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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 464 | $71.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 474 | $72.5K | 0.00% | +474 | New |
| Paradigm Asset Management Co LLC | 480 | $73.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 487 | $74.7K | 0.00% | +62+14.6% | Added |
| Rothschild Investment LLC | 532 | $81.4K | 0.00% | +403+312.4% | Added |
| Umb Bank N A | 556 | $85.1K | 0.00% | +9+1.6% | Added |
| Hilltop National Bank | 577 | $88.3K | 0.02% | +36+6.7% | Added |
| Advisor Group Holdings, Inc. | 620 | $94.9K | 0.00% | +77+14.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 703 | $107.6K | 0.00% | −3,628−83.8% | Reduced |
| Farther Finance Advisors, LLC | 731 | $109.9K | 0.00% | +42+6.1% | Added |
| SRS Capital Advisors, Inc. | 743 | $113.6K | 0.00% | +621+509.0% | Added |
| Parkside Financial Bank & Trust | 774 | $118.5K | 0.01% | +121+18.5% | Added |
| STRS Ohio | 812 | $124.3K | 0.00% | −1−0.1% | Reduced |
| Clearstead Advisors, LLC | 849 | $129.9K | 0.00% | +399+88.7% | Added |
| Quadrant Capital Group LLC | 877 | $134.2K | 0.00% | +42+5.0% | Added |
| Hantz Financial Services, Inc. | 916 | $140.0K | 0.00% | +167+22.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,029 | $158.6K | 0.00% | +1,029 | New |
| KBC Group NV | 1,046 | $160.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,066 | $163.1K | 0.00% | −798−42.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,160 | $177.5K | 0.00% | −583−33.4% | Reduced |
| GAMMA Investing LLC | 1,199 | $183.5K | 0.01% | +184+18.1% | Added |
| MCF Advisors LLC | 1,218 | $186.4K | 0.01% | +1,218 | New |
| Advisory Services Network, LLC | 1,258 | $192.5K | 0.00% | +1,258 | New |
| Rehmann Capital Advisory Group | 1,314 | $201.1K | 0.01% | +1,314 | New |
| QRG Capital Management, Inc. | 1,315 | $201.2K | 0.00% | +1,315 | New |
| Lido Advisors, LLC | 1,319 | $201.9K | 0.00% | +1,319 | New |
| Cadent Capital Advisors, LLC | 1,351 | $206.8K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 1,374 | $210.3K | 0.05% | +1,374 | New |
| ProShare Advisors LLC | 1,375 | $210.4K | 0.00% | −1−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,382 | $211.5K | 0.04% | +1,382 | New |
| Inspire Advisors, LLC | 1,425 | $218.0K | 0.02% | +53+3.9% | Added |
| Allworth Financial LP | 1,429 | $218.7K | 0.00% | +931+186.9% | Added |
| Venturi Wealth Management, LLC | 1,440 | $220.4K | 0.01% | +1,440 | New |
| Essential Partners LLC | 1,451 | $222.1K | 0.07% | +247+20.5% | Added |
| Camden Capital, LLC | 1,456 | $222.8K | 0.01% | +1,456 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,465 | $224.2K | 0.00% | +1,465 | New |
| Flputnam Investment Management Co | 1,467 | $224.5K | 0.00% | −498−25.3% | Reduced |
| Evoke Wealth, LLC | 1,469 | $224.8K | 0.00% | +1,469 | New |
| EverSource Wealth Advisors, LLC | 1,502 | $229.9K | 0.01% | +415+38.2% | Added |
| Atomi Financial Group, Inc. | 1,504 | $230.2K | 0.01% | +1,504 | New |
| Sentinus, LLC | 1,507 | $230.6K | 0.02% | +1,507 | New |
| Net Worth Advisory Group | 1,520 | $232.6K | 0.05% | −204−11.8% | Reduced |
| Claret Asset Management Corp | 1,558 | $238.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,558 | $238.4K | 0.00% | +38+2.5% | Added |
| HSBC Holdings PLC | 1,561 | $238.9K | 0.00% | +4+0.3% | Added |
| DnB Asset Management AS | 1,579 | $241.7K | 0.00% | +1,579 | New |
| GWM Advisors LLC | 1,583 | $242.3K | 0.00% | +1,380+679.8% | Added |
| Beese Fulmer Investment Management, Inc. | 1,590 | $243.3K | 0.02% | +1,590 | New |
| EP Wealth Advisors, LLC | 1,642 | $251.3K | 0.00% | +71+4.5% | Added |
| Parcion Private Wealth LLC | 1,650 | $252.5K | 0.02% | +1,650 | New |
