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, Q4 2025
Institutional positions in WEX Inc. as of Dec 31, 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
- 428
- +41 vs. Q3 2025
- Shares held
- 38.4M
- +707.2K (+1.9%) vs. Q3 2025
- Total value
- $5.73B
- −$213.8M (−3.6%) vs. Q3 2025
- New holders
- 79
- 129 more added
- Sold out
- 38
- 149 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3,872,042 | $576.9M | 0.26% | +6,960+0.2% | Added |
| Vanguard Group Inc | 3,222,345 | $480.1M | 0.01% | −39,910−1.2% | Reduced |
| BlackRock, Inc. | 3,058,759 | $455.7M | 0.01% | +2,424+0.1% | Added |
| Par Capital Management Inc | 2,252,000 | $335.5M | 8.90% | +400,500+21.6% | Added |
| Impactive Capital LP | 2,195,253 | $327.0M | 20.82% | 00.0% | Unchanged |
| Morgan Stanley | 2,111,108 | $314.5M | 0.02% | −620,574−22.7% | Reduced |
| Boston Partners | 1,447,442 | $216.0M | 0.22% | +174,079+13.7% | Added |
| FMR LLC | 1,146,526 | $170.8M | 0.01% | +73,465+6.8% | Added |
| State Street Corp | 1,061,776 | $158.2M | 0.01% | −9,881−0.9% | Reduced |
| AQR Capital Management LLC | 889,802 | $132.6M | 0.07% | +790,271+794.0% | Added |
| Earnest Partners LLC | 889,664 | $132.5M | 0.57% | −18,139−2.0% | Reduced |
| River Road Asset Management, LLC | 776,008 | $115.6M | 1.27% | −12,033−1.5% | Reduced |
| Lyrical Asset Management LP | 773,908 | $115.3M | 1.63% | −56,441−6.8% | Reduced |
| Bank of America Corp | 725,157 | $108.0M | 0.01% | −153,876−17.5% | Reduced |
| Dimensional Fund Advisors LP | 687,655 | $102.5M | 0.02% | +44,842+7.0% | Added |
| Geode Capital Management, LLC | 638,957 | $95.2M | 0.01% | +6,971+1.1% | Added |
| SEI Investments Co | 549,775 | $81.9M | 0.08% | +53,040+10.7% | Added |
| Hawk Ridge Capital Management LP | 454,271 | $67.7M | 3.12% | +8,100+1.8% | Added |
| Charles Schwab Investment Management Inc | 445,585 | $66.4M | 0.01% | +11,367+2.6% | Added |
| UBS Group AG | 429,828 | $64.0M | 0.01% | −4,320−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 408,015 | $63.9M | 0.58% | −67,412−14.2% | Reduced |
| Turtle Creek Asset Management Inc. | 422,412 | $62.9M | 2.77% | −169,788−28.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 381,331 | $56.8M | 0.17% | +34,509+10.0% | Added |
| Federated Hermes, Inc. | 349,451 | $52.1M | 0.09% | −42,829−10.9% | Reduced |
| Snyder Capital Management L P | 348,166 | $51.9M | 0.97% | +172,739+98.5% | Added |
| JPMorgan Chase & Co | 340,834 | $50.8M | 0.00% | −39,633−10.4% | Reduced |
| Norges Bank | 336,973 | $50.2M | 0.01% | +336,973 | New |
| Ariel Investments, LLC | 336,797 | $50.2M | 0.54% | −4,139−1.2% | Reduced |
| Sunriver Management LLC | 329,177 | $49.0M | 5.14% | +21,096+6.8% | Added |
| Northern Trust Corp | 319,456 | $47.6M | 0.01% | +18,090+6.0% | Added |
| New South Capital Management Inc | 268,023 | $39.9M | 1.84% | +231,158+627.0% | Added |
| Gotham Asset Management, LLC | 267,438 | $39.8M | 0.15% | −3,526−1.3% | Reduced |
| Wellington Management Group LLP | 265,873 | $39.6M | 0.01% | −40,548−13.2% | Reduced |
| Goldman Sachs Group Inc | 239,301 | $35.7M | 0.01% | +40,861+20.6% | Added |
| Bank of New York Mellon Corp | 231,594 | $34.5M | 0.01% | −56,602−19.6% | Reduced |
| Lakewood Capital Management, LP | 227,968 | $34.0M | 2.36% | +22,500+11.0% | Added |
| Neuberger Berman Group LLC | 214,818 | $32.0M | 0.02% | −15,452−6.7% | Reduced |
| Primecap Management Co | 214,560 | $32.0M | 0.02% | −19,000−8.1% | Reduced |
| Loomis Sayles & Co L P | 179,578 | $26.8M | 0.03% | +23,109+14.8% | Added |
| Rice Hall James & Associates, LLC | 174,138 | $25.9M | 1.43% | +153+0.1% | Added |
| Solel Partners LP | 167,000 | $24.9M | 4.02% | +48,900+41.4% | Added |
| UBS Asset Management Americas Inc | 124,184 | $18.5M | 0.00% | −4,841−3.8% | Reduced |
| Point72 Asset Management, L.P. | 122,827 | $18.3M | 0.03% | +78,407+176.5% | Added |
| New York State Common Retirement Fund | 121,272 | $18.1M | 0.02% | −798−0.7% | Reduced |
| Rhumbline Advisers | 104,215 | $15.5M | 0.01% | −2,016−1.9% | Reduced |
| Natixis Advisors, L.P. | 103,231 | $15.4M | 0.02% | +4,733+4.8% | Added |
| Quantinno Capital Management LP | 100,495 | $15.0M | 0.03% | +20,925+26.3% | Added |
