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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 3,831 | $562.7K | 0.01% | +1,323+52.8% | Added |
| Susquehanna International Group, LLP | 3,680 | $540.6K | 0.00% | −880−19.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,654 | $536.7K | 0.24% | +997+37.5% | Added |
| Public Employees Retirement Association of Colorado | 3,614 | $531.0K | 0.00% | −781−17.8% | Reduced |
| Intech Investment Management LLC | 3,612 | $530.6K | 0.00% | +1,803+99.7% | Added |
| CIBC Private Wealth Group, LLC | 3,345 | $491.3K | 0.00% | −271−7.5% | Reduced |
| CWM, LLC | 3,341 | $491.0K | 0.00% | +178+5.6% | Added |
| Eukles Asset Management | 3,283 | $482.2K | 0.20% | +57+1.8% | Added |
| Clark Asset Management, LLC | 3,265 | $479.6K | 0.07% | +3,265 | New |
| CWM Advisors, LLC | 3,244 | $476.6K | 0.05% | +656+25.3% | Added |
| William Blair Investment Management, LLC | 3,222 | $473.3K | 0.00% | +709+28.2% | Added |
| Commerce Bank | 3,222 | $473.3K | 0.00% | −43−1.3% | Reduced |
| American Century Companies Inc | 3,205 | $470.8K | 0.00% | +60+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,202 | $470.3K | 0.04% | +3+0.1% | Added |
| Creative Planning | 3,097 | $454.9K | 0.00% | −83,578−96.4% | Reduced |
| Pathstone Holdings, LLC | 3,090 | $453.9K | 0.00% | −512−14.2% | Reduced |
| Benin Management CORP | 3,041 | $446.7K | 0.12% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,935 | $431.1K | 0.06% | +8+0.3% | Added |
| Fiduciary Trust Co | 2,901 | $426.1K | 0.01% | −4−0.1% | Reduced |
| SG Americas Securities, LLC | 2,820 | $414.0K | 0.00% | +1,044+58.8% | Added |
| RSM US Wealth Management LLC | 2,799 | $411.2K | 0.01% | +2,799 | New |
| Worldquant Millennium Advisors LLC | 2,737 | $402.0K | 0.00% | +2,737 | New |
| Gsa Capital Partners LLP | 2,738 | $402.0K | 0.03% | −2,941−51.8% | Reduced |
| Truist Financial Corp | 2,725 | $400.3K | 0.00% | +219+8.7% | Added |
| Gabelli Funds LLC | 2,701 | $396.8K | 0.00% | +2,701 | New |
| Davy Global Fund Management Ltd | 2,698 | $396.3K | 0.04% | −511−15.9% | Reduced |
| Flputnam Investment Management Co | 2,661 | $390.9K | 0.01% | −882−24.9% | Reduced |
| Securian Asset Management, Inc | 2,657 | $390.3K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 2,600 | $381.9K | 0.00% | −1,135−30.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,563 | $376.5K | 0.00% | +143+5.9% | Added |
| JustInvest LLC | 2,484 | $364.9K | 0.00% | −27−1.1% | Reduced |
| Optimize Financial Inc | 2,463 | $361.8K | 0.22% | −16−0.6% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $359.9K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,428 | $356.6K | 0.00% | −109,988−97.8% | Reduced |
| Readystate Asset Management LP | 2,346 | $344.6K | 0.01% | +2,346 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,304 | $338.4K | 0.00% | +2,304 | New |
| US Bancorp | 2,277 | $334.5K | 0.00% | −359−13.6% | Reduced |
| Syon Capital LLC | 2,196 | $322.6K | 0.02% | +2,196 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $319.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,147 | $315.4K | 0.00% | +21+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,141 | $314.5K | 0.01% | −1,067−33.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $314.3K | 0.08% | +2,140 | New |
| Net Worth Advisory Group | 2,123 | $311.8K | 0.07% | +70+3.4% | Added |
| Sterling Capital Management LLC | 2,080 | $305.5K | 0.00% | +55+2.7% | Added |
| 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 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,063 | $303.0K | 0.05% | −335−14.0% | Reduced |
| SageView Advisory Group, LLC | 1,704 | $299.8K | 0.01% | +24+1.4% | Added |
| Shell Asset Management Co | 2,032 | $298.0K | 0.01% | −351−14.7% | Reduced |