| Knollwood Investment Advisory, LLC | 1,674 | $256.2K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,702 | $260.5K | 0.01% | −511−23.1% | Reduced |
| MAI Capital Management | 1,716 | $262.6K | 0.00% | +1,165+211.4% | Added |
| Chicago Capital, LLC | 1,728 | $264.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,738 | $266.0K | 0.00% | −98−5.3% | Reduced |
| SageView Advisory Group, LLC | 1,739 | $266.1K | 0.01% | +49+2.9% | Added |
| Utah Retirement Systems | 1,794 | $274.6K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,830 | $280.1K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 1,845 | $282.4K | 0.01% | −137−6.9% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $283.4K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,871 | $286.3K | 0.00% | +1,871 | New |
| NorthCrest Asset Manangement, LLC | 1,862 | $288.0K | 0.01% | −435−18.9% | Reduced |
| Renaissance Technologies LLC | 1,900 | $290.8K | 0.00% | +1,900 | New |
| US Bancorp | 1,913 | $292.8K | 0.00% | −253−11.7% | Reduced |
| Warren Averett Asset Management, LLC | 1,948 | $298.1K | 0.00% | +1,948 | New |
| Portside Wealth Group, LLC | 1,953 | $298.9K | 0.04% | −5−0.3% | Reduced |
| Prudential Financial Inc | 1,993 | $305.0K | 0.00% | −56−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,998 | $305.8K | 0.01% | +1,998 | New |
| Laird Norton Trust Company, LLC | 2,019 | $309.0K | 0.01% | −36−1.8% | Reduced |
| Gabelli Funds LLC | 2,027 | $310.2K | 0.00% | −674−25.0% | Reduced |
| Qsemble Capital Management, LP | 2,070 | $316.8K | 0.02% | +331+19.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,101 | $321.5K | 0.01% | −54−2.5% | Reduced |
| Storgate, LLC | 2,113 | $323.4K | 0.25% | +162+8.3% | Added |
| Evolve Private Wealth, LLC | 2,113 | $323.4K | 0.02% | +475+29.0% | Added |
| Havemeyer Place LP | 2,115 | $323.7K | 0.04% | −801−27.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,130 | $326.0K | 0.00% | −6,022−73.9% | Reduced |
| Legato Capital Management LLC | 2,134 | $326.6K | 0.03% | −336−13.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $327.5K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,153 | $329.5K | 0.00% | +7+0.3% | Added |
| Swiss Life Asset Management Ltd | 2,191 | $335.3K | 0.00% | −611−21.8% | Reduced |
| Eukles Asset Management | 2,216 | $339.1K | 0.15% | −1,213−35.4% | Reduced |
| Index Technologies Group LLC | 2,220 | $339.7K | 0.37% | −134−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $342.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,300 | $352.0K | 0.00% | +2,300 | New |
| Susquehanna International Group, LLP | 2,361 | $361.3K | 0.00% | +2,361 | New |
| State of Wyoming | 2,364 | $361.8K | 0.04% | −3,057−56.4% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $374.9K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,497 | $382.1K | 0.00% | +650+35.2% | Added |
| Voya Investment Management LLC | 2,543 | $389.2K | 0.00% | −29−1.1% | Reduced |
| Isthmus Partners, LLC | 2,549 | $390.1K | 0.04% | +472+22.7% | Added |
| Securian Asset Management, Inc | 2,557 | $391.3K | 0.02% | +100+4.1% | Added |
| Empowered Funds, LLC | 2,598 | $397.6K | 0.00% | +1,127+76.6% | Added |
| JustInvest LLC | 2,611 | $399.6K | 0.00% | +100+4.0% | Added |
| Kera Capital Partners, Inc. | 2,615 | $400.2K | 0.05% | +826+46.2% | Added |
| MML Investors Services, LLC | 2,730 | $417.8K | 0.00% | −479−14.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,740 | $419.2K | 0.00% | +625+29.6% | Added |
| Cornerstone Investment Partners, LLC | 2,784 | $426.1K | 0.02% | +180+6.9% | Added |
| Optimize Financial Inc | 2,850 | $436.2K | 0.21% | +177+6.6% | Added |
| Stephens Inc | 2,859 | $437.5K | 0.01% | −400−12.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,891 | $442.4K | 0.02% | +38+1.3% | Added |