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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 500 | $73.4K | 0.00% | +300+150.0% | Added |
| MAI Capital Management | 529 | $77.7K | 0.00% | −19−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 636 | $93.5K | 0.00% | +196+44.5% | Added |
| Hilltop National Bank | 644 | $94.6K | 0.02% | +644 | New |
| Hamilton Capital Partners Inc. | 753 | $110.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 765 | $112.4K | 0.00% | −707−48.0% | Reduced |
| STRS Ohio | 811 | $119.1K | 0.00% | +811 | New |
| Gitterman Wealth Management, LLC | 868 | $127.4K | 0.03% | +868 | New |
| GAMMA Investing LLC | 920 | $135.1K | 0.01% | +480+109.1% | Added |
| KBC Group NV | 1,046 | $154.0K | 0.00% | −741−41.5% | Reduced |
| Quest Partners LLC | 1,121 | $164.7K | 0.02% | −4,283−79.3% | Reduced |
| Moody Aldrich Partners LLC | 1,369 | $201.1K | 0.04% | −25−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,409 | $207.0K | 0.01% | −1,116−44.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,425 | $209.3K | 0.00% | −249−14.9% | Reduced |
| David Loasby | 1,260 | $209.6K | 0.02% | +1,260 | New |
| Citadel Advisors LLC | 1,495 | $219.6K | 0.00% | −138,338−98.9% | Reduced |
| ProShare Advisors LLC | 1,518 | $223.0K | 0.00% | +36+2.4% | Added |
| MML Investors Services, LLC | 1,519 | $223.0K | 0.00% | +1,519 | New |
| Panagora Asset Management Inc | 1,520 | $223.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,532 | $225.0K | 0.00% | +223+17.0% | Added |
| Mercer Global Advisors Inc | 1,532 | $225.2K | 0.00% | +1,532 | New |
| Jump Financial, LLC | 1,557 | $228.7K | 0.00% | −1,043−40.1% | Reduced |
| Claret Asset Management Corp | 1,584 | $233.0K | 0.03% | +1,584 | New |
| Beverly Hills Private Wealth, LLC | 1,616 | $237.4K | 0.04% | −12,779−88.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,682 | $247.0K | 0.03% | +1,682 | New |
| Chicago Capital, LLC | 1,728 | $253.8K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,744 | $256.2K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,775 | $260.7K | 0.01% | −244−12.1% | Reduced |
| Utah Retirement Systems | 1,794 | $263.5K | 0.00% | −306−14.6% | Reduced |
| Blueshift Asset Management, LLC | 1,815 | $266.6K | 0.08% | +1,815 | New |
| Bridgewater Advisors Inc. | 1,558 | $269.1K | 0.02% | +12+0.8% | Added |
| Gamco Investors, Inc. Et Al | 1,843 | $270.7K | 0.00% | +1,843 | New |
| Maryland State Retirement & Pension System | 1,852 | $272.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,867 | $274.0K | 0.00% | +233+14.3% | Added |
| Boit C F David | 2,000 | $293.8K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,013 | $295.7K | 0.03% | +26+1.3% | Added |
| Cadent Capital Advisors, LLC | 2,026 | $297.6K | 0.10% | +207+11.4% | Added |
| Shell Asset Management Co | 2,032 | $298.0K | 0.01% | −351−14.7% | Reduced |
| SageView Advisory Group, LLC | 1,704 | $299.8K | 0.01% | +24+1.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,063 | $303.0K | 0.05% | −335−14.0% | Reduced |
| Legato Capital Management LLC | 2,072 | $304.4K | 0.04% | +505+32.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,072 | $304.4K | 0.00% | +2,072 | New |
| Sterling Capital Management LLC | 2,080 | $305.5K | 0.00% | +55+2.7% | Added |
| Net Worth Advisory Group | 2,123 | $311.8K | 0.07% | +70+3.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $314.3K | 0.08% | +2,140 | New |
| Hennion & Walsh Asset Management, Inc. | 2,141 | $314.5K | 0.01% | −1,067−33.3% | Reduced |
| Ballentine Partners, LLC | 2,147 | $315.4K | 0.00% | +21+1.0% | Added |
| DekaBank Deutsche Girozentrale | 2,193 | $319.0K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 2,196 | $322.6K | 0.02% | +2,196 | New |
| US Bancorp | 2,277 | $334.5K | 0.00% | −359−13.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,304 | $338.4K | 0.00% | +2,304 | New |
