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 |
|---|---|---|---|---|---|
| Ariel Investments, LLC | 336,797 | $50.2M | 0.54% | −4,139−1.2% | Reduced |
| Norges Bank | 336,973 | $50.2M | 0.01% | +336,973 | New |
| JPMorgan Chase & Co | 340,834 | $50.8M | 0.00% | −39,633−10.4% | Reduced |
| Snyder Capital Management L P | 348,166 | $51.9M | 0.97% | +172,739+98.5% | Added |
| Federated Hermes, Inc. | 349,451 | $52.1M | 0.09% | −42,829−10.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 381,331 | $56.8M | 0.17% | +34,509+10.0% | Added |
| Turtle Creek Asset Management Inc. | 422,412 | $62.9M | 2.77% | −169,788−28.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 408,015 | $63.9M | 0.58% | −67,412−14.2% | Reduced |
| UBS Group AG | 429,828 | $64.0M | 0.01% | −4,320−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 445,585 | $66.4M | 0.01% | +11,367+2.6% | Added |
| Hawk Ridge Capital Management LP | 454,271 | $67.7M | 3.12% | +8,100+1.8% | Added |
| SEI Investments Co | 549,775 | $81.9M | 0.08% | +53,040+10.7% | Added |
| Geode Capital Management, LLC | 638,957 | $95.2M | 0.01% | +6,971+1.1% | Added |
| Dimensional Fund Advisors LP | 687,655 | $102.5M | 0.02% | +44,842+7.0% | Added |
| Bank of America Corp | 725,157 | $108.0M | 0.01% | −153,876−17.5% | Reduced |
| Lyrical Asset Management LP | 773,908 | $115.3M | 1.63% | −56,441−6.8% | Reduced |
| River Road Asset Management, LLC | 776,008 | $115.6M | 1.27% | −12,033−1.5% | Reduced |
| Earnest Partners LLC | 889,664 | $132.5M | 0.57% | −18,139−2.0% | Reduced |
| AQR Capital Management LLC | 889,802 | $132.6M | 0.07% | +790,271+794.0% | Added |
| State Street Corp | 1,061,776 | $158.2M | 0.01% | −9,881−0.9% | Reduced |
| FMR LLC | 1,146,526 | $170.8M | 0.01% | +73,465+6.8% | Added |
| Boston Partners | 1,447,442 | $216.0M | 0.22% | +174,079+13.7% | Added |
| Morgan Stanley | 2,111,108 | $314.5M | 0.02% | −620,574−22.7% | Reduced |
| Impactive Capital LP | 2,195,253 | $327.0M | 20.82% | 00.0% | Unchanged |
| Par Capital Management Inc | 2,252,000 | $335.5M | 8.90% | +400,500+21.6% | Added |
| BlackRock, Inc. | 3,058,759 | $455.7M | 0.01% | +2,424+0.1% | Added |
| Vanguard Group Inc | 3,222,345 | $480.1M | 0.01% | −39,910−1.2% | Reduced |
| Janus Henderson Group PLC | 3,872,042 | $576.9M | 0.26% | +6,960+0.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −869,761−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −131,675−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −57,283−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −27,692−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,855−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −16,642−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −10,196−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −10,180−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,687−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cove Street Capital, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |