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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 450 | $67.0K | 0.00% | +307+214.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 464 | $69.1K | 0.01% | −246−34.6% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $71.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 498 | $74.2K | 0.00% | +469+1,617.2% | Added |
| Danske Bank A/S | 500 | $74.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 535 | $79.7K | 0.00% | +535 | New |
| Hilltop National Bank | 541 | $80.6K | 0.02% | −103−16.0% | Reduced |
| Advisor Group Holdings, Inc. | 543 | $80.9K | 0.00% | −126−18.8% | Reduced |
| Umb Bank N A | 547 | $81.5K | 0.00% | +164+42.8% | Added |
| MAI Capital Management | 551 | $82.1K | 0.00% | +26+5.0% | Added |
| Parkside Financial Bank & Trust | 653 | $97.3K | 0.01% | +196+42.9% | Added |
| Farther Finance Advisors, LLC | 689 | $102.6K | 0.00% | +563+446.8% | Added |
| Federation des caisses Desjardins du Quebec | 716 | $106.7K | 0.00% | −36−4.8% | Reduced |
| Hantz Financial Services, Inc. | 749 | $112.0K | 0.00% | +521+228.5% | Added |
| STRS Ohio | 813 | $121.1K | 0.00% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 835 | $124.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,015 | $151.2K | 0.01% | −26−2.5% | Reduced |
| KBC Group NV | 1,046 | $156.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 1,000 | $161.9K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,087 | $161.9K | 0.01% | +675+163.8% | Added |
| Essential Partners LLC | 1,204 | $179.4K | 0.06% | +1,017+543.9% | Added |
| Cadent Capital Advisors, LLC | 1,351 | $201.3K | 0.05% | −188−12.2% | Reduced |
| Inspire Advisors, LLC | 1,372 | $204.4K | 0.02% | −7−0.5% | Reduced |
| ProShare Advisors LLC | 1,376 | $205.0K | 0.00% | −82−5.6% | Reduced |
| David Loasby | 1,293 | $208.0K | 0.01% | −69−5.1% | Reduced |
| Empowered Funds, LLC | 1,471 | $219.2K | 0.00% | −27,873−95.0% | Reduced |
| Assenagon Asset Management S.A. | 1,482 | $220.8K | 0.00% | +1,482 | New |
| Delta Investment Management, LLC | 1,488 | $221.7K | 0.04% | +1,488 | New |
| Bridgewater Advisors Inc. | 1,670 | $226.3K | 0.01% | +110+7.1% | Added |
| Panagora Asset Management Inc | 1,520 | $226.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,524 | $227.0K | 0.00% | −1,285−45.7% | Reduced |
| HSBC Holdings PLC | 1,557 | $232.0K | 0.00% | +24+1.6% | Added |
| Claret Asset Management Corp | 1,558 | $232.0K | 0.03% | −4−0.3% | Reduced |
| EP Wealth Advisors, LLC | 1,571 | $234.0K | 0.00% | +1,571 | New |
| PharVision Advisers, LLC | 1,608 | $239.6K | 0.12% | +1,608 | New |
| Evolve Private Wealth, LLC | 1,638 | $244.0K | 0.01% | +1,638 | New |
| Allspring Global Investments Holdings, LLC | 1,651 | $245.0K | 0.00% | +1,651 | New |
| Knollwood Investment Advisory, LLC | 1,674 | $249.4K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,690 | $251.8K | 0.01% | −16−0.9% | Reduced |
| Net Worth Advisory Group | 1,724 | $256.9K | 0.05% | −25−1.4% | Reduced |
| Chicago Capital, LLC | 1,728 | $257.4K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,739 | $259.1K | 0.02% | −48−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,743 | $259.7K | 0.01% | +169+10.7% | Added |
| Utah Retirement Systems | 1,794 | $267.3K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,830 | $272.6K | 0.00% | −13−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,836 | $273.5K | 0.00% | +60+3.4% | Added |
| Ensign Peak Advisors, Inc | 1,847 | $275.2K | 0.00% | −3,950−68.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,848 | $275.3K | 0.01% | +1,848 | New |
| Kera Capital Partners, Inc. | 1,789 | $275.3K | 0.03% | +1,789 | New |
| Maryland State Retirement & Pension System | 1,852 | $275.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,864 | $277.7K | 0.00% | −68−3.5% | Reduced |
