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, Q3 2025
Institutional positions in WEX Inc. as of Sep 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
- 392
- +10 vs. Q2 2025
- Shares held
- 37.8M
- +11.6K (0.0%) vs. Q2 2025
- Total value
- $5.95B
- +$385.6M (+6.9%) vs. Q2 2025
- New holders
- 48
- 120 more added
- Sold out
- 38
- 146 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3,865,082 | $608.9M | 0.28% | −5,402−0.1% | Reduced |
| Vanguard Group Inc | 3,262,255 | $513.9M | 0.01% | +12,099+0.4% | Added |
| BlackRock, Inc. | 3,056,335 | $481.5M | 0.01% | −37,695−1.2% | Reduced |
| Morgan Stanley | 2,731,682 | $430.3M | 0.03% | +47,751+1.8% | Added |
| Impactive Capital LP | 2,195,253 | $345.8M | 16.62% | −200,000−8.3% | Reduced |
| Par Capital Management Inc | 1,851,500 | $291.7M | 8.61% | +4000.0% | Added |
| Boston Partners | 1,273,363 | $200.7M | 0.21% | +4,227+0.3% | Added |
| FMR LLC | 1,073,061 | $169.0M | 0.01% | +23,390+2.2% | Added |
| State Street Corp | 1,071,657 | $168.8M | 0.01% | −21,415−2.0% | Reduced |
| Earnest Partners LLC | 907,803 | $143.0M | 0.62% | +10,027+1.1% | Added |
| Bank of America Corp | 879,033 | $138.5M | 0.01% | +69,375+8.6% | Added |
| Citadel Advisors LLC | 869,761 | $137.0M | 0.11% | +868,266+58,078.0% | Added |
| Lyrical Asset Management LP | 830,349 | $130.8M | 1.84% | +58,236+7.5% | Added |
| River Road Asset Management, LLC | 788,041 | $124.1M | 1.39% | −9,830−1.2% | Reduced |
| Dimensional Fund Advisors LP | 642,813 | $101.3M | 0.02% | +7,994+1.3% | Added |
| Geode Capital Management, LLC | 631,986 | $99.6M | 0.01% | +18,703+3.0% | Added |
| Turtle Creek Asset Management Inc. | 592,200 | $93.3M | 2.82% | +592,200 | New |
| SEI Investments Co | 496,735 | $78.3M | 0.08% | +11,244+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 475,427 | $76.1M | 0.67% | −292,811−38.1% | Reduced |
| Hawk Ridge Capital Management LP | 446,171 | $70.3M | 3.35% | +42,900+10.6% | Added |
| Charles Schwab Investment Management Inc | 434,218 | $68.4M | 0.01% | +117,896+37.3% | Added |
| UBS Group AG | 434,148 | $68.4M | 0.01% | +176,042+68.2% | Added |
| Federated Hermes, Inc. | 392,280 | $61.8M | 0.11% | −9,843−2.4% | Reduced |
| JPMorgan Chase & Co | 380,467 | $59.9M | 0.00% | −705,328−65.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 346,822 | $54.6M | 0.17% | −38,296−9.9% | Reduced |
| Ariel Investments, LLC | 340,936 | $53.7M | 0.57% | −60,150−15.0% | Reduced |
| Sunriver Management LLC | 308,081 | $48.5M | 5.28% | −32,875−9.6% | Reduced |
| Wellington Management Group LLP | 306,421 | $48.3M | 0.01% | −28,444−8.5% | Reduced |
| Northern Trust Corp | 301,366 | $47.5M | 0.01% | +886+0.3% | Added |
| Bank of New York Mellon Corp | 288,196 | $45.4M | 0.01% | −4,432−1.5% | Reduced |
| Gotham Asset Management, LLC | 270,964 | $42.7M | 0.19% | +77,176+39.8% | Added |
| Primecap Management Co | 233,560 | $36.8M | 0.03% | −8,100−3.4% | Reduced |
| Neuberger Berman Group LLC | 230,270 | $36.3M | 0.03% | −8,867−3.7% | Reduced |
| Lakewood Capital Management, LP | 205,468 | $32.4M | 2.45% | +27,500+15.5% | Added |
| BNP Paribas Arbitrage, SA | 205,153 | $32.3M | 0.03% | +111,800+119.8% | Added |
| Goldman Sachs Group Inc | 198,440 | $31.3M | 0.00% | +74,141+59.6% | Added |
| Snyder Capital Management L P | 175,427 | $27.6M | 0.52% | +21,028+13.6% | Added |
| Rice Hall James & Associates, LLC | 173,985 | $27.4M | 1.49% | −15,959−8.4% | Reduced |
| Loomis Sayles & Co L P | 156,469 | $24.6M | 0.03% | −11,818−7.0% | Reduced |
| Cooper Creek Partners Management LLC | 131,675 | $20.7M | 0.78% | +131,675 | New |
| UBS Asset Management Americas Inc | 129,025 | $20.3M | 0.00% | −58,400−31.2% | Reduced |
| New York State Common Retirement Fund | 122,070 | $19.2M | 0.02% | +601+0.5% | Added |
| Solel Partners LP | 118,100 | $18.6M | 3.58% | +118,100 | New |
| Rhumbline Advisers | 106,231 | $16.7M | 0.01% | −1,172−1.1% | Reduced |
| AQR Capital Management LLC | 99,531 | $15.7M | 0.01% | −51,327−34.0% | Reduced |
| Incline Global Management LLC | 99,017 | $15.6M | 4.62% | +10,327+11.6% | Added |
| Natixis Advisors, L.P. | 98,498 | $15.5M | 0.02% | +18,474+23.1% | Added |
