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 |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 22,253 | $3.27M | 0.74% | +1,025+4.8% | Added |
| Factorial Partners, LLC | 21,000 | $3.08M | 2.23% | −3,600−14.6% | Reduced |
| Brevan Howard Capital Management LP | 20,943 | $3.08M | 0.03% | +9,096+76.8% | Added |
| Comerica Bank | 20,728 | $3.04M | 0.01% | −400−1.9% | Reduced |
| MetLife Investment Management | 18,560 | $2.73M | 0.02% | −1,072−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 18,329 | $2.69M | 0.01% | −40.0% | Reduced |
| Mutual of America Capital Management LLC | 17,031 | $2.50M | 0.03% | −897−5.0% | Reduced |
| Henshaw Capital LLC | 16,631 | $2.44M | 0.10% | +4,253+34.4% | Added |
| Martin & Co Inc | 16,576 | $2.43M | 0.45% | −129−0.8% | Reduced |
| Treasurer of the State of North Carolina | 15,858 | $2.33M | 0.01% | −2,277−12.6% | Reduced |
| Zions Bancorporation, National Association | 15,713 | $2.31M | 0.12% | +46+0.3% | Added |
| Amalgamated Bank | 15,680 | $2.30M | 0.02% | −887−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 14,903 | $2.19M | 0.03% | −361−2.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 14,898 | $2.19M | 0.12% | +14,898 | New |
| Palisade Capital Management LLC | 14,481 | $2.13M | 0.06% | +6,276+76.5% | Added |
| Verition Fund Management LLC | 14,471 | $2.13M | 0.01% | +11,266+351.5% | Added |
| Fulcrum Asset Management LLP | 14,453 | $2.12M | 0.61% | +14,453 | New |
| State of Tennessee, Treasury Department | 14,331 | $2.11M | 0.01% | −2,500−14.9% | Reduced |
| Deutsche Bank AG | 13,863 | $2.04M | 0.00% | −170−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 13,720 | $2.02M | 0.01% | −1,198−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 13,649 | $2.00M | 0.06% | −224−1.6% | Reduced |
| Numerai GP LLC | 13,615 | $2.00M | 0.29% | +5,809+74.4% | Added |
| Clark Estates Inc | 13,300 | $1.95M | 0.44% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,220 | $1.94M | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,966 | $1.90M | 0.02% | −1,581−10.9% | Reduced |
| Cove Street Capital, LLC | 12,869 | $1.89M | 2.77% | +1,901+17.3% | Added |
| Amundi | 12,389 | $1.88M | 0.00% | −1,610−11.5% | Reduced |
| Dark Forest Capital Management LP | 12,488 | $1.83M | 0.07% | +12,488 | New |
| Qube Research & Technologies Ltd | 12,177 | $1.79M | 0.00% | −81,296−87.0% | Reduced |
| Lazard Asset Management LLC | 12,043 | $1.77M | 0.00% | +8,499+239.8% | Added |
| Citigroup Inc | 11,822 | $1.74M | 0.00% | −113−0.9% | Reduced |
| Yousif Capital Management, LLC | 11,533 | $1.69M | 0.02% | −2,082−15.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,236 | $1.65M | 0.00% | +2,113+23.2% | Added |
| Public Employees Retirement System of Ohio | 10,991 | $1.61M | 0.01% | −1,609−12.8% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.58M | 0.79% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,205 | $1.50M | 0.24% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 10,047 | $1.48M | 0.00% | −3,550−26.1% | Reduced |
| Stephens Inc | 10,022 | $1.47M | 0.02% | −1,092−9.8% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.46M | 0.22% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,656 | $1.42M | 0.00% | −1,130−10.5% | Reduced |
| Walleye Capital LLC | 9,630 | $1.41M | 0.01% | +9,630 | New |
| Louisiana State Employees Retirement System | 9,600 | $1.41M | 0.03% | −200−2.0% | Reduced |
| Johnson Investment Counsel Inc | 9,545 | $1.40M | 0.01% | −3,916−29.1% | Reduced |
| Arizona State Retirement System | 9,494 | $1.39M | 0.01% | −1,918−16.8% | Reduced |
| EJF Capital LLC | 9,300 | $1.37M | 1.09% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 8,840 | $1.30M | 0.21% | +3,265+58.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,799 | $1.29M | 0.01% | +453+5.4% | Added |
| Edgestream Partners, L.P. | 8,568 | $1.26M | 0.03% | +8,568 | New |
| CI Private Wealth, LLC | 8,509 | $1.25M | 0.00% | −440−4.9% | Reduced |
