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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 232,682 | $35.6M | 0.01% | +1,088+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 236,598 | $36.2M | 0.11% | −144,733−38.0% | Reduced |
| New South Capital Management Inc | 248,763 | $38.1M | 1.82% | −19,260−7.2% | Reduced |
| Citadel Advisors LLC | 274,827 | $42.1M | 0.03% | +274,827 | New |
| UBS Group AG | 289,761 | $44.3M | 0.01% | −140,067−32.6% | Reduced |
| SG Capital Management LLC | 303,280 | $46.4M | 3.82% | +303,280 | New |
| Wellington Management Group LLP | 307,365 | $47.0M | 0.01% | +41,492+15.6% | Added |
| Northern Trust Corp | 332,852 | $50.9M | 0.01% | +13,396+4.2% | Added |
| Ariel Investments, LLC | 337,724 | $51.7M | 0.58% | +927+0.3% | Added |
| JPMorgan Chase & Co | 338,457 | $51.9M | 0.00% | −2,377−0.7% | Reduced |
| Federated Hermes, Inc. | 362,372 | $55.5M | 0.09% | +12,921+3.7% | Added |
| Snyder Capital Management L P | 370,664 | $56.7M | 1.10% | +22,498+6.5% | Added |
| Gotham Asset Management, LLC | 375,048 | $57.4M | 0.18% | +107,610+40.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 375,110 | $59.8M | 0.60% | −32,905−8.1% | Reduced |
| River Road Asset Management, LLC | 476,077 | $72.9M | 0.83% | −299,931−38.7% | Reduced |
| Charles Schwab Investment Management Inc | 478,553 | $73.2M | 0.01% | +32,968+7.4% | Added |
| SEI Investments Co | 597,600 | $91.5M | 0.08% | +47,825+8.7% | Added |
| Geode Capital Management, LLC | 655,837 | $100.4M | 0.01% | +16,880+2.6% | Added |
| Turtle Creek Asset Management Inc. | 669,335 | $102.4M | 3.83% | +246,923+58.5% | Added |
| Dimensional Fund Advisors LP | 686,135 | $105.0M | 0.02% | −1,520−0.2% | Reduced |
| Lyrical Asset Management LP | 760,936 | $116.5M | 1.78% | −12,972−1.7% | Reduced |
| Bank of America Corp | 823,681 | $126.1M | 0.01% | +98,524+13.6% | Added |
| Earnest Partners LLC | 883,005 | $135.1M | 0.56% | −6,659−0.7% | Reduced |
| State Street Corp | 1,091,413 | $167.0M | 0.01% | +29,637+2.8% | Added |
| FMR LLC | 1,225,304 | $187.5M | 0.01% | +78,778+6.9% | Added |
| AQR Capital Management LLC | 1,305,443 | $199.8M | 0.09% | +415,641+46.7% | Added |
| Vanguard Portfolio Management LLC | 1,483,603 | $227.1M | 0.01% | +1,483,603 | New |
| Vanguard Capital Management LLC | 1,542,446 | $236.1M | 0.01% | +1,542,446 | New |
| Boston Partners | 1,660,773 | $254.2M | 0.27% | +213,331+14.7% | Added |
| Impactive Capital LP | 1,707,253 | $261.3M | 18.95% | −488,000−22.2% | Reduced |
| Morgan Stanley | 2,100,268 | $321.4M | 0.02% | −10,840−0.5% | Reduced |
| Par Capital Management Inc | 2,254,984 | $345.1M | 10.03% | +2,984+0.1% | Added |
| BlackRock, Inc. | 3,105,441 | $475.3M | 0.01% | +46,682+1.5% | Added |
| Janus Henderson Group PLC | 3,916,073 | $599.3M | 0.29% | +44,031+1.1% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −122,827−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −57,869−100.0% | Sold out |
| Triveni Capital Investments LP | 0 | $0 | 0.00% | −48,087−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,487−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,329−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −29,350−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,780−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,851−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,052−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,184−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −8,106−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,401−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Boit C F David | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Dougherty Wealth Advisers LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Fairscale Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wealth Enhancement Trust Services, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |