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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 4,446 | $680.4K | 0.00% | +1,350+43.6% | Added |
| Xponance, Inc. | 4,399 | $673.2K | 0.00% | +954+27.7% | Added |
| Cetera Investment Advisers | 4,379 | $670.1K | 0.00% | −1,939−30.7% | Reduced |
| TradeLink Capital LLC | 4,104 | $656.0K | 4.96% | +4,104 | New |
| Toroso Investments, LLC | 4,226 | $646.7K | 0.00% | −1,138−21.2% | Reduced |
| Bank of Nova Scotia | 4,200 | $642.8K | 0.00% | +4,200 | New |
| CWM Advisors, LLC | 4,142 | $633.9K | 0.04% | +321+8.4% | Added |
| Bath Savings Trust Co | 4,117 | $630.1K | 0.07% | −495−10.7% | Reduced |
| Janney Montgomery Scott LLC | 4,051 | $620.0K | 0.00% | +4,051 | New |
| Pacer Advisors, Inc. | 3,955 | $605.0K | 0.00% | −152−3.7% | Reduced |
| Intech Investment Management LLC | 3,853 | $589.7K | 0.01% | −8,955−69.9% | Reduced |
| Truist Financial Corp | 3,806 | $582.5K | 0.00% | +1,174+44.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,723 | $569.8K | 0.00% | +796+27.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,721 | $569.5K | 0.00% | −882−19.2% | Reduced |
| Custom Index Systems, LLC | 3,643 | $557.5K | 0.24% | −189−4.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,625 | $554.8K | 0.23% | +30+0.8% | Added |
| Pallas Capital Advisors LLC | 3,597 | $550.5K | 0.02% | +73+2.1% | Added |
| Public Employees Retirement Association of Colorado | 3,593 | $550.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,528 | $539.9K | 0.00% | +506+16.7% | Added |
| RSM US Wealth Management LLC | 3,401 | $520.5K | 0.01% | +398+13.3% | Added |
| Buckingham Strategic Partners | 3,384 | $517.9K | 0.01% | +3,384 | New |
| RMB Capital Management, LLC | 3,315 | $507.3K | 0.01% | +706+27.1% | Added |
| Clark Asset Management, LLC | 3,265 | $499.7K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,181 | $486.8K | 0.00% | +428+15.5% | Added |
| GM Advisory Group, Inc. | 3,177 | $486.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,113 | $476.4K | 0.01% | −6,202−66.6% | Reduced |
| CIBC Bancorp USA Inc. | 3,077 | $470.9K | 0.00% | +3,077 | New |
| Benin Management CORP | 3,041 | $465.4K | 0.10% | 00.0% | Unchanged |
| AREX Capital Management, LP | 3,000 | $459.1K | 0.76% | +3,000 | New |
| Bull Harbor Capital LLC | 2,977 | $455.6K | 0.12% | +2,977 | New |
| American Century Companies Inc | 2,970 | $454.5K | 0.00% | +483+19.4% | Added |
| Watershed Asset Management, L.L.C. | 2,967 | $454.1K | 0.47% | +2,967 | New |
| Commerce Bank | 2,965 | $453.8K | 0.00% | −160−5.1% | Reduced |
| William Blair Investment Management, LLC | 2,930 | $448.4K | 0.00% | +73+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 2,891 | $442.4K | 0.02% | +38+1.3% | Added |
| Stephens Inc | 2,859 | $437.5K | 0.01% | −400−12.3% | Reduced |
| Optimize Financial Inc | 2,850 | $436.2K | 0.21% | +177+6.6% | Added |
| Cornerstone Investment Partners, LLC | 2,784 | $426.1K | 0.02% | +180+6.9% | Added |
| Ronald Blue Trust, Inc. | 2,740 | $419.2K | 0.00% | +625+29.6% | Added |
| MML Investors Services, LLC | 2,730 | $417.8K | 0.00% | −479−14.9% | Reduced |
| Kera Capital Partners, Inc. | 2,615 | $400.2K | 0.05% | +826+46.2% | Added |
| JustInvest LLC | 2,611 | $399.6K | 0.00% | +100+4.0% | Added |
| Empowered Funds, LLC | 2,598 | $397.6K | 0.00% | +1,127+76.6% | Added |
| Securian Asset Management, Inc | 2,557 | $391.3K | 0.02% | +100+4.1% | Added |
| Isthmus Partners, LLC | 2,549 | $390.1K | 0.04% | +472+22.7% | Added |
| Voya Investment Management LLC | 2,543 | $389.2K | 0.00% | −29−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,497 | $382.1K | 0.00% | +650+35.2% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $374.9K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,364 | $361.8K | 0.04% | −3,057−56.4% | Reduced |
