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 |
|---|---|---|---|---|---|
| MAI Capital Management | 525 | $82.7K | 0.00% | −4−0.8% | Reduced |
| Acadian Asset Management LLC | 535 | $83.0K | 0.00% | +535 | New |
| Northwestern Mutual Wealth Management Co | 549 | $86.5K | 0.00% | +143+35.2% | Added |
| Hilltop National Bank | 644 | $101.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 662 | $104.0K | 0.00% | −2,158−76.5% | Reduced |
| Advisor Group Holdings, Inc. | 669 | $110.8K | 0.00% | +33+5.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 710 | $111.8K | 0.02% | +708+35,400.0% | Added |
| Federation des caisses Desjardins du Quebec | 752 | $118.5K | 0.00% | −13−1.7% | Reduced |
| STRS Ohio | 812 | $127.9K | 0.00% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 835 | $131.5K | 0.00% | +835 | New |
| Shell Asset Management Co | 922 | $145.0K | 0.01% | −1,110−54.6% | Reduced |
| Advisory Services Network, LLC | 956 | $150.6K | 0.00% | +956 | New |
| Strategic Wealth Partners, Ltd. | 974 | $153.4K | 0.01% | +650+200.6% | Added |
| Boit C F David | 1,000 | $157.5K | 0.07% | −1,000−50.0% | Reduced |
| GAMMA Investing LLC | 1,041 | $164.0K | 0.01% | +121+13.2% | Added |
| KBC Group NV | 1,046 | $165.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,195 | $188.2K | 0.00% | +1,195 | New |
| Evercore Wealth Management, LLC | 1,286 | $202.6K | 0.00% | +1,286 | New |
| Catalytic Wealth RIA, LLC | 1,307 | $205.9K | 0.01% | +1,307 | New |
| Snowden Capital Advisors LLC | 1,308 | $206.0K | 0.01% | −467−26.3% | Reduced |
| CIBC Asset Management Inc | 1,311 | $206.5K | 0.00% | +1,311 | New |
| David Loasby | 1,362 | $214.4K | 0.02% | +102+8.1% | Added |
| Moody Aldrich Partners LLC | 1,363 | $214.7K | 0.04% | −6−0.4% | Reduced |
| Inspire Advisors, LLC | 1,379 | $217.3K | 0.02% | +1,379 | New |
| Beverly Hills Private Wealth, LLC | 1,415 | $222.9K | 0.04% | −201−12.4% | Reduced |
| Bridgewater Advisors Inc. | 1,560 | $223.6K | 0.02% | +2+0.1% | Added |
| ProShare Advisors LLC | 1,458 | $229.7K | 0.00% | −60−4.0% | Reduced |
| Wetherby Asset Management Inc | 1,474 | $232.2K | 0.01% | +1,474 | New |
| Swiss Life Asset Management Ltd | 1,497 | $235.8K | 0.00% | +1,497 | New |
| Panagora Asset Management Inc | 1,520 | $239.4K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,523 | $239.9K | 0.01% | +1,523 | New |
| Vestmark Advisory Solutions, Inc. | 1,525 | $240.2K | 0.00% | +1,525 | New |
| Mount Yale Investment Advisors, LLC | 1,525 | $240.2K | 0.02% | +1,525 | New |
| HSBC Holdings PLC | 1,533 | $241.5K | 0.00% | −4,247−73.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,539 | $242.4K | 0.06% | −487−24.0% | Reduced |
| Claret Asset Management Corp | 1,562 | $246.0K | 0.03% | −22−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,574 | $248.0K | 0.01% | +165+11.7% | Added |
| MML Investors Services, LLC | 1,648 | $259.6K | 0.00% | +129+8.5% | Added |
| Knollwood Investment Advisory, LLC | 1,674 | $263.7K | 0.02% | −70−4.0% | Reduced |
| SageView Advisory Group, LLC | 1,706 | $268.7K | 0.01% | +2+0.1% | Added |
| Chicago Capital, LLC | 1,728 | $272.2K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,749 | $275.6K | 0.08% | −374−17.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,776 | $280.0K | 0.00% | −91−4.9% | Reduced |
| Qsemble Capital Management, LP | 1,787 | $281.5K | 0.03% | +1,787 | New |
| Utah Retirement Systems | 1,794 | $282.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,818 | $286.4K | 0.02% | +697+62.2% | Added |
| Gamco Investors, Inc. Et Al | 1,843 | $290.3K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,852 | $291.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,932 | $304.3K | 0.00% | −148−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,979 | $311.8K | 0.00% | +1,919+3,198.3% | Added |
| Isthmus Partners, LLC | 2,023 | $318.7K | 0.07% | +10+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,027 | $319.3K | 0.00% | +2,027 | New |
| Legato Capital Management LLC | 2,072 | $326.4K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,135 | $336.3K | 0.01% | −6−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $337.1K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,147 | $338.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,193 | $348.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 2,251 | $354.5K | 0.00% | −349−13.4% | Reduced |
| US Bancorp | 2,271 | $357.8K | 0.00% | −6−0.3% | Reduced |
| Numerai GP LLC | 2,315 | $364.7K | 0.05% | −11,300−83.0% | Reduced |
| Syon Capital LLC | 2,383 | $375.4K | 0.02% | +187+8.5% | Added |
| Mercer Global Advisors Inc | 2,446 | $385.3K | 0.00% | +914+59.7% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $385.9K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,502 | $394.1K | 0.12% | +2,502 | New |
| Flputnam Investment Management Co | 2,536 | $399.5K | 0.01% | −125−4.7% | Reduced |
| Securian Asset Management, Inc | 2,557 | $402.8K | 0.01% | −100−3.8% | Reduced |
| JustInvest LLC | 2,558 | $403.0K | 0.00% | +74+3.0% | Added |
| Optimize Financial Inc | 2,637 | $415.4K | 0.22% | +174+7.1% | Added |
| Davy Global Fund Management Ltd | 2,698 | $425.0K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,701 | $425.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2,732 | $430.4K | 0.00% | −365−11.8% | Reduced |
| Quadrature Capital Ltd | 2,809 | $442.6K | 0.01% | −3,498−55.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,838 | $447.1K | 0.01% | +275+10.7% | Added |
| Voya Investment Management LLC | 2,886 | $454.6K | 0.00% | −1,797−38.4% | Reduced |
| RSM US Wealth Management LLC | 2,894 | $455.9K | 0.01% | +95+3.4% | Added |
| Portside Wealth Group, LLC | 2,918 | $459.7K | 0.06% | −17−0.6% | Reduced |
| Truist Financial Corp | 2,932 | $461.9K | 0.00% | +207+7.6% | Added |
| CIBC Private Wealth Group, LLC | 2,961 | $466.4K | 0.00% | −384−11.5% | Reduced |
| Benin Management CORP | 3,041 | $479.0K | 0.11% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,117 | $491.0K | 0.00% | −105−3.3% | Reduced |
| CAPROCK Group, Inc. | 2,875 | $492.6K | 0.01% | +2,875 | New |
| Procyon Private Wealth Partners, LLC | 3,140 | $494.6K | 0.03% | −62−1.9% | Reduced |
| Commerce Bank | 3,236 | $509.8K | 0.00% | +14+0.4% | Added |
| Stephens Inc | 3,259 | $513.4K | 0.01% | −6,763−67.5% | Reduced |
| Clark Asset Management, LLC | 3,265 | $514.3K | 0.06% | 00.0% | Unchanged |
| Eukles Asset Management | 3,334 | $525.2K | 0.20% | +51+1.6% | Added |
| Bessemer Group Inc | 3,348 | $528.0K | 0.00% | −900−21.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,427 | $539.9K | 0.00% | +1,355+65.4% | Added |
| CWM Advisors, LLC | 3,521 | $554.7K | 0.05% | +277+8.5% | Added |
| Public Employees Retirement Association of Colorado | 3,593 | $566.0K | 0.00% | −21−0.6% | Reduced |
| CWM, LLC | 3,640 | $573.0K | 0.00% | +299+8.9% | Added |
| Prudential Financial Inc | 3,654 | $575.6K | 0.00% | −256−6.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,765 | $593.1K | 0.24% | +111+3.0% | Added |
| American Century Companies Inc | 3,870 | $609.6K | 0.00% | +665+20.7% | Added |
| Pathstone Holdings, LLC | 3,920 | $617.5K | 0.00% | +830+26.9% | Added |
| State of Wyoming | 3,925 | $618.3K | 0.07% | +3,765+2,353.1% | Added |
| Verdence Capital Advisors LLC | 3,910 | $629.2K | 0.04% | −31,532−89.0% | Reduced |
| Cornerstone Investment Partners, LLC | 4,023 | $633.7K | 0.03% | −708−15.0% | Reduced |
| Xponance, Inc. | 4,065 | $640.4K | 0.01% | −34−0.8% | Reduced |
| Susquehanna International Group, LLP | 4,164 | $656.0K | 0.00% | +484+13.2% | Added |