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 |
|---|---|---|---|---|---|
| Citigroup Inc | 24,088 | $3.79M | 0.00% | +12,266+103.8% | Added |
| Dana Investment Advisors, Inc. | 24,667 | $3.89M | 0.11% | −175−0.7% | Reduced |
| Holocene Advisors, LP | 25,751 | $4.06M | 0.01% | −25,248−49.5% | Reduced |
| Royal Bank of Canada | 26,405 | $4.16M | 0.00% | −21,303−44.7% | Reduced |
| Manufacturers Life Insurance Company, The | 26,782 | $4.22M | 0.00% | −2,080−7.2% | Reduced |
| LPL Financial LLC | 27,657 | $4.36M | 0.00% | −2,387−7.9% | Reduced |
| Long Road Investment Counsel, LLC | 27,674 | $4.36M | 1.54% | 00.0% | Unchanged |
| Algert Global LLC | 27,692 | $4.36M | 0.07% | −12,469−31.0% | Reduced |
| HM Payson & Co | 27,877 | $4.39M | 0.06% | 00.0% | Unchanged |
| Great West Life Assurance Co | 27,510 | $4.42M | 0.01% | +51+0.2% | Added |
| Empowered Funds, LLC | 29,344 | $4.62M | 0.05% | +25,513+666.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 30,275 | $4.77M | 0.12% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,673 | $4.83M | 0.00% | −222−0.7% | Reduced |
| California State Teachers Retirement System | 30,948 | $4.88M | 0.01% | +650+2.1% | Added |
| State Board of Administration of Florida Retirement System | 31,398 | $4.95M | 0.01% | −3,685−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 31,518 | $4.97M | 0.06% | −7,653−19.5% | Reduced |
| Swedbank AB | 35,300 | $5.56M | 0.01% | 00.0% | Unchanged |
| New South Capital Management Inc | 36,865 | $5.81M | 0.26% | +579+1.6% | Added |
| Lightrock Netherlands B.V. | 43,800 | $5.87M | 1.54% | +7,200+19.7% | Added |
| D. E. Shaw & Co., Inc. | 39,500 | $6.22M | 0.01% | −80,521−67.1% | Reduced |
| Cambiar Investors LLC | 40,719 | $6.41M | 0.29% | −11,687−22.3% | Reduced |
| Wells Fargo & Company | 41,914 | $6.60M | 0.00% | −2,769−6.2% | Reduced |
| Point72 Asset Management, L.P. | 44,420 | $7.00M | 0.02% | −52,172−54.0% | Reduced |
| Penserra Capital Management LLC | 44,865 | $7.07M | 0.08% | −6,685−13.0% | Reduced |
| Alliancebernstein L.P. | 45,451 | $7.16M | 0.00% | −42,249−48.2% | Reduced |
| New York State Teachers Retirement System | 47,203 | $7.44M | 0.01% | −360−0.8% | Reduced |
| State of Wisconsin Investment Board | 51,098 | $8.05M | 0.02% | −7,558−12.9% | Reduced |
| Legal & General Group Plc | 54,074 | $8.52M | 0.00% | −1,601−2.9% | Reduced |
| rhino investment partners, Inc | 56,230 | $8.86M | 2.79% | +15,768+39.0% | Added |
| Freestone Grove Partners LP | 57,283 | $9.02M | 0.07% | −59,336−50.9% | Reduced |
| Capital World Investors | 61,083 | $9.62M | 0.00% | +34,071+126.1% | Added |
| Swiss National Bank | 63,126 | $9.94M | 0.01% | +1,000+1.6% | Added |
| Spinnaker Trust | 65,633 | $10.3M | 0.57% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 65,960 | $10.4M | 2.66% | +500+0.8% | Added |
| Barclays PLC | 66,919 | $10.5M | 0.00% | −224,150−77.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 67,354 | $10.6M | 0.17% | −10,500−13.5% | Reduced |
| Envestnet Asset Management Inc | 67,694 | $10.7M | 0.00% | −1,022−1.5% | Reduced |
| Retirement Systems of Alabama | 68,327 | $10.8M | 0.04% | −428−0.6% | Reduced |
| California Public Employees Retirement System | 68,855 | $10.8M | 0.01% | +13,964+25.4% | Added |
| Invesco Ltd. | 74,881 | $11.8M | 0.00% | −632−0.8% | Reduced |
| Principal Financial Group Inc | 76,123 | $12.0M | 0.01% | −1,577−2.0% | Reduced |
| Quantinno Capital Management LP | 79,570 | $12.5M | 0.03% | +16,959+27.1% | Added |
| Raymond James Financial Inc | 83,898 | $13.2M | 0.00% | −3,632−4.1% | Reduced |
| Nuveen, LLC | 85,929 | $13.5M | 0.00% | −8,068−8.6% | Reduced |
| Ameriprise Financial Inc | 91,977 | $14.5M | 0.00% | −86,863−48.6% | Reduced |
| Natixis Advisors, L.P. | 98,498 | $15.5M | 0.02% | +18,474+23.1% | Added |
| Incline Global Management LLC | 99,017 | $15.6M | 4.62% | +10,327+11.6% | Added |
| AQR Capital Management LLC | 99,531 | $15.7M | 0.01% | −51,327−34.0% | Reduced |
