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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 3,654 | $575.6K | 0.00% | −256−6.5% | Reduced |
| CWM, LLC | 3,640 | $573.0K | 0.00% | +299+8.9% | Added |
| Public Employees Retirement Association of Colorado | 3,593 | $566.0K | 0.00% | −21−0.6% | Reduced |
| CWM Advisors, LLC | 3,521 | $554.7K | 0.05% | +277+8.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,427 | $539.9K | 0.00% | +1,355+65.4% | Added |
| Bessemer Group Inc | 3,348 | $528.0K | 0.00% | −900−21.2% | Reduced |
| Eukles Asset Management | 3,334 | $525.2K | 0.20% | +51+1.6% | Added |
| Clark Asset Management, LLC | 3,265 | $514.3K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 3,259 | $513.4K | 0.01% | −6,763−67.5% | Reduced |
| Commerce Bank | 3,236 | $509.8K | 0.00% | +14+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,140 | $494.6K | 0.03% | −62−1.9% | Reduced |
| CAPROCK Group, Inc. | 2,875 | $492.6K | 0.01% | +2,875 | New |
| William Blair Investment Management, LLC | 3,117 | $491.0K | 0.00% | −105−3.3% | Reduced |
| Benin Management CORP | 3,041 | $479.0K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,961 | $466.4K | 0.00% | −384−11.5% | Reduced |
| Truist Financial Corp | 2,932 | $461.9K | 0.00% | +207+7.6% | Added |
| Portside Wealth Group, LLC | 2,918 | $459.7K | 0.06% | −17−0.6% | Reduced |
| RSM US Wealth Management LLC | 2,894 | $455.9K | 0.01% | +95+3.4% | Added |
| Voya Investment Management LLC | 2,886 | $454.6K | 0.00% | −1,797−38.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,838 | $447.1K | 0.01% | +275+10.7% | Added |
| Quadrature Capital Ltd | 2,809 | $442.6K | 0.01% | −3,498−55.5% | Reduced |
| Creative Planning | 2,732 | $430.4K | 0.00% | −365−11.8% | Reduced |
| Gabelli Funds LLC | 2,701 | $425.5K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,698 | $425.0K | 0.03% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,637 | $415.4K | 0.22% | +174+7.1% | Added |
| JustInvest LLC | 2,558 | $403.0K | 0.00% | +74+3.0% | Added |
| Securian Asset Management, Inc | 2,557 | $402.8K | 0.01% | −100−3.8% | Reduced |
| Flputnam Investment Management Co | 2,536 | $399.5K | 0.01% | −125−4.7% | Reduced |
| Bridgefront Capital, LLC | 2,502 | $394.1K | 0.12% | +2,502 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $385.9K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,446 | $385.3K | 0.00% | +914+59.7% | Added |
| Syon Capital LLC | 2,383 | $375.4K | 0.02% | +187+8.5% | Added |
| Numerai GP LLC | 2,315 | $364.7K | 0.05% | −11,300−83.0% | Reduced |
| US Bancorp | 2,271 | $357.8K | 0.00% | −6−0.3% | Reduced |
| Colony Group, LLC | 2,251 | $354.5K | 0.00% | −349−13.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $348.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,147 | $338.2K | 0.00% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $337.1K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,135 | $336.3K | 0.01% | −6−0.3% | Reduced |
| Legato Capital Management LLC | 2,072 | $326.4K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,027 | $319.3K | 0.00% | +2,027 | New |
| Isthmus Partners, LLC | 2,023 | $318.7K | 0.07% | +10+0.5% | Added |
| SRS Capital Advisors, Inc. | 1,979 | $311.8K | 0.00% | +1,919+3,198.3% | Added |
| Sterling Capital Management LLC | 1,932 | $304.3K | 0.00% | −148−7.1% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $291.7K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,843 | $290.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,818 | $286.4K | 0.02% | +697+62.2% | Added |
| Utah Retirement Systems | 1,794 | $282.6K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,787 | $281.5K | 0.03% | +1,787 | New |
| Commonwealth Equity Services, LLC | 1,776 | $280.0K | 0.00% | −91−4.9% | Reduced |
| Net Worth Advisory Group | 1,749 | $275.6K | 0.08% | −374−17.6% | Reduced |
| Chicago Capital, LLC | 1,728 | $272.2K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,706 | $268.7K | 0.01% | +2+0.1% | Added |
| Knollwood Investment Advisory, LLC | 1,674 | $263.7K | 0.02% | −70−4.0% | Reduced |
| MML Investors Services, LLC | 1,648 | $259.6K | 0.00% | +129+8.5% | Added |
| Tower Research Capital LLC (TRC) | 1,574 | $248.0K | 0.01% | +165+11.7% | Added |
| Claret Asset Management Corp | 1,562 | $246.0K | 0.03% | −22−1.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,539 | $242.4K | 0.06% | −487−24.0% | Reduced |
| HSBC Holdings PLC | 1,533 | $241.5K | 0.00% | −4,247−73.5% | Reduced |
| 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 |
| Point72 Hong Kong Ltd | 1,523 | $239.9K | 0.01% | +1,523 | New |
| Panagora Asset Management Inc | 1,520 | $239.4K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,497 | $235.8K | 0.00% | +1,497 | New |
| Wetherby Asset Management Inc | 1,474 | $232.2K | 0.01% | +1,474 | New |
| ProShare Advisors LLC | 1,458 | $229.7K | 0.00% | −60−4.0% | Reduced |
| Bridgewater Advisors Inc. | 1,560 | $223.6K | 0.02% | +2+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 1,415 | $222.9K | 0.04% | −201−12.4% | Reduced |
| Inspire Advisors, LLC | 1,379 | $217.3K | 0.02% | +1,379 | New |
| Moody Aldrich Partners LLC | 1,363 | $214.7K | 0.04% | −6−0.4% | Reduced |
| David Loasby | 1,362 | $214.4K | 0.02% | +102+8.1% | Added |
| CIBC Asset Management Inc | 1,311 | $206.5K | 0.00% | +1,311 | New |
| Snowden Capital Advisors LLC | 1,308 | $206.0K | 0.01% | −467−26.3% | Reduced |
| Catalytic Wealth RIA, LLC | 1,307 | $205.9K | 0.01% | +1,307 | New |
| Evercore Wealth Management, LLC | 1,286 | $202.6K | 0.00% | +1,286 | New |
| Aquatic Capital Management LLC | 1,195 | $188.2K | 0.00% | +1,195 | New |
| KBC Group NV | 1,046 | $165.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,041 | $164.0K | 0.01% | +121+13.2% | Added |
| Boit C F David | 1,000 | $157.5K | 0.07% | −1,000−50.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 974 | $153.4K | 0.01% | +650+200.6% | Added |
| Advisory Services Network, LLC | 956 | $150.6K | 0.00% | +956 | New |
| Shell Asset Management Co | 922 | $145.0K | 0.01% | −1,110−54.6% | Reduced |
| Quadrant Capital Group LLC | 835 | $131.5K | 0.00% | +835 | New |
| STRS Ohio | 812 | $127.9K | 0.00% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 752 | $118.5K | 0.00% | −13−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 710 | $111.8K | 0.02% | +708+35,400.0% | Added |
| Advisor Group Holdings, Inc. | 669 | $110.8K | 0.00% | +33+5.2% | Added |
| SG Americas Securities, LLC | 662 | $104.0K | 0.00% | −2,158−76.5% | Reduced |
| Hilltop National Bank | 644 | $101.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 549 | $86.5K | 0.00% | +143+35.2% | Added |
| Acadian Asset Management LLC | 535 | $83.0K | 0.00% | +535 | New |
| MAI Capital Management | 525 | $82.7K | 0.00% | −4−0.8% | Reduced |
| Danske Bank A/S | 500 | $78.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 491 | $77.3K | 0.00% | +93+23.4% | Added |
| Paradigm Asset Management Co LLC | 480 | $75.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 457 | $72.0K | 0.01% | −1−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 412 | $64.9K | 0.00% | +17+4.3% | Added |
| Brown Brothers Harriman & Co | 402 | $63.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 383 | $60.3K | 0.00% | +7+1.9% | Added |
| Bangor Savings Bank | 380 | $59.9K | 0.00% | 00.0% | Unchanged |