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, Q2 2025
Institutional positions in WEX Inc. as of Jun 30, 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
- 386
- −33 vs. Q1 2025
- Shares held
- 38.0M
- −1.48M (−3.8%) vs. Q1 2025
- Total value
- $5.60B
- −$563.3M (−9.1%) vs. Q1 2025
- New holders
- 57
- 120 more added
- Sold out
- 90
- 158 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3,870,484 | $568.5M | 0.28% | −141,246−3.5% | Reduced |
| Vanguard Group Inc | 3,250,156 | $477.4M | 0.01% | +9,661+0.3% | Added |
| BlackRock, Inc. | 3,094,030 | $454.5M | 0.01% | −179,248−5.5% | Reduced |
| Morgan Stanley | 2,683,931 | $394.2M | 0.03% | +244,285+10.0% | Added |
| Impactive Capital LP | 2,395,253 | $351.8M | 15.85% | −14,319−0.6% | Reduced |
| Par Capital Management Inc | 1,851,100 | $271.9M | 8.90% | +6000.0% | Added |
| Boston Partners | 1,269,136 | $187.1M | 0.21% | +1,269,136 | New |
| State Street Corp | 1,093,072 | $160.6M | 0.01% | −73,504−6.3% | Reduced |
| JPMorgan Chase & Co | 1,085,795 | $159.5M | 0.01% | +17,691+1.7% | Added |
| FMR LLC | 1,049,671 | $154.2M | 0.01% | +24,235+2.4% | Added |
| River Road Asset Management, LLC | 797,871 | $135.4M | 1.72% | +137,673+20.9% | Added |
| Earnest Partners LLC | 897,776 | $131.9M | 0.59% | +2,370+0.3% | Added |
| Bank of America Corp | 809,658 | $118.9M | 0.01% | +70,003+9.5% | Added |
| Lyrical Asset Management LP | 772,113 | $113.4M | 1.64% | −54,075−6.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 768,238 | $112.8M | 1.00% | −25,619−3.2% | Reduced |
| Dimensional Fund Advisors LP | 634,819 | $93.3M | 0.02% | +21,342+3.5% | Added |
| Geode Capital Management, LLC | 613,283 | $90.1M | 0.01% | −37,721−5.8% | Reduced |
| SEI Investments Co | 485,491 | $71.3M | 0.08% | +11,048+2.3% | Added |
| Hawk Ridge Capital Management LP | 403,271 | $59.2M | 2.47% | +363,404+911.5% | Added |
| Federated Hermes, Inc. | 402,123 | $59.1M | 0.11% | +25,047+6.6% | Added |
| Ariel Investments, LLC | 401,086 | $58.9M | 0.67% | −11,161−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 385,118 | $56.6M | 0.18% | +3,351+0.9% | Added |
| Sunriver Management LLC | 340,956 | $50.1M | 5.37% | +26,887+8.6% | Added |
| Wellington Management Group LLP | 334,865 | $49.2M | 0.01% | −204,595−37.9% | Reduced |
| Charles Schwab Investment Management Inc | 316,322 | $46.5M | 0.01% | +8,361+2.7% | Added |
| Northern Trust Corp | 300,480 | $44.1M | 0.01% | −32,253−9.7% | Reduced |
| Bank of New York Mellon Corp | 292,628 | $43.0M | 0.01% | −3,319−1.1% | Reduced |
| Norges Bank | 291,453 | $42.8M | 0.01% | −100,887−25.7% | Reduced |
| Barclays PLC | 291,069 | $42.8M | 0.02% | −339,489−53.8% | Reduced |
| UBS Group AG | 258,106 | $37.9M | 0.01% | +7,937+3.2% | Added |
| Primecap Management Co | 241,660 | $35.5M | 0.03% | −61,530−20.3% | Reduced |
| Neuberger Berman Group LLC | 239,137 | $35.1M | 0.03% | −37,841−13.7% | Reduced |
| Gotham Asset Management, LLC | 193,788 | $28.5M | 0.17% | +118,778+158.3% | Added |
| Rice Hall James & Associates, LLC | 189,944 | $27.9M | 1.50% | +45,090+31.1% | Added |
| UBS Asset Management Americas Inc | 187,425 | $27.5M | 0.01% | −2,746−1.4% | Reduced |
| Ameriprise Financial Inc | 178,840 | $26.3M | 0.01% | −57,786−24.4% | Reduced |
| Lakewood Capital Management, LP | 177,968 | $26.1M | 1.99% | +177,968 | New |
| Loomis Sayles & Co L P | 168,287 | $24.7M | 0.03% | +5,085+3.1% | Added |
| JANA Partners Management, LP | 164,029 | $24.1M | 1.21% | +164,029 | New |
| Snyder Capital Management L P | 154,399 | $22.7M | 0.48% | +5,838+3.9% | Added |
| AQR Capital Management LLC | 150,858 | $22.1M | 0.02% | +65,657+77.1% | Added |
| Goldman Sachs Group Inc | 124,299 | $18.3M | 0.00% | −226,593−64.6% | Reduced |
| New York State Common Retirement Fund | 121,469 | $17.8M | 0.02% | −2,506−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 120,021 | $17.6M | 0.02% | −40,057−25.0% | Reduced |
| Freestone Grove Partners LP | 116,619 | $17.1M | 0.13% | +116,619 | New |
| Rhumbline Advisers | 107,403 | $15.8M | 0.01% | −7,538−6.6% | Reduced |
| Fisher Asset Management, LLC | 96,642 | $14.2M | 0.01% | +20.0% | Added |
| Point72 Asset Management, L.P. | 96,592 | $14.2M | 0.03% | +91,382+1,754.0% | Added |
