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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 30,959 | $4.55M | 0.00% | −1,652−5.1% | Reduced |
| Lightrock Netherlands B.V. | 36,600 | $4.58M | 1.26% | +24,600+205.0% | Added |
| Harbor Capital Advisors, Inc. | 33,948 | $4.99M | 0.21% | −609−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 35,083 | $5.15M | 0.01% | +110+0.3% | Added |
| Swedbank AB | 35,300 | $5.19M | 0.01% | +35,300 | New |
| Verdence Capital Advisors LLC | 35,442 | $5.21M | 0.36% | +4,601+14.9% | Added |
| New South Capital Management Inc | 36,286 | $5.33M | 0.26% | +775+2.2% | Added |
| Gillson Capital LP | 36,400 | $5.35M | 0.41% | +36,400 | New |
| Williams Jones Wealth Management, LLC. | 39,171 | $5.75M | 0.07% | −22,254−36.2% | Reduced |
| Algert Global LLC | 40,161 | $5.90M | 0.12% | +479+1.2% | Added |
| rhino investment partners, Inc | 40,462 | $5.94M | 1.63% | +40,462 | New |
| Wells Fargo & Company | 44,683 | $6.56M | 0.00% | −960−2.1% | Reduced |
| New York State Teachers Retirement System | 47,563 | $6.99M | 0.01% | −1,205−2.5% | Reduced |
| Royal Bank of Canada | 47,708 | $7.01M | 0.00% | +25,741+117.2% | Added |
| Invenomic Capital Management LP | 50,683 | $7.44M | 0.42% | −9,941−16.4% | Reduced |
| Holocene Advisors, LP | 50,999 | $7.49M | 0.02% | −8,459−14.2% | Reduced |
| Penserra Capital Management LLC | 51,550 | $7.57M | 0.11% | −8,246−13.8% | Reduced |
| Cambiar Investors LLC | 52,406 | $7.70M | 0.32% | +1,250+2.4% | Added |
| California Public Employees Retirement System | 54,891 | $8.06M | 0.01% | −16,134−22.7% | Reduced |
| Legal & General Group Plc | 55,675 | $8.18M | 0.00% | −11,673−17.3% | Reduced |
| State of Wisconsin Investment Board | 58,656 | $8.62M | 0.02% | +6,156+11.7% | Added |
| Swiss National Bank | 62,126 | $9.13M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 62,611 | $9.20M | 0.04% | +35,060+127.3% | Added |
| Gator Capital Management, LLC | 65,460 | $9.62M | 3.00% | +62,659+2,237.0% | Added |
| Spinnaker Trust | 65,633 | $9.64M | 0.58% | 00.0% | Unchanged |
| Millennium Management LLC | 68,251 | $10.0M | 0.01% | −344,414−83.5% | Reduced |
| Envestnet Asset Management Inc | 68,716 | $10.1M | 0.00% | +9,663+16.4% | Added |
| Retirement Systems of Alabama | 68,755 | $10.1M | 0.04% | −866−1.2% | Reduced |
| Invesco Ltd. | 75,513 | $11.1M | 0.00% | −5,126−6.4% | Reduced |
| Principal Financial Group Inc | 77,700 | $11.4M | 0.01% | −3,045−3.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 77,854 | $11.4M | 0.19% | +5,515+7.6% | Added |
| Natixis Advisors, L.P. | 80,024 | $11.8M | 0.02% | +21,250+36.2% | Added |
| Hill City Capital, LP | 85,000 | $12.5M | 0.67% | 00.0% | Unchanged |
| Raymond James Financial Inc | 87,530 | $12.9M | 0.00% | +18,151+26.2% | Added |
| Alliancebernstein L.P. | 87,700 | $12.9M | 0.00% | +15,952+22.2% | Added |
| Incline Global Management LLC | 88,690 | $13.0M | 5.12% | +35,983+68.3% | Added |
| BNP Paribas Arbitrage, SA | 93,353 | $13.7M | 0.01% | +88,050+1,660.4% | Added |
| Nuveen, LLC | 93,997 | $13.8M | 0.00% | −25,625−21.4% | Reduced |
| Point72 Asset Management, L.P. | 96,592 | $14.2M | 0.03% | +91,382+1,754.0% | Added |
| Fisher Asset Management, LLC | 96,642 | $14.2M | 0.01% | +20.0% | Added |
| Rhumbline Advisers | 107,403 | $15.8M | 0.01% | −7,538−6.6% | Reduced |
| Freestone Grove Partners LP | 116,619 | $17.1M | 0.13% | +116,619 | New |
| D. E. Shaw & Co., Inc. | 120,021 | $17.6M | 0.02% | −40,057−25.0% | Reduced |
| New York State Common Retirement Fund | 121,469 | $17.8M | 0.02% | −2,506−2.0% | Reduced |
| Goldman Sachs Group Inc | 124,299 | $18.3M | 0.00% | −226,593−64.6% | Reduced |
| AQR Capital Management LLC | 150,858 | $22.1M | 0.02% | +65,657+77.1% | Added |
| Snyder Capital Management L P | 154,399 | $22.7M | 0.48% | +5,838+3.9% | Added |
