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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 5,303 | $832.7K | 0.00% | −1,522−22.3% | Reduced |
| Lifestyle Asset Management, Inc. | 5,257 | $825.5K | 0.45% | +380+7.8% | Added |
| Point72 Asset Management, L.P. | 5,210 | $818.0K | 0.00% | +5,210 | New |
| Fifth Third Wealth Advisors LLC | 5,199 | $816.3K | 0.04% | −81−1.5% | Reduced |
| Sanctuary Advisors, LLC | 4,946 | $776.6K | 0.01% | −2,481−33.4% | Reduced |
| Point72 (DIFC) Ltd | 4,855 | $762.4K | 0.07% | +4,855 | New |
| Cornerstone Investment Partners, LLC | 4,705 | $738.8K | 0.04% | +133+2.9% | Added |
| Xponance, Inc. | 4,591 | $720.9K | 0.01% | −273−5.6% | Reduced |
| State of Alaska, Department of Revenue | 4,581 | $719.0K | 0.01% | +45+1.0% | Added |
| Susquehanna International Group, LLP | 4,560 | $716.0K | 0.00% | −2,713−37.3% | Reduced |
| Pinebridge Investments, L.P. | 4,513 | $708.6K | 0.01% | −12,578−73.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,395 | $690.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,243 | $666.2K | 0.01% | −886−17.3% | Reduced |
| TownSquare Capital, LLC | 4,102 | $644.1K | 0.01% | +212+5.4% | Added |
| Cetera Investment Advisers | 4,094 | $642.8K | 0.00% | +1,179+40.4% | Added |
| Legacy Advisors, LLC | 4,090 | $642.2K | 0.07% | −1,130−21.6% | Reduced |
| New York Life Investment Management LLC | 4,024 | $631.8K | 0.01% | −103−2.5% | Reduced |
| Mariner, LLC | 3,885 | $609.9K | 0.00% | +762+24.4% | Added |
| Prudential Financial Inc | 3,344 | $591.5K | 0.00% | +445+15.4% | Added |
| Union Bancaire Privee, UBP SA | 3,608 | $590.7K | 0.01% | −446−11.0% | Reduced |
| Colony Group, LLC | 3,735 | $586.5K | 0.00% | −1,108−22.9% | Reduced |
| Captrust Financial Advisors | 3,718 | $583.8K | 0.00% | −553−12.9% | Reduced |
| Two Sigma Securities, LLC | 3,694 | $580.0K | 0.09% | +1,996+117.6% | Added |
| Royce & Associates LP | 3,680 | $577.8K | 0.01% | −6,290−63.1% | Reduced |
| Pathstone Holdings, LLC | 3,602 | $565.6K | 0.00% | −3,890−51.9% | Reduced |
| Flputnam Investment Management Co | 3,543 | $556.3K | 0.01% | −499−12.3% | Reduced |
| Lazard Asset Management LLC | 3,544 | $555.0K | 0.00% | −3,878−52.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,394 | $532.9K | 0.00% | +3,394 | New |
| Commerce Bank | 3,265 | $512.7K | 0.00% | −289−8.1% | Reduced |
| Eukles Asset Management | 3,226 | $506.5K | 0.22% | +497+18.2% | Added |
| Ieq Capital, LLC | 3,214 | $504.7K | 0.00% | −11,443−78.1% | Reduced |
| Davy Global Fund Management Ltd | 3,209 | $503.9K | 0.06% | −365−10.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,208 | $503.7K | 0.02% | −84−2.6% | Reduced |
| Verition Fund Management LLC | 3,205 | $503.2K | 0.00% | +1,222+61.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,199 | $502.3K | 0.03% | −118−3.6% | Reduced |
| CWM, LLC | 3,163 | $497.0K | 0.00% | −2,087−39.8% | Reduced |
| American Century Companies Inc | 3,145 | $493.8K | 0.00% | +306+10.8% | Added |
| Empirical Asset Management, LLC | 3,107 | $487.9K | 0.17% | +832+36.6% | Added |
| Benin Management CORP | 3,041 | $477.5K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,932 | $462.0K | 0.00% | −645,616−99.5% | Reduced |
| Illinois Municipal Retirement Fund | 2,931 | $460.2K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,927 | $459.6K | 0.08% | −11−0.4% | Reduced |
| Fiduciary Trust Co | 2,905 | $456.1K | 0.01% | −60−2.0% | Reduced |
| Petrus Trust Company, LTA | 2,844 | $446.6K | 0.04% | +2,844 | New |
| Gator Capital Management, LLC | 2,801 | $439.8K | 0.17% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,706 | $424.9K | 0.00% | −5,581−67.3% | Reduced |
| Inceptionr LLC | 2,698 | $423.6K | 0.13% | +103+4.0% | Added |
| 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 |
