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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,637 | $690.8K | 0.02% | +3,329+254.5% | Added |
| Bath Savings Trust Co | 4,612 | $687.1K | 0.07% | −810−14.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,603 | $685.8K | 0.00% | +2,576+127.1% | Added |
| Summit Trail Advisors, LLC | 4,594 | $684.4K | 0.01% | −355−7.2% | Reduced |
| Colony Group, LLC | 4,455 | $663.7K | 0.00% | +2,204+97.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,331 | $646.0K | 0.00% | +4,331 | New |
| Callan Family Office, LLC | 4,311 | $642.3K | 0.01% | +4,311 | New |
| Pacer Advisors, Inc. | 4,107 | $611.9K | 0.00% | −413−9.1% | Reduced |
| M&T Bank Corp | 4,084 | $608.8K | 0.00% | +4,084 | New |
| Johnson Investment Counsel Inc | 3,995 | $595.2K | 0.00% | −5,620−58.5% | Reduced |
| Impact Partnership Wealth, LLC | 3,959 | $589.8K | 0.08% | +3,959 | New |
| Verdence Capital Advisors LLC | 3,928 | $585.2K | 0.03% | +18+0.5% | Added |
| Custom Index Systems, LLC | 3,832 | $570.9K | 0.25% | +3,832 | New |
| CWM Advisors, LLC | 3,821 | $569.3K | 0.05% | +300+8.5% | Added |
| Retirement Planning Co of New England, Inc. | 3,595 | $535.6K | 0.21% | −170−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 3,593 | $535.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 3,533 | $526.3K | 0.08% | +3,533 | New |
| Pallas Capital Advisors LLC | 3,524 | $525.0K | 0.02% | +3,524 | New |
| Krilogy Financial LLC | 3,259 | $518.0K | 0.02% | +3,259 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $517.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,445 | $513.2K | 0.00% | −620−15.3% | Reduced |
| Eukles Asset Management | 3,429 | $510.9K | 0.20% | +95+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,299 | $491.5K | 0.00% | −128−3.7% | Reduced |
| Clark Asset Management, LLC | 3,265 | $486.4K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 3,259 | $485.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,209 | $478.1K | 0.00% | +1,561+94.7% | Added |
| GM Advisory Group, Inc. | 3,177 | $473.3K | 0.02% | +3,177 | New |
| Syon Capital LLC | 3,134 | $466.9K | 0.02% | +751+31.5% | Added |
| Commerce Bank | 3,125 | $465.6K | 0.00% | −111−3.4% | Reduced |
| Trexquant Investment LP | 3,096 | $461.2K | 0.00% | +3,096 | New |
| RSM US Wealth Management LLC | 3,003 | $454.3K | 0.01% | +109+3.8% | Added |
| Benin Management CORP | 3,041 | $453.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,022 | $450.2K | 0.00% | −898−22.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,927 | $436.1K | 0.00% | +2,927 | New |
| Havemeyer Place LP | 2,916 | $434.4K | 0.09% | +2,916 | New |
| CIBC Private Wealth Group, LLC | 2,909 | $433.4K | 0.00% | −52−1.8% | Reduced |
| William Blair Investment Management, LLC | 2,857 | $425.6K | 0.00% | −260−8.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,853 | $425.0K | 0.02% | −287−9.1% | Reduced |
| Swiss Life Asset Management Ltd | 2,802 | $417.4K | 0.00% | +1,305+87.2% | Added |
| Canada Pension Plan Investment Board | 2,800 | $417.1K | 0.00% | +2,800 | New |
| Teacher Retirement System of Texas | 2,753 | $410.1K | 0.00% | −3,424−55.4% | Reduced |
| Gabelli Funds LLC | 2,701 | $402.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,495 | $399.1K | 0.01% | +2,495 | New |
| Optimize Financial Inc | 2,673 | $398.2K | 0.20% | +36+1.4% | Added |
| Truist Financial Corp | 2,632 | $392.1K | 0.00% | −300−10.2% | Reduced |
| RMB Capital Management, LLC | 2,609 | $388.7K | 0.01% | +2,609 | New |
| Cornerstone Investment Partners, LLC | 2,604 | $387.9K | 0.02% | −1,419−35.3% | Reduced |
| Voya Investment Management LLC | 2,572 | $383.2K | 0.00% | −314−10.9% | Reduced |
| Integrated Wealth Concepts LLC | 2,540 | $378.4K | 0.00% | +2,540 | New |