| Nuveen, LLC | 93,997 | $13.8M | 0.00% | −25,625−21.4% | Reduced |
| BNP Paribas Arbitrage, SA | 93,353 | $13.7M | 0.01% | +88,050+1,660.4% | Added |
| Incline Global Management LLC | 88,690 | $13.0M | 5.12% | +35,983+68.3% | Added |
| Alliancebernstein L.P. | 87,700 | $12.9M | 0.00% | +15,952+22.2% | Added |
| Raymond James Financial Inc | 87,530 | $12.9M | 0.00% | +18,151+26.2% | Added |
| Hill City Capital, LP | 85,000 | $12.5M | 0.67% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 80,024 | $11.8M | 0.02% | +21,250+36.2% | Added |
| Thompson Siegel & Walmsley LLC | 77,854 | $11.4M | 0.19% | +5,515+7.6% | Added |
| Principal Financial Group Inc | 77,700 | $11.4M | 0.01% | −3,045−3.8% | Reduced |
| Invesco Ltd. | 75,513 | $11.1M | 0.00% | −5,126−6.4% | Reduced |
| Retirement Systems of Alabama | 68,755 | $10.1M | 0.04% | −866−1.2% | Reduced |
| Envestnet Asset Management Inc | 68,716 | $10.1M | 0.00% | +9,663+16.4% | Added |
| Millennium Management LLC | 68,251 | $10.0M | 0.01% | −344,414−83.5% | Reduced |
| Spinnaker Trust | 65,633 | $9.64M | 0.58% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 65,460 | $9.62M | 3.00% | +62,659+2,237.0% | Added |
| Quantinno Capital Management LP | 62,611 | $9.20M | 0.04% | +35,060+127.3% | Added |
| Swiss National Bank | 62,126 | $9.13M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 58,656 | $8.62M | 0.02% | +6,156+11.7% | Added |
| Legal & General Group Plc | 55,675 | $8.18M | 0.00% | −11,673−17.3% | Reduced |
| California Public Employees Retirement System | 54,891 | $8.06M | 0.01% | −16,134−22.7% | Reduced |
| Cambiar Investors LLC | 52,406 | $7.70M | 0.32% | +1,250+2.4% | Added |
| Penserra Capital Management LLC | 51,550 | $7.57M | 0.11% | −8,246−13.8% | Reduced |
| Holocene Advisors, LP | 50,999 | $7.49M | 0.02% | −8,459−14.2% | Reduced |
| Invenomic Capital Management LP | 50,683 | $7.44M | 0.42% | −9,941−16.4% | Reduced |
| Royal Bank of Canada | 47,708 | $7.01M | 0.00% | +25,741+117.2% | Added |
| New York State Teachers Retirement System | 47,563 | $6.99M | 0.01% | −1,205−2.5% | Reduced |
| Wells Fargo & Company | 44,683 | $6.56M | 0.00% | −960−2.1% | Reduced |
| rhino investment partners, Inc | 40,462 | $5.94M | 1.63% | +40,462 | New |
| Algert Global LLC | 40,161 | $5.90M | 0.12% | +479+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 39,171 | $5.75M | 0.07% | −22,254−36.2% | Reduced |
| Gillson Capital LP | 36,400 | $5.35M | 0.41% | +36,400 | New |
| New South Capital Management Inc | 36,286 | $5.33M | 0.26% | +775+2.2% | Added |
| Verdence Capital Advisors LLC | 35,442 | $5.21M | 0.36% | +4,601+14.9% | Added |
| Swedbank AB | 35,300 | $5.19M | 0.01% | +35,300 | New |
| State Board of Administration of Florida Retirement System | 35,083 | $5.15M | 0.01% | +110+0.3% | Added |
| Harbor Capital Advisors, Inc. | 33,948 | $4.99M | 0.21% | −609−1.8% | Reduced |
| Lightrock Netherlands B.V. | 36,600 | $4.58M | 1.26% | +24,600+205.0% | Added |
| First Trust Advisors LP | 30,959 | $4.55M | 0.00% | −1,652−5.1% | Reduced |
| Price T Rowe Associates Inc | 30,895 | $4.54M | 0.00% | −1,793−5.5% | Reduced |
| California State Teachers Retirement System | 30,298 | $4.45M | 0.00% | −7,620−20.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,275 | $4.45M | 0.13% | −173−0.6% | Reduced |
| LPL Financial LLC | 30,044 | $4.41M | 0.00% | −623−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 28,862 | $4.24M | 0.00% | −7,408−20.4% | Reduced |
| HM Payson & Co | 27,877 | $4.09M | 0.06% | −8,675−23.7% | Reduced |
| Long Road Investment Counsel, LLC | 27,674 | $4.07M | 1.52% | −110−0.4% | Reduced |
| Great West Life Assurance Co | 27,459 | $4.04M | 0.01% | −2,046−6.9% | Reduced |
| Capital World Investors | 27,012 | $3.97M | 0.00% | +27,012 | New |
| Dana Investment Advisors, Inc. | 24,842 | $3.65M | 0.12% | −404−1.6% | Reduced |
| Blair William & Co | 24,426 | $3.59M | 0.01% | −34,366−58.5% | Reduced |
| Bank of Montreal | 24,244 | $3.56M | 0.00% | +2,063+9.3% | Added |
| Russell Investments Group, Ltd. | 23,660 | $3.48M | 0.00% | +4,376+22.7% | Added |
| Quantbot Technologies LP | 22,929 | $3.37M | 0.09% | −80,997−77.9% | Reduced |