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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 2,930 | $448.4K | 0.00% | +73+2.6% | Added |
| Commerce Bank | 2,965 | $453.8K | 0.00% | −160−5.1% | Reduced |
| Watershed Asset Management, L.L.C. | 2,967 | $454.1K | 0.47% | +2,967 | New |
| American Century Companies Inc | 2,970 | $454.5K | 0.00% | +483+19.4% | Added |
| Bull Harbor Capital LLC | 2,977 | $455.6K | 0.12% | +2,977 | New |
| AREX Capital Management, LP | 3,000 | $459.1K | 0.76% | +3,000 | New |
| Benin Management CORP | 3,041 | $465.4K | 0.10% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 3,077 | $470.9K | 0.00% | +3,077 | New |
| XTX Topco Ltd | 3,113 | $476.4K | 0.01% | −6,202−66.6% | Reduced |
| GM Advisory Group, Inc. | 3,177 | $486.2K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,181 | $486.8K | 0.00% | +428+15.5% | Added |
| Clark Asset Management, LLC | 3,265 | $499.7K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,315 | $507.3K | 0.01% | +706+27.1% | Added |
| Buckingham Strategic Partners | 3,384 | $517.9K | 0.01% | +3,384 | New |
| RSM US Wealth Management LLC | 3,401 | $520.5K | 0.01% | +398+13.3% | Added |
| Pathstone Holdings, LLC | 3,528 | $539.9K | 0.00% | +506+16.7% | Added |
| Public Employees Retirement Association of Colorado | 3,593 | $550.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,597 | $550.5K | 0.02% | +73+2.1% | Added |
| Retirement Planning Co of New England, Inc. | 3,625 | $554.8K | 0.23% | +30+0.8% | Added |
| Custom Index Systems, LLC | 3,643 | $557.5K | 0.24% | −189−4.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,721 | $569.5K | 0.00% | −882−19.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,723 | $569.8K | 0.00% | +796+27.2% | Added |
| Truist Financial Corp | 3,806 | $582.5K | 0.00% | +1,174+44.6% | Added |
| Intech Investment Management LLC | 3,853 | $589.7K | 0.01% | −8,955−69.9% | Reduced |
| Pacer Advisors, Inc. | 3,955 | $605.0K | 0.00% | −152−3.7% | Reduced |
| Janney Montgomery Scott LLC | 4,051 | $620.0K | 0.00% | +4,051 | New |
| Bath Savings Trust Co | 4,117 | $630.1K | 0.07% | −495−10.7% | Reduced |
| CWM Advisors, LLC | 4,142 | $633.9K | 0.04% | +321+8.4% | Added |
| Bank of Nova Scotia | 4,200 | $642.8K | 0.00% | +4,200 | New |
| Toroso Investments, LLC | 4,226 | $646.7K | 0.00% | −1,138−21.2% | Reduced |
| TradeLink Capital LLC | 4,104 | $656.0K | 4.96% | +4,104 | New |
| Cetera Investment Advisers | 4,379 | $670.1K | 0.00% | −1,939−30.7% | Reduced |
| Xponance, Inc. | 4,399 | $673.2K | 0.00% | +954+27.7% | Added |
| Trexquant Investment LP | 4,446 | $680.4K | 0.00% | +1,350+43.6% | Added |
| Snowden Capital Advisors LLC | 4,449 | $680.9K | 0.02% | −188−4.1% | Reduced |
| Krilogy Financial LLC | 3,900 | $684.5K | 0.02% | +641+19.7% | Added |
| Aurora Investment Counsel | 4,511 | $690.4K | 0.38% | −415−8.4% | Reduced |
| Callan Family Office, LLC | 4,524 | $692.4K | 0.02% | +213+4.9% | Added |
| Bridgefront Capital, LLC | 4,623 | $707.5K | 0.18% | +2,589+127.3% | Added |
| Verition Fund Management LLC | 4,652 | $711.9K | 0.01% | −10,226−68.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,804 | $735.2K | 0.00% | +1,505+45.6% | Added |
| State of Alaska, Department of Revenue | 4,888 | $747.0K | 0.01% | −70−1.4% | Reduced |
| M&T Bank Corp | 4,996 | $764.7K | 0.00% | +912+22.3% | Added |
| Prelude Capital Management, LLC | 5,000 | $765.2K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,019 | $768.1K | 0.00% | −929−15.6% | Reduced |
| Pictet Asset Management Holding SA | 5,024 | $768.9K | 0.00% | −4,859−49.2% | Reduced |
| Syon Capital LLC | 5,199 | $795.7K | 0.04% | +2,065+65.9% | Added |
| Canada Pension Plan Investment Board | 5,200 | $795.8K | 0.00% | +2,400+85.7% | Added |
| HighTower Advisors, LLC | 5,355 | $819.6K | 0.00% | +448+9.1% | Added |
| Brighton Jones LLC | 5,380 | $823.4K | 0.02% | +5,380 | New |