| Readystate Asset Management LP | 2,346 | $344.6K | 0.01% | +2,346 | New |
| Schonfeld Strategic Advisors LLC | 2,428 | $356.6K | 0.00% | −109,988−97.8% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $359.9K | 0.02% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,463 | $361.8K | 0.22% | −16−0.6% | Reduced |
| JustInvest LLC | 2,484 | $364.9K | 0.00% | −27−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,563 | $376.5K | 0.00% | +143+5.9% | Added |
| Colony Group, LLC | 2,600 | $381.9K | 0.00% | −1,135−30.4% | Reduced |
| Securian Asset Management, Inc | 2,657 | $390.3K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,661 | $390.9K | 0.01% | −882−24.9% | Reduced |
| Davy Global Fund Management Ltd | 2,698 | $396.3K | 0.04% | −511−15.9% | Reduced |
| Gabelli Funds LLC | 2,701 | $396.8K | 0.00% | +2,701 | New |
| Truist Financial Corp | 2,725 | $400.3K | 0.00% | +219+8.7% | Added |
| Gsa Capital Partners LLP | 2,738 | $402.0K | 0.03% | −2,941−51.8% | Reduced |
| Worldquant Millennium Advisors LLC | 2,737 | $402.0K | 0.00% | +2,737 | New |
| RSM US Wealth Management LLC | 2,799 | $411.2K | 0.01% | +2,799 | New |
| SG Americas Securities, LLC | 2,820 | $414.0K | 0.00% | +1,044+58.8% | Added |
| Fiduciary Trust Co | 2,901 | $426.1K | 0.01% | −4−0.1% | Reduced |
| Portside Wealth Group, LLC | 2,935 | $431.1K | 0.06% | +8+0.3% | Added |
| Benin Management CORP | 3,041 | $446.7K | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,090 | $453.9K | 0.00% | −512−14.2% | Reduced |
| Creative Planning | 3,097 | $454.9K | 0.00% | −83,578−96.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,202 | $470.3K | 0.04% | +3+0.1% | Added |
| American Century Companies Inc | 3,205 | $470.8K | 0.00% | +60+1.9% | Added |
| Commerce Bank | 3,222 | $473.3K | 0.00% | −43−1.3% | Reduced |
| William Blair Investment Management, LLC | 3,222 | $473.3K | 0.00% | +709+28.2% | Added |
| CWM Advisors, LLC | 3,244 | $476.6K | 0.05% | +656+25.3% | Added |
| Clark Asset Management, LLC | 3,265 | $479.6K | 0.07% | +3,265 | New |
| Eukles Asset Management | 3,283 | $482.2K | 0.20% | +57+1.8% | Added |
| CWM, LLC | 3,341 | $491.0K | 0.00% | +178+5.6% | Added |
| CIBC Private Wealth Group, LLC | 3,345 | $491.3K | 0.00% | −271−7.5% | Reduced |
| Intech Investment Management LLC | 3,612 | $530.6K | 0.00% | +1,803+99.7% | Added |
| Public Employees Retirement Association of Colorado | 3,614 | $531.0K | 0.00% | −781−17.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,654 | $536.7K | 0.24% | +997+37.5% | Added |
| Susquehanna International Group, LLP | 3,680 | $540.6K | 0.00% | −880−19.3% | Reduced |
| Empowered Funds, LLC | 3,831 | $562.7K | 0.01% | +1,323+52.8% | Added |
| State of Alaska, Department of Revenue | 3,856 | $566.0K | 0.01% | −725−15.8% | Reduced |
| Mariner, LLC | 3,899 | $572.7K | 0.00% | +14+0.4% | Added |
| Xponance, Inc. | 4,099 | $602.1K | 0.01% | −492−10.7% | Reduced |
| Empirical Asset Management, LLC | 4,154 | $610.2K | 0.19% | +1,047+33.7% | Added |
| Bessemer Group Inc | 4,248 | $624.0K | 0.00% | +1,316+44.9% | Added |
| Summit Trail Advisors, LLC | 4,495 | $660.3K | 0.01% | +4,495 | New |
| Prudential Financial Inc | 3,910 | $664.1K | 0.00% | +566+16.9% | Added |
| Voya Investment Management LLC | 4,683 | $687.9K | 0.00% | −1,390−22.9% | Reduced |
| Cornerstone Investment Partners, LLC | 4,731 | $694.9K | 0.03% | +26+0.6% | Added |
| Captrust Financial Advisors | 4,878 | $716.5K | 0.00% | +1,160+31.2% | Added |
| Toroso Investments, LLC | 4,929 | $724.0K | 0.00% | +686+16.2% | Added |
| Teacher Retirement System of Texas | 4,940 | $725.6K | 0.00% | −930−15.8% | Reduced |
| Prelude Capital Management, LLC | 5,006 | $735.3K | 0.07% | −823−14.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,891 | $739.7K | 0.00% | −3,090−38.7% | Reduced |