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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.

Q3 2025 vs. Q2 2025

How the institutions holding WEX Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of WEX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3864392+10
Shares38.0M293.1K37.8M+11.6K (0.0%)
Value$5.60B$43.1M$5.95B+$385.6M (+6.9%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held WEX Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to WEX in Q3 2025
InstitutionSharesValue% of portfolio
Turtle Creek Asset Management Inc.592,200$93.3M2.82%
Cooper Creek Partners Management LLC131,675$20.7M0.78%
Solel Partners LP118,100$18.6M3.58%
CenterBook Partners LP20,082$3.16M0.16%
Bridgewater Associates, LP19,154$3.02M0.01%
Jane Street Group, LLC17,363$2.74M0.00%
Burney Co16,995$2.68M0.09%
Schroder Investment Management Group16,642$2.67M0.00%
Brandywine Global Investment Management, LLC10,180$1.60M0.01%
Rockefeller Capital Management L.P.7,376$1.16M0.00%
Farringdon Capital, Ltd.6,701$1.06M0.27%
ISAM Funds (UK) Ltd5,414$852.9K0.18%
Pacer Advisors, Inc.4,520$712.0K0.00%
CAPROCK Group, Inc.2,875$492.6K0.01%
Bridgefront Capital, LLC2,502$394.1K0.12%
O'Shaughnessy Asset Management, LLC2,027$319.3K0.00%
Qsemble Capital Management, LP1,787$281.5K0.03%
Vestmark Advisory Solutions, Inc.1,525$240.2K0.00%
Mount Yale Investment Advisors, LLC1,525$240.2K0.02%
Point72 Hong Kong Ltd1,523$239.9K0.01%
Swiss Life Asset Management Ltd1,497$235.8K0.00%
Wetherby Asset Management Inc1,474$232.2K0.01%
Inspire Advisors, LLC1,379$217.3K0.02%
CIBC Asset Management Inc1,311$206.5K0.00%
Catalytic Wealth RIA, LLC1,307$205.9K0.01%
Evercore Wealth Management, LLC1,286$202.6K0.00%
Aquatic Capital Management LLC1,195$188.2K0.00%
Advisory Services Network, LLC956$150.6K0.00%
Quadrant Capital Group LLC835$131.5K0.00%
Acadian Asset Management LLC535$83.0K0.00%
Stephenson National Bank & Trust221$34.8K0.01%
Quent Capital, LLC178$28.0K0.00%
First Horizon Corp143$22.5K0.00%
Root Financial Partners, LLC96$15.1K0.00%
Simplex Trading, LLC92$14.0K0.00%
Quarry LP88$13.9K0.00%
Measured Wealth Private Client Group, LLC75$11.8K0.00%
Wealthspire Advisors, LLC71$11.2K0.00%
Wall Street Access Asset Management, LLC65$10.2K0.00%
Ameriflex Group, Inc.64$10.1K0.00%
High Note Wealth, LLC11$1.73K0.00%
Sunbelt Securities, Inc.10$1.57K0.00%
Wealth Watch Advisors, INC10$1.57K0.00%
Rossby Financial, LCC8$1.28K0.00%
Cloud Capital Management, LLC8$1.00K0.00%
SBI Securities Co., Ltd.4$6300.00%
Retirement Wealth Solutions LLC2$3160.00%
Transamerica Financial Advisors, Inc.1$1580.00%

Sold out (38)

Institutions that held WEX Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WEX in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
JANA Partners Management, LP164,029$24.1M
Fisher Asset Management, LLC96,642$14.2M
Hill City Capital, LP85,000$12.5M
Invenomic Capital Management LP50,683$7.44M
Gillson Capital LP36,400$5.35M
Brevan Howard Capital Management LP20,943$3.08M
Verition Fund Management LLC14,471$2.13M
Qube Research & Technologies Ltd12,177$1.79M
Banc Funds Co LLC9,955$1.46M
Walleye Capital LLC9,630$1.41M
Edgestream Partners, L.P.8,568$1.26M
Nebula Research & Development LLC7,633$1.12M
Fox Run Management, L.L.C.7,237$1.06M
Jefferies Financial Group Inc.5,652$830.2K
Mariner, LLC3,899$572.7K
Fiduciary Trust Co2,901$426.1K
Worldquant Millennium Advisors LLC2,737$402.0K
Gsa Capital Partners LLP2,738$402.0K
Readystate Asset Management LP2,346$344.6K
Connor, Clark & Lunn Investment Management Ltd.2,304$338.4K
Point72 Asia (Singapore) Pte. Ltd.2,063$303.0K
Blueshift Asset Management, LLC1,815$266.6K
Dynamic Technology Lab Private Ltd1,682$247.0K
Jump Financial, LLC1,557$228.7K
Gitterman Wealth Management, LLC868$127.4K
Hamilton Capital Partners Inc.753$110.6K
Skopos Labs, Inc.386$56.7K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.371$54.0K
Thurston, Springer, Miller, Herd & Titak, Inc.214$31.4K
Geneos Wealth Management Inc.86$12.6K
Compass Planning Associates Inc75$11.0K
Bartlett & Co. Wealth Management LLC17$2.50K
Trust Co of Vermont14$2.06K
Ameritas Advisory Services, LLC8$1.18K
Cape Investment Advisory, Inc.5$734
Twin Peaks Wealth Advisors, LLC4$683
CBIZ Investment Advisory Services, LLC1$147
Rakuten Securities, Inc.1$147

Not filed for Q3 2025 yet (4)

Institutions that held WEX Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank291,453$42.8M
EP Wealth Advisors, LLC1,532$225.0K
First Horizon Advisors, Inc.143$21.0K
Parkworth Wealth Management, Inc.1$147