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 |
|---|---|---|---|---|---|
| Barclays PLC | 24,104 | $3.59M | 0.00% | −42,815−64.0% | Reduced |
| Russell Investments Group, Ltd. | 24,046 | $3.58M | 0.00% | +2,119+9.7% | Added |
| Bessemer Group Inc | 23,912 | $3.56M | 0.01% | +20,564+614.2% | Added |
| Holocene Advisors, LP | 22,851 | $3.40M | 0.01% | −2,900−11.3% | Reduced |
| Bank of Montreal | 22,515 | $3.35M | 0.00% | −790−3.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 21,957 | $3.27M | 0.16% | −725−3.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 21,620 | $3.22M | 0.70% | −211−1.0% | Reduced |
| Blair William & Co | 21,504 | $3.20M | 0.01% | −1,322−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 20,828 | $3.10M | 0.00% | −184,325−89.8% | Reduced |
| Virginia Retirement Systems Et Al | 20,019 | $2.98M | 0.02% | +11,800+143.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,592 | $2.97M | 0.00% | +14,607+293.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,487 | $2.90M | 0.01% | +19,487 | New |
| Great West Life Assurance Co | 19,132 | $2.85M | 0.00% | −8,378−30.5% | Reduced |
| Illinois Municipal Retirement Fund | 18,904 | $2.82M | 0.04% | +6,051+47.1% | Added |
| Factorial Partners, LLC | 18,500 | $2.76M | 1.82% | −400−2.1% | Reduced |
| CWM, LLC | 17,395 | $2.59M | 0.01% | +13,755+377.9% | Added |
| Martin & Co Inc | 17,011 | $2.53M | 0.43% | +368+2.2% | Added |
| MetLife Investment Management | 16,882 | $2.52M | 0.01% | −854−4.8% | Reduced |
| Man Group plc | 16,719 | $2.49M | 0.00% | +16,719 | New |
| Public Employees Retirement System of Ohio | 16,714 | $2.49M | 0.01% | +5,619+50.6% | Added |
| HRT Financial LP | 16,052 | $2.39M | 0.01% | +16,052 | New |
| State of New Jersey Common Pension Fund D | 15,793 | $2.35M | 0.01% | +3,252+25.9% | Added |
| Amalgamated Bank | 15,621 | $2.33M | 0.02% | −71−0.5% | Reduced |
| Henshaw Capital LLC | 15,609 | $2.33M | 0.08% | −1,022−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 15,603 | $2.32M | 0.03% | −1,292−7.6% | Reduced |
| Clark Estates Inc | 15,100 | $2.25M | 0.55% | +1,800+13.5% | Added |
| Verition Fund Management LLC | 14,878 | $2.22M | 0.01% | +14,878 | New |
| SG Americas Securities, LLC | 14,667 | $2.19M | 0.00% | +14,005+2,115.6% | Added |
| Amundi | 14,646 | $2.18M | 0.00% | +3,143+27.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,571 | $2.17M | 0.02% | −249−1.7% | Reduced |
| Deutsche Bank AG | 14,320 | $2.13M | 0.00% | +189+1.3% | Added |
| Mutual of America Capital Management LLC | 14,271 | $2.13M | 0.02% | −1,554−9.8% | Reduced |
| Treasurer of the State of North Carolina | 14,221 | $2.12M | 0.01% | −1,041−6.8% | Reduced |
| State of Tennessee, Treasury Department | 13,743 | $2.12M | 0.01% | −588−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,184 | $2.11M | 0.00% | +14,184 | New |
| Fulcrum Asset Management LLP | 13,658 | $2.07M | 0.57% | −405−2.9% | Reduced |
| Lazard Asset Management LLC | 13,098 | $1.95M | 0.00% | −132−1.0% | Reduced |
| Palisade Capital Management LLC | 12,877 | $1.92M | 0.06% | −2,154−14.3% | Reduced |
| Intech Investment Management LLC | 12,808 | $1.91M | 0.02% | −1,258−8.9% | Reduced |
| Zions Bancorporation, National Association | 12,414 | $1.85M | 0.09% | −1,307−9.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,229 | $1.82M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,214 | $1.82M | 0.00% | +9,768+399.3% | Added |
| Ameritas Investment Partners, Inc. | 11,994 | $1.79M | 0.05% | −664−5.2% | Reduced |
| Harbor Capital Advisors, Inc. | 11,849 | $1.76M | 0.14% | +2,447+26.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,558 | $1.72M | 0.00% | +769+7.1% | Added |
| The PNC Financial Services Group, Inc. | 11,538 | $1.72M | 0.00% | −367−3.1% | Reduced |
| Creative Planning | 11,482 | $1.71M | 0.00% | +8,750+320.3% | Added |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.64M | 0.01% | −781−6.6% | Reduced |
