Skip to main content

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.

Q1 2026 vs. Q4 2025

How the institutions holding WEX Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WEX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4286434+12
Shares38.4M3.60M38.7M+3.84M (+11.0%)
Value$5.73B$535.7M$5.92B+$727.8M (+14.0%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held WEX Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WEX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,542,446$236.1M0.01%
Vanguard Portfolio Management LLC1,483,603$227.1M0.01%
SG Capital Management LLC303,280$46.4M3.82%
Citadel Advisors LLC274,827$42.1M0.03%
Balyasny Asset Management LLC231,924$35.5M0.07%
Vanguard Fiduciary Trust Co213,657$32.7M0.01%
Longaeva Partners L.P.161,275$24.7M1.19%
Atom Investors LP56,949$8.72M0.62%
Vanguard Asset Management, Ltd30,295$4.64M0.00%
Sone Capital Management, LLC29,404$4.50M0.38%
Seizert Capital Partners, LLC24,325$3.72M0.17%
Intrinsic Edge Capital Management LLC20,000$3.06M0.56%
Vanguard Global Advisers, LLC17,971$2.75M0.00%
Vanguard Investments Australia, Ltd.8,297$1.27M0.00%
Brevan Howard Capital Management LP6,037$923.9K0.01%
Brighton Jones LLC5,380$823.4K0.02%
TradeLink Capital LLC4,104$656.0K4.96%
Bank of Nova Scotia4,200$642.8K0.00%
Janney Montgomery Scott LLC4,051$620.0K0.00%
Buckingham Strategic Partners3,384$517.9K0.01%
CIBC Bancorp USA Inc.3,077$470.9K0.00%
AREX Capital Management, LP3,000$459.1K0.76%
Bull Harbor Capital LLC2,977$455.6K0.12%
Watershed Asset Management, L.L.C.2,967$454.1K0.47%
Susquehanna International Group, LLP2,361$361.3K0.00%
Two Sigma Investments, LP2,300$352.0K0.00%
Baker Avenue Asset Management, LP1,998$305.8K0.01%
Warren Averett Asset Management, LLC1,948$298.1K0.00%
Renaissance Technologies LLC1,900$290.8K0.00%
HB Wealth Management, LLC1,871$286.3K0.00%
Parcion Private Wealth LLC1,650$252.5K0.02%
Beese Fulmer Investment Management, Inc.1,590$243.3K0.02%
DnB Asset Management AS1,579$241.7K0.00%
Sentinus, LLC1,507$230.6K0.02%
Atomi Financial Group, Inc.1,504$230.2K0.01%
Evoke Wealth, LLC1,469$224.8K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,465$224.2K0.00%
Camden Capital, LLC1,456$222.8K0.01%
Venturi Wealth Management, LLC1,440$220.4K0.01%
Beverly Hills Private Wealth, LLC1,382$211.5K0.04%
Inceptionr LLC1,374$210.3K0.05%
Lido Advisors, LLC1,319$201.9K0.00%
QRG Capital Management, Inc.1,315$201.2K0.00%
Rehmann Capital Advisory Group1,314$201.1K0.01%
Advisory Services Network, LLC1,258$192.5K0.00%
MCF Advisors LLC1,218$186.4K0.01%
Eurizon Capital SGR S.p.A.1,029$158.6K0.00%
Exchange Traded Concepts, LLC474$72.5K0.00%
Cache Advisors, LLC389$59.5K0.01%
Sittner & Nelson, LLC275$42.1K0.02%
Wealth Preservation Advisors, LLC182$27.9K0.02%
Bayforest Capital Ltd173$26.5K0.03%
RWM Asset Management, LLC100$15.3K0.00%
ZRC Wealth Management, LLC45$6.89K0.00%
CVA Family Office, LLC42$6.43K0.00%
Owl Creek Wealth Partners LLC20$3.06K0.00%
Silver Grove Financial Group, Inc.16$2.45K0.00%
Bogart Wealth, LLC15$2.30K0.00%
JPL Wealth Management, LLC13$1.99K0.00%
Transamerica Financial Advisors, Inc.12$1.84K0.00%
Highline Wealth Partners LLC9$1.38K0.00%
Brown, Lisle/Cummings, Inc.8$1.22K0.00%
Retirement Wealth Solutions LLC7$1.07K0.00%
Investors Research Corp7$1.07K0.00%
Twin Peaks Wealth Advisors, LLC6$9180.00%
Vermillion Wealth Management, Inc.2$3060.00%
Innovative Asset Advisors Group, LLC2$3060.00%
Rakuten Securities, Inc.1$1530.00%
Curio Wealth, LLC1$1530.00%
Hughes Financial Services, LLC1$1530.00%

