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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.

Q2 2025 vs. Q1 2025

How the institutions holding WEX Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WEX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4223386−33
Shares39.6M60.6K38.0M−1.48M (−3.8%)
Value$6.18B$9.52M$5.60B−$563.3M (−9.1%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held WEX Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WEX in Q2 2025
InstitutionSharesValue% of portfolio
Boston Partners1,269,136$187.1M0.21%
Lakewood Capital Management, LP177,968$26.1M1.99%
JANA Partners Management, LP164,029$24.1M1.21%
Freestone Grove Partners LP116,619$17.1M0.13%
rhino investment partners, Inc40,462$5.94M1.63%
Gillson Capital LP36,400$5.35M0.41%
Swedbank AB35,300$5.19M0.01%
Capital World Investors27,012$3.97M0.00%
Deroy & Devereaux Private Investment Counsel Inc14,898$2.19M0.12%
Fulcrum Asset Management LLP14,453$2.12M0.61%
Dark Forest Capital Management LP12,488$1.83M0.07%
Walleye Capital LLC9,630$1.41M0.01%
Edgestream Partners, L.P.8,568$1.26M0.03%
Fox Run Management, L.L.C.7,237$1.06M0.18%
Quadrature Capital Ltd6,307$925.9K0.02%
Jefferies Financial Group Inc.5,652$830.2K0.01%
Summit Trail Advisors, LLC4,495$660.3K0.01%
Clark Asset Management, LLC3,265$479.6K0.07%
RSM US Wealth Management LLC2,799$411.2K0.01%
Worldquant Millennium Advisors LLC2,737$402.0K0.00%
Gabelli Funds LLC2,701$396.8K0.00%
Readystate Asset Management LP2,346$344.6K0.01%
Connor, Clark & Lunn Investment Management Ltd.2,304$338.4K0.00%
Syon Capital LLC2,196$322.6K0.02%
B.O.S.S. Retirement Advisors, LLC2,140$314.3K0.08%
Mitsubishi UFJ Trust & Banking Corp2,072$304.4K0.00%
Gamco Investors, Inc. Et Al1,843$270.7K0.00%
Blueshift Asset Management, LLC1,815$266.6K0.08%
Dynamic Technology Lab Private Ltd1,682$247.0K0.03%
Claret Asset Management Corp1,584$233.0K0.03%
Mercer Global Advisors Inc1,532$225.2K0.00%
MML Investors Services, LLC1,519$223.0K0.00%
David Loasby1,260$209.6K0.02%
Gitterman Wealth Management, LLC868$127.4K0.03%
STRS Ohio811$119.1K0.00%
Hilltop National Bank644$94.6K0.02%
Brown Brothers Harriman & Co402$59.0K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.371$54.0K0.00%
Strategic Wealth Partners, Ltd.324$47.6K0.00%
Macquarie Group Ltd235$34.5K0.00%
Global Retirement Partners, LLC226$33.2K0.00%
Essential Partners LLC184$27.0K0.01%
Clearstead Advisors, LLC143$21.0K0.00%
PFS Partners, LLC18$2.65K0.00%
Bartlett & Co. Wealth Management LLC17$2.50K0.00%
Harbour Investments, Inc.12$1.76K0.00%
Ameritas Advisory Services, LLC8$1.18K0.00%
Fortitude Family Office, LLC6$8810.00%
Twin Peaks Wealth Advisors, LLC4$6830.00%
TD Private Client Wealth LLC3$4410.00%
HFM Investment Advisors, LLC3$4410.00%
Bay Harbor Wealth Management, LLC3$4400.00%
Horizon Investments, LLC2$2940.00%
Annis Gardner Whiting Capital Advisors, LLC2$2940.00%
Rialto Wealth Management, LLC2$2940.00%
CBIZ Investment Advisory Services, LLC1$1470.00%
TFC Financial Management1$1470.00%

Sold out (90)

