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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 14,667 | $2.19M | 0.00% | +14,005+2,115.6% | Added |
| Verition Fund Management LLC | 14,878 | $2.22M | 0.01% | +14,878 | New |
| Clark Estates Inc | 15,100 | $2.25M | 0.55% | +1,800+13.5% | Added |
| Oppenheimer Asset Management Inc. | 15,603 | $2.32M | 0.03% | −1,292−7.6% | Reduced |
| Henshaw Capital LLC | 15,609 | $2.33M | 0.08% | −1,022−6.1% | Reduced |
| Amalgamated Bank | 15,621 | $2.33M | 0.02% | −71−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 15,793 | $2.35M | 0.01% | +3,252+25.9% | Added |
| HRT Financial LP | 16,052 | $2.39M | 0.01% | +16,052 | New |
| Public Employees Retirement System of Ohio | 16,714 | $2.49M | 0.01% | +5,619+50.6% | Added |
| Man Group plc | 16,719 | $2.49M | 0.00% | +16,719 | New |
| MetLife Investment Management | 16,882 | $2.52M | 0.01% | −854−4.8% | Reduced |
| Martin & Co Inc | 17,011 | $2.53M | 0.43% | +368+2.2% | Added |
| CWM, LLC | 17,395 | $2.59M | 0.01% | +13,755+377.9% | Added |
| Factorial Partners, LLC | 18,500 | $2.76M | 1.82% | −400−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 18,904 | $2.82M | 0.04% | +6,051+47.1% | Added |
| Great West Life Assurance Co | 19,132 | $2.85M | 0.00% | −8,378−30.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,487 | $2.90M | 0.01% | +19,487 | New |
| Wealth Enhancement Advisory Services, LLC | 19,592 | $2.97M | 0.00% | +14,607+293.0% | Added |
| Virginia Retirement Systems Et Al | 20,019 | $2.98M | 0.02% | +11,800+143.6% | Added |
| BNP Paribas Arbitrage, SA | 20,828 | $3.10M | 0.00% | −184,325−89.8% | Reduced |
| Blair William & Co | 21,504 | $3.20M | 0.01% | −1,322−5.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 21,620 | $3.22M | 0.70% | −211−1.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 21,957 | $3.27M | 0.16% | −725−3.2% | Reduced |
| Bank of Montreal | 22,515 | $3.35M | 0.00% | −790−3.4% | Reduced |
| Holocene Advisors, LP | 22,851 | $3.40M | 0.01% | −2,900−11.3% | Reduced |
| Bessemer Group Inc | 23,912 | $3.56M | 0.01% | +20,564+614.2% | Added |
| Russell Investments Group, Ltd. | 24,046 | $3.58M | 0.00% | +2,119+9.7% | Added |
| Barclays PLC | 24,104 | $3.59M | 0.00% | −42,815−64.0% | Reduced |
| Dana Investment Advisors, Inc. | 24,643 | $3.67M | 0.11% | −24−0.1% | Reduced |
| LPL Financial LLC | 24,742 | $3.69M | 0.00% | −2,915−10.5% | Reduced |
| Mariner, LLC | 24,956 | $3.73M | 0.00% | +24,956 | New |
| Schonfeld Strategic Advisors LLC | 26,780 | $3.99M | 0.02% | +8,117+43.5% | Added |
| Manufacturers Life Insurance Company, The | 27,176 | $4.05M | 0.00% | +394+1.5% | Added |
| Long Road Investment Counsel, LLC | 27,434 | $4.09M | 1.55% | −240−0.9% | Reduced |
| HM Payson & Co | 28,692 | $4.27M | 0.06% | +815+2.9% | Added |
| Crossmark Global Holdings, Inc. | 29,207 | $4.35M | 0.06% | +9,410+47.5% | Added |
| 13D Management LLC | 29,350 | $4.37M | 5.20% | +29,350 | New |
| Williams Jones Wealth Management, LLC. | 29,442 | $4.39M | 0.05% | −2,076−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 30,148 | $4.49M | 0.01% | −1,250−4.0% | Reduced |
| California State Teachers Retirement System | 30,918 | $4.61M | 0.00% | −30−0.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 31,100 | $4.63M | 0.13% | +825+2.7% | Added |
| ExodusPoint Capital Management, LP | 31,329 | $4.67M | 0.05% | +31,329 | New |
| Price T Rowe Associates Inc | 31,482 | $4.69M | 0.00% | +809+2.6% | Added |
| D. E. Shaw & Co., Inc. | 31,530 | $4.70M | 0.00% | −7,970−20.2% | Reduced |
| Comerica Bank | 31,774 | $4.73M | 0.02% | +10,486+49.3% | Added |
| Royal Bank of Canada | 34,798 | $5.18M | 0.00% | +8,393+31.8% | Added |
| Swedbank AB | 35,300 | $5.26M | 0.01% | 00.0% | Unchanged |
| Cambiar Investors LLC | 35,633 | $5.31M | 0.24% | −5,086−12.5% | Reduced |
| Cerity Partners LLC | 37,755 | $5.62M | 0.01% | +32,414+606.9% | Added |
| Alliancebernstein L.P. | 38,510 | $5.74M | 0.00% | −6,941−15.3% | Reduced |