| JANA Partners Management, LP | 164,029 | $24.1M | 1.21% | +164,029 | New |
| Loomis Sayles & Co L P | 168,287 | $24.7M | 0.03% | +5,085+3.1% | Added |
| Lakewood Capital Management, LP | 177,968 | $26.1M | 1.99% | +177,968 | New |
| Ameriprise Financial Inc | 178,840 | $26.3M | 0.01% | −57,786−24.4% | Reduced |
| UBS Asset Management Americas Inc | 187,425 | $27.5M | 0.01% | −2,746−1.4% | Reduced |
| Rice Hall James & Associates, LLC | 189,944 | $27.9M | 1.50% | +45,090+31.1% | Added |
| Gotham Asset Management, LLC | 193,788 | $28.5M | 0.17% | +118,778+158.3% | Added |
| Neuberger Berman Group LLC | 239,137 | $35.1M | 0.03% | −37,841−13.7% | Reduced |
| Primecap Management Co | 241,660 | $35.5M | 0.03% | −61,530−20.3% | Reduced |
| UBS Group AG | 258,106 | $37.9M | 0.01% | +7,937+3.2% | Added |
| Barclays PLC | 291,069 | $42.8M | 0.02% | −339,489−53.8% | Reduced |
| Norges Bank | 291,453 | $42.8M | 0.01% | −100,887−25.7% | Reduced |
| Bank of New York Mellon Corp | 292,628 | $43.0M | 0.01% | −3,319−1.1% | Reduced |
| Northern Trust Corp | 300,480 | $44.1M | 0.01% | −32,253−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 316,322 | $46.5M | 0.01% | +8,361+2.7% | Added |
| Wellington Management Group LLP | 334,865 | $49.2M | 0.01% | −204,595−37.9% | Reduced |
| Sunriver Management LLC | 340,956 | $50.1M | 5.37% | +26,887+8.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 385,118 | $56.6M | 0.18% | +3,351+0.9% | Added |
| Ariel Investments, LLC | 401,086 | $58.9M | 0.67% | −11,161−2.7% | Reduced |
| Federated Hermes, Inc. | 402,123 | $59.1M | 0.11% | +25,047+6.6% | Added |
| Hawk Ridge Capital Management LP | 403,271 | $59.2M | 2.47% | +363,404+911.5% | Added |
| SEI Investments Co | 485,491 | $71.3M | 0.08% | +11,048+2.3% | Added |
| Geode Capital Management, LLC | 613,283 | $90.1M | 0.01% | −37,721−5.8% | Reduced |
| Dimensional Fund Advisors LP | 634,819 | $93.3M | 0.02% | +21,342+3.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 768,238 | $112.8M | 1.00% | −25,619−3.2% | Reduced |
| Lyrical Asset Management LP | 772,113 | $113.4M | 1.64% | −54,075−6.5% | Reduced |
| Bank of America Corp | 809,658 | $118.9M | 0.01% | +70,003+9.5% | Added |
| Earnest Partners LLC | 897,776 | $131.9M | 0.59% | +2,370+0.3% | Added |
| River Road Asset Management, LLC | 797,871 | $135.4M | 1.72% | +137,673+20.9% | Added |
| FMR LLC | 1,049,671 | $154.2M | 0.01% | +24,235+2.4% | Added |
| JPMorgan Chase & Co | 1,085,795 | $159.5M | 0.01% | +17,691+1.7% | Added |
| State Street Corp | 1,093,072 | $160.6M | 0.01% | −73,504−6.3% | Reduced |
| Boston Partners | 1,269,136 | $187.1M | 0.21% | +1,269,136 | New |
| Par Capital Management Inc | 1,851,100 | $271.9M | 8.90% | +6000.0% | Added |
| Impactive Capital LP | 2,395,253 | $351.8M | 15.85% | −14,319−0.6% | Reduced |
| Morgan Stanley | 2,683,931 | $394.2M | 0.03% | +244,285+10.0% | Added |
| BlackRock, Inc. | 3,094,030 | $454.5M | 0.01% | −179,248−5.5% | Reduced |
| Vanguard Group Inc | 3,250,156 | $477.4M | 0.01% | +9,661+0.3% | Added |
| Janus Henderson Group PLC | 3,870,484 | $568.5M | 0.28% | −141,246−3.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −614,675−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −210,707−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −179,261−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,748−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −46,683−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −40,165−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,635−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −38,025−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,990−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −32,063−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −30,569−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,505−100.0% | Sold out |