +1,315+5.0% | Added |
| Susquehanna Fundamental Investments, LLC | 28,505 | $4.48M | 0.08% | −13,009−31.3% | Reduced |
| Great West Life Assurance Co | 29,505 | $4.64M | 0.01% | −5,209−15.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,448 | $4.78M | 0.14% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 30,569 | $4.80M | 0.03% | +6,127+25.1% | Added |
| Verdence Capital Advisors LLC | 30,841 | $4.84M | 0.37% | +10,310+50.2% | Added |
| Jain Global LLC | 32,063 | $5.03M | 0.10% | +32,063 | New |
| First Trust Advisors LP | 32,611 | $5.12M | 0.00% | +30,937+1,848.1% | Added |
| Price T Rowe Associates Inc | 32,688 | $5.13M | 0.00% | −34,543−51.4% | Reduced |
| Harbor Capital Advisors, Inc. | 34,557 | $5.43M | 0.25% | +16,049+86.7% | Added |
| State Board of Administration of Florida Retirement System | 34,973 | $5.49M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 34,990 | $5.49M | 0.07% | +33,185+1,838.5% | Added |
| New South Capital Management Inc | 35,511 | $5.58M | 0.27% | −190−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 36,270 | $5.69M | 0.01% | +773+2.2% | Added |
| HM Payson & Co | 36,552 | $5.74M | 0.10% | −25,277−40.9% | Reduced |
| Two Sigma Advisers, LP | 37,500 | $5.89M | 0.01% | +37,500 | New |
| California State Teachers Retirement System | 37,918 | $5.95M | 0.01% | −421−1.1% | Reduced |
| Boothbay Fund Management, LLC | 38,025 | $5.97M | 0.21% | +38,025 | New |
| Corebridge Financial, Inc. | 38,635 | $6.07M | 0.03% | −6,423−14.3% | Reduced |
| Algert Global LLC | 39,682 | $6.23M | 0.15% | +14,680+58.7% | Added |
| Hawk Ridge Capital Management LP | 39,867 | $6.26M | 0.30% | +39,867 | New |
| Public Sector Pension Investment Board | 40,165 | $6.31M | 0.03% | +40,165 | New |
| Wells Fargo & Company | 45,643 | $7.17M | 0.00% | −1,152−2.5% | Reduced |
| Squarepoint Ops LLC | 46,683 | $7.33M | 0.02% | +42,610+1,046.2% | Added |
| HRT Financial LP | 47,748 | $7.50M | 0.05% | +41,891+715.2% | Added |
| New York State Teachers Retirement System | 48,768 | $7.66M | 0.02% | −869−1.8% | Reduced |
| Cambiar Investors LLC | 51,156 | $8.03M | 0.34% | −6,050−10.6% | Reduced |
| State of Wisconsin Investment Board | 52,500 | $8.24M | 0.02% | −2,590−4.7% | Reduced |
| Incline Global Management LLC | 52,707 | $8.28M | 5.10% | +7,376+16.3% | Added |
| Kodai Capital Management LP | 57,958 | $9.10M | 0.36% | +57,958 | New |
| Natixis Advisors, L.P. | 58,774 | $9.23M | 0.02% | −2,147−3.5% | Reduced |
| Blair William & Co | 58,792 | $9.23M | 0.03% | −65,349−52.6% | Reduced |
| Envestnet Asset Management Inc | 59,053 | $9.27M | 0.00% | +578+1.0% | Added |
| Holocene Advisors, LP | 59,458 | $9.34M | 0.03% | +16,137+37.2% | Added |
| Penserra Capital Management LLC | 59,796 | $9.39M | 0.17% | −419−0.7% | Reduced |
| Invenomic Capital Management LP | 60,624 | $9.52M | 0.48% | −34,499−36.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 61,425 | $9.64M | 0.12% | −41,813−40.5% | Reduced |
| Swiss National Bank | 62,126 | $9.76M | 0.01% | −18,600−23.0% | Reduced |
| Spinnaker Trust | 65,633 | $10.3M | 0.67% | 00.0% | Unchanged |
| Legal & General Group Plc | 67,348 | $10.6M | 0.00% | +1,928+2.9% | Added |