| Cadent Capital Advisors, LLC | 2,026 | $297.6K | 0.10% | +207+11.4% | Added |
| Isthmus Partners, LLC | 2,013 | $295.7K | 0.03% | +26+1.3% | Added |
| Boit C F David | 2,000 | $293.8K | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,867 | $274.0K | 0.00% | +233+14.3% | Added |
| Maryland State Retirement & Pension System | 1,852 | $272.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,843 | $270.7K | 0.00% | +1,843 | New |
| Bridgewater Advisors Inc. | 1,558 | $269.1K | 0.02% | +12+0.8% | Added |
| Blueshift Asset Management, LLC | 1,815 | $266.6K | 0.08% | +1,815 | New |
| Utah Retirement Systems | 1,794 | $263.5K | 0.00% | −306−14.6% | Reduced |
| Snowden Capital Advisors LLC | 1,775 | $260.7K | 0.01% | −244−12.1% | Reduced |
| Knollwood Investment Advisory, LLC | 1,744 | $256.2K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,728 | $253.8K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,682 | $247.0K | 0.03% | +1,682 | New |
| Beverly Hills Private Wealth, LLC | 1,616 | $237.4K | 0.04% | −12,779−88.8% | Reduced |
| Claret Asset Management Corp | 1,584 | $233.0K | 0.03% | +1,584 | New |
| Jump Financial, LLC | 1,557 | $228.7K | 0.00% | −1,043−40.1% | Reduced |
| Mercer Global Advisors Inc | 1,532 | $225.2K | 0.00% | +1,532 | New |
| EP Wealth Advisors, LLC | 1,532 | $225.0K | 0.00% | +223+17.0% | Added |
| Panagora Asset Management Inc | 1,520 | $223.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,519 | $223.0K | 0.00% | +1,519 | New |
| ProShare Advisors LLC | 1,518 | $223.0K | 0.00% | +36+2.4% | Added |
| Citadel Advisors LLC | 1,495 | $219.6K | 0.00% | −138,338−98.9% | Reduced |
| David Loasby | 1,260 | $209.6K | 0.02% | +1,260 | New |
| Crossmark Global Holdings, Inc. | 1,425 | $209.3K | 0.00% | −249−14.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,409 | $207.0K | 0.01% | −1,116−44.2% | Reduced |
| Moody Aldrich Partners LLC | 1,369 | $201.1K | 0.04% | −25−1.8% | Reduced |
| Quest Partners LLC | 1,121 | $164.7K | 0.02% | −4,283−79.3% | Reduced |
| KBC Group NV | 1,046 | $154.0K | 0.00% | −741−41.5% | Reduced |
| GAMMA Investing LLC | 920 | $135.1K | 0.01% | +480+109.1% | Added |
| Gitterman Wealth Management, LLC | 868 | $127.4K | 0.03% | +868 | New |
| STRS Ohio | 811 | $119.1K | 0.00% | +811 | New |
| Federation des caisses Desjardins du Quebec | 765 | $112.4K | 0.00% | −707−48.0% | Reduced |
| Hamilton Capital Partners Inc. | 753 | $110.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 644 | $94.6K | 0.02% | +644 | New |
| Advisor Group Holdings, Inc. | 636 | $93.5K | 0.00% | +196+44.5% | Added |
| MAI Capital Management | 529 | $77.7K | 0.00% | −19−3.5% | Reduced |
| Danske Bank A/S | 500 | $73.4K | 0.00% | +300+150.0% | Added |
| Paradigm Asset Management Co LLC | 480 | $70.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 458 | $67.3K | 0.01% | +381+494.8% | Added |
| Northwestern Mutual Wealth Management Co | 406 | $59.6K | 0.00% | +53+15.0% | Added |
| Brown Brothers Harriman & Co | 402 | $59.0K | 0.00% | +402 | New |
| Principal Securities, Inc. | 398 | $58.5K | 0.00% | −7−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 395 | $58.0K | 0.00% | +387+4,837.5% | Added |
| Truvestments Capital LLC | 386 | $56.7K | 0.01% | −67−14.8% | Reduced |
| Skopos Labs, Inc. | 386 | $56.7K | 0.01% | −36−8.5% | Reduced |
| Bangor Savings Bank | 380 | $55.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 376 | $55.2K | 0.00% | +68+22.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 371 | $54.0K | 0.00% | +371 | New |
| Strategic Wealth Partners, Ltd. | 324 | $47.6K | 0.00% | +324 | New |
| Nomura Asset Management Co Ltd | 300 | $44.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $44.1K | 0.00% | 00.0% | Unchanged |