Sold out (58)

Institutions that held WEX Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WEX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Point72 Asset Management, L.P.122,827$18.3M
Bridgewater Associates, LP57,869$8.62M
Triveni Capital Investments LP48,087$7.16M
Jane Street Group, LLC42,487$6.33M
ExodusPoint Capital Management, LP31,329$4.67M
Oversea-Chinese Banking CORP Ltd31,100$4.63M
13D Management LLC29,350$4.37M
Schonfeld Strategic Advisors LLC26,780$3.99M
Holocene Advisors, LP22,851$3.40M
HRT Financial LP16,052$2.39M
Arrowstreet Capital, Limited Partnership14,184$2.11M
Lifestyle Asset Management, Inc.10,515$1.57M
Lighthouse Investment Partners, LLC8,106$1.21M
Logan Capital Management Inc8,103$1.21M
Natixis7,401$1.10M
Engineers Gate Manager LP6,137$914.3K
Prana Capital Management, LP5,415$806.7K
Picton Mahoney Asset Management5,359$798.4K
Empirical Asset Management, LLC4,794$714.2K
DV Trading LLC4,686$698.1K
Johnson Investment Counsel Inc3,995$595.2K
Impact Partnership Wealth, LLC3,959$589.8K
Verdence Capital Advisors LLC3,928$585.2K
Versor Investments LP3,533$526.3K
Magnetar Financial LLC2,489$370.8K
Burney Co2,344$349.2K
Pensionmark Financial Group, LLC2,203$328.2K
University of Texas/Texas Am Investment Managment Co2,153$320.8K
Lecap Asset Management Ltd2,006$298.9K
Quest Partners LLC1,964$292.6K
Farringdon Capital, Ltd.1,933$288.0K
Campbell & CO Investment Adviser LLC1,848$275.3K
Allspring Global Investments Holdings, LLC1,651$245.0K
PharVision Advisers, LLC1,608$239.6K
Quadrature Capital Ltd1,524$227.0K
Bridgewater Advisors Inc.1,670$226.3K
Delta Investment Management, LLC1,488$221.7K
Assenagon Asset Management S.A.1,482$220.8K
Boit C F David1,000$161.9K
Federation des caisses Desjardins du Quebec716$106.7K
Kestra Advisory Services, LLC535$79.7K
Danske Bank A/S500$74.5K
Dougherty Wealth Advisers LLC214$31.9K
Flagship Harbor Advisors, LLC120$17.9K
Quarry LP109$16.2K
Y.D. More Investments Ltd62$9.24K
Simplex Trading, LLC52$7.75K
Ameriflex Group, Inc.32$4.77K
Concord Wealth Partners24$3.58K
Fairscale Capital, LLC19$2.83K
Whittier Trust Co15$2.28K
Wealth Enhancement Trust Services, Inc.12$1.79K
Wealth Watch Advisors, INC10$1.49K
Elyxium Wealth, LLC9$1.34K
Newbridge Financial Services Group, Inc.6$894
Kayne Anderson Rudnick Investment Management LLC5$745
Torren Management, LLC5$745
ROSS\JOHNSON & Associates LLC1$149

Not filed for Q1 2026 yet (6)

Institutions that held WEX Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc3,222,345$480.1M
Norges Bank336,973$50.2M
Comerica Bank31,774$4.73M
CIBC Private Wealth Group, LLC2,909$433.4K
David Loasby1,293$208.0K
Global Retirement Partners, LLC179$26.7K