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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 3,134 | $466.9K | 0.02% | +751+31.5% | Added |
| GM Advisory Group, Inc. | 3,177 | $473.3K | 0.02% | +3,177 | New |
| MML Investors Services, LLC | 3,209 | $478.1K | 0.00% | +1,561+94.7% | Added |
| Stephens Inc | 3,259 | $485.5K | 0.01% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 3,265 | $486.4K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,299 | $491.5K | 0.00% | −128−3.7% | Reduced |
| Eukles Asset Management | 3,429 | $510.9K | 0.20% | +95+2.8% | Added |
| Xponance, Inc. | 3,445 | $513.2K | 0.00% | −620−15.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $517.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,259 | $518.0K | 0.02% | +3,259 | New |
| Pallas Capital Advisors LLC | 3,524 | $525.0K | 0.02% | +3,524 | New |
| Versor Investments LP | 3,533 | $526.3K | 0.08% | +3,533 | New |
| Public Employees Retirement Association of Colorado | 3,593 | $535.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,595 | $535.6K | 0.21% | −170−4.5% | Reduced |
| CWM Advisors, LLC | 3,821 | $569.3K | 0.05% | +300+8.5% | Added |
| Custom Index Systems, LLC | 3,832 | $570.9K | 0.25% | +3,832 | New |
| Verdence Capital Advisors LLC | 3,928 | $585.2K | 0.03% | +18+0.5% | Added |
| Impact Partnership Wealth, LLC | 3,959 | $589.8K | 0.08% | +3,959 | New |
| Johnson Investment Counsel Inc | 3,995 | $595.2K | 0.00% | −5,620−58.5% | Reduced |
| M&T Bank Corp | 4,084 | $608.8K | 0.00% | +4,084 | New |
| Pacer Advisors, Inc. | 4,107 | $611.9K | 0.00% | −413−9.1% | Reduced |
| Callan Family Office, LLC | 4,311 | $642.3K | 0.01% | +4,311 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,331 | $646.0K | 0.00% | +4,331 | New |
| Colony Group, LLC | 4,455 | $663.7K | 0.00% | +2,204+97.9% | Added |
| Summit Trail Advisors, LLC | 4,594 | $684.4K | 0.01% | −355−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,603 | $685.8K | 0.00% | +2,576+127.1% | Added |
| Bath Savings Trust Co | 4,612 | $687.1K | 0.07% | −810−14.9% | Reduced |
| Snowden Capital Advisors LLC | 4,637 | $690.8K | 0.02% | +3,329+254.5% | Added |
| DV Trading LLC | 4,686 | $698.1K | 0.06% | +4,686 | New |
| Merit Financial Group, LLC | 4,747 | $707.2K | 0.01% | +4,747 | New |
| Empirical Asset Management, LLC | 4,794 | $714.2K | 0.20% | −74−1.5% | Reduced |
| HighTower Advisors, LLC | 4,907 | $731.0K | 0.00% | −728−12.9% | Reduced |
| Aurora Investment Counsel | 4,926 | $733.9K | 0.39% | −1,583−24.3% | Reduced |
| State of Alaska, Department of Revenue | 4,958 | $738.0K | 0.01% | −314−6.0% | Reduced |
| Prelude Capital Management, LLC | 5,000 | $744.9K | 0.05% | −149−2.9% | Reduced |
| Sepio Capital, LP | 5,097 | $759.4K | 0.04% | −1,696−25.0% | Reduced |
| Victory Capital Management Inc | 5,167 | $769.8K | 0.00% | +10.0% | Added |
| CAPROCK Group, Inc. | 5,320 | $792.6K | 0.02% | +2,445+85.0% | Added |
| Picton Mahoney Asset Management | 5,359 | $798.4K | 0.01% | +5,359 | New |
| Toroso Investments, LLC | 5,364 | $799.1K | 0.00% | +487+10.0% | Added |
| Prana Capital Management, LP | 5,415 | $806.7K | 0.03% | +5,415 | New |
| State of Wyoming | 5,421 | $807.6K | 0.09% | +1,496+38.1% | Added |
| Squarepoint Ops LLC | 5,622 | $837.6K | 0.00% | +5,622 | New |
| Atria Investments LLC | 5,679 | $846.1K | 0.01% | −111−1.9% | Reduced |
| Vident Advisory, LLC | 5,884 | $876.6K | 0.01% | +656+12.5% | Added |
| Fifth Third Bancorp | 5,901 | $879.1K | 0.00% | −762−11.4% | Reduced |
| Sanctuary Advisors, LLC | 5,948 | $886.1K | 0.00% | +944+18.9% | Added |
| Entropy Technologies, LP | 5,993 | $892.8K | 0.05% | +5,993 | New |
| Engineers Gate Manager LP | 6,137 | $914.3K | 0.01% | +6,137 | New |
| Fifth Third Wealth Advisors LLC | 6,156 | $917.1K | 0.03% | +1,003+19.5% | Added |
| Daiwa Securities Group Inc. | 6,161 | $918.0K | 0.00% | +256+4.3% | Added |