| Ieq Capital, LLC | 8,481 | $1.25M | 0.01% | +5,267+163.9% | Added |
| GHP Investment Advisors, Inc. | 8,411 | $1.24M | 0.05% | −1,174−12.2% | Reduced |
| State of Michigan Retirement System | 8,275 | $1.22M | 0.01% | −100−1.2% | Reduced |
| Formula Growth Ltd | 8,200 | $1.20M | 0.46% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,063 | $1.18M | 0.00% | −123−1.5% | Reduced |
| Logan Capital Management Inc | 7,972 | $1.17M | 0.05% | −1,124−12.4% | Reduced |
| Vident Advisory, LLC | 7,951 | $1.17M | 0.01% | −179−2.2% | Reduced |
| Handelsbanken Fonder AB | 7,944 | $1.17M | 0.00% | −2,400−23.2% | Reduced |
| Lifestyle Asset Management, Inc. | 7,739 | $1.14M | 0.53% | +2,482+47.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,646 | $1.12M | 0.02% | −119−1.5% | Reduced |
| Nebula Research & Development LLC | 7,633 | $1.12M | 0.10% | −5,865−43.5% | Reduced |
| Fox Run Management, L.L.C. | 7,237 | $1.06M | 0.18% | +7,237 | New |
| Fifth Third Bancorp | 7,209 | $1.06M | 0.00% | −259−3.5% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.06M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,062 | $1.04M | 0.01% | +4,131+140.9% | Added |
| Oregon Public Employees Retirement Fund | 7,012 | $1.03M | 0.02% | −54−0.8% | Reduced |
| Aurora Investment Counsel | 6,900 | $1.01M | 0.53% | −535−7.2% | Reduced |
| KLP Kapitalforvaltning AS | 6,800 | $998.9K | 0.00% | +400+6.3% | Added |
| Sepio Capital, LP | 6,798 | $998.6K | 0.07% | +1,323+24.2% | Added |
| Virginia Retirement Systems Et Al | 6,719 | $987.0K | 0.01% | +300+4.7% | Added |
| Marshall Wace, LLP | 6,600 | $969.5K | 0.00% | −3,268−33.1% | Reduced |
| Quadrature Capital Ltd | 6,307 | $925.9K | 0.02% | +6,307 | New |
| Victory Capital Management Inc | 6,294 | $924.5K | 0.00% | −932−12.9% | Reduced |
| Atria Investments LLC | 6,275 | $921.7K | 0.01% | +759+13.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,254 | $918.6K | 0.00% | +2,860+84.3% | Added |
| Cerity Partners LLC | 6,232 | $915.4K | 0.00% | −3,770−37.7% | Reduced |
| Bath Savings Trust Co | 6,154 | $904.0K | 0.09% | −6,648−51.9% | Reduced |
| Daiwa Securities Group Inc. | 5,949 | $874.0K | 0.00% | −225−3.6% | Reduced |
| HSBC Holdings PLC | 5,780 | $844.8K | 0.00% | −632,783−99.1% | Reduced |
| Jefferies Financial Group Inc. | 5,652 | $830.2K | 0.01% | +5,652 | New |
| New Age Alpha Advisors, LLC | 5,348 | $785.6K | 0.03% | −299−5.3% | Reduced |
| HighTower Advisors, LLC | 5,281 | $775.7K | 0.00% | −489−8.5% | Reduced |
| Cetera Investment Advisers | 5,203 | $764.3K | 0.00% | +1,109+27.1% | Added |
| Pictet Asset Management Holding SA | 5,198 | $763.5K | 0.00% | −809−13.5% | Reduced |
| Lighthouse Investment Partners, LLC | 5,161 | $758.1K | 0.03% | −10,947−68.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,153 | $756.9K | 0.03% | −46−0.9% | Reduced |
| Sanctuary Advisors, LLC | 5,066 | $744.1K | 0.00% | +120+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,891 | $739.7K | 0.00% | −3,090−38.7% | Reduced |
| Prelude Capital Management, LLC | 5,006 | $735.3K | 0.07% | −823−14.1% | Reduced |
| Teacher Retirement System of Texas | 4,940 | $725.6K | 0.00% | −930−15.8% | Reduced |
| Toroso Investments, LLC | 4,929 | $724.0K | 0.00% | +686+16.2% | Added |
| Captrust Financial Advisors | 4,878 | $716.5K | 0.00% | +1,160+31.2% | Added |
| Cornerstone Investment Partners, LLC | 4,731 | $694.9K | 0.03% | +26+0.6% | Added |
| Voya Investment Management LLC | 4,683 | $687.9K | 0.00% | −1,390−22.9% | Reduced |
| Prudential Financial Inc | 3,910 | $664.1K | 0.00% | +566+16.9% | Added |
| Summit Trail Advisors, LLC | 4,495 | $660.3K | 0.01% | +4,495 | New |
| Bessemer Group Inc | 4,248 | $624.0K | 0.00% | +1,316+44.9% | Added |
| Empirical Asset Management, LLC | 4,154 | $610.2K | 0.19% | +1,047+33.7% | Added |
| Xponance, Inc. | 4,099 | $602.1K | 0.01% | −492−10.7% | Reduced |
| Mariner, LLC | 3,899 | $572.7K | 0.00% | +14+0.4% | Added |
| State of Alaska, Department of Revenue | 3,856 | $566.0K | 0.01% | −725−15.8% | Reduced |