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, Q2 2026
Institutional positions in WEX Inc. as of Jun 30, 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
- 416
- −12 vs. Q1 2026
- Shares held
- 39.7M
- +4.95M (+14.3%) vs. Q1 2026
- Total value
- $5.61B
- +$295.5M (+5.6%) vs. Q1 2026
- New holders
- 68
- 118 more added
- Sold out
- 80
- 168 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 3,967,061 | $559.7M | 0.23% | +3,967,061 | New |
| BlackRock, Inc. | 3,167,005 | $446.8M | 0.01% | +61,564+2.0% | Added |
| Par Capital Management Inc | 2,254,984 | $318.2M | 7.89% | 00.0% | Unchanged |
| Morgan Stanley | 1,949,295 | $275.0M | 0.01% | −150,973−7.2% | Reduced |
| FMR LLC | 1,801,385 | $254.2M | 0.01% | +576,081+47.0% | Added |
| Impactive Capital LP | 1,707,253 | $240.9M | 17.19% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,513,612 | $213.6M | 0.00% | −28,834−1.9% | Reduced |
| Boston Partners | 1,493,028 | $210.8M | 0.19% | −167,745−10.1% | Reduced |
| Vanguard Portfolio Management LLC | 1,430,765 | $201.9M | 0.01% | −52,838−3.6% | Reduced |
| State Street Corp | 1,133,228 | $159.9M | 0.00% | +41,815+3.8% | Added |
| Earnest Partners LLC | 857,373 | $121.0M | 0.44% | −25,632−2.9% | Reduced |
| Bank of America Corp | 815,695 | $115.1M | 0.01% | −7,986−1.0% | Reduced |
| Geode Capital Management, LLC | 671,582 | $110.4M | 0.01% | +15,745+2.4% | Added |
| Lyrical Asset Management LP | 770,524 | $108.7M | 1.38% | +9,588+1.3% | Added |
| Dimensional Fund Advisors LP | 733,560 | $103.5M | 0.02% | +47,425+6.9% | Added |
| Turtle Creek Asset Management Inc. | 728,088 | $102.7M | 4.01% | +58,753+8.8% | Added |
| Citadel Advisors LLC | 582,786 | $82.2M | 0.05% | +307,959+112.1% | Added |
| SEI Investments Co | 549,632 | $77.5M | 0.07% | −47,968−8.0% | Reduced |
| Capital World Investors | 547,682 | $77.3M | 0.01% | +336,442+159.3% | Added |
| Charles Schwab Investment Management Inc | 487,579 | $68.8M | 0.01% | +9,026+1.9% | Added |
| Snyder Capital Management L P | 466,244 | $65.8M | 1.14% | +95,580+25.8% | Added |
| New South Capital Management Inc | 444,624 | $62.7M | 2.75% | +195,861+78.7% | Added |
| River Road Asset Management, LLC | 424,915 | $60.0M | 0.67% | −51,162−10.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 386,978 | $54.6M | 0.16% | +150,380+63.6% | Added |
| JPMorgan Chase & Co | 381,242 | $52.3M | 0.00% | +42,785+12.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 367,338 | $51.8M | 0.50% | −7,772−2.1% | Reduced |
| Norges Bank | 365,109 | $51.5M | 0.01% | +365,109 | New |
| Northern Trust Corp | 351,672 | $49.6M | 0.01% | +18,820+5.7% | Added |
| Federated Hermes, Inc. | 349,233 | $49.3M | 0.07% | −13,139−3.6% | Reduced |
| UBS Group AG | 342,363 | $48.3M | 0.01% | +52,602+18.2% | Added |
| Ariel Investments, LLC | 331,383 | $46.8M | 0.47% | −6,341−1.9% | Reduced |
| Gotham Asset Management, LLC | 317,400 | $44.8M | 0.10% | −57,648−15.4% | Reduced |
| Wellington Management Group LLP | 306,816 | $43.3M | 0.01% | −549−0.2% | Reduced |
| Hawk Ridge Capital Management LP | 245,411 | $34.6M | 1.11% | +81,940+50.1% | Added |
| Solel Partners LP | 222,387 | $31.4M | 5.33% | +55,387+33.2% | Added |
| Vanguard Fiduciary Trust Co | 218,743 | $30.9M | 0.01% | +5,086+2.4% | Added |
| Bank of New York Mellon Corp | 217,396 | $30.7M | 0.01% | −15,286−6.6% | Reduced |
| Sunriver Management LLC | 202,518 | $28.6M | 4.49% | −1,176−0.6% | Reduced |
| Lakewood Capital Management, LP | 200,968 | $28.4M | 1.47% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 200,003 | $28.2M | 0.02% | −1,671−0.8% | Reduced |
| Quantinno Capital Management LP | 185,702 | $26.2M | 0.03% | −27,171−12.8% | Reduced |
| Rice Hall James & Associates, LLC | 178,606 | $25.2M | 1.23% | −1,708−0.9% | Reduced |
| Incline Global Management LLC | 174,922 | $24.7M | 6.92% | +159,259+1,016.8% | Added |
| Loomis Sayles & Co L P | 170,685 | $24.1M | 0.03% | −4,453−2.5% | Reduced |
| Meridiem Capital Partners LP | 160,776 | $22.7M | 1.04% | +160,776 | New |
| Goldman Sachs Group Inc | 153,020 | $21.6M | 0.00% | −13,884−8.3% | Reduced |
| AQR Capital Management LLC | 134,942 | $18.4M | 0.01% | −1,170,501−89.7% | Reduced |