| Farringdon Capital, Ltd. | 1,933 | $288.0K | 0.07% | −4,768−71.2% | Reduced |
| Storgate, LLC | 1,951 | $290.7K | 0.24% | +1,951 | New |
| Portside Wealth Group, LLC | 1,958 | $291.7K | 0.04% | −960−32.9% | Reduced |
| Quest Partners LLC | 1,964 | $292.6K | 0.02% | +146+8.0% | Added |
| Flputnam Investment Management Co | 1,965 | $292.7K | 0.00% | −571−22.5% | Reduced |
| Equitable Trust Co | 1,982 | $295.3K | 0.01% | +1,982 | New |
| Lecap Asset Management Ltd | 2,006 | $298.9K | 0.12% | +2,006 | New |
| Bridgefront Capital, LLC | 2,034 | $303.0K | 0.08% | −468−18.7% | Reduced |
| Prudential Financial Inc | 2,049 | $305.3K | 0.00% | −1,605−43.9% | Reduced |
| Laird Norton Trust Company, LLC | 2,055 | $306.2K | 0.01% | +2,055 | New |
| Isthmus Partners, LLC | 2,077 | $309.4K | 0.03% | +54+2.7% | Added |
| Ronald Blue Trust, Inc. | 2,115 | $315.1K | 0.00% | −723−25.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $318.8K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,146 | $319.7K | 0.00% | −10.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 2,153 | $320.8K | 0.05% | +2,153 | New |
| Hennion & Walsh Asset Management, Inc. | 2,155 | $321.1K | 0.01% | +20+0.9% | Added |
| US Bancorp | 2,166 | $322.7K | 0.00% | −105−4.6% | Reduced |
| Pensionmark Financial Group, LLC | 2,203 | $328.2K | 0.01% | +2,203 | New |
| Skopos Labs, Inc. | 2,213 | $338.2K | 0.02% | +2,213 | New |
| Burney Co | 2,344 | $349.2K | 0.01% | −14,651−86.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,297 | $349.6K | 0.01% | +2,297 | New |
| Index Technologies Group LLC | 2,354 | $350.7K | 0.37% | +2,354 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $365.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,457 | $366.0K | 0.01% | −100−3.9% | Reduced |
| Legato Capital Management LLC | 2,470 | $368.0K | 0.03% | +398+19.2% | Added |
| American Century Companies Inc | 2,487 | $370.5K | 0.00% | −1,383−35.7% | Reduced |
| Magnetar Financial LLC | 2,489 | $370.8K | 0.00% | +2,489 | New |
| JustInvest LLC | 2,511 | $374.1K | 0.00% | −47−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,540 | $378.4K | 0.00% | +2,540 | New |
| Voya Investment Management LLC | 2,572 | $383.2K | 0.00% | −314−10.9% | Reduced |
| Cornerstone Investment Partners, LLC | 2,604 | $387.9K | 0.02% | −1,419−35.3% | Reduced |
| RMB Capital Management, LLC | 2,609 | $388.7K | 0.01% | +2,609 | New |
| Truist Financial Corp | 2,632 | $392.1K | 0.00% | −300−10.2% | Reduced |
| Optimize Financial Inc | 2,673 | $398.2K | 0.20% | +36+1.4% | Added |
| Chicago Partners Investment Group LLC | 2,495 | $399.1K | 0.01% | +2,495 | New |
| Gabelli Funds LLC | 2,701 | $402.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,753 | $410.1K | 0.00% | −3,424−55.4% | Reduced |
| Canada Pension Plan Investment Board | 2,800 | $417.1K | 0.00% | +2,800 | New |
| Swiss Life Asset Management Ltd | 2,802 | $417.4K | 0.00% | +1,305+87.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,853 | $425.0K | 0.02% | −287−9.1% | Reduced |
| William Blair Investment Management, LLC | 2,857 | $425.6K | 0.00% | −260−8.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,909 | $433.4K | 0.00% | −52−1.8% | Reduced |
| Havemeyer Place LP | 2,916 | $434.4K | 0.09% | +2,916 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,927 | $436.1K | 0.00% | +2,927 | New |
| Pathstone Holdings, LLC | 3,022 | $450.2K | 0.00% | −898−22.9% | Reduced |
| Benin Management CORP | 3,041 | $453.0K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,003 | $454.3K | 0.01% | +109+3.8% | Added |
| Trexquant Investment LP | 3,096 | $461.2K | 0.00% | +3,096 | New |
| Commerce Bank | 3,125 | $465.6K | 0.00% | −111−3.4% | Reduced |