| Rhumbline Advisers | 106,231 | $16.7M | 0.01% | −1,172−1.1% | Reduced |
| Solel Partners LP | 118,100 | $18.6M | 3.58% | +118,100 | New |
| New York State Common Retirement Fund | 122,070 | $19.2M | 0.02% | +601+0.5% | Added |
| UBS Asset Management Americas Inc | 129,025 | $20.3M | 0.00% | −58,400−31.2% | Reduced |
| Cooper Creek Partners Management LLC | 131,675 | $20.7M | 0.78% | +131,675 | New |
| Loomis Sayles & Co L P | 156,469 | $24.6M | 0.03% | −11,818−7.0% | Reduced |
| Rice Hall James & Associates, LLC | 173,985 | $27.4M | 1.49% | −15,959−8.4% | Reduced |
| Snyder Capital Management L P | 175,427 | $27.6M | 0.52% | +21,028+13.6% | Added |
| Goldman Sachs Group Inc | 198,440 | $31.3M | 0.00% | +74,141+59.6% | Added |
| BNP Paribas Arbitrage, SA | 205,153 | $32.3M | 0.03% | +111,800+119.8% | Added |
| Lakewood Capital Management, LP | 205,468 | $32.4M | 2.45% | +27,500+15.5% | Added |
| Neuberger Berman Group LLC | 230,270 | $36.3M | 0.03% | −8,867−3.7% | Reduced |
| Primecap Management Co | 233,560 | $36.8M | 0.03% | −8,100−3.4% | Reduced |
| Gotham Asset Management, LLC | 270,964 | $42.7M | 0.19% | +77,176+39.8% | Added |
| Bank of New York Mellon Corp | 288,196 | $45.4M | 0.01% | −4,432−1.5% | Reduced |
| Northern Trust Corp | 301,366 | $47.5M | 0.01% | +886+0.3% | Added |
| Wellington Management Group LLP | 306,421 | $48.3M | 0.01% | −28,444−8.5% | Reduced |
| Sunriver Management LLC | 308,081 | $48.5M | 5.28% | −32,875−9.6% | Reduced |
| Ariel Investments, LLC | 340,936 | $53.7M | 0.57% | −60,150−15.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 346,822 | $54.6M | 0.17% | −38,296−9.9% | Reduced |
| JPMorgan Chase & Co | 380,467 | $59.9M | 0.00% | −705,328−65.0% | Reduced |
| Federated Hermes, Inc. | 392,280 | $61.8M | 0.11% | −9,843−2.4% | Reduced |
| UBS Group AG | 434,148 | $68.4M | 0.01% | +176,042+68.2% | Added |
| Charles Schwab Investment Management Inc | 434,218 | $68.4M | 0.01% | +117,896+37.3% | Added |
| Hawk Ridge Capital Management LP | 446,171 | $70.3M | 3.35% | +42,900+10.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 475,427 | $76.1M | 0.67% | −292,811−38.1% | Reduced |
| SEI Investments Co | 496,735 | $78.3M | 0.08% | +11,244+2.3% | Added |
| Turtle Creek Asset Management Inc. | 592,200 | $93.3M | 2.82% | +592,200 | New |
| Geode Capital Management, LLC | 631,986 | $99.6M | 0.01% | +18,703+3.0% | Added |
| Dimensional Fund Advisors LP | 642,813 | $101.3M | 0.02% | +7,994+1.3% | Added |
| River Road Asset Management, LLC | 788,041 | $124.1M | 1.39% | −9,830−1.2% | Reduced |
| Lyrical Asset Management LP | 830,349 | $130.8M | 1.84% | +58,236+7.5% | Added |
| Citadel Advisors LLC | 869,761 | $137.0M | 0.11% | +868,266+58,078.0% | Added |
| Bank of America Corp | 879,033 | $138.5M | 0.01% | +69,375+8.6% | Added |
| Earnest Partners LLC | 907,803 | $143.0M | 0.62% | +10,027+1.1% | Added |
| State Street Corp | 1,071,657 | $168.8M | 0.01% | −21,415−2.0% | Reduced |
| FMR LLC | 1,073,061 | $169.0M | 0.01% | +23,390+2.2% | Added |
| Boston Partners | 1,273,363 | $200.7M | 0.21% | +4,227+0.3% | Added |
| Par Capital Management Inc | 1,851,500 | $291.7M | 8.61% | +4000.0% | Added |
| Impactive Capital LP | 2,195,253 | $345.8M | 16.62% | −200,000−8.3% | Reduced |
| Morgan Stanley | 2,731,682 | $430.3M | 0.03% | +47,751+1.8% | Added |
| BlackRock, Inc. | 3,056,335 | $481.5M | 0.01% | −37,695−1.2% | Reduced |
| Vanguard Group Inc | 3,262,255 | $513.9M | 0.01% | +12,099+0.4% | Added |
| Janus Henderson Group PLC | 3,865,082 | $608.9M | 0.28% | −5,402−0.1% | Reduced |
| JANA Partners Management, LP | 0 | $0 | 0.00% | −164,029−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −96,642−100.0% | Sold out |
| Hill City Capital, LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −50,683−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −20,943−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,471−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,177−100.0% | Sold out |