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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | 14,305 | $2.19M | 0.33% | +647+4.7% | Added |
| Deutsche Bank AG | 14,465 | $2.21M | 0.00% | +145+1.0% | Added |
| Treasurer of the State of North Carolina | 14,529 | $2.22M | 0.01% | +308+2.2% | Added |
| State of New Jersey Common Pension Fund D | 14,535 | $2.22M | 0.01% | −1,258−8.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,571 | $2.23M | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 14,739 | $2.26M | 0.00% | −9,365−38.9% | Reduced |
| Clark Estates Inc | 15,100 | $2.31M | 0.56% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,107 | $2.31M | 0.00% | −19,691−56.6% | Reduced |
| Amalgamated Bank | 15,491 | $2.37M | 0.02% | −130−0.8% | Reduced |
| Henshaw Capital LLC | 15,609 | $2.39M | 0.09% | 00.0% | Unchanged |
| Incline Global Management LLC | 15,663 | $2.40M | 0.94% | −75,721−82.9% | Reduced |
| Oppenheimer Asset Management Inc. | 15,828 | $2.42M | 0.03% | +225+1.4% | Added |
| Amundi | 16,172 | $2.47M | 0.00% | +1,526+10.4% | Added |
| Citigroup Inc | 16,612 | $2.54M | 0.00% | −23,763−58.9% | Reduced |
| Millennium Management LLC | 16,663 | $2.55M | 0.00% | −52,279−75.8% | Reduced |
| MetLife Investment Management | 16,986 | $2.60M | 0.01% | +104+0.6% | Added |
| Captrust Financial Advisors | 17,119 | $2.62M | 0.00% | +7,149+71.7% | Added |
| Martin & Co Inc | 17,176 | $2.63M | 0.45% | +165+1.0% | Added |
| Vanguard Global Advisers, LLC | 17,971 | $2.75M | 0.00% | +17,971 | New |
| Russell Investments Group, Ltd. | 18,837 | $2.88M | 0.00% | −5,209−21.7% | Reduced |
| Blair William & Co | 18,844 | $2.88M | 0.01% | −2,660−12.4% | Reduced |
| Factorial Partners, LLC | 19,000 | $2.91M | 2.11% | +500+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,009 | $2.91M | 0.01% | −478−2.5% | Reduced |
| Lazard Asset Management LLC | 19,057 | $2.92M | 0.00% | +5,959+45.5% | Added |
| Public Employees Retirement System of Ohio | 19,579 | $3.00M | 0.01% | +2,865+17.1% | Added |
| Great West Life Assurance Co | 19,626 | $3.00M | 0.01% | +494+2.6% | Added |
| BNP Paribas Arbitrage, SA | 19,988 | $3.06M | 0.00% | −840−4.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 20,000 | $3.06M | 0.56% | +20,000 | New |
| Creative Planning | 20,620 | $3.16M | 0.00% | +9,138+79.6% | Added |
| LPL Financial LLC | 20,751 | $3.18M | 0.00% | −3,991−16.1% | Reduced |
| Illinois Municipal Retirement Fund | 21,330 | $3.26M | 0.04% | +2,426+12.8% | Added |
| Mercer Global Advisors Inc | 22,559 | $3.45M | 0.01% | +10,345+84.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,293 | $3.62M | 0.01% | +5,701+29.1% | Added |
| Bessemer Group Inc | 23,853 | $3.65M | 0.01% | −59−0.2% | Reduced |
| Seizert Capital Partners, LLC | 24,325 | $3.72M | 0.17% | +24,325 | New |
| Dana Investment Advisors, Inc. | 24,582 | $3.76M | 0.11% | −61−0.2% | Reduced |
| Man Group plc | 25,598 | $3.92M | 0.01% | +8,879+53.1% | Added |
| Squarepoint Ops LLC | 25,724 | $3.94M | 0.01% | +20,102+357.6% | Added |
| Manufacturers Life Insurance Company, The | 26,216 | $4.01M | 0.00% | −960−3.5% | Reduced |
| HM Payson & Co | 27,692 | $4.24M | 0.06% | −1,000−3.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 27,967 | $4.28M | 0.05% | −1,475−5.0% | Reduced |
| Long Road Investment Counsel, LLC | 28,034 | $4.29M | 1.68% | +600+2.2% | Added |
| Penserra Capital Management LLC | 28,118 | $4.30M | 0.05% | −13,844−33.0% | Reduced |
| Fifth Third Bancorp | 28,746 | $4.40M | 0.01% | +22,845+387.1% | Added |
| CWM, LLC | 28,913 | $4.42M | 0.01% | +11,518+66.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 29,375 | $4.50M | 0.22% | +7,418+33.8% | Added |
| Sone Capital Management, LLC | 29,404 | $4.50M | 0.38% | +29,404 | New |
| State Board of Administration of Florida Retirement System | 30,148 | $4.61M | 0.01% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 30,295 | $4.64M | 0.00% | +30,295 | New |
| Foyston, Gordon, & Payne Inc | 30,447 | $4.66M | 1.07% | +8,827+40.8% | Added |