| Ameriprise Financial Inc | 91,977 | $14.5M | 0.00% | −86,863−48.6% | Reduced |
| Nuveen, LLC | 85,929 | $13.5M | 0.00% | −8,068−8.6% | Reduced |
| Raymond James Financial Inc | 83,898 | $13.2M | 0.00% | −3,632−4.1% | Reduced |
| Quantinno Capital Management LP | 79,570 | $12.5M | 0.03% | +16,959+27.1% | Added |
| Principal Financial Group Inc | 76,123 | $12.0M | 0.01% | −1,577−2.0% | Reduced |
| Invesco Ltd. | 74,881 | $11.8M | 0.00% | −632−0.8% | Reduced |
| California Public Employees Retirement System | 68,855 | $10.8M | 0.01% | +13,964+25.4% | Added |
| Retirement Systems of Alabama | 68,327 | $10.8M | 0.04% | −428−0.6% | Reduced |
| Envestnet Asset Management Inc | 67,694 | $10.7M | 0.00% | −1,022−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 67,354 | $10.6M | 0.17% | −10,500−13.5% | Reduced |
| Barclays PLC | 66,919 | $10.5M | 0.00% | −224,150−77.0% | Reduced |
| Gator Capital Management, LLC | 65,960 | $10.4M | 2.66% | +500+0.8% | Added |
| Spinnaker Trust | 65,633 | $10.3M | 0.57% | 00.0% | Unchanged |
| Swiss National Bank | 63,126 | $9.94M | 0.01% | +1,000+1.6% | Added |
| Capital World Investors | 61,083 | $9.62M | 0.00% | +34,071+126.1% | Added |
| Freestone Grove Partners LP | 57,283 | $9.02M | 0.07% | −59,336−50.9% | Reduced |
| rhino investment partners, Inc | 56,230 | $8.86M | 2.79% | +15,768+39.0% | Added |
| Legal & General Group Plc | 54,074 | $8.52M | 0.00% | −1,601−2.9% | Reduced |
| State of Wisconsin Investment Board | 51,098 | $8.05M | 0.02% | −7,558−12.9% | Reduced |
| New York State Teachers Retirement System | 47,203 | $7.44M | 0.01% | −360−0.8% | Reduced |
| Alliancebernstein L.P. | 45,451 | $7.16M | 0.00% | −42,249−48.2% | Reduced |
| Penserra Capital Management LLC | 44,865 | $7.07M | 0.08% | −6,685−13.0% | Reduced |
| Point72 Asset Management, L.P. | 44,420 | $7.00M | 0.02% | −52,172−54.0% | Reduced |
| Wells Fargo & Company | 41,914 | $6.60M | 0.00% | −2,769−6.2% | Reduced |
| Cambiar Investors LLC | 40,719 | $6.41M | 0.29% | −11,687−22.3% | Reduced |
| D. E. Shaw & Co., Inc. | 39,500 | $6.22M | 0.01% | −80,521−67.1% | Reduced |
| Lightrock Netherlands B.V. | 43,800 | $5.87M | 1.54% | +7,200+19.7% | Added |
| New South Capital Management Inc | 36,865 | $5.81M | 0.26% | +579+1.6% | Added |
| Swedbank AB | 35,300 | $5.56M | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 31,518 | $4.97M | 0.06% | −7,653−19.5% | Reduced |
| State Board of Administration of Florida Retirement System | 31,398 | $4.95M | 0.01% | −3,685−10.5% | Reduced |
| California State Teachers Retirement System | 30,948 | $4.88M | 0.01% | +650+2.1% | Added |
| Price T Rowe Associates Inc | 30,673 | $4.83M | 0.00% | −222−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,275 | $4.77M | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 29,344 | $4.62M | 0.05% | +25,513+666.0% | Added |
| Great West Life Assurance Co | 27,510 | $4.42M | 0.01% | +51+0.2% | Added |
| HM Payson & Co | 27,877 | $4.39M | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 27,692 | $4.36M | 0.07% | −12,469−31.0% | Reduced |
| Long Road Investment Counsel, LLC | 27,674 | $4.36M | 1.54% | 00.0% | Unchanged |
| LPL Financial LLC | 27,657 | $4.36M | 0.00% | −2,387−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 26,782 | $4.22M | 0.00% | −2,080−7.2% | Reduced |
| Royal Bank of Canada | 26,405 | $4.16M | 0.00% | −21,303−44.7% | Reduced |
| Holocene Advisors, LP | 25,751 | $4.06M | 0.01% | −25,248−49.5% | Reduced |
| Dana Investment Advisors, Inc. | 24,667 | $3.89M | 0.11% | −175−0.7% | Reduced |
| Citigroup Inc | 24,088 | $3.79M | 0.00% | +12,266+103.8% | Added |
| Bank of Montreal | 23,305 | $3.67M | 0.00% | −939−3.9% | Reduced |
| Blair William & Co | 22,826 | $3.60M | 0.01% | −1,600−6.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 22,682 | $3.57M | 0.18% | +7,784+52.2% | Added |
| Russell Investments Group, Ltd. | 21,927 | $3.45M | 0.00% | −1,733−7.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 21,831 | $3.44M | 0.75% | −422−1.9% | Reduced |
| Comerica Bank | 21,288 | $3.35M | 0.01% | +560+2.7% | Added |
| CenterBook Partners LP | 20,082 | $3.16M | 0.16% | +20,082 | New |
| Crossmark Global Holdings, Inc. | 19,797 | $3.12M | 0.05% | +18,372+1,289.3% | Added |