| JustInvest LLC | 2,511 | $374.1K | 0.00% | −47−1.8% | Reduced |
| Magnetar Financial LLC | 2,489 | $370.8K | 0.00% | +2,489 | New |
| American Century Companies Inc | 2,487 | $370.5K | 0.00% | −1,383−35.7% | Reduced |
| Legato Capital Management LLC | 2,470 | $368.0K | 0.03% | +398+19.2% | Added |
| Securian Asset Management, Inc | 2,457 | $366.0K | 0.01% | −100−3.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $365.0K | 0.02% | 00.0% | Unchanged |
| Index Technologies Group LLC | 2,354 | $350.7K | 0.37% | +2,354 | New |
| NorthCrest Asset Manangement, LLC | 2,297 | $349.6K | 0.01% | +2,297 | New |
| Burney Co | 2,344 | $349.2K | 0.01% | −14,651−86.2% | Reduced |
| Skopos Labs, Inc. | 2,213 | $338.2K | 0.02% | +2,213 | New |
| Pensionmark Financial Group, LLC | 2,203 | $328.2K | 0.01% | +2,203 | New |
| US Bancorp | 2,166 | $322.7K | 0.00% | −105−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,155 | $321.1K | 0.01% | +20+0.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,153 | $320.8K | 0.05% | +2,153 | New |
| Ballentine Partners, LLC | 2,146 | $319.7K | 0.00% | −10.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $318.8K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,115 | $315.1K | 0.00% | −723−25.5% | Reduced |
| Isthmus Partners, LLC | 2,077 | $309.4K | 0.03% | +54+2.7% | Added |
| Laird Norton Trust Company, LLC | 2,055 | $306.2K | 0.01% | +2,055 | New |
| Prudential Financial Inc | 2,049 | $305.3K | 0.00% | −1,605−43.9% | Reduced |
| Bridgefront Capital, LLC | 2,034 | $303.0K | 0.08% | −468−18.7% | Reduced |
| Lecap Asset Management Ltd | 2,006 | $298.9K | 0.12% | +2,006 | New |
| Equitable Trust Co | 1,982 | $295.3K | 0.01% | +1,982 | New |
| Flputnam Investment Management Co | 1,965 | $292.7K | 0.00% | −571−22.5% | Reduced |
| Quest Partners LLC | 1,964 | $292.6K | 0.02% | +146+8.0% | Added |
| Portside Wealth Group, LLC | 1,958 | $291.7K | 0.04% | −960−32.9% | Reduced |
| Storgate, LLC | 1,951 | $290.7K | 0.24% | +1,951 | New |
| Farringdon Capital, Ltd. | 1,933 | $288.0K | 0.07% | −4,768−71.2% | Reduced |
| Sterling Capital Management LLC | 1,864 | $277.7K | 0.00% | −68−3.5% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $275.9K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,789 | $275.3K | 0.03% | +1,789 | New |
| Campbell & CO Investment Adviser LLC | 1,848 | $275.3K | 0.01% | +1,848 | New |
| Ensign Peak Advisors, Inc | 1,847 | $275.2K | 0.00% | −3,950−68.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,836 | $273.5K | 0.00% | +60+3.4% | Added |
| Gamco Investors, Inc. Et Al | 1,830 | $272.6K | 0.00% | −13−0.7% | Reduced |
| Utah Retirement Systems | 1,794 | $267.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,743 | $259.7K | 0.01% | +169+10.7% | Added |
| Qsemble Capital Management, LP | 1,739 | $259.1K | 0.02% | −48−2.7% | Reduced |
| Chicago Capital, LLC | 1,728 | $257.4K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,724 | $256.9K | 0.05% | −25−1.4% | Reduced |
| SageView Advisory Group, LLC | 1,690 | $251.8K | 0.01% | −16−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 1,674 | $249.4K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,651 | $245.0K | 0.00% | +1,651 | New |
| Evolve Private Wealth, LLC | 1,638 | $244.0K | 0.01% | +1,638 | New |
| PharVision Advisers, LLC | 1,608 | $239.6K | 0.12% | +1,608 | New |
| EP Wealth Advisors, LLC | 1,571 | $234.0K | 0.00% | +1,571 | New |
| Claret Asset Management Corp | 1,558 | $232.0K | 0.03% | −4−0.3% | Reduced |
| HSBC Holdings PLC | 1,557 | $232.0K | 0.00% | +24+1.6% | Added |
| Quadrature Capital Ltd | 1,524 | $227.0K | 0.00% | −1,285−45.7% | Reduced |
| Panagora Asset Management Inc | 1,520 | $226.4K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,670 | $226.3K | 0.01% | +110+7.1% | Added |