| Wells Fargo & Company | 38,853 | $5.79M | 0.00% | −3,061−7.3% | Reduced |
| First Trust Advisors LP | 39,853 | $5.94M | 0.00% | +23,416+142.5% | Added |
| Citigroup Inc | 40,375 | $6.02M | 0.00% | +16,287+67.6% | Added |
| Penserra Capital Management LLC | 41,962 | $6.25M | 0.07% | −2,903−6.5% | Reduced |
| rhino investment partners, Inc | 42,005 | $6.26M | 1.77% | −14,225−25.3% | Reduced |
| Jane Street Group, LLC | 42,487 | $6.33M | 0.01% | +25,124+144.7% | Added |
| New York State Teachers Retirement System | 46,767 | $6.97M | 0.01% | −436−0.9% | Reduced |
| Triveni Capital Investments LP | 48,087 | $7.16M | 5.34% | +48,087 | New |
| Legal & General Group Plc | 49,472 | $7.37M | 0.00% | −4,602−8.5% | Reduced |
| State of Wisconsin Investment Board | 51,909 | $7.73M | 0.02% | +811+1.6% | Added |
| Bridgewater Associates, LP | 57,869 | $8.62M | 0.03% | +38,715+202.1% | Added |
| Lightrock Netherlands B.V. | 62,500 | $9.31M | 1.97% | +18,700+42.7% | Added |
| Swiss National Bank | 64,226 | $9.57M | 0.01% | +1,100+1.7% | Added |
| Envestnet Asset Management Inc | 65,353 | $9.74M | 0.00% | −2,341−3.5% | Reduced |
| California Public Employees Retirement System | 65,874 | $9.81M | 0.01% | −2,981−4.3% | Reduced |
| Spinnaker Trust | 65,963 | $9.83M | 0.53% | +330+0.5% | Added |
| Gator Capital Management, LLC | 66,515 | $9.91M | 2.05% | +555+0.8% | Added |
| Retirement Systems of Alabama | 68,053 | $10.1M | 0.03% | −274−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 68,325 | $10.2M | 0.17% | +971+1.4% | Added |
| Nomura Holdings Inc | 68,486 | $10.2M | 0.03% | +68,486 | New |
| Millennium Management LLC | 68,942 | $10.3M | 0.01% | +49,220+249.6% | Added |
| Ieq Capital, LLC | 69,052 | $10.3M | 0.03% | +51,937+303.5% | Added |
| CenterBook Partners LP | 70,834 | $10.6M | 0.52% | +50,752+252.7% | Added |
| Principal Financial Group Inc | 73,754 | $11.0M | 0.01% | −2,369−3.1% | Reduced |
| Raymond James Financial Inc | 74,343 | $11.1M | 0.00% | −9,555−11.4% | Reduced |
| Ameriprise Financial Inc | 80,725 | $12.0M | 0.00% | −11,252−12.2% | Reduced |
| Nuveen, LLC | 84,435 | $12.6M | 0.00% | −1,494−1.7% | Reduced |
| Invesco Ltd. | 85,418 | $12.7M | 0.00% | +10,537+14.1% | Added |
| Incline Global Management LLC | 91,384 | $13.6M | 4.65% | −7,633−7.7% | Reduced |
| Clifford Capital Partners LLC | 95,326 | $14.2M | 2.41% | +95,326 | New |
| Capital World Investors | 95,813 | $14.3M | 0.00% | +34,730+56.9% | Added |
| Quantinno Capital Management LP | 100,495 | $15.0M | 0.03% | +20,925+26.3% | Added |
| Natixis Advisors, L.P. | 103,231 | $15.4M | 0.02% | +4,733+4.8% | Added |
| Rhumbline Advisers | 104,215 | $15.5M | 0.01% | −2,016−1.9% | Reduced |
| New York State Common Retirement Fund | 121,272 | $18.1M | 0.02% | −798−0.7% | Reduced |
| Point72 Asset Management, L.P. | 122,827 | $18.3M | 0.03% | +78,407+176.5% | Added |
| UBS Asset Management Americas Inc | 124,184 | $18.5M | 0.00% | −4,841−3.8% | Reduced |
| Solel Partners LP | 167,000 | $24.9M | 4.02% | +48,900+41.4% | Added |
| Rice Hall James & Associates, LLC | 174,138 | $25.9M | 1.43% | +153+0.1% | Added |
| Loomis Sayles & Co L P | 179,578 | $26.8M | 0.03% | +23,109+14.8% | Added |
| Primecap Management Co | 214,560 | $32.0M | 0.02% | −19,000−8.1% | Reduced |
| Neuberger Berman Group LLC | 214,818 | $32.0M | 0.02% | −15,452−6.7% | Reduced |
| Lakewood Capital Management, LP | 227,968 | $34.0M | 2.36% | +22,500+11.0% | Added |
| Bank of New York Mellon Corp | 231,594 | $34.5M | 0.01% | −56,602−19.6% | Reduced |
| Goldman Sachs Group Inc | 239,301 | $35.7M | 0.01% | +40,861+20.6% | Added |
| Wellington Management Group LLP | 265,873 | $39.6M | 0.01% | −40,548−13.2% | Reduced |
| Gotham Asset Management, LLC | 267,438 | $39.8M | 0.15% | −3,526−1.3% | Reduced |
| New South Capital Management Inc | 268,023 | $39.9M | 1.84% | +231,158+627.0% | Added |
| Northern Trust Corp | 319,456 | $47.6M | 0.01% | +18,090+6.0% | Added |
| Sunriver Management LLC | 329,177 | $49.0M | 5.14% | +21,096+6.8% | Added |