| Yousif Capital Management, LLC | 10,584 | $1.61M | 0.02% | −204−1.9% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.60M | 0.86% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 10,515 | $1.57M | 0.51% | +1,342+14.6% | Added |
| Marshall Wace, LLP | 10,068 | $1.50M | 0.00% | −7,412−42.4% | Reduced |
| Captrust Financial Advisors | 9,970 | $1.49M | 0.00% | +5,272+112.2% | Added |
| Pictet Asset Management Holding SA | 9,883 | $1.47M | 0.00% | +5,517+126.4% | Added |
| Radnor Capital Management, LLC | 9,575 | $1.43M | 0.21% | +260+2.8% | Added |
| Louisiana State Employees Retirement System | 9,500 | $1.42M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,348 | $1.39M | 0.00% | +860+10.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,328 | $1.39M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,315 | $1.39M | 0.04% | +9,315 | New |
| EJF Capital LLC | 9,300 | $1.39M | 0.79% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,120 | $1.36M | 0.01% | −506−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,581 | $1.28M | 0.01% | −213−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 8,325 | $1.24M | 0.05% | −51−0.6% | Reduced |
| Formula Growth Ltd | 8,200 | $1.22M | 0.47% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,152 | $1.21M | 0.00% | +776+10.5% | Added |
| Lighthouse Investment Partners, LLC | 8,106 | $1.21M | 0.04% | −3,618−30.9% | Reduced |
| Logan Capital Management Inc | 8,103 | $1.21M | 0.05% | −48−0.6% | Reduced |
| State of Michigan Retirement System | 8,075 | $1.20M | 0.01% | −100−1.2% | Reduced |
| Handelsbanken Fonder AB | 7,944 | $1.18M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,721 | $1.15M | 0.00% | −151−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,672 | $1.14M | 0.01% | +34+0.4% | Added |
| Natixis | 7,401 | $1.10M | 0.00% | +7,401 | New |
| New Mexico Educational Retirement Board | 7,200 | $1.07M | 0.03% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,000 | $1.04M | 0.00% | +200+2.9% | Added |
| Oregon Public Employees Retirement Fund | 6,812 | $1.01M | 0.01% | −100−1.4% | Reduced |
| Numerai GP LLC | 6,348 | $945.7K | 0.11% | +4,033+174.2% | Added |
| Cetera Investment Advisers | 6,318 | $941.2K | 0.00% | +552+9.6% | Added |
| Daiwa Securities Group Inc. | 6,161 | $918.0K | 0.00% | +256+4.3% | Added |
| Fifth Third Wealth Advisors LLC | 6,156 | $917.1K | 0.03% | +1,003+19.5% | Added |
| Engineers Gate Manager LP | 6,137 | $914.3K | 0.01% | +6,137 | New |
| Entropy Technologies, LP | 5,993 | $892.8K | 0.05% | +5,993 | New |
| Sanctuary Advisors, LLC | 5,948 | $886.1K | 0.00% | +944+18.9% | Added |
| Fifth Third Bancorp | 5,901 | $879.1K | 0.00% | −762−11.4% | Reduced |
| Vident Advisory, LLC | 5,884 | $876.6K | 0.01% | +656+12.5% | Added |
| Atria Investments LLC | 5,679 | $846.1K | 0.01% | −111−1.9% | Reduced |
| Squarepoint Ops LLC | 5,622 | $837.6K | 0.00% | +5,622 | New |
| State of Wyoming | 5,421 | $807.6K | 0.09% | +1,496+38.1% | Added |
| Prana Capital Management, LP | 5,415 | $806.7K | 0.03% | +5,415 | New |
| Toroso Investments, LLC | 5,364 | $799.1K | 0.00% | +487+10.0% | Added |
| Picton Mahoney Asset Management | 5,359 | $798.4K | 0.01% | +5,359 | New |
| CAPROCK Group, Inc. | 5,320 | $792.6K | 0.02% | +2,445+85.0% | Added |
| Victory Capital Management Inc | 5,167 | $769.8K | 0.00% | +10.0% | Added |
| Sepio Capital, LP | 5,097 | $759.4K | 0.04% | −1,696−25.0% | Reduced |
| Prelude Capital Management, LLC | 5,000 | $744.9K | 0.05% | −149−2.9% | Reduced |
| State of Alaska, Department of Revenue | 4,958 | $738.0K | 0.01% | −314−6.0% | Reduced |
| Aurora Investment Counsel | 4,926 | $733.9K | 0.39% | −1,583−24.3% | Reduced |
| HighTower Advisors, LLC | 4,907 | $731.0K | 0.00% | −728−12.9% | Reduced |
| Empirical Asset Management, LLC | 4,794 | $714.2K | 0.20% | −74−1.5% | Reduced |
| Merit Financial Group, LLC | 4,747 | $707.2K | 0.01% | +4,747 | New |
| DV Trading LLC | 4,686 | $698.1K | 0.06% | +4,686 | New |