| US Bancorp | 2,636 | $413.9K | 0.00% | −231−8.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,616 | $410.3K | 0.00% | −221−5.8% | Reduced |
| Jump Financial, LLC | 2,600 | $408.3K | 0.01% | +2,600 | New |
| CWM Advisors, LLC | 2,588 | $406.4K | 0.05% | +87+3.5% | Added |
| Keeley-Teton Advisors, LLC | 2,585 | $405.9K | 0.05% | −828−24.3% | Reduced |
| United Services Automobile Association | 2,585 | $399.5K | 0.01% | +2,585 | New |
| Tower Research Capital LLC (TRC) | 2,525 | $396.5K | 0.01% | −1,850−42.3% | Reduced |
| William Blair Investment Management, LLC | 2,513 | $394.6K | 0.00% | −7−0.3% | Reduced |
| JustInvest LLC | 2,511 | $394.3K | 0.01% | −1,274−33.7% | Reduced |
| Empowered Funds, LLC | 2,508 | $393.8K | 0.01% | +2,508 | New |
| Truist Financial Corp | 2,506 | $393.5K | 0.00% | +227+10.0% | Added |
| Oak Thistle LLC | 2,495 | $391.8K | 0.08% | +2,495 | New |
| Optimize Financial Inc | 2,479 | $389.3K | 0.15% | +2,479 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $384.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,420 | $380.0K | 0.00% | +995+69.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,398 | $376.6K | 0.10% | +2,398 | New |
| Shell Asset Management Co | 2,383 | $374.0K | 0.02% | −97−3.9% | Reduced |
| Ballentine Partners, LLC | 2,126 | $333.8K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,193 | $332.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,100 | $329.7K | 0.00% | −4,422−67.8% | Reduced |
| Cubist Systematic Strategies, LLC | 2,099 | $329.6K | 0.00% | +2,099 | New |
| Occudo Quantitative Strategies LP | 2,107 | $325.7K | 0.04% | +848+67.4% | Added |
| Net Worth Advisory Group | 2,053 | $322.4K | 0.10% | +723+54.4% | Added |
| Sterling Capital Management LLC | 2,025 | $318.0K | 0.00% | −173−7.9% | Reduced |
| Snowden Capital Advisors LLC | 2,019 | $317.0K | 0.01% | +43+2.2% | Added |
| Apollon Wealth Management, LLC | 2,006 | $315.0K | 0.01% | −48−2.3% | Reduced |
| Boit C F David | 2,000 | $314.0K | 0.16% | −340−14.5% | Reduced |
| Isthmus Partners, LLC | 1,987 | $312.0K | 0.04% | +101+5.4% | Added |
| Fieldview Capital Management, LLC | 1,955 | $307.0K | 0.04% | +1,955 | New |
| Maryland State Retirement & Pension System | 1,852 | $290.8K | 0.01% | −264−12.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $285.6K | 0.11% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,809 | $284.0K | 0.00% | +194+12.0% | Added |
| KBC Group NV | 1,787 | $281.0K | 0.00% | −38−2.1% | Reduced |
| SG Americas Securities, LLC | 1,776 | $279.0K | 0.00% | +1,776 | New |
| Brookwood Investment Group LLC | 1,774 | $278.6K | 0.05% | +1,774 | New |
| Knollwood Investment Advisory, LLC | 1,744 | $273.8K | 0.03% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 1,737 | $272.7K | 0.06% | +1,737 | New |
| Chicago Capital, LLC | 1,728 | $271.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,703 | $267.4K | 0.12% | −2,397−58.5% | Reduced |
| Everence Capital Management Inc | 1,680 | $264.0K | 0.02% | +1,680 | New |
| SageView Advisory Group, LLC | 1,680 | $263.8K | 0.01% | +71+4.4% | Added |
| Crossmark Global Holdings, Inc. | 1,674 | $262.9K | 0.00% | −770−31.5% | Reduced |
| R Squared Ltd | 1,640 | $257.5K | 0.28% | +1,590+3,180.0% | Added |
| Commonwealth Equity Services, LLC | 1,634 | $256.0K | 0.00% | +44+2.8% | Added |
| ISAM Funds (UK) Ltd | 1,610 | $252.8K | 0.12% | +1,610 | New |
| Tudor Investment Corp Et Al | 1,608 | $252.5K | 0.00% | −52,577−97.0% | Reduced |
| Legato Capital Management LLC | 1,567 | $246.1K | 0.03% | −146−8.5% | Reduced |
| Coldstream Capital Management Inc | 1,555 | $244.2K | 0.01% | +51+3.4% | Added |
| Quadrant Capital Group LLC | 1,543 | $242.3K | 0.01% | +1,271+467.3% | Added |
| DRW Securities, LLC | 1,523 | $239.1K | 0.02% | +1,523 | New |
| Panagora Asset Management Inc | 1,520 | $238.7K | 0.00% | 00.0% | Unchanged |