| Cetera Investment Advisers | 6,318 | $941.2K | 0.00% | +552+9.6% | Added |
| Numerai GP LLC | 6,348 | $945.7K | 0.11% | +4,033+174.2% | Added |
| Oregon Public Employees Retirement Fund | 6,812 | $1.01M | 0.01% | −100−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,000 | $1.04M | 0.00% | +200+2.9% | Added |
| New Mexico Educational Retirement Board | 7,200 | $1.07M | 0.03% | 00.0% | Unchanged |
| Natixis | 7,401 | $1.10M | 0.00% | +7,401 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,672 | $1.14M | 0.01% | +34+0.4% | Added |
| Thrivent Financial for Lutherans | 7,721 | $1.15M | 0.00% | −151−1.9% | Reduced |
| Handelsbanken Fonder AB | 7,944 | $1.18M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,075 | $1.20M | 0.01% | −100−1.2% | Reduced |
| Logan Capital Management Inc | 8,103 | $1.21M | 0.05% | −48−0.6% | Reduced |
| Lighthouse Investment Partners, LLC | 8,106 | $1.21M | 0.04% | −3,618−30.9% | Reduced |
| Rockefeller Capital Management L.P. | 8,152 | $1.21M | 0.00% | +776+10.5% | Added |
| Formula Growth Ltd | 8,200 | $1.22M | 0.47% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8,325 | $1.24M | 0.05% | −51−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,581 | $1.28M | 0.01% | −213−2.4% | Reduced |
| Arizona State Retirement System | 9,120 | $1.36M | 0.01% | −506−5.3% | Reduced |
| EJF Capital LLC | 9,300 | $1.39M | 0.79% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,315 | $1.39M | 0.04% | +9,315 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,328 | $1.39M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,348 | $1.39M | 0.00% | +860+10.1% | Added |
| Louisiana State Employees Retirement System | 9,500 | $1.42M | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 9,575 | $1.43M | 0.21% | +260+2.8% | Added |
| Pictet Asset Management Holding SA | 9,883 | $1.47M | 0.00% | +5,517+126.4% | Added |
| Captrust Financial Advisors | 9,970 | $1.49M | 0.00% | +5,272+112.2% | Added |
| Marshall Wace, LLP | 10,068 | $1.50M | 0.00% | −7,412−42.4% | Reduced |
| Lifestyle Asset Management, Inc. | 10,515 | $1.57M | 0.51% | +1,342+14.6% | Added |
| Bullseye Asset Management LLC | 10,742 | $1.60M | 0.86% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,584 | $1.61M | 0.02% | −204−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.64M | 0.01% | −781−6.6% | Reduced |
| Creative Planning | 11,482 | $1.71M | 0.00% | +8,750+320.3% | Added |
| The PNC Financial Services Group, Inc. | 11,538 | $1.72M | 0.00% | −367−3.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,558 | $1.72M | 0.00% | +769+7.1% | Added |
| Harbor Capital Advisors, Inc. | 11,849 | $1.76M | 0.14% | +2,447+26.0% | Added |
| Ameritas Investment Partners, Inc. | 11,994 | $1.79M | 0.05% | −664−5.2% | Reduced |
| Mercer Global Advisors Inc | 12,214 | $1.82M | 0.00% | +9,768+399.3% | Added |
| Nisa Investment Advisors, LLC | 12,229 | $1.82M | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 12,414 | $1.85M | 0.09% | −1,307−9.5% | Reduced |
| Intech Investment Management LLC | 12,808 | $1.91M | 0.02% | −1,258−8.9% | Reduced |
| Palisade Capital Management LLC | 12,877 | $1.92M | 0.06% | −2,154−14.3% | Reduced |
| Lazard Asset Management LLC | 13,098 | $1.95M | 0.00% | −132−1.0% | Reduced |
| Fulcrum Asset Management LLP | 13,658 | $2.07M | 0.57% | −405−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,184 | $2.11M | 0.00% | +14,184 | New |
| State of Tennessee, Treasury Department | 13,743 | $2.12M | 0.01% | −588−4.1% | Reduced |
| Treasurer of the State of North Carolina | 14,221 | $2.12M | 0.01% | −1,041−6.8% | Reduced |
| Mutual of America Capital Management LLC | 14,271 | $2.13M | 0.02% | −1,554−9.8% | Reduced |
| Deutsche Bank AG | 14,320 | $2.13M | 0.00% | +189+1.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,571 | $2.17M | 0.02% | −249−1.7% | Reduced |
| Amundi | 14,646 | $2.18M | 0.00% | +3,143+27.3% | Added |