| Cambiar Investors LLC | 31,931 | $4.89M | 0.23% | −3,702−10.4% | Reduced |
| Price T Rowe Associates Inc | 35,118 | $5.38M | 0.00% | +3,636+11.5% | Added |
| Swedbank AB | 35,300 | $5.40M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 38,221 | $5.85M | 0.01% | +7,303+23.6% | Added |
| Alliancebernstein L.P. | 42,102 | $6.27M | 0.00% | +3,592+9.3% | Added |
| Crossmark Global Holdings, Inc. | 41,714 | $6.38M | 0.09% | +12,507+42.8% | Added |
| Retirement Systems of Alabama | 42,036 | $6.43M | 0.02% | −26,017−38.2% | Reduced |
| Legal & General Group Plc | 43,576 | $6.67M | 0.00% | −5,896−11.9% | Reduced |
| State of Wisconsin Investment Board | 43,912 | $6.72M | 0.02% | −7,997−15.4% | Reduced |
| Wells Fargo & Company | 44,308 | $6.78M | 0.00% | +5,455+14.0% | Added |
| New York State Teachers Retirement System | 45,568 | $6.97M | 0.01% | −1,199−2.6% | Reduced |
| Gator Capital Management, LLC | 49,264 | $7.54M | 1.61% | −17,251−25.9% | Reduced |
| Cerity Partners LLC | 51,365 | $7.86M | 0.01% | +13,610+36.0% | Added |
| First Trust Advisors LP | 52,395 | $8.02M | 0.01% | +12,542+31.5% | Added |
| Mariner, LLC | 54,635 | $8.36M | 0.01% | +29,679+118.9% | Added |
| Thompson Siegel & Walmsley LLC | 55,110 | $8.43M | 0.15% | −13,215−19.3% | Reduced |
| Atom Investors LP | 56,949 | $8.72M | 0.62% | +56,949 | New |
| Lightrock Netherlands B.V. | 60,000 | $9.18M | 2.07% | −2,500−4.0% | Reduced |
| rhino investment partners, Inc | 61,205 | $9.37M | 2.61% | +19,200+45.7% | Added |
| Swiss National Bank | 64,426 | $9.86M | 0.01% | +200+0.3% | Added |
| Spinnaker Trust | 65,963 | $10.1M | 0.56% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 67,927 | $10.4M | 0.01% | +53,260+363.1% | Added |
| Raymond James Financial Inc | 70,613 | $10.8M | 0.00% | −3,730−5.0% | Reduced |
| Envestnet Asset Management Inc | 75,298 | $11.5M | 0.00% | +9,945+15.2% | Added |
| Principal Financial Group Inc | 76,507 | $11.7M | 0.01% | +2,753+3.7% | Added |
| California Public Employees Retirement System | 76,604 | $11.7M | 0.01% | +10,730+16.3% | Added |
| Ameriprise Financial Inc | 79,556 | $12.2M | 0.00% | −1,169−1.4% | Reduced |
| Invesco Ltd. | 83,271 | $12.7M | 0.00% | −2,147−2.5% | Reduced |
| Nuveen, LLC | 91,917 | $14.1M | 0.00% | +7,482+8.9% | Added |
| Clifford Capital Partners LLC | 92,257 | $14.1M | 2.35% | −3,069−3.2% | Reduced |
| Jones Financial Companies LLLP | 106,567 | $15.7M | 0.01% | +106,331+45,055.5% | Added |
| Rhumbline Advisers | 105,633 | $16.2M | 0.01% | +1,418+1.4% | Added |
| Ieq Capital, LLC | 108,008 | $16.5M | 0.08% | +38,956+56.4% | Added |
| Natixis Advisors, L.P. | 114,313 | $17.5M | 0.02% | +11,082+10.7% | Added |
| Primecap Management Co | 116,760 | $17.9M | 0.01% | −97,800−45.6% | Reduced |
| New York State Common Retirement Fund | 120,532 | $18.4M | 0.03% | −740−0.6% | Reduced |
| UBS Asset Management Americas Inc | 125,631 | $19.2M | 0.00% | +1,447+1.2% | Added |
| Longaeva Partners L.P. | 161,275 | $24.7M | 1.19% | +161,275 | New |
| Hawk Ridge Capital Management LP | 163,471 | $25.0M | 0.91% | −290,800−64.0% | Reduced |
| Goldman Sachs Group Inc | 166,904 | $25.5M | 0.00% | −72,397−30.3% | Reduced |
| Solel Partners LP | 167,000 | $25.6M | 5.46% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 175,138 | $26.8M | 0.04% | −4,440−2.5% | Reduced |
| Rice Hall James & Associates, LLC | 180,314 | $27.6M | 1.54% | +6,176+3.5% | Added |
| Lakewood Capital Management, LP | 200,968 | $30.8M | 1.97% | −27,000−11.8% | Reduced |
| Neuberger Berman Group LLC | 201,674 | $30.9M | 0.02% | −13,144−6.1% | Reduced |
| Sunriver Management LLC | 203,694 | $31.2M | 5.27% | −125,483−38.1% | Reduced |
| Capital World Investors | 211,240 | $32.3M | 0.00% | +115,427+120.5% | Added |
| Quantinno Capital Management LP | 212,873 | $32.6M | 0.05% | +112,378+111.8% | Added |
| Vanguard Fiduciary Trust Co | 213,657 | $32.7M | 0.01% | +213,657 | New |
| Balyasny Asset Management LLC | 231,924 | $35.5M | 0.07% | +231,924 | New |