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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.

Q4 2025 vs. Q3 2025

How the institutions holding WEX Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WEX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3925428+41
Shares37.8M16.8K38.4M+707.2K (+1.9%)
Value$5.95B$2.65M$5.73B−$213.8M (−3.6%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held WEX Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to WEX in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank336,973$50.2M0.01%
Clifford Capital Partners LLC95,326$14.2M2.41%
Nomura Holdings Inc68,486$10.2M0.03%
Triveni Capital Investments LP48,087$7.16M5.34%
ExodusPoint Capital Management, LP31,329$4.67M0.05%
13D Management LLC29,350$4.37M5.20%
Mariner, LLC24,956$3.73M0.00%
Connor, Clark & Lunn Investment Management Ltd.19,487$2.90M0.01%
Man Group plc16,719$2.49M0.00%
HRT Financial LP16,052$2.39M0.01%
Verition Fund Management LLC14,878$2.22M0.01%
Arrowstreet Capital, Limited Partnership14,184$2.11M0.00%
XTX Topco Ltd9,315$1.39M0.04%
Natixis7,401$1.10M0.00%
Engineers Gate Manager LP6,137$914.3K0.01%
Entropy Technologies, LP5,993$892.8K0.05%
Squarepoint Ops LLC5,622$837.6K0.00%
Prana Capital Management, LP5,415$806.7K0.03%
Picton Mahoney Asset Management5,359$798.4K0.01%
Merit Financial Group, LLC4,747$707.2K0.01%
DV Trading LLC4,686$698.1K0.06%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,331$646.0K0.00%
Callan Family Office, LLC4,311$642.3K0.01%
M&T Bank Corp4,084$608.8K0.00%
Impact Partnership Wealth, LLC3,959$589.8K0.08%
Custom Index Systems, LLC3,832$570.9K0.25%
Versor Investments LP3,533$526.3K0.08%
Pallas Capital Advisors LLC3,524$525.0K0.02%
Krilogy Financial LLC3,259$518.0K0.02%
GM Advisory Group, Inc.3,177$473.3K0.02%
Trexquant Investment LP3,096$461.2K0.00%
Wiley Bros.-Aintree Capital, LLC2,927$436.1K0.00%
Havemeyer Place LP2,916$434.4K0.09%
Canada Pension Plan Investment Board2,800$417.1K0.00%
Chicago Partners Investment Group LLC2,495$399.1K0.01%
RMB Capital Management, LLC2,609$388.7K0.01%
Integrated Wealth Concepts LLC2,540$378.4K0.00%
Magnetar Financial LLC2,489$370.8K0.00%
Index Technologies Group LLC2,354$350.7K0.37%
NorthCrest Asset Manangement, LLC2,297$349.6K0.01%
Skopos Labs, Inc.2,213$338.2K0.02%
Pensionmark Financial Group, LLC2,203$328.2K0.01%
University of Texas/Texas Am Investment Managment Co2,153$320.8K0.05%
Laird Norton Trust Company, LLC2,055$306.2K0.01%
Lecap Asset Management Ltd2,006$298.9K0.12%
Equitable Trust Co1,982$295.3K0.01%
Storgate, LLC1,951$290.7K0.24%
Kera Capital Partners, Inc.1,789$275.3K0.03%
Campbell & CO Investment Adviser LLC1,848$275.3K0.01%
Allspring Global Investments Holdings, LLC1,651$245.0K0.00%
Evolve Private Wealth, LLC1,638$244.0K0.01%
PharVision Advisers, LLC1,608$239.6K0.12%
EP Wealth Advisors, LLC1,571$234.0K0.00%
Delta Investment Management, LLC1,488$221.7K0.04%
Assenagon Asset Management S.A.1,482$220.8K0.00%
Kestra Advisory Services, LLC535$79.7K0.00%
Ancora Advisors, LLC233$34.7K0.00%
Los Angeles Capital Management LLC168$25.5K0.00%
Activest Wealth Management151$22.5K0.00%
National Bank of Canada137$20.4K0.00%
Rothschild Investment LLC129$19.2K0.00%
Flagship Harbor Advisors, LLC120$17.9K0.00%
International Assets Investment Management, LLC104$15.5K0.00%
Lodestone Wealth Management LLC74$11.0K0.00%
Signature Equity Partners, LLC28$4.17K0.00%
Bravera Wealth22$3.28K0.00%
Basecamp Wealth Advisors LLC18$2.68K0.00%
Keating Financial Advisory Services, Inc.14$2.09K0.00%
Wealth Enhancement Trust Services, Inc.12$1.79K0.00%
First Command Advisory Services, Inc.9$1.34K0.00%
Elyxium Wealth, LLC9$1.34K0.00%
Pinnacle Wealth Planning Services, Inc.8$1.19K0.00%
Cornerstone Planning Group LLC7$1.08K0.00%
Torren Management, LLC5$7450.00%
Ares Financial Consulting, LLC5$7450.00%
Principia Wealth Advisory, LLC2$2980.00%
ROSS\JOHNSON & Associates LLC1$1490.00%
Toronto Dominion Bank1$1160.00%
Dunhill Financial, LLC1$1130.00%

Sold out (38)

Institutions that held WEX Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WEX in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Citadel Advisors LLC869,761$137.0M
Cooper Creek Partners Management LLC131,675$20.7M
Freestone Grove Partners LP57,283$9.02M
Algert Global LLC27,692$4.36M
Dark Forest Capital Management LP17,855$2.81M
Schroder Investment Management Group16,642$2.67M
Eagle Rock Investment Company, LLC10,196$1.61M
Brandywine Global Investment Management, LLC10,180$1.60M
ISAM Funds (UK) Ltd5,414$852.9K
New Age Alpha Advisors, LLC5,195$818.4K
Quantbot Technologies LP4,687$738.3K
Susquehanna International Group, LLP4,164$656.0K
Davy Global Fund Management Ltd2,698$425.0K
Vestmark Advisory Solutions, Inc.1,525$240.2K
Mount Yale Investment Advisors, LLC1,525$240.2K
Beverly Hills Private Wealth, LLC1,415$222.9K
Moody Aldrich Partners LLC1,363$214.7K
CIBC Asset Management Inc1,311$206.5K
Catalytic Wealth RIA, LLC1,307$205.9K
Evercore Wealth Management, LLC1,286$202.6K
Aquatic Capital Management LLC1,195$188.2K
Strategic Wealth Partners, Ltd.974$153.4K
Advisory Services Network, LLC956$150.6K
Acadian Asset Management LLC535$83.0K
Principal Securities, Inc.491$77.3K
Stephenson National Bank & Trust221$34.8K
Caitong International Asset Management Co., Ltd220$34.7K
Macquarie Group Ltd235$34.5K
Ci Investments Inc.136$21.0K
Rise Advisors, LLC108$17.0K
Wealthspire Advisors, LLC71$11.2K
Spire Wealth Management19$2.99K
High Note Wealth, LLC11$1.73K
Cloud Capital Management, LLC8$1.00K
Tortoise Investment Management, LLC4$630
SBI Securities Co., Ltd.4$630
Retirement Wealth Solutions LLC2$316
Transamerica Financial Advisors, Inc.1$158

Not filed for Q4 2025 yet (5)

Institutions that held WEX Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cove Street Capital, LLC12,851$2.02M
Point72 Hong Kong Ltd1,523$239.9K
Wetherby Asset Management Inc1,474$232.2K
Shell Asset Management Co922$145.0K
Hemington Wealth Management49$7.00K