| Capital World Investors | 95,813 | $14.3M | 0.00% | +34,730+56.9% | Added |
| Clifford Capital Partners LLC | 95,326 | $14.2M | 2.41% | +95,326 | New |
| Incline Global Management LLC | 91,384 | $13.6M | 4.65% | −7,633−7.7% | Reduced |
| Invesco Ltd. | 85,418 | $12.7M | 0.00% | +10,537+14.1% | Added |
| Nuveen, LLC | 84,435 | $12.6M | 0.00% | −1,494−1.7% | Reduced |
| Ameriprise Financial Inc | 80,725 | $12.0M | 0.00% | −11,252−12.2% | Reduced |
| Raymond James Financial Inc | 74,343 | $11.1M | 0.00% | −9,555−11.4% | Reduced |
| Principal Financial Group Inc | 73,754 | $11.0M | 0.01% | −2,369−3.1% | Reduced |
| CenterBook Partners LP | 70,834 | $10.6M | 0.52% | +50,752+252.7% | Added |
| Ieq Capital, LLC | 69,052 | $10.3M | 0.03% | +51,937+303.5% | Added |
| Millennium Management LLC | 68,942 | $10.3M | 0.01% | +49,220+249.6% | Added |
| Nomura Holdings Inc | 68,486 | $10.2M | 0.03% | +68,486 | New |
| Thompson Siegel & Walmsley LLC | 68,325 | $10.2M | 0.17% | +971+1.4% | Added |
| Retirement Systems of Alabama | 68,053 | $10.1M | 0.03% | −274−0.4% | Reduced |
| Gator Capital Management, LLC | 66,515 | $9.91M | 2.05% | +555+0.8% | Added |
| Spinnaker Trust | 65,963 | $9.83M | 0.53% | +330+0.5% | Added |
| California Public Employees Retirement System | 65,874 | $9.81M | 0.01% | −2,981−4.3% | Reduced |
| Envestnet Asset Management Inc | 65,353 | $9.74M | 0.00% | −2,341−3.5% | Reduced |
| Swiss National Bank | 64,226 | $9.57M | 0.01% | +1,100+1.7% | Added |
| Lightrock Netherlands B.V. | 62,500 | $9.31M | 1.97% | +18,700+42.7% | Added |
| Bridgewater Associates, LP | 57,869 | $8.62M | 0.03% | +38,715+202.1% | Added |
| State of Wisconsin Investment Board | 51,909 | $7.73M | 0.02% | +811+1.6% | Added |
| Legal & General Group Plc | 49,472 | $7.37M | 0.00% | −4,602−8.5% | Reduced |
| Triveni Capital Investments LP | 48,087 | $7.16M | 5.34% | +48,087 | New |
| New York State Teachers Retirement System | 46,767 | $6.97M | 0.01% | −436−0.9% | Reduced |
| Jane Street Group, LLC | 42,487 | $6.33M | 0.01% | +25,124+144.7% | Added |
| rhino investment partners, Inc | 42,005 | $6.26M | 1.77% | −14,225−25.3% | Reduced |
| Penserra Capital Management LLC | 41,962 | $6.25M | 0.07% | −2,903−6.5% | Reduced |
| Citigroup Inc | 40,375 | $6.02M | 0.00% | +16,287+67.6% | Added |
| First Trust Advisors LP | 39,853 | $5.94M | 0.00% | +23,416+142.5% | Added |
| Wells Fargo & Company | 38,853 | $5.79M | 0.00% | −3,061−7.3% | Reduced |
| Alliancebernstein L.P. | 38,510 | $5.74M | 0.00% | −6,941−15.3% | Reduced |
| Cerity Partners LLC | 37,755 | $5.62M | 0.01% | +32,414+606.9% | Added |
| Cambiar Investors LLC | 35,633 | $5.31M | 0.24% | −5,086−12.5% | Reduced |
| Swedbank AB | 35,300 | $5.26M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,798 | $5.18M | 0.00% | +8,393+31.8% | Added |
| Comerica Bank | 31,774 | $4.73M | 0.02% | +10,486+49.3% | Added |
| D. E. Shaw & Co., Inc. | 31,530 | $4.70M | 0.00% | −7,970−20.2% | Reduced |
| Price T Rowe Associates Inc | 31,482 | $4.69M | 0.00% | +809+2.6% | Added |
| ExodusPoint Capital Management, LP | 31,329 | $4.67M | 0.05% | +31,329 | New |
| Oversea-Chinese Banking CORP Ltd | 31,100 | $4.63M | 0.13% | +825+2.7% | Added |
| California State Teachers Retirement System | 30,918 | $4.61M | 0.00% | −30−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 30,148 | $4.49M | 0.01% | −1,250−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,442 | $4.39M | 0.05% | −2,076−6.6% | Reduced |
| 13D Management LLC | 29,350 | $4.37M | 5.20% | +29,350 | New |
| Crossmark Global Holdings, Inc. | 29,207 | $4.35M | 0.06% | +9,410+47.5% | Added |
| HM Payson & Co | 28,692 | $4.27M | 0.06% | +815+2.9% | Added |
| Long Road Investment Counsel, LLC | 27,434 | $4.09M | 1.55% | −240−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 27,176 | $4.05M | 0.00% | +394+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 26,780 | $3.99M | 0.02% | +8,117+43.5% | Added |
| Mariner, LLC | 24,956 | $3.73M | 0.00% | +24,956 | New |
| LPL Financial LLC | 24,742 | $3.69M | 0.00% | −2,915−10.5% | Reduced |
| Dana Investment Advisors, Inc. | 24,643 | $3.67M | 0.11% | −24−0.1% | Reduced |