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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 412,665 | $64.8M | 0.06% | +357,842+652.7% | Added |
| SEI Investments Co | 474,443 | $74.5M | 0.10% | −7,047−1.5% | Reduced |
| Wellington Management Group LLP | 539,460 | $84.7M | 0.02% | −289,530−34.9% | Reduced |
| Dimensional Fund Advisors LP | 613,477 | $96.3M | 0.02% | +10,784+1.8% | Added |
| Balyasny Asset Management LLC | 614,675 | $96.5M | 0.24% | +614,675 | New |
| Barclays PLC | 630,558 | $99.0M | 0.05% | +596,497+1,751.3% | Added |
| HSBC Holdings PLC | 638,563 | $99.1M | 0.07% | +635,450+20,412.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 793,857 | $100.4M | 0.98% | −89,638−10.1% | Reduced |
| Geode Capital Management, LLC | 651,004 | $102.3M | 0.01% | −27,327−4.0% | Reduced |
| River Road Asset Management, LLC | 660,198 | $103.7M | 1.41% | −65,644−9.0% | Reduced |
| Bank of America Corp | 739,655 | $116.1M | 0.01% | +69,249+10.3% | Added |
| Lyrical Asset Management LP | 826,188 | $129.7M | 1.97% | +2,754+0.3% | Added |
| Earnest Partners LLC | 895,406 | $140.6M | 0.67% | +22,672+2.6% | Added |
| FMR LLC | 1,025,436 | $161.0M | 0.01% | −149,681−12.7% | Reduced |
| JPMorgan Chase & Co | 1,068,104 | $167.7M | 0.01% | −978,510−47.8% | Reduced |
| State Street Corp | 1,166,576 | $183.2M | 0.01% | −78,483−6.3% | Reduced |
| Par Capital Management Inc | 1,850,500 | $290.6M | 9.74% | +5000.0% | Added |
| Impactive Capital LP | 2,409,572 | $378.4M | 17.31% | +292,954+13.8% | Added |
| Morgan Stanley | 2,439,646 | $383.1M | 0.03% | +242,342+11.0% | Added |
| Vanguard Group Inc | 3,240,495 | $508.8M | 0.01% | −537,470−14.2% | Reduced |
| BlackRock, Inc. | 3,273,278 | $514.0M | 0.01% | −349,610−9.7% | Reduced |
| Janus Henderson Group PLC | 4,011,730 | $620.1M | 0.34% | −40,649−1.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −276,639−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −203,300−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −111,128−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −89,823−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −71,499−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −48,304−100.0% | Sold out |
| Wisconsin Capital Management LLC | 0 | $0 | 0.00% | −33,320−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −19,654−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,906−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −17,799−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −15,653−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −14,970−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,376−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,441−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −11,175−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −7,234−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,654−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,339−100.0% | Sold out |
| Montag & Caldwell, LLC | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Level Wealth Management LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Kiely Wealth Advisory Group, Inc. | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |