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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 4,366 | $687.8K | 0.00% | −832−16.0% | Reduced |
| Pacer Advisors, Inc. | 4,520 | $712.0K | 0.00% | +4,520 | New |
| Quantbot Technologies LP | 4,687 | $738.3K | 0.02% | −18,242−79.6% | Reduced |
| Captrust Financial Advisors | 4,698 | $740.1K | 0.00% | −180−3.7% | Reduced |
| Empirical Asset Management, LLC | 4,868 | $766.9K | 0.21% | +714+17.2% | Added |
| Toroso Investments, LLC | 4,877 | $768.3K | 0.00% | −52−1.1% | Reduced |
| Summit Trail Advisors, LLC | 4,949 | $779.6K | 0.01% | +454+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,985 | $784.6K | 0.00% | +94+1.9% | Added |
| Sanctuary Advisors, LLC | 5,004 | $788.3K | 0.00% | −62−1.2% | Reduced |
| Prelude Capital Management, LLC | 5,149 | $811.1K | 0.06% | +143+2.9% | Added |
| Fifth Third Wealth Advisors LLC | 5,153 | $811.8K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,166 | $813.8K | 0.00% | −1,128−17.9% | Reduced |
| New Age Alpha Advisors, LLC | 5,195 | $818.4K | 0.03% | −153−2.9% | Reduced |
| Vident Advisory, LLC | 5,228 | $823.6K | 0.01% | −2,723−34.2% | Reduced |
| State of Alaska, Department of Revenue | 5,272 | $830.0K | 0.01% | +1,416+36.7% | Added |
| Cerity Partners LLC | 5,341 | $841.4K | 0.00% | −891−14.3% | Reduced |
| ISAM Funds (UK) Ltd | 5,414 | $852.9K | 0.18% | +5,414 | New |
| Bath Savings Trust Co | 5,422 | $854.1K | 0.08% | −732−11.9% | Reduced |
| HighTower Advisors, LLC | 5,635 | $887.7K | 0.00% | +354+6.7% | Added |
| Cetera Investment Advisers | 5,766 | $908.3K | 0.00% | +563+10.8% | Added |
| Atria Investments LLC | 5,790 | $912.1K | 0.01% | −485−7.7% | Reduced |
| Ensign Peak Advisors, Inc | 5,797 | $913.2K | 0.00% | −4,250−42.3% | Reduced |
| Daiwa Securities Group Inc. | 5,905 | $930.0K | 0.00% | −44−0.7% | Reduced |
| Teacher Retirement System of Texas | 6,177 | $973.1K | 0.00% | +1,237+25.0% | Added |
| Aurora Investment Counsel | 6,509 | $1.03M | 0.54% | −391−5.7% | Reduced |
| Fifth Third Bancorp | 6,663 | $1.05M | 0.00% | −546−7.6% | Reduced |
| Farringdon Capital, Ltd. | 6,701 | $1.06M | 0.27% | +6,701 | New |
| Sepio Capital, LP | 6,793 | $1.07M | 0.06% | −5−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 6,800 | $1.07M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,912 | $1.09M | 0.01% | −100−1.4% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.13M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,376 | $1.16M | 0.00% | +7,376 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,638 | $1.20M | 0.02% | −8−0.1% | Reduced |
| Thrivent Financial for Lutherans | 7,872 | $1.24M | 0.00% | −191−2.4% | Reduced |
| Handelsbanken Fonder AB | 7,944 | $1.25M | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8,151 | $1.28M | 0.05% | +179+2.2% | Added |
| State of Michigan Retirement System | 8,175 | $1.29M | 0.01% | −100−1.2% | Reduced |
| Formula Growth Ltd | 8,200 | $1.29M | 0.46% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,219 | $1.29M | 0.01% | +1,500+22.3% | Added |
| GHP Investment Advisors, Inc. | 8,376 | $1.32M | 0.06% | −35−0.4% | Reduced |
| CI Private Wealth, LLC | 8,488 | $1.34M | 0.00% | −21−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,794 | $1.39M | 0.01% | −5−0.1% | Reduced |
| Lifestyle Asset Management, Inc. | 9,173 | $1.45M | 0.49% | +1,434+18.5% | Added |
| EJF Capital LLC | 9,300 | $1.47M | 0.85% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 9,315 | $1.47M | 0.22% | +475+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,328 | $1.47M | 0.00% | −328−3.4% | Reduced |
| Harbor Capital Advisors, Inc. | 9,402 | $1.48M | 0.12% | −24,546−72.3% | Reduced |
| Louisiana State Employees Retirement System | 9,500 | $1.50M | 0.03% | −100−1.0% | Reduced |
| Johnson Investment Counsel Inc | 9,615 | $1.51M | 0.01% | +70+0.7% | Added |
| Arizona State Retirement System | 9,626 | $1.52M | 0.01% | +132+1.4% | Added |
| Brandywine Global Investment Management, LLC | 10,180 | $1.60M | 0.01% | +10,180 | New |
| Eagle Rock Investment Company, LLC | 10,196 | $1.61M | 0.24% | −9−0.1% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.69M | 0.89% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,788 | $1.70M | 0.02% | −745−6.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,789 | $1.70M | 0.00% | +4,535+72.5% | Added |
| Public Employees Retirement System of Ohio | 11,095 | $1.75M | 0.01% | +104+0.9% | Added |
| Amundi | 11,503 | $1.82M | 0.00% | −886−7.2% | Reduced |
| Lighthouse Investment Partners, LLC | 11,724 | $1.85M | 0.07% | +6,563+127.2% | Added |
| Teachers Retirement System of the State of Kentucky | 11,801 | $1.86M | 0.01% | −1,419−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11,905 | $1.88M | 0.00% | +669+6.0% | Added |
| Nisa Investment Advisors, LLC | 12,229 | $1.93M | 0.01% | −6,100−33.3% | Reduced |
| State of New Jersey Common Pension Fund D | 12,541 | $1.98M | 0.01% | −1,179−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 12,658 | $1.99M | 0.06% | −991−7.3% | Reduced |
| Cove Street Capital, LLC | 12,851 | $2.02M | 2.64% | −18−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 12,853 | $2.02M | 0.03% | +5,791+82.0% | Added |
| Lazard Asset Management LLC | 13,230 | $2.08M | 0.00% | +1,187+9.9% | Added |
| Clark Estates Inc | 13,300 | $2.10M | 0.48% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13,721 | $2.16M | 0.11% | −1,992−12.7% | Reduced |
| Fulcrum Asset Management LLP | 14,063 | $2.22M | 0.61% | −390−2.7% | Reduced |
| Intech Investment Management LLC | 14,066 | $2.22M | 0.02% | +10,454+289.4% | Added |
| Deutsche Bank AG | 14,131 | $2.23M | 0.00% | +268+1.9% | Added |
| State of Tennessee, Treasury Department | 14,331 | $2.26M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,820 | $2.33M | 0.02% | +1,854+14.3% | Added |
| Palisade Capital Management LLC | 15,031 | $2.37M | 0.06% | +550+3.8% | Added |
| Treasurer of the State of North Carolina | 15,262 | $2.40M | 0.01% | −596−3.8% | Reduced |
| Amalgamated Bank | 15,692 | $2.47M | 0.02% | +12+0.1% | Added |
| Mutual of America Capital Management LLC | 15,825 | $2.49M | 0.03% | −1,206−7.1% | Reduced |
| First Trust Advisors LP | 16,437 | $2.59M | 0.00% | −14,522−46.9% | Reduced |
| Henshaw Capital LLC | 16,631 | $2.62M | 0.10% | 00.0% | Unchanged |
| Martin & Co Inc | 16,643 | $2.62M | 0.47% | +67+0.4% | Added |
| Oppenheimer Asset Management Inc. | 16,895 | $2.66M | 0.03% | +1,992+13.4% | Added |
| Schroder Investment Management Group | 16,642 | $2.67M | 0.00% | +16,642 | New |
| Burney Co | 16,995 | $2.68M | 0.09% | +16,995 | New |
| Ieq Capital, LLC | 17,115 | $2.70M | 0.01% | +8,634+101.8% | Added |
| Jane Street Group, LLC | 17,363 | $2.74M | 0.00% | +17,363 | New |
| Marshall Wace, LLP | 17,480 | $2.75M | 0.00% | +10,880+164.8% | Added |
| MetLife Investment Management | 17,736 | $2.79M | 0.01% | −824−4.4% | Reduced |
| Dark Forest Capital Management LP | 17,855 | $2.81M | 0.11% | +5,367+43.0% | Added |
| Schonfeld Strategic Advisors LLC | 18,663 | $2.94M | 0.02% | +16,235+668.7% | Added |
| Factorial Partners, LLC | 18,900 | $2.98M | 2.05% | −2,100−10.0% | Reduced |
| Bridgewater Associates, LP | 19,154 | $3.02M | 0.01% | +19,154 | New |
| Millennium Management LLC | 19,722 | $3.11M | 0.00% | −48,529−71.1% | Reduced |
| Crossmark Global Holdings, Inc. | 19,797 | $3.12M | 0.05% | +18,372+1,289.3% | Added |
| CenterBook Partners LP | 20,082 | $3.16M | 0.16% | +20,082 | New |
| Comerica Bank | 21,288 | $3.35M | 0.01% | +560+2.7% | Added |
| Foyston, Gordon, & Payne Inc | 21,831 | $3.44M | 0.75% | −422−1.9% | Reduced |
| Russell Investments Group, Ltd. | 21,927 | $3.45M | 0.00% | −1,733−7.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 22,682 | $3.57M | 0.18% | +7,784+52.2% | Added |
| Blair William & Co | 22,826 | $3.60M | 0.01% | −1,600−6.6% | Reduced |
| Bank of Montreal | 23,305 | $3.67M | 0.00% | −939−3.9% | Reduced |