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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −27,073−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −23,494−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −19,902−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,016−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,674−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,213−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,544−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,869−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,948−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,831−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −9,568−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −8,348−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,918−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,102−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kodai Capital Management LP | – | – | – | – | Not filed |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |