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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 28,505 | $4.48M | 0.08% | −13,009−31.3% | Reduced |
| Long Road Investment Counsel, LLC | 27,784 | $4.36M | 1.69% | +1,315+5.0% | Added |
| Quantinno Capital Management LP | 27,551 | $4.33M | 0.03% | +14,646+113.5% | Added |
| Engineers Gate Manager LP | 27,073 | $4.25M | 0.07% | +20,733+327.0% | Added |
| LPL Financial LLC | 30,667 | $4.24M | 0.00% | +1,259+4.3% | Added |
| Dana Investment Advisors, Inc. | 25,246 | $3.96M | 0.14% | −647−2.5% | Reduced |
| Toronto Dominion Bank | 25,000 | $3.93M | 0.01% | +25,000 | New |
| Factorial Partners, LLC | 24,600 | $3.86M | 2.38% | +13,200+115.8% | Added |
| Entropy Technologies, LP | 23,494 | $3.69M | 0.36% | +19,994+571.3% | Added |
| Bank of Montreal | 22,181 | $3.48M | 0.00% | +1,492+7.2% | Added |
| Royal Bank of Canada | 21,967 | $3.45M | 0.00% | −3,865−15.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 21,228 | $3.33M | 0.82% | +1,571+8.0% | Added |
| Comerica Bank | 21,128 | $3.32M | 0.01% | +5,822+38.0% | Added |
| Roubaix Capital, LLC | 19,902 | $3.13M | 1.63% | −10,474−34.5% | Reduced |
| MetLife Investment Management | 19,632 | $3.08M | 0.02% | −2,954−13.1% | Reduced |
| Russell Investments Group, Ltd. | 19,284 | $3.03M | 0.00% | +12,661+191.2% | Added |
| Nomura Holdings Inc | 19,016 | $2.99M | 0.02% | +13,737+260.2% | Added |
| Aster Capital Management (DIFC) Ltd | 18,674 | $2.93M | 0.54% | +18,252+4,325.1% | Added |
| Nisa Investment Advisors, LLC | 18,333 | $2.88M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 18,135 | $2.85M | 0.01% | +710+4.1% | Added |
| Mutual of America Capital Management LLC | 17,928 | $2.82M | 0.03% | −3,087−14.7% | Reduced |
| State of Tennessee, Treasury Department | 16,831 | $2.64M | 0.01% | 00.0% | Unchanged |
| Martin & Co Inc | 16,705 | $2.62M | 0.51% | +385+2.4% | Added |
| Amalgamated Bank | 16,567 | $2.60M | 0.02% | −2,372−12.5% | Reduced |
| Lighthouse Investment Partners, LLC | 16,108 | $2.53M | 0.12% | +16,108 | New |
| Zions Bancorporation, National Association | 15,667 | $2.46M | 0.16% | +15,667 | New |
| Oppenheimer Asset Management Inc. | 15,264 | $2.40M | 0.03% | +1,480+10.7% | Added |
| Voloridge Investment Management, LLC | 15,213 | $2.39M | 0.01% | +15,213 | New |
| State of New Jersey Common Pension Fund D | 14,918 | $2.34M | 0.01% | +235+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,547 | $2.28M | 0.02% | +157+1.1% | Added |
| Aquatic Capital Management LLC | 14,544 | $2.28M | 0.06% | −12,698−46.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,395 | $2.26M | 0.45% | +12,653+726.3% | Added |
| Deutsche Bank AG | 14,033 | $2.20M | 0.00% | −6,291−31.0% | Reduced |
| Ameritas Investment Partners, Inc. | 13,873 | $2.18M | 0.07% | −1,095−7.3% | Reduced |
| XTX Topco Ltd | 13,869 | $2.18M | 0.11% | +13,869 | New |
| Yousif Capital Management, LLC | 13,615 | $2.14M | 0.02% | −398−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 13,597 | $2.14M | 0.00% | −706−4.9% | Reduced |
| Nebula Research & Development LLC | 13,498 | $2.12M | 0.20% | +13,498 | New |
| Johnson Investment Counsel Inc | 13,461 | $2.11M | 0.02% | +7,968+145.1% | Added |
| Clark Estates Inc | 13,300 | $2.09M | 0.44% | +1,036+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 13,220 | $2.08M | 0.02% | −6,196−31.9% | Reduced |
| Bath Savings Trust Co | 12,802 | $2.01M | 0.21% | −8,158−38.9% | Reduced |
| Amundi | 13,999 | $2.00M | 0.00% | −1,201−7.9% | Reduced |
| Public Employees Retirement System of Ohio | 12,600 | $1.98M | 0.01% | −1,326−9.5% | Reduced |
| Henshaw Capital LLC | 12,378 | $1.94M | 0.09% | 00.0% | Unchanged |
| Lightrock Netherlands B.V. | 12,000 | $1.89M | 0.50% | +12,000 | New |
| Citigroup Inc | 11,935 | $1.87M | 0.00% | −2,274−16.0% | Reduced |
| Brevan Howard Capital Management LP | 11,847 | $1.86M | 0.05% | +11,847 | New |