| Clifford Capital Partners LLC | 127,062 | $17.9M | 2.47% | +34,805+37.7% | Added |
| New York State Common Retirement Fund | 120,532 | $17.0M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 119,877 | $16.9M | 0.00% | −5,754−4.6% | Reduced |
| Jane Street Group, LLC | 109,924 | $15.5M | 0.01% | +109,924 | New |
| Rhumbline Advisers | 105,297 | $14.9M | 0.01% | −336−0.3% | Reduced |
| Natixis Advisors, L.P. | 101,925 | $14.4M | 0.02% | −12,388−10.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 98,341 | $13.9M | 0.11% | +98,341 | New |
| Jones Financial Companies LLLP | 97,569 | $13.5M | 0.01% | −8,998−8.4% | Reduced |
| Alta Fox Capital Management, LLC | 91,000 | $12.8M | 2.58% | +91,000 | New |
| Nuveen, LLC | 90,827 | $12.8M | 0.00% | −1,090−1.2% | Reduced |
| Point72 Asset Management, L.P. | 88,419 | $12.5M | 0.02% | +88,419 | New |
| Schonfeld Strategic Advisors LLC | 87,926 | $12.4M | 0.07% | +87,926 | New |
| Invesco Ltd. | 86,892 | $12.3M | 0.00% | +3,621+4.3% | Added |
| Lightrock Netherlands B.V. | 86,800 | $12.2M | 2.51% | +26,800+44.7% | Added |
| Thompson Siegel & Walmsley LLC | 85,428 | $12.1M | 0.22% | +30,318+55.0% | Added |
| Russell Investments Group, Ltd. | 83,127 | $11.7M | 0.01% | +64,290+341.3% | Added |
| California Public Employees Retirement System | 82,330 | $11.6M | 0.01% | +5,726+7.5% | Added |
| Principal Financial Group Inc | 78,703 | $11.1M | 0.01% | +2,196+2.9% | Added |
| Envestnet Asset Management Inc | 70,802 | $9.99M | 0.00% | −4,496−6.0% | Reduced |
| HRT Financial LP | 66,411 | $9.37M | 0.02% | +66,411 | New |
| Swiss National Bank | 66,026 | $9.32M | 0.00% | +1,600+2.5% | Added |
| Spinnaker Trust | 65,963 | $9.31M | 0.45% | 00.0% | Unchanged |
| Raymond James Financial Inc | 65,413 | $9.23M | 0.00% | −5,200−7.4% | Reduced |
| XTX Topco Ltd | 61,842 | $8.73M | 0.11% | +58,729+1,886.6% | Added |
| rhino investment partners, Inc | 57,705 | $8.14M | 2.46% | −3,500−5.7% | Reduced |
| CenterBook Partners LP | 55,870 | $7.88M | 0.39% | +45,908+460.8% | Added |
| Primecap Management Co | 54,660 | $7.71M | 0.00% | −62,100−53.2% | Reduced |
| Crossmark Global Holdings, Inc. | 54,014 | $7.62M | 0.10% | +12,300+29.5% | Added |
| Wells Fargo & Company | 47,663 | $6.72M | 0.00% | +3,355+7.6% | Added |
| Alliancebernstein L.P. | 42,214 | $6.46M | 0.00% | +112+0.3% | Added |
| Gillson Capital LP | 45,608 | $6.43M | 0.38% | +45,608 | New |
| State of Wisconsin Investment Board | 43,625 | $6.16M | 0.01% | −287−0.7% | Reduced |
| Legal & General Group Plc | 43,171 | $6.09M | 0.00% | −405−0.9% | Reduced |
| Gator Capital Management, LLC | 42,899 | $6.05M | 1.30% | −6,365−12.9% | Reduced |
| Public Employees Retirement System of Ohio | 42,395 | $5.98M | 0.02% | +22,816+116.5% | Added |
| New York State Teachers Retirement System | 41,012 | $5.79M | 0.01% | −4,556−10.0% | Reduced |
| Ameriprise Financial Inc | 40,128 | $5.66M | 0.00% | −39,428−49.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,186 | $5.39M | 0.01% | +19,177+100.9% | Added |
| Arrowstreet Capital, Limited Partnership | 38,008 | $5.36M | 0.00% | +38,008 | New |
| California State Teachers Retirement System | 38,004 | $5.36M | 0.00% | −217−0.6% | Reduced |
| Kestrel Investment Management Corp | 36,900 | $5.21M | 2.83% | +36,900 | New |
| Seizert Capital Partners, LLC | 36,723 | $5.18M | 0.21% | +12,398+51.0% | Added |
| First Trust Advisors LP | 36,621 | $5.17M | 0.00% | −15,774−30.1% | Reduced |
| Empowered Funds, LLC | 36,137 | $5.10M | 0.03% | +33,539+1,291.0% | Added |
| Retirement Systems of Alabama | 35,857 | $5.06M | 0.02% | −6,179−14.7% | Reduced |
| HSBC Holdings PLC | 36,689 | $5.04M | 0.00% | +35,128+2,250.4% | Added |
| Millennium Management LLC | 35,391 | $4.99M | 0.00% | +18,728+112.4% | Added |
| Winton Group Ltd | 35,308 | $4.98M | 0.16% | +35,308 | New |
| Swedbank AB | 35,300 | $4.98M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 34,923 | $4.93M | 0.00% | −195−0.6% | Reduced |
| Susquehanna International Group, LLP | 33,156 | $4.68M | 0.00% | +30,795+1,304.3% | Added |
| Jump Financial, LLC | 32,314 | $4.56M | 0.04% | +32,314 | New |
| Foyston, Gordon, & Payne Inc | 31,162 | $4.40M | 0.94% | +715+2.3% | Added |