| Numerai GP LLC | 5,404 | $827.0K | 0.08% | −944−14.9% | Reduced |
| Sepio Capital, LP | 5,430 | $831.0K | 0.05% | +333+6.5% | Added |
| Bank of Montreal | 5,498 | $841.4K | 0.00% | −17,017−75.6% | Reduced |
| Victory Capital Management Inc | 5,548 | $849.1K | 0.00% | +381+7.4% | Added |
| Atria Investments LLC | 5,747 | $879.5K | 0.01% | +68+1.2% | Added |
| Chicago Partners Investment Group LLC | 4,831 | $893.4K | 0.02% | +2,336+93.6% | Added |
| Brevan Howard Capital Management LP | 6,037 | $923.9K | 0.01% | +6,037 | New |
| Integrated Wealth Concepts LLC | 6,050 | $925.9K | 0.01% | +3,510+138.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,280 | $961.1K | 0.03% | +124+2.0% | Added |
| CAPROCK Group, Inc. | 6,333 | $969.2K | 0.02% | +1,013+19.0% | Added |
| Vident Advisory, LLC | 6,378 | $976.1K | 0.01% | +494+8.4% | Added |
| Harbor Capital Advisors, Inc. | 6,420 | $983.0K | 0.08% | −5,429−45.8% | Reduced |
| Entropy Technologies, LP | 6,654 | $1.02M | 0.05% | +661+11.0% | Added |
| Daiwa Securities Group Inc. | 6,697 | $1.02M | 0.00% | +536+8.7% | Added |
| Oregon Public Employees Retirement Fund | 6,979 | $1.07M | 0.01% | +167+2.5% | Added |
| Merit Financial Group, LLC | 7,044 | $1.08M | 0.01% | +2,297+48.4% | Added |
| KLP Kapitalforvaltning AS | 7,200 | $1.10M | 0.00% | +200+2.9% | Added |
| New Mexico Educational Retirement Board | 7,200 | $1.10M | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,468 | $1.14M | 0.07% | −4,946−39.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,517 | $1.15M | 0.00% | −4,041−35.0% | Reduced |
| Marshall Wace, LLP | 7,680 | $1.18M | 0.00% | −2,388−23.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,682 | $1.18M | 0.02% | +10+0.1% | Added |
| Thrivent Financial for Lutherans | 7,726 | $1.18M | 0.00% | +5+0.1% | Added |
| GHP Investment Advisors, Inc. | 7,882 | $1.21M | 0.05% | −443−5.3% | Reduced |
| Formula Growth Ltd | 8,200 | $1.25M | 0.57% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,275 | $1.27M | 0.01% | +200+2.5% | Added |
| Vanguard Investments Australia, Ltd. | 8,297 | $1.27M | 0.00% | +8,297 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,591 | $1.31M | 0.01% | +10+0.1% | Added |
| Nomura Holdings Inc | 8,647 | $1.32M | 0.01% | −59,839−87.4% | Reduced |
| Radnor Capital Management, LLC | 8,930 | $1.37M | 0.20% | −645−6.7% | Reduced |
| Summit Trail Advisors, LLC | 8,938 | $1.37M | 0.02% | +4,344+94.6% | Added |
| Arizona State Retirement System | 8,952 | $1.37M | 0.01% | −168−1.8% | Reduced |
| EJF Capital LLC | 9,300 | $1.42M | 1.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,700 | $1.48M | 0.00% | −21,830−69.2% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $1.52M | 0.03% | +400+4.2% | Added |
| CenterBook Partners LP | 9,962 | $1.52M | 0.08% | −60,872−85.9% | Reduced |
| Yousif Capital Management, LLC | 10,012 | $1.53M | 0.02% | −572−5.4% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.64M | 0.95% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.69M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,097 | $1.70M | 0.00% | +1,769+19.0% | Added |
| The PNC Financial Services Group, Inc. | 11,270 | $1.72M | 0.00% | −268−2.3% | Reduced |
| Palisade Capital Management LLC | 11,453 | $1.75M | 0.06% | −1,424−11.1% | Reduced |
| Nisa Investment Advisors, LLC | 11,832 | $1.81M | 0.01% | −397−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,027 | $1.84M | 0.06% | +33+0.3% | Added |
| Handelsbanken Fonder AB | 12,244 | $1.87M | 0.01% | +4,300+54.1% | Added |
| Mutual of America Capital Management LLC | 13,140 | $2.01M | 0.02% | −1,131−7.9% | Reduced |
| State of Tennessee, Treasury Department | 13,743 | $2.10M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,019 | $2.15M | 0.02% | −6,000−30.0% | Reduced |
| CI Private Wealth, LLC | 14,251 | $2.15M | 0.00% | +4,903+52.4% | Added |
| Colony Group, LLC | 14,013 | $2.19M | 0.00% | +9,558+214.5% | Added |