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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.

Institutional holdersQ1 2026: 434 institutions
Q1 2021: 362 institutionsQ2 2021: 352 institutionsQ3 2021: 337 institutionsQ4 2021: 345 institutionsQ1 2022: 368 institutionsQ2 2022: 356 institutionsQ3 2022: 354 institutionsQ4 2022: 366 institutionsQ1 2023: 405 institutionsQ2 2023: 408 institutionsQ3 2023: 412 institutionsQ4 2023: 418 institutionsQ1 2024: 421 institutionsQ2 2024: 442 institutionsQ3 2024: 434 institutionsQ4 2024: 431 institutionsQ1 2025: 422 institutionsQ2 2025: 386 institutionsQ3 2025: 392 institutionsQ4 2025: 428 institutionsQ1 2026: 434 institutionsQ2 2026: 416 institutions
Value heldQ1 2026: $5.92B
Q1 2021: $9.48BQ2 2021: $8.78BQ3 2021: $7.93BQ4 2021: $6.17BQ1 2022: $7.90BQ2 2022: $6.85BQ3 2022: $5.61BQ4 2022: $7.10BQ1 2023: $7.88BQ2 2023: $7.69BQ3 2023: $7.88BQ4 2023: $8.16BQ1 2024: $9.92BQ2 2024: $7.28BQ3 2024: $8.83BQ4 2024: $7.06BQ1 2025: $6.18BQ2 2025: $5.60BQ3 2025: $5.95BQ4 2025: $5.73BQ1 2026: $5.92BQ2 2026: $5.61B
Institutions holding WEX and their total value by quarter
QuarterHoldersValue
Q2 2026416$5.61B
Q1 2026434$5.92B
Q4 2025428$5.73B
Q3 2025392$5.95B
Q2 2025386$5.60B
Q1 2025422$6.18B
Q4 2024431$7.06B
Q3 2024434$8.83B
Q2 2024442$7.28B
Q1 2024421$9.92B
Q4 2023418$8.16B
Q3 2023412$7.88B
Q2 2023408$7.69B
Q1 2023405$7.88B
Q4 2022366$7.10B
Q3 2022354$5.61B
Q2 2022356$6.85B
Q1 2022368$7.90B
Q4 2021345$6.17B
Q3 2021337$7.93B
Q2 2021352$8.78B
Q1 2021362$9.48B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2025.

Institutions holding WEX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.9$1.38K0.00%00.0%Unchanged
Highline Wealth Partners LLC9$1.38K0.00%+9New
Bell Investment Advisors, Inc8$1.23K0.00%00.0%Unchanged
MV Capital Management, Inc.8$1.23K0.00%+1+14.3%Added
Pinnacle Wealth Planning Services, Inc.8$1.22K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.8$1.22K0.00%+8New
Retirement Wealth Solutions LLC7$1.07K0.00%+7New
Bay Harbor Wealth Management, LLC7$1.07K0.00%+3+75.0%Added
Investors Research Corp7$1.07K0.00%+7New
DiNuzzo Private Wealth, Inc.6$9190.00%00.0%Unchanged
Creative Financial Designs Inc6$9180.00%00.0%Unchanged
Cromwell Holdings LLC6$9180.00%00.0%Unchanged
Nemes Rush Group LLC6$9180.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC6$9180.00%+6New
South State Corp.5$7660.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$7650.00%+1+25.0%Added
Private Wealth Management Group, LLC4$6130.00%00.0%Unchanged
Raffa Wealth Management, LLC4$6120.00%+1+33.3%Added
Horizon Investments, LLC4$6120.00%+2+100.0%Added
Dunhill Financial, LLC3$5750.00%+2+200.0%Added
TD Private Client Wealth LLC3$4590.00%00.0%Unchanged
Golden State Wealth Management, LLC3$4590.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$4590.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$3060.00%00.0%Unchanged
HFM Investment Advisors, LLC2$3060.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$3060.00%+2New
Innovative Asset Advisors Group, LLC2$3060.00%+2New
TFC Financial Management1$1540.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC1$1530.00%−24−96.0%Reduced
Harbour Investments, Inc.1$1530.00%−19−95.0%Reduced
Rakuten Securities, Inc.1$1530.00%+1New
Curio Wealth, LLC1$1530.00%+1New
Hughes Financial Services, LLC1$1530.00%+1New
Toronto Dominion Bank1$1190.00%00.0%Unchanged
Point72 Asset Management, L.P.0$00.00%−122,827−100.0%Sold out
Bridgewater Associates, LP0$00.00%−57,869−100.0%Sold out
Triveni Capital Investments LP0$00.00%−48,087−100.0%Sold out
Jane Street Group, LLC0$00.00%−42,487−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−31,329−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−31,100−100.0%Sold out
13D Management LLC0$00.00%−29,350−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−26,780−100.0%Sold out
Holocene Advisors, LP0$00.00%−22,851−100.0%Sold out
HRT Financial LP0$00.00%−16,052−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−14,184−100.0%Sold out
Lifestyle Asset Management, Inc.0$00.00%−10,515−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−8,106−100.0%Sold out
Logan Capital Management Inc0$00.00%−8,103−100.0%Sold out
Natixis0$00.00%−7,401−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,137−100.0%Sold out
Prana Capital Management, LP0$00.00%−5,415−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−5,359−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−4,794−100.0%Sold out
DV Trading LLC0$00.00%−4,686−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−3,995−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−3,959−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−3,928−100.0%Sold out
Versor Investments LP0$00.00%−3,533−100.0%Sold out
Magnetar Financial LLC0$00.00%−2,489−100.0%Sold out
Burney Co0$00.00%−2,344−100.0%Sold out
Pensionmark Financial Group, LLC0$00.00%−2,203−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−2,153−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−2,006−100.0%Sold out
Quest Partners LLC0$00.00%−1,964−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−1,933−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,848−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,651−100.0%Sold out
PharVision Advisers, LLC0$00.00%−1,608−100.0%Sold out
Quadrature Capital Ltd0$00.00%−1,524−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−1,670−100.0%Sold out
Delta Investment Management, LLC0$00.00%−1,488−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−1,482−100.0%Sold out
Boit C F David0$00.00%−1,000−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−716−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−535−100.0%Sold out
Danske Bank A/S0$00.00%−500−100.0%Sold out
Dougherty Wealth Advisers LLC0$00.00%−214−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−120−100.0%Sold out
Quarry LP0$00.00%−109−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−62−100.0%Sold out
Simplex Trading, LLC0$00.00%−52−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−32−100.0%Sold out
Concord Wealth Partners0$00.00%−24−100.0%Sold out
Fairscale Capital, LLC0$00.00%−19−100.0%Sold out
Whittier Trust Co0$00.00%−15−100.0%Sold out
Wealth Enhancement Trust Services, Inc.0$00.00%−12−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−10−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−9−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−6−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−5−100.0%Sold out
Torren Management, LLC0$00.00%−5−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−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