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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 23,853 | $3.65M | 0.01% | −59−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,293 | $3.62M | 0.01% | +5,701+29.1% | Added |
| Mercer Global Advisors Inc | 22,559 | $3.45M | 0.01% | +10,345+84.7% | Added |
| Illinois Municipal Retirement Fund | 21,330 | $3.26M | 0.04% | +2,426+12.8% | Added |
| LPL Financial LLC | 20,751 | $3.18M | 0.00% | −3,991−16.1% | Reduced |
| Creative Planning | 20,620 | $3.16M | 0.00% | +9,138+79.6% | Added |
| Intrinsic Edge Capital Management LLC | 20,000 | $3.06M | 0.56% | +20,000 | New |
| BNP Paribas Arbitrage, SA | 19,988 | $3.06M | 0.00% | −840−4.0% | Reduced |
| Great West Life Assurance Co | 19,626 | $3.00M | 0.01% | +494+2.6% | Added |
| Public Employees Retirement System of Ohio | 19,579 | $3.00M | 0.01% | +2,865+17.1% | Added |
| Lazard Asset Management LLC | 19,057 | $2.92M | 0.00% | +5,959+45.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,009 | $2.91M | 0.01% | −478−2.5% | Reduced |
| Factorial Partners, LLC | 19,000 | $2.91M | 2.11% | +500+2.7% | Added |
| Blair William & Co | 18,844 | $2.88M | 0.01% | −2,660−12.4% | Reduced |
| Russell Investments Group, Ltd. | 18,837 | $2.88M | 0.00% | −5,209−21.7% | Reduced |
| Vanguard Global Advisers, LLC | 17,971 | $2.75M | 0.00% | +17,971 | New |
| Martin & Co Inc | 17,176 | $2.63M | 0.45% | +165+1.0% | Added |
| Captrust Financial Advisors | 17,119 | $2.62M | 0.00% | +7,149+71.7% | Added |
| MetLife Investment Management | 16,986 | $2.60M | 0.01% | +104+0.6% | Added |
| Millennium Management LLC | 16,663 | $2.55M | 0.00% | −52,279−75.8% | Reduced |
| Citigroup Inc | 16,612 | $2.54M | 0.00% | −23,763−58.9% | Reduced |
| Amundi | 16,172 | $2.47M | 0.00% | +1,526+10.4% | Added |
| Oppenheimer Asset Management Inc. | 15,828 | $2.42M | 0.03% | +225+1.4% | Added |
| Incline Global Management LLC | 15,663 | $2.40M | 0.94% | −75,721−82.9% | Reduced |
| Henshaw Capital LLC | 15,609 | $2.39M | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 15,491 | $2.37M | 0.02% | −130−0.8% | Reduced |
| Royal Bank of Canada | 15,107 | $2.31M | 0.00% | −19,691−56.6% | Reduced |
| Clark Estates Inc | 15,100 | $2.31M | 0.56% | 00.0% | Unchanged |
| Barclays PLC | 14,739 | $2.26M | 0.00% | −9,365−38.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,571 | $2.23M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 14,535 | $2.22M | 0.01% | −1,258−8.0% | Reduced |
| Treasurer of the State of North Carolina | 14,529 | $2.22M | 0.01% | +308+2.2% | Added |
| Deutsche Bank AG | 14,465 | $2.21M | 0.00% | +145+1.0% | Added |
| Fulcrum Asset Management LLP | 14,305 | $2.19M | 0.33% | +647+4.7% | Added |
| Colony Group, LLC | 14,013 | $2.19M | 0.00% | +9,558+214.5% | Added |
| CI Private Wealth, LLC | 14,251 | $2.15M | 0.00% | +4,903+52.4% | Added |
| Virginia Retirement Systems Et Al | 14,019 | $2.15M | 0.02% | −6,000−30.0% | Reduced |
| State of Tennessee, Treasury Department | 13,743 | $2.10M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,140 | $2.01M | 0.02% | −1,131−7.9% | Reduced |
| Handelsbanken Fonder AB | 12,244 | $1.87M | 0.01% | +4,300+54.1% | Added |
| Ameritas Investment Partners, Inc. | 12,027 | $1.84M | 0.06% | +33+0.3% | Added |
| Nisa Investment Advisors, LLC | 11,832 | $1.81M | 0.01% | −397−3.2% | Reduced |
| Palisade Capital Management LLC | 11,453 | $1.75M | 0.06% | −1,424−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 11,270 | $1.72M | 0.00% | −268−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,097 | $1.70M | 0.00% | +1,769+19.0% | Added |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.69M | 0.01% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 10,742 | $1.64M | 0.95% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,012 | $1.53M | 0.02% | −572−5.4% | Reduced |
| CenterBook Partners LP | 9,962 | $1.52M | 0.08% | −60,872−85.9% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $1.52M | 0.03% | +400+4.2% | Added |