| Raymond James Financial Inc | 69,379 | $10.9M | 0.00% | −1,599−2.3% | Reduced |
| Retirement Systems of Alabama | 69,621 | $10.9M | 0.04% | −5,652−7.5% | Reduced |
| California Public Employees Retirement System | 71,025 | $11.2M | 0.01% | −1,696−2.3% | Reduced |
| Alliancebernstein L.P. | 71,748 | $11.3M | 0.00% | +18,330+34.3% | Added |
| Thompson Siegel & Walmsley LLC | 72,339 | $11.4M | 0.19% | +12,642+21.2% | Added |
| Gotham Asset Management, LLC | 75,010 | $11.8M | 0.10% | −29,888−28.5% | Reduced |
| Invesco Ltd. | 80,639 | $12.7M | 0.00% | +18,399+29.6% | Added |
| Principal Financial Group Inc | 80,745 | $12.7M | 0.01% | −10,587−11.6% | Reduced |
| AQR Capital Management LLC | 85,201 | $13.2M | 0.01% | −65,924−43.6% | Reduced |
| Hill City Capital, LP | 85,000 | $13.3M | 0.99% | 00.0% | Unchanged |
| Creative Planning | 86,675 | $13.6M | 0.01% | +1,849+2.2% | Added |
| Qube Research & Technologies Ltd | 93,473 | $14.7M | 0.02% | +93,473 | New |
| Fisher Asset Management, LLC | 96,640 | $15.2M | 0.01% | +13,744+16.6% | Added |
| Murchinson Ltd. | 100,000 | $15.7M | 2.75% | +100,000 | New |
| Quantbot Technologies LP | 103,926 | $16.3M | 0.52% | +90,584+678.9% | Added |
| Schonfeld Strategic Advisors LLC | 112,416 | $17.7M | 0.12% | +110,870+7,171.4% | Added |
| Rhumbline Advisers | 114,941 | $18.0M | 0.02% | −5,561−4.6% | Reduced |
| Nuveen, LLC | 119,622 | $18.8M | 0.01% | +119,622 | New |
| New York State Common Retirement Fund | 123,975 | $19.5M | 0.03% | −1,624−1.3% | Reduced |
| Citadel Advisors LLC | 139,833 | $22.0M | 0.02% | +139,833 | New |
| Rice Hall James & Associates, LLC | 144,854 | $22.7M | 1.34% | +824+0.6% | Added |
| Snyder Capital Management L P | 148,561 | $23.3M | 0.51% | −3,064−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 160,078 | $25.1M | 0.03% | −41,844−20.7% | Reduced |
| Loomis Sayles & Co L P | 163,202 | $25.6M | 0.04% | −143,709−46.8% | Reduced |
| Two Sigma Investments, LP | 179,261 | $28.1M | 0.06% | +178,034+14,509.7% | Added |
| UBS Asset Management Americas Inc | 190,171 | $29.9M | 0.01% | −3,800−2.0% | Reduced |
| Jane Street Group, LLC | 210,707 | $33.1M | 0.06% | +173,258+462.7% | Added |
| Ameriprise Financial Inc | 236,626 | $37.2M | 0.01% | −29,718−11.2% | Reduced |
| UBS Group AG | 250,169 | $39.3M | 0.01% | +43,349+21.0% | Added |
| Neuberger Berman Group LLC | 276,978 | $43.5M | 0.04% | −80,319−22.5% | Reduced |
| Bank of New York Mellon Corp | 295,947 | $46.5M | 0.01% | −78,412−20.9% | Reduced |
| Primecap Management Co | 303,190 | $47.6M | 0.04% | −12,090−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 307,961 | $48.4M | 0.01% | −8,721−2.8% | Reduced |
| Sunriver Management LLC | 314,069 | $49.3M | 6.09% | +135,490+75.9% | Added |
| Northern Trust Corp | 332,733 | $52.2M | 0.01% | −25,638−7.2% | Reduced |
| Goldman Sachs Group Inc | 350,892 | $55.1M | 0.01% | +215,036+158.3% | Added |
| Federated Hermes, Inc. | 377,076 | $59.2M | 0.13% | −26,013−6.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 381,767 | $59.9M | 0.20% | +169,137+79.5% | Added |
| Norges Bank | 392,340 | $61.6M | 0.01% | −67,021−14.6% | Reduced |
| Ariel Investments, LLC | 412,247 | $64.7M | 0.76% | +93,975+29.5% | Added |