| Aigen Investment Management, LP | 11,500 | $1.81M | 0.29% | +11,500 | New |
| Arizona State Retirement System | 11,412 | $1.79M | 0.01% | −512−4.3% | Reduced |
| Stephens Inc | 11,114 | $1.75M | 0.03% | −904−7.5% | Reduced |
| Cove Street Capital, LLC | 10,968 | $1.72M | 2.70% | +10,968 | New |
| CenterBook Partners LP | 10,948 | $1.72M | 0.11% | −61,867−85.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,786 | $1.69M | 0.00% | +20.0% | Added |
| Bullseye Asset Management LLC | 10,742 | $1.69M | 0.91% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,344 | $1.62M | 0.01% | −70,000−87.1% | Reduced |
| Eagle Rock Investment Company, LLC | 10,205 | $1.60M | 0.28% | +4,971+95.0% | Added |
| Cerity Partners LLC | 10,002 | $1.57M | 0.00% | +4,695+88.5% | Added |
| Banc Funds Co LLC | 9,955 | $1.56M | 0.21% | 00.0% | Unchanged |
| Marshall Wace, LLP | 9,868 | $1.55M | 0.00% | −46,888−82.6% | Reduced |
| Man Group plc | 9,831 | $1.54M | 0.00% | −41,273−80.8% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $1.54M | 0.03% | −1,200−10.9% | Reduced |
| GHP Investment Advisors, Inc. | 9,585 | $1.51M | 0.07% | −771−7.4% | Reduced |
| CSS LLC | 9,568 | $1.50M | 0.10% | +9,568 | New |
| EJF Capital LLC | 9,300 | $1.46M | 0.93% | +9,300 | New |
| The PNC Financial Services Group, Inc. | 9,123 | $1.43M | 0.00% | −74−0.8% | Reduced |
| Logan Capital Management Inc | 9,096 | $1.43M | 0.06% | −50−0.5% | Reduced |
| CI Private Wealth, LLC | 8,949 | $1.41M | 0.00% | −131−1.4% | Reduced |
| Lecap Asset Management Ltd | 8,450 | $1.33M | 0.31% | +8,450 | New |
| State of Michigan Retirement System | 8,375 | $1.32M | 0.01% | −1,000−10.7% | Reduced |
| AXA S.A. | 8,348 | $1.31M | 0.00% | −4,943−37.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,346 | $1.31M | 0.01% | −440−5.0% | Reduced |
| Palisade Capital Management LLC | 8,205 | $1.29M | 0.04% | +2,888+54.3% | Added |
| Formula Growth Ltd | 8,200 | $1.29M | 0.52% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,186 | $1.28M | 0.00% | −1,175−12.6% | Reduced |
| Vident Advisory, LLC | 8,130 | $1.28M | 0.02% | −367−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,981 | $1.25M | 0.00% | −4,788−37.5% | Reduced |
| Numerai GP LLC | 7,806 | $1.23M | 0.23% | −1,482−16.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,765 | $1.22M | 0.02% | −1,077−12.2% | Reduced |
| Fifth Third Bancorp | 7,468 | $1.17M | 0.00% | −1,315−15.0% | Reduced |
| Aurora Investment Counsel | 7,435 | $1.17M | 0.65% | +389+5.5% | Added |
| Victory Capital Management Inc | 7,226 | $1.13M | 0.00% | −310−4.1% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.13M | 0.04% | −1,700−19.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,066 | $1.11M | 0.02% | −1,054−13.0% | Reduced |
| Virginia Retirement Systems Et Al | 6,419 | $1.01M | 0.01% | +6,419 | New |
| KLP Kapitalforvaltning AS | 6,400 | $1.00M | 0.00% | −2,100−24.7% | Reduced |
| Daiwa Securities Group Inc. | 6,174 | $969.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,073 | $953.6K | 0.00% | +65+1.1% | Added |
| Pictet Asset Management Holding SA | 6,007 | $942.6K | 0.00% | −10.0% | Reduced |
| Prana Capital Management, LP | 5,918 | $929.2K | 0.04% | +5,918 | New |
| Teacher Retirement System of Texas | 5,870 | $921.7K | 0.00% | −2,818−32.4% | Reduced |
| Prelude Capital Management, LLC | 5,829 | $915.3K | 0.09% | +5,829 | New |
| HighTower Advisors, LLC | 5,770 | $906.0K | 0.00% | −849−12.8% | Reduced |
| Gsa Capital Partners LLP | 5,679 | $892.0K | 0.08% | −1,178−17.2% | Reduced |
| New Age Alpha Advisors, LLC | 5,647 | $886.7K | 0.04% | −3,364−37.3% | Reduced |
| Radnor Capital Management, LLC | 5,575 | $875.0K | 0.15% | +3,685+195.0% | Added |
| Bridgefront Capital, LLC | 5,546 | $870.8K | 0.25% | +5,546 | New |
| Atria Investments LLC | 5,516 | $866.1K | 0.01% | +776+16.4% | Added |
| Sepio Capital, LP | 5,475 | $859.7K | 0.07% | −16−0.3% | Reduced |
| Quest Partners LLC | 5,404 | $848.5K | 0.09% | +4,738+711.4% | Added |