| D. E. Shaw & Co., Inc. | 9,700 | $1.48M | 0.00% | −21,830−69.2% | Reduced |
| EJF Capital LLC | 9,300 | $1.42M | 1.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,952 | $1.37M | 0.01% | −168−1.8% | Reduced |
| Summit Trail Advisors, LLC | 8,938 | $1.37M | 0.02% | +4,344+94.6% | Added |
| Radnor Capital Management, LLC | 8,930 | $1.37M | 0.20% | −645−6.7% | Reduced |
| Nomura Holdings Inc | 8,647 | $1.32M | 0.01% | −59,839−87.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,591 | $1.31M | 0.01% | +10+0.1% | Added |
| Vanguard Investments Australia, Ltd. | 8,297 | $1.27M | 0.00% | +8,297 | New |
| State of Michigan Retirement System | 8,275 | $1.27M | 0.01% | +200+2.5% | Added |
| Formula Growth Ltd | 8,200 | $1.25M | 0.57% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7,882 | $1.21M | 0.05% | −443−5.3% | Reduced |
| Thrivent Financial for Lutherans | 7,726 | $1.18M | 0.00% | +5+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,682 | $1.18M | 0.02% | +10+0.1% | Added |
| Marshall Wace, LLP | 7,680 | $1.18M | 0.00% | −2,388−23.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,517 | $1.15M | 0.00% | −4,041−35.0% | Reduced |
| Zions Bancorporation, National Association | 7,468 | $1.14M | 0.07% | −4,946−39.8% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.10M | 0.03% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,200 | $1.10M | 0.00% | +200+2.9% | Added |
| Merit Financial Group, LLC | 7,044 | $1.08M | 0.01% | +2,297+48.4% | Added |
| Oregon Public Employees Retirement Fund | 6,979 | $1.07M | 0.01% | +167+2.5% | Added |
| Daiwa Securities Group Inc. | 6,697 | $1.02M | 0.00% | +536+8.7% | Added |
| Entropy Technologies, LP | 6,654 | $1.02M | 0.05% | +661+11.0% | Added |
| Harbor Capital Advisors, Inc. | 6,420 | $983.0K | 0.08% | −5,429−45.8% | Reduced |
| Vident Advisory, LLC | 6,378 | $976.1K | 0.01% | +494+8.4% | Added |
| CAPROCK Group, Inc. | 6,333 | $969.2K | 0.02% | +1,013+19.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,280 | $961.1K | 0.03% | +124+2.0% | Added |
| Integrated Wealth Concepts LLC | 6,050 | $925.9K | 0.01% | +3,510+138.2% | Added |
| Brevan Howard Capital Management LP | 6,037 | $923.9K | 0.01% | +6,037 | New |
| Chicago Partners Investment Group LLC | 4,831 | $893.4K | 0.02% | +2,336+93.6% | Added |
| Atria Investments LLC | 5,747 | $879.5K | 0.01% | +68+1.2% | Added |
| Victory Capital Management Inc | 5,548 | $849.1K | 0.00% | +381+7.4% | Added |
| Bank of Montreal | 5,498 | $841.4K | 0.00% | −17,017−75.6% | Reduced |
| Sepio Capital, LP | 5,430 | $831.0K | 0.05% | +333+6.5% | Added |
| Numerai GP LLC | 5,404 | $827.0K | 0.08% | −944−14.9% | Reduced |
| Brighton Jones LLC | 5,380 | $823.4K | 0.02% | +5,380 | New |
| HighTower Advisors, LLC | 5,355 | $819.6K | 0.00% | +448+9.1% | Added |
| Canada Pension Plan Investment Board | 5,200 | $795.8K | 0.00% | +2,400+85.7% | Added |
| Syon Capital LLC | 5,199 | $795.7K | 0.04% | +2,065+65.9% | Added |
| Pictet Asset Management Holding SA | 5,024 | $768.9K | 0.00% | −4,859−49.2% | Reduced |
| Sanctuary Advisors, LLC | 5,019 | $768.1K | 0.00% | −929−15.6% | Reduced |
| Prelude Capital Management, LLC | 5,000 | $765.2K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 4,996 | $764.7K | 0.00% | +912+22.3% | Added |
| State of Alaska, Department of Revenue | 4,888 | $747.0K | 0.01% | −70−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,804 | $735.2K | 0.00% | +1,505+45.6% | Added |
| Verition Fund Management LLC | 4,652 | $711.9K | 0.01% | −10,226−68.7% | Reduced |
| Bridgefront Capital, LLC | 4,623 | $707.5K | 0.18% | +2,589+127.3% | Added |
| Callan Family Office, LLC | 4,524 | $692.4K | 0.02% | +213+4.9% | Added |
| Aurora Investment Counsel | 4,511 | $690.4K | 0.38% | −415−8.4% | Reduced |
| Krilogy Financial LLC | 3,900 | $684.5K | 0.02% | +641+19.7% | Added |
| Snowden Capital Advisors LLC | 4,449 | $680.9K | 0.02% | −188−4.1% | Reduced |