| Susquehanna International Group, LLP | 2,361 | $361.3K | 0.00% | +2,361 | New |
| Two Sigma Investments, LP | 2,300 | $352.0K | 0.00% | +2,300 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $342.0K | 0.00% | 00.0% | Unchanged |
| Index Technologies Group LLC | 2,220 | $339.7K | 0.37% | −134−5.7% | Reduced |
| Eukles Asset Management | 2,216 | $339.1K | 0.15% | −1,213−35.4% | Reduced |
| Swiss Life Asset Management Ltd | 2,191 | $335.3K | 0.00% | −611−21.8% | Reduced |
| Ballentine Partners, LLC | 2,153 | $329.5K | 0.00% | +7+0.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,140 | $327.5K | 0.10% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,134 | $326.6K | 0.03% | −336−13.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,130 | $326.0K | 0.00% | −6,022−73.9% | Reduced |
| Havemeyer Place LP | 2,115 | $323.7K | 0.04% | −801−27.5% | 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 |
| Hennion & Walsh Asset Management, Inc. | 2,101 | $321.5K | 0.01% | −54−2.5% | Reduced |
| Qsemble Capital Management, LP | 2,070 | $316.8K | 0.02% | +331+19.0% | Added |
| Gabelli Funds LLC | 2,027 | $310.2K | 0.00% | −674−25.0% | Reduced |
| Laird Norton Trust Company, LLC | 2,019 | $309.0K | 0.01% | −36−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,998 | $305.8K | 0.01% | +1,998 | New |
| Prudential Financial Inc | 1,993 | $305.0K | 0.00% | −56−2.7% | Reduced |
| Portside Wealth Group, LLC | 1,953 | $298.9K | 0.04% | −5−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,948 | $298.1K | 0.00% | +1,948 | New |
| US Bancorp | 1,913 | $292.8K | 0.00% | −253−11.7% | Reduced |
| Renaissance Technologies LLC | 1,900 | $290.8K | 0.00% | +1,900 | New |
| NorthCrest Asset Manangement, LLC | 1,862 | $288.0K | 0.01% | −435−18.9% | Reduced |
| HB Wealth Management, LLC | 1,871 | $286.3K | 0.00% | +1,871 | New |
| Maryland State Retirement & Pension System | 1,852 | $283.4K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 1,845 | $282.4K | 0.01% | −137−6.9% | Reduced |
| Gamco Investors, Inc. Et Al | 1,830 | $280.1K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,794 | $274.6K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,739 | $266.1K | 0.01% | +49+2.9% | Added |
| Commonwealth Equity Services, LLC | 1,738 | $266.0K | 0.00% | −98−5.3% | Reduced |
| Chicago Capital, LLC | 1,728 | $264.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,716 | $262.6K | 0.00% | +1,165+211.4% | Added |
| Skopos Labs, Inc. | 1,702 | $260.5K | 0.01% | −511−23.1% | Reduced |
| Knollwood Investment Advisory, LLC | 1,674 | $256.2K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,650 | $252.5K | 0.02% | +1,650 | New |
| EP Wealth Advisors, LLC | 1,642 | $251.3K | 0.00% | +71+4.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,590 | $243.3K | 0.02% | +1,590 | New |
| GWM Advisors LLC | 1,583 | $242.3K | 0.00% | +1,380+679.8% | Added |
| DnB Asset Management AS | 1,579 | $241.7K | 0.00% | +1,579 | New |
| HSBC Holdings PLC | 1,561 | $238.9K | 0.00% | +4+0.3% | Added |
| Panagora Asset Management Inc | 1,558 | $238.4K | 0.00% | +38+2.5% | Added |
| Claret Asset Management Corp | 1,558 | $238.0K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,520 | $232.6K | 0.05% | −204−11.8% | Reduced |
| Sentinus, LLC | 1,507 | $230.6K | 0.02% | +1,507 | New |
| Atomi Financial Group, Inc. | 1,504 | $230.2K | 0.01% | +1,504 | New |
| EverSource Wealth Advisors, LLC | 1,502 | $229.9K | 0.01% | +415+38.2% | Added |
| Evoke Wealth, LLC | 1,469 | $224.8K | 0.00% | +1,469 | New |
| Flputnam Investment Management Co | 1,467 | $224.5K | 0.00% | −498−25.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,465 | $224.2K | 0.00% | +1,465 | New |
| Camden Capital, LLC | 1,456 | $222.8K | 0.01% | +1,456 | New |