Institutions that held WEX Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WEX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Balyasny Asset Management LLC614,675$96.5M
Jane Street Group, LLC210,707$33.1M
Two Sigma Investments, LP179,261$28.1M
Murchinson Ltd.100,000$15.7M
HRT Financial LP47,748$7.50M
Squarepoint Ops LLC46,683$7.33M
Public Sector Pension Investment Board40,165$6.31M
Corebridge Financial, Inc.38,635$6.07M
Boothbay Fund Management, LLC38,025$5.97M
Two Sigma Advisers, LP37,500$5.89M
ExodusPoint Capital Management, LP34,990$5.49M
Jain Global LLC32,063$5.03M
Brandywine Global Investment Management, LLC30,569$4.80M
Susquehanna Fundamental Investments, LLC28,505$4.48M
Engineers Gate Manager LP27,073$4.25M
Toronto Dominion Bank25,000$3.93M
Entropy Technologies, LP23,494$3.69M
Roubaix Capital, LLC19,902$3.13M
Nomura Holdings Inc19,016$2.99M
Aster Capital Management (DIFC) Ltd18,674$2.93M
Voloridge Investment Management, LLC15,213$2.39M
Aquatic Capital Management LLC14,544$2.28M
XTX Topco Ltd13,869$2.18M
Aigen Investment Management, LP11,500$1.81M
CenterBook Partners LP10,948$1.72M
Man Group plc9,831$1.54M
CSS LLC9,568$1.50M
Lecap Asset Management Ltd8,450$1.33M
AXA S.A.8,348$1.31M
Prana Capital Management, LP5,918$929.2K
Bridgefront Capital, LLC5,546$870.8K
Point72 (DIFC) Ltd4,855$762.4K
Pinebridge Investments, L.P.4,513$708.6K
TownSquare Capital, LLC4,102$644.1K
Legacy Advisors, LLC4,090$642.2K
New York Life Investment Management LLC4,024$631.8K
Union Bancaire Privee, UBP SA3,608$590.7K
Two Sigma Securities, LLC3,694$580.0K
Royce & Associates LP3,680$577.8K
Petrus Trust Company, LTA2,844$446.6K
Pacer Advisors, Inc.2,706$424.9K
Inceptionr LLC2,698$423.6K
United Services Automobile Association2,585$399.5K
Oak Thistle LLC2,495$391.8K
Cubist Systematic Strategies, LLC2,099$329.6K
Occudo Quantitative Strategies LP2,107$325.7K
Apollon Wealth Management, LLC2,006$315.0K
Fieldview Capital Management, LLC1,955$307.0K
Brookwood Investment Group LLC1,774$278.6K
Clifford Capital Partners LLC1,737$272.7K
EntryPoint Capital, LLC1,703$267.4K
Everence Capital Management Inc1,680$264.0K
R Squared Ltd1,640$257.5K
ISAM Funds (UK) Ltd1,610$252.8K
Tudor Investment Corp Et Al1,608$252.5K
Coldstream Capital Management Inc1,555$244.2K
Quadrant Capital Group LLC1,543$242.3K
DRW Securities, LLC1,523$239.1K
Shelton Capital Management1,471$231.0K
Gallacher Capital Management LLC1,346$211.3K
Wolverine Trading, LLC1,349$208.5K
O'Shaughnessy Asset Management, LLC1,322$207.6K
CIBC Asset Management Inc1,311$205.9K
Evercore Wealth Management, LLC1,286$201.9K
Alaska Permanent Fund Corp1,372$178.9K
Clean Yield Group500$78.5K
Simplex Trading, LLC400$62.0K
Boston Private Wealth LLC309$48.5K
Quarry LP278$43.7K
FNY Investment Advisers, LLC149$23.0K
Investment Management Corp144$22.6K
Quent Capital, LLC139$21.8K
Headlands Technologies LLC94$14.8K
TCTC Holdings, LLC64$10.0K
Boyd Watterson Asset Management LLC33$5.18K
Washington Trust Co26$4.08K
High Note Wealth, LLC20$3.14K
West Paces Advisors Inc.17$2.67K
Oakworth Capital, Inc.15$2.35K
Bokf, NA13$2.04K
First Command Advisory Services, Inc.10$1.57K
Bare Financial Services, Inc9$1.41K
Cherry Tree Wealth Management, LLC6$943
Bogart Wealth, LLC3$471
CVA Family Office, LLC3$471
Global Financial Private Client, LLC3$471
Private Wealth Asset Management, LLC2$314
AdvisorNet Financial, Inc1$157
Clear Street Markets LLC1$157
CoreCap Advisors, LLC1$157

Not filed for Q2 2025 yet (3)

Institutions that held WEX Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP57,958$9.10M
Keeley-Teton Advisors, LLC2,585$405.9K
Lindbrook Capital, LLC85$13.3K