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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 19,722 | $3.11M | 0.00% | −48,529−71.1% | Reduced |
| Bridgewater Associates, LP | 19,154 | $3.02M | 0.01% | +19,154 | New |
| Factorial Partners, LLC | 18,900 | $2.98M | 2.05% | −2,100−10.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,663 | $2.94M | 0.02% | +16,235+668.7% | Added |
| Dark Forest Capital Management LP | 17,855 | $2.81M | 0.11% | +5,367+43.0% | Added |
| MetLife Investment Management | 17,736 | $2.79M | 0.01% | −824−4.4% | Reduced |
| Marshall Wace, LLP | 17,480 | $2.75M | 0.00% | +10,880+164.8% | Added |
| Jane Street Group, LLC | 17,363 | $2.74M | 0.00% | +17,363 | New |
| Ieq Capital, LLC | 17,115 | $2.70M | 0.01% | +8,634+101.8% | Added |
| Burney Co | 16,995 | $2.68M | 0.09% | +16,995 | New |
| Schroder Investment Management Group | 16,642 | $2.67M | 0.00% | +16,642 | New |
| Oppenheimer Asset Management Inc. | 16,895 | $2.66M | 0.03% | +1,992+13.4% | Added |
| Martin & Co Inc | 16,643 | $2.62M | 0.47% | +67+0.4% | Added |
| Henshaw Capital LLC | 16,631 | $2.62M | 0.10% | 00.0% | Unchanged |
| First Trust Advisors LP | 16,437 | $2.59M | 0.00% | −14,522−46.9% | Reduced |
| Mutual of America Capital Management LLC | 15,825 | $2.49M | 0.03% | −1,206−7.1% | Reduced |
| Amalgamated Bank | 15,692 | $2.47M | 0.02% | +12+0.1% | Added |
| Treasurer of the State of North Carolina | 15,262 | $2.40M | 0.01% | −596−3.8% | Reduced |
| Palisade Capital Management LLC | 15,031 | $2.37M | 0.06% | +550+3.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,820 | $2.33M | 0.02% | +1,854+14.3% | Added |
| State of Tennessee, Treasury Department | 14,331 | $2.26M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,131 | $2.23M | 0.00% | +268+1.9% | Added |
| Intech Investment Management LLC | 14,066 | $2.22M | 0.02% | +10,454+289.4% | Added |
| Fulcrum Asset Management LLP | 14,063 | $2.22M | 0.61% | −390−2.7% | Reduced |
| Zions Bancorporation, National Association | 13,721 | $2.16M | 0.11% | −1,992−12.7% | Reduced |
| Clark Estates Inc | 13,300 | $2.10M | 0.48% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13,230 | $2.08M | 0.00% | +1,187+9.9% | Added |
| Illinois Municipal Retirement Fund | 12,853 | $2.02M | 0.03% | +5,791+82.0% | Added |
| Cove Street Capital, LLC | 12,851 | $2.02M | 2.64% | −18−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 12,658 | $1.99M | 0.06% | −991−7.3% | Reduced |
| State of New Jersey Common Pension Fund D | 12,541 | $1.98M | 0.01% | −1,179−8.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,229 | $1.93M | 0.01% | −6,100−33.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,905 | $1.88M | 0.00% | +669+6.0% | Added |
| Teachers Retirement System of the State of Kentucky | 11,801 | $1.86M | 0.01% | −1,419−10.7% | Reduced |
| Lighthouse Investment Partners, LLC | 11,724 | $1.85M | 0.07% | +6,563+127.2% | Added |
| Amundi | 11,503 | $1.82M | 0.00% | −886−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 11,095 | $1.75M | 0.01% | +104+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,789 | $1.70M | 0.00% | +4,535+72.5% | Added |
| Yousif Capital Management, LLC | 10,788 | $1.70M | 0.02% | −745−6.5% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.69M | 0.89% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,196 | $1.61M | 0.24% | −9−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 10,180 | $1.60M | 0.01% | +10,180 | New |
| Arizona State Retirement System | 9,626 | $1.52M | 0.01% | +132+1.4% | Added |
| Johnson Investment Counsel Inc | 9,615 | $1.51M | 0.01% | +70+0.7% | Added |
| Louisiana State Employees Retirement System | 9,500 | $1.50M | 0.03% | −100−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 9,402 | $1.48M | 0.12% | −24,546−72.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,328 | $1.47M | 0.00% | −328−3.4% | Reduced |
| Radnor Capital Management, LLC | 9,315 | $1.47M | 0.22% | +475+5.4% | Added |
