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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 5,066 | $744.1K | 0.00% | +120+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,153 | $756.9K | 0.03% | −46−0.9% | Reduced |
| Lighthouse Investment Partners, LLC | 5,161 | $758.1K | 0.03% | −10,947−68.0% | Reduced |
| Pictet Asset Management Holding SA | 5,198 | $763.5K | 0.00% | −809−13.5% | Reduced |
| Cetera Investment Advisers | 5,203 | $764.3K | 0.00% | +1,109+27.1% | Added |
| HighTower Advisors, LLC | 5,281 | $775.7K | 0.00% | −489−8.5% | Reduced |
| New Age Alpha Advisors, LLC | 5,348 | $785.6K | 0.03% | −299−5.3% | Reduced |
| Jefferies Financial Group Inc. | 5,652 | $830.2K | 0.01% | +5,652 | New |
| HSBC Holdings PLC | 5,780 | $844.8K | 0.00% | −632,783−99.1% | Reduced |
| Daiwa Securities Group Inc. | 5,949 | $874.0K | 0.00% | −225−3.6% | Reduced |
| Bath Savings Trust Co | 6,154 | $904.0K | 0.09% | −6,648−51.9% | Reduced |
| Cerity Partners LLC | 6,232 | $915.4K | 0.00% | −3,770−37.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,254 | $918.6K | 0.00% | +2,860+84.3% | Added |
| Atria Investments LLC | 6,275 | $921.7K | 0.01% | +759+13.8% | Added |
| Victory Capital Management Inc | 6,294 | $924.5K | 0.00% | −932−12.9% | Reduced |
| Quadrature Capital Ltd | 6,307 | $925.9K | 0.02% | +6,307 | New |
| Marshall Wace, LLP | 6,600 | $969.5K | 0.00% | −3,268−33.1% | Reduced |
| Virginia Retirement Systems Et Al | 6,719 | $987.0K | 0.01% | +300+4.7% | Added |
| Sepio Capital, LP | 6,798 | $998.6K | 0.07% | +1,323+24.2% | Added |
| KLP Kapitalforvaltning AS | 6,800 | $998.9K | 0.00% | +400+6.3% | Added |
| Aurora Investment Counsel | 6,900 | $1.01M | 0.53% | −535−7.2% | Reduced |
| Oregon Public Employees Retirement Fund | 7,012 | $1.03M | 0.02% | −54−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,062 | $1.04M | 0.01% | +4,131+140.9% | Added |
| New Mexico Educational Retirement Board | 7,200 | $1.06M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,209 | $1.06M | 0.00% | −259−3.5% | Reduced |
| Fox Run Management, L.L.C. | 7,237 | $1.06M | 0.18% | +7,237 | New |
| Nebula Research & Development LLC | 7,633 | $1.12M | 0.10% | −5,865−43.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,646 | $1.12M | 0.02% | −119−1.5% | Reduced |
| Lifestyle Asset Management, Inc. | 7,739 | $1.14M | 0.53% | +2,482+47.2% | Added |
| Handelsbanken Fonder AB | 7,944 | $1.17M | 0.00% | −2,400−23.2% | Reduced |
| Vident Advisory, LLC | 7,951 | $1.17M | 0.01% | −179−2.2% | Reduced |
| Logan Capital Management Inc | 7,972 | $1.17M | 0.05% | −1,124−12.4% | Reduced |
| Thrivent Financial for Lutherans | 8,063 | $1.18M | 0.00% | −123−1.5% | Reduced |
| Formula Growth Ltd | 8,200 | $1.20M | 0.46% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,275 | $1.22M | 0.01% | −100−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 8,411 | $1.24M | 0.05% | −1,174−12.2% | Reduced |
| Ieq Capital, LLC | 8,481 | $1.25M | 0.01% | +5,267+163.9% | Added |
| CI Private Wealth, LLC | 8,509 | $1.25M | 0.00% | −440−4.9% | Reduced |
| Edgestream Partners, L.P. | 8,568 | $1.26M | 0.03% | +8,568 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,799 | $1.29M | 0.01% | +453+5.4% | Added |
| Radnor Capital Management, LLC | 8,840 | $1.30M | 0.21% | +3,265+58.6% | Added |
| EJF Capital LLC | 9,300 | $1.37M | 1.09% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,494 | $1.39M | 0.01% | −1,918−16.8% | Reduced |
| Johnson Investment Counsel Inc | 9,545 | $1.40M | 0.01% | −3,916−29.1% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $1.41M | 0.03% | −200−2.0% | Reduced |
| Walleye Capital LLC | 9,630 | $1.41M | 0.01% | +9,630 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,656 | $1.42M | 0.00% | −1,130−10.5% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.46M | 0.22% | 00.0% | Unchanged |
| Stephens Inc | 10,022 | $1.47M | 0.02% | −1,092−9.8% | Reduced |
| Ensign Peak Advisors, Inc | 10,047 | $1.48M | 0.00% | −3,550−26.1% | Reduced |
| Eagle Rock Investment Company, LLC | 10,205 | $1.50M | 0.24% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 10,742 | $1.58M | 0.79% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,991 | $1.61M | 0.01% | −1,609−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11,236 | $1.65M | 0.00% | +2,113+23.2% | Added |
| Yousif Capital Management, LLC | 11,533 | $1.69M | 0.02% | −2,082−15.3% | Reduced |
| Citigroup Inc | 11,822 | $1.74M | 0.00% | −113−0.9% | Reduced |
| Lazard Asset Management LLC | 12,043 | $1.77M | 0.00% | +8,499+239.8% | Added |
| Qube Research & Technologies Ltd | 12,177 | $1.79M | 0.00% | −81,296−87.0% | Reduced |
| Dark Forest Capital Management LP | 12,488 | $1.83M | 0.07% | +12,488 | New |
| Amundi | 12,389 | $1.88M | 0.00% | −1,610−11.5% | Reduced |
| Cove Street Capital, LLC | 12,869 | $1.89M | 2.77% | +1,901+17.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,966 | $1.90M | 0.02% | −1,581−10.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,220 | $1.94M | 0.02% | 00.0% | Unchanged |
| Clark Estates Inc | 13,300 | $1.95M | 0.44% | 00.0% | Unchanged |
| Numerai GP LLC | 13,615 | $2.00M | 0.29% | +5,809+74.4% | Added |
| Ameritas Investment Partners, Inc. | 13,649 | $2.00M | 0.06% | −224−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 13,720 | $2.02M | 0.01% | −1,198−8.0% | Reduced |
| Deutsche Bank AG | 13,863 | $2.04M | 0.00% | −170−1.2% | Reduced |
| State of Tennessee, Treasury Department | 14,331 | $2.11M | 0.01% | −2,500−14.9% | Reduced |
| Fulcrum Asset Management LLP | 14,453 | $2.12M | 0.61% | +14,453 | New |
| Verition Fund Management LLC | 14,471 | $2.13M | 0.01% | +11,266+351.5% | Added |
| Palisade Capital Management LLC | 14,481 | $2.13M | 0.06% | +6,276+76.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 14,898 | $2.19M | 0.12% | +14,898 | New |
| Oppenheimer Asset Management Inc. | 14,903 | $2.19M | 0.03% | −361−2.4% | Reduced |
| Amalgamated Bank | 15,680 | $2.30M | 0.02% | −887−5.4% | Reduced |
| Zions Bancorporation, National Association | 15,713 | $2.31M | 0.12% | +46+0.3% | Added |
| Treasurer of the State of North Carolina | 15,858 | $2.33M | 0.01% | −2,277−12.6% | Reduced |
| Martin & Co Inc | 16,576 | $2.43M | 0.45% | −129−0.8% | Reduced |
| Henshaw Capital LLC | 16,631 | $2.44M | 0.10% | +4,253+34.4% | Added |
| Mutual of America Capital Management LLC | 17,031 | $2.50M | 0.03% | −897−5.0% | Reduced |
| Nisa Investment Advisors, LLC | 18,329 | $2.69M | 0.01% | −40.0% | Reduced |
| MetLife Investment Management | 18,560 | $2.73M | 0.02% | −1,072−5.5% | Reduced |
| Comerica Bank | 20,728 | $3.04M | 0.01% | −400−1.9% | Reduced |
| Brevan Howard Capital Management LP | 20,943 | $3.08M | 0.03% | +9,096+76.8% | Added |
| Factorial Partners, LLC | 21,000 | $3.08M | 2.23% | −3,600−14.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 22,253 | $3.27M | 0.74% | +1,025+4.8% | Added |
| Quantbot Technologies LP | 22,929 | $3.37M | 0.09% | −80,997−77.9% | Reduced |
| Russell Investments Group, Ltd. | 23,660 | $3.48M | 0.00% | +4,376+22.7% | Added |
| Bank of Montreal | 24,244 | $3.56M | 0.00% | +2,063+9.3% | Added |
| Blair William & Co | 24,426 | $3.59M | 0.01% | −34,366−58.5% | Reduced |
| Dana Investment Advisors, Inc. | 24,842 | $3.65M | 0.12% | −404−1.6% | Reduced |
| Capital World Investors | 27,012 | $3.97M | 0.00% | +27,012 | New |
| Great West Life Assurance Co | 27,459 | $4.04M | 0.01% | −2,046−6.9% | Reduced |
| Long Road Investment Counsel, LLC | 27,674 | $4.07M | 1.52% | −110−0.4% | Reduced |
| HM Payson & Co | 27,877 | $4.09M | 0.06% | −8,675−23.7% | Reduced |
| Manufacturers Life Insurance Company, The | 28,862 | $4.24M | 0.00% | −7,408−20.4% | Reduced |
| LPL Financial LLC | 30,044 | $4.41M | 0.00% | −623−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,275 | $4.45M | 0.13% | −173−0.6% | Reduced |
| California State Teachers Retirement System | 30,298 | $4.45M | 0.00% | −7,620−20.1% | Reduced |
| Price T Rowe Associates Inc | 30,895 | $4.54M | 0.00% | −1,793−5.5% | Reduced |