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, Q1 2026
Institutional positions in WEX Inc. as of Mar 31, 2026. 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
- 434
- +12 vs. Q4 2025
- Shares held
- 38.7M
- +3.84M (+11.0%) vs. Q4 2025
- Total value
- $5.92B
- +$727.8M (+14.0%) vs. Q4 2025
- New holders
- 70
- 178 more added
- Sold out
- 58
- 119 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3,916,073 | $599.3M | 0.29% | +44,031+1.1% | Added |
| BlackRock, Inc. | 3,105,441 | $475.3M | 0.01% | +46,682+1.5% | Added |
| Par Capital Management Inc | 2,254,984 | $345.1M | 10.03% | +2,984+0.1% | Added |
| Morgan Stanley | 2,100,268 | $321.4M | 0.02% | −10,840−0.5% | Reduced |
| Impactive Capital LP | 1,707,253 | $261.3M | 18.95% | −488,000−22.2% | Reduced |
| Boston Partners | 1,660,773 | $254.2M | 0.27% | +213,331+14.7% | Added |
| Vanguard Capital Management LLC | 1,542,446 | $236.1M | 0.01% | +1,542,446 | New |
| Vanguard Portfolio Management LLC | 1,483,603 | $227.1M | 0.01% | +1,483,603 | New |
| AQR Capital Management LLC | 1,305,443 | $199.8M | 0.09% | +415,641+46.7% | Added |
| FMR LLC | 1,225,304 | $187.5M | 0.01% | +78,778+6.9% | Added |
| State Street Corp | 1,091,413 | $167.0M | 0.01% | +29,637+2.8% | Added |
| Earnest Partners LLC | 883,005 | $135.1M | 0.56% | −6,659−0.7% | Reduced |
| Bank of America Corp | 823,681 | $126.1M | 0.01% | +98,524+13.6% | Added |
| Lyrical Asset Management LP | 760,936 | $116.5M | 1.78% | −12,972−1.7% | Reduced |
| Dimensional Fund Advisors LP | 686,135 | $105.0M | 0.02% | −1,520−0.2% | Reduced |
| Turtle Creek Asset Management Inc. | 669,335 | $102.4M | 3.83% | +246,923+58.5% | Added |
| Geode Capital Management, LLC | 655,837 | $100.4M | 0.01% | +16,880+2.6% | Added |
| SEI Investments Co | 597,600 | $91.5M | 0.08% | +47,825+8.7% | Added |
| Charles Schwab Investment Management Inc | 478,553 | $73.2M | 0.01% | +32,968+7.4% | Added |
| River Road Asset Management, LLC | 476,077 | $72.9M | 0.83% | −299,931−38.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 375,110 | $59.8M | 0.60% | −32,905−8.1% | Reduced |
| Gotham Asset Management, LLC | 375,048 | $57.4M | 0.18% | +107,610+40.2% | Added |
| Snyder Capital Management L P | 370,664 | $56.7M | 1.10% | +22,498+6.5% | Added |
| Federated Hermes, Inc. | 362,372 | $55.5M | 0.09% | +12,921+3.7% | Added |
| JPMorgan Chase & Co | 338,457 | $51.9M | 0.00% | −2,377−0.7% | Reduced |
| Ariel Investments, LLC | 337,724 | $51.7M | 0.58% | +927+0.3% | Added |
| Northern Trust Corp | 332,852 | $50.9M | 0.01% | +13,396+4.2% | Added |
| Wellington Management Group LLP | 307,365 | $47.0M | 0.01% | +41,492+15.6% | Added |
| SG Capital Management LLC | 303,280 | $46.4M | 3.82% | +303,280 | New |
| UBS Group AG | 289,761 | $44.3M | 0.01% | −140,067−32.6% | Reduced |
| Citadel Advisors LLC | 274,827 | $42.1M | 0.03% | +274,827 | New |
| New South Capital Management Inc | 248,763 | $38.1M | 1.82% | −19,260−7.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 236,598 | $36.2M | 0.11% | −144,733−38.0% | Reduced |
| Bank of New York Mellon Corp | 232,682 | $35.6M | 0.01% | +1,088+0.5% | Added |
| Balyasny Asset Management LLC | 231,924 | $35.5M | 0.07% | +231,924 | New |
| Vanguard Fiduciary Trust Co | 213,657 | $32.7M | 0.01% | +213,657 | New |
| Quantinno Capital Management LP | 212,873 | $32.6M | 0.05% | +112,378+111.8% | Added |
| Capital World Investors | 211,240 | $32.3M | 0.00% | +115,427+120.5% | Added |
| Sunriver Management LLC | 203,694 | $31.2M | 5.27% | −125,483−38.1% | Reduced |
| Neuberger Berman Group LLC | 201,674 | $30.9M | 0.02% | −13,144−6.1% | Reduced |
| Lakewood Capital Management, LP | 200,968 | $30.8M | 1.97% | −27,000−11.8% | Reduced |
| Rice Hall James & Associates, LLC | 180,314 | $27.6M | 1.54% | +6,176+3.5% | Added |
| Loomis Sayles & Co L P | 175,138 | $26.8M | 0.04% | −4,440−2.5% | Reduced |
| Solel Partners LP | 167,000 | $25.6M | 5.46% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 166,904 | $25.5M | 0.00% | −72,397−30.3% | Reduced |
| Hawk Ridge Capital Management LP | 163,471 | $25.0M | 0.91% | −290,800−64.0% | Reduced |
| Longaeva Partners L.P. | 161,275 | $24.7M | 1.19% | +161,275 | New |
| UBS Asset Management Americas Inc | 125,631 | $19.2M | 0.00% | +1,447+1.2% | Added |
| New York State Common Retirement Fund | 120,532 | $18.4M | 0.03% | −740−0.6% | Reduced |
| Primecap Management Co | 116,760 | $17.9M | 0.01% | −97,800−45.6% | Reduced |
| Natixis Advisors, L.P. | 114,313 | $17.5M | 0.02% | +11,082+10.7% | Added |
| Ieq Capital, LLC | 108,008 | $16.5M | 0.08% | +38,956+56.4% | Added |
| Rhumbline Advisers | 105,633 | $16.2M | 0.01% | +1,418+1.4% | Added |
| Jones Financial Companies LLLP | 106,567 | $15.7M | 0.01% | +106,331+45,055.5% | Added |
| Clifford Capital Partners LLC | 92,257 | $14.1M | 2.35% | −3,069−3.2% | Reduced |
| Nuveen, LLC | 91,917 | $14.1M | 0.00% | +7,482+8.9% | Added |
| Invesco Ltd. | 83,271 | $12.7M | 0.00% | −2,147−2.5% | Reduced |
| Ameriprise Financial Inc | 79,556 | $12.2M | 0.00% | −1,169−1.4% | Reduced |
| California Public Employees Retirement System | 76,604 | $11.7M | 0.01% | +10,730+16.3% | Added |
| Principal Financial Group Inc | 76,507 | $11.7M | 0.01% | +2,753+3.7% | Added |
| Envestnet Asset Management Inc | 75,298 | $11.5M | 0.00% | +9,945+15.2% | Added |
| Raymond James Financial Inc | 70,613 | $10.8M | 0.00% | −3,730−5.0% | Reduced |
| SG Americas Securities, LLC | 67,927 | $10.4M | 0.01% | +53,260+363.1% | Added |
| Spinnaker Trust | 65,963 | $10.1M | 0.56% | 00.0% | Unchanged |
| Swiss National Bank | 64,426 | $9.86M | 0.01% | +200+0.3% | Added |
| rhino investment partners, Inc | 61,205 | $9.37M | 2.61% | +19,200+45.7% | Added |
| Lightrock Netherlands B.V. | 60,000 | $9.18M | 2.07% | −2,500−4.0% | Reduced |
| Atom Investors LP | 56,949 | $8.72M | 0.62% | +56,949 | New |
| Thompson Siegel & Walmsley LLC | 55,110 | $8.43M | 0.15% | −13,215−19.3% | Reduced |
| Mariner, LLC | 54,635 | $8.36M | 0.01% | +29,679+118.9% | Added |
| First Trust Advisors LP | 52,395 | $8.02M | 0.01% | +12,542+31.5% | Added |
| Cerity Partners LLC | 51,365 | $7.86M | 0.01% | +13,610+36.0% | Added |
| Gator Capital Management, LLC | 49,264 | $7.54M | 1.61% | −17,251−25.9% | Reduced |
| New York State Teachers Retirement System | 45,568 | $6.97M | 0.01% | −1,199−2.6% | Reduced |
| Wells Fargo & Company | 44,308 | $6.78M | 0.00% | +5,455+14.0% | Added |
| State of Wisconsin Investment Board | 43,912 | $6.72M | 0.02% | −7,997−15.4% | Reduced |
| Legal & General Group Plc | 43,576 | $6.67M | 0.00% | −5,896−11.9% | Reduced |
| Retirement Systems of Alabama | 42,036 | $6.43M | 0.02% | −26,017−38.2% | Reduced |
| Crossmark Global Holdings, Inc. | 41,714 | $6.38M | 0.09% | +12,507+42.8% | Added |
| Alliancebernstein L.P. | 42,102 | $6.27M | 0.00% | +3,592+9.3% | Added |
| California State Teachers Retirement System | 38,221 | $5.85M | 0.01% | +7,303+23.6% | Added |
| Swedbank AB | 35,300 | $5.40M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,118 | $5.38M | 0.00% | +3,636+11.5% | Added |
| Cambiar Investors LLC | 31,931 | $4.89M | 0.23% | −3,702−10.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 30,447 | $4.66M | 1.07% | +8,827+40.8% | Added |
| Vanguard Asset Management, Ltd | 30,295 | $4.64M | 0.00% | +30,295 | New |
| State Board of Administration of Florida Retirement System | 30,148 | $4.61M | 0.01% | 00.0% | Unchanged |
| Sone Capital Management, LLC | 29,404 | $4.50M | 0.38% | +29,404 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 29,375 | $4.50M | 0.22% | +7,418+33.8% | Added |
| CWM, LLC | 28,913 | $4.42M | 0.01% | +11,518+66.2% | Added |
| Fifth Third Bancorp | 28,746 | $4.40M | 0.01% | +22,845+387.1% | Added |
| Penserra Capital Management LLC | 28,118 | $4.30M | 0.05% | −13,844−33.0% | Reduced |
| Long Road Investment Counsel, LLC | 28,034 | $4.29M | 1.68% | +600+2.2% | Added |
| Williams Jones Wealth Management, LLC. | 27,967 | $4.28M | 0.05% | −1,475−5.0% | Reduced |
| HM Payson & Co | 27,692 | $4.24M | 0.06% | −1,000−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 26,216 | $4.01M | 0.00% | −960−3.5% | Reduced |
| Squarepoint Ops LLC | 25,724 | $3.94M | 0.01% | +20,102+357.6% | Added |
| Man Group plc | 25,598 | $3.92M | 0.01% | +8,879+53.1% | Added |
| Dana Investment Advisors, Inc. | 24,582 | $3.76M | 0.11% | −61−0.2% | Reduced |
| Seizert Capital Partners, LLC | 24,325 | $3.72M | 0.17% | +24,325 | New |