| EJF Capital LLC | 9,300 | $1.47M | 0.85% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 9,173 | $1.45M | 0.49% | +1,434+18.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,794 | $1.39M | 0.01% | −5−0.1% | Reduced |
| CI Private Wealth, LLC | 8,488 | $1.34M | 0.00% | −21−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 8,376 | $1.32M | 0.06% | −35−0.4% | Reduced |
| Virginia Retirement Systems Et Al | 8,219 | $1.29M | 0.01% | +1,500+22.3% | Added |
| Formula Growth Ltd | 8,200 | $1.29M | 0.46% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,175 | $1.29M | 0.01% | −100−1.2% | Reduced |
| Logan Capital Management Inc | 8,151 | $1.28M | 0.05% | +179+2.2% | Added |
| Handelsbanken Fonder AB | 7,944 | $1.25M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,872 | $1.24M | 0.00% | −191−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,638 | $1.20M | 0.02% | −8−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,376 | $1.16M | 0.00% | +7,376 | New |
| New Mexico Educational Retirement Board | 7,200 | $1.13M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,912 | $1.09M | 0.01% | −100−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 6,800 | $1.07M | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,793 | $1.07M | 0.06% | −5−0.1% | Reduced |
| Farringdon Capital, Ltd. | 6,701 | $1.06M | 0.27% | +6,701 | New |
| Fifth Third Bancorp | 6,663 | $1.05M | 0.00% | −546−7.6% | Reduced |
| Aurora Investment Counsel | 6,509 | $1.03M | 0.54% | −391−5.7% | Reduced |
| Teacher Retirement System of Texas | 6,177 | $973.1K | 0.00% | +1,237+25.0% | Added |
| Daiwa Securities Group Inc. | 5,905 | $930.0K | 0.00% | −44−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 5,797 | $913.2K | 0.00% | −4,250−42.3% | Reduced |
| Atria Investments LLC | 5,790 | $912.1K | 0.01% | −485−7.7% | Reduced |
| Cetera Investment Advisers | 5,766 | $908.3K | 0.00% | +563+10.8% | Added |
| HighTower Advisors, LLC | 5,635 | $887.7K | 0.00% | +354+6.7% | Added |
| Bath Savings Trust Co | 5,422 | $854.1K | 0.08% | −732−11.9% | Reduced |
| ISAM Funds (UK) Ltd | 5,414 | $852.9K | 0.18% | +5,414 | New |
| Cerity Partners LLC | 5,341 | $841.4K | 0.00% | −891−14.3% | Reduced |
| State of Alaska, Department of Revenue | 5,272 | $830.0K | 0.01% | +1,416+36.7% | Added |
| Vident Advisory, LLC | 5,228 | $823.6K | 0.01% | −2,723−34.2% | Reduced |
| New Age Alpha Advisors, LLC | 5,195 | $818.4K | 0.03% | −153−2.9% | Reduced |
| Victory Capital Management Inc | 5,166 | $813.8K | 0.00% | −1,128−17.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,153 | $811.8K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,149 | $811.1K | 0.06% | +143+2.9% | Added |
| Sanctuary Advisors, LLC | 5,004 | $788.3K | 0.00% | −62−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,985 | $784.6K | 0.00% | +94+1.9% | Added |
| Summit Trail Advisors, LLC | 4,949 | $779.6K | 0.01% | +454+10.1% | Added |
| Toroso Investments, LLC | 4,877 | $768.3K | 0.00% | −52−1.1% | Reduced |
| Empirical Asset Management, LLC | 4,868 | $766.9K | 0.21% | +714+17.2% | Added |
| Captrust Financial Advisors | 4,698 | $740.1K | 0.00% | −180−3.7% | Reduced |
| Quantbot Technologies LP | 4,687 | $738.3K | 0.02% | −18,242−79.6% | Reduced |
| Pacer Advisors, Inc. | 4,520 | $712.0K | 0.00% | +4,520 | New |
| Pictet Asset Management Holding SA | 4,366 | $687.8K | 0.00% | −832−16.0% | Reduced |
| Susquehanna International Group, LLP | 4,164 | $656.0K | 0.00% | +484+13.2% | Added |
| Xponance, Inc. | 4,065 | $640.4K | 0.01% | −34−0.8% | Reduced |
| Cornerstone Investment Partners, LLC | 4,023 | $633.7K | 0.03% | −708−15.0% | Reduced |
| Verdence Capital Advisors LLC | 3,910 | $629.2K | 0.04% | −31,532−89.0% | Reduced |
| State of Wyoming | 3,925 | $618.3K | 0.07% | +3,765+2,353.1% | Added |
| Pathstone Holdings, LLC | 3,920 | $617.5K | 0.00% | +830+26.9% | Added |
| American Century Companies Inc | 3,870 | $609.6K | 0.00% | +665+20.7% | Added |
| Retirement Planning Co of New England, Inc. | 3,765 | $593.1K | 0.24% | +111+3.0% | Added |