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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 577 | $81.4K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 587 | $83.0K | 0.00% | −329−35.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 591 | $83.4K | 0.00% | −112−15.9% | Reduced |
| Ares Systematic Credit Ltd | 610 | $86.1K | 0.05% | +610 | New |
| Versant Capital Management, Inc | 655 | $92.4K | 0.01% | +233+55.2% | Added |
| Parkside Financial Bank & Trust | 746 | $105.3K | 0.01% | −28−3.6% | Reduced |
| MCF Advisors LLC | 784 | $110.6K | 0.00% | −434−35.6% | Reduced |
| GAMMA Investing LLC | 805 | $113.6K | 0.00% | −394−32.9% | Reduced |
| Clearstead Advisors, LLC | 875 | $123.5K | 0.00% | +26+3.1% | Added |
| State of Wyoming | 927 | $130.8K | 0.01% | −1,437−60.8% | Reduced |
| Sterling Capital Management LLC | 973 | $137.3K | 0.00% | −93−8.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,034 | $141.5K | 0.00% | +5+0.5% | Added |
| KBC Group NV | 1,046 | $148.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,206 | $170.2K | 0.00% | +394+48.5% | Added |
| Nykredit A/S | 1,344 | $189.6K | 0.00% | +1,344 | New |
| Net Worth Advisory Group | 1,428 | $201.5K | 0.05% | −92−6.1% | Reduced |
| Inspire Advisors, LLC | 1,439 | $203.3K | 0.01% | +14+1.0% | Added |
| Assenagon Asset Management S.A. | 1,472 | $207.7K | 0.00% | +1,472 | New |
| SRS Capital Advisors, Inc. | 1,496 | $211.1K | 0.00% | +753+101.3% | Added |
| Panagora Asset Management Inc | 1,558 | $219.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,562 | $220.4K | 0.02% | +1,562 | New |
| SageView Advisory Group, LLC | 1,571 | $221.7K | 0.01% | −168−9.7% | Reduced |
| DnB Asset Management AS | 1,579 | $222.8K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,650 | $233.0K | 0.03% | +92+5.9% | Added |
| JustInvest LLC | 1,657 | $233.8K | 0.00% | −954−36.5% | Reduced |
| Knollwood Investment Advisory, LLC | 1,674 | $236.2K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,312 | $236.4K | 0.01% | +1,312 | New |
| Commonwealth Equity Services, LLC | 1,687 | $238.0K | 0.00% | −51−2.9% | Reduced |
| Chicago Capital, LLC | 1,728 | $243.8K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,736 | $244.9K | 0.00% | −94−5.1% | Reduced |
| Utah Retirement Systems | 1,794 | $253.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,852 | $261.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,853 | $261.4K | 0.00% | −277−13.0% | Reduced |
| Prudential Financial Inc | 1,879 | $265.1K | 0.00% | −114−5.7% | Reduced |
| US Bancorp | 1,899 | $267.9K | 0.00% | −14−0.7% | Reduced |
| Two Sigma Investments, LP | 1,900 | $268.1K | 0.00% | −400−17.4% | Reduced |
| Evolve Private Wealth, LLC | 1,906 | $268.9K | 0.02% | −207−9.8% | Reduced |
| Portside Wealth Group, LLC | 1,959 | $276.4K | 0.03% | +6+0.3% | Added |
| MML Investors Services, LLC | 1,971 | $278.1K | 0.00% | −759−27.8% | Reduced |
| Worldquant Millennium Advisors LLC | 1,976 | $278.8K | 0.00% | +1,976 | New |
| Gabelli Funds LLC | 2,027 | $286.0K | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 2,082 | $293.7K | 0.01% | +63+3.1% | Added |
| Eukles Asset Management | 2,092 | $295.2K | 0.12% | −124−5.6% | Reduced |
| Index Technologies Group LLC | 2,112 | $298.0K | 0.24% | −108−4.9% | Reduced |
| Ballentine Partners, LLC | 2,151 | $303.5K | 0.00% | −2−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 1,852 | $317.6K | 0.01% | −2,979−61.7% | Reduced |
| Kera Capital Partners, Inc. | 2,283 | $322.1K | 0.03% | −332−12.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $335.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 2,387 | $336.8K | 0.01% | +542+29.4% | Added |
| Simplex Trading, LLC | 2,399 | $338.5K | 0.01% | +2,399 | New |
| CAPROCK Group, Inc. | 2,440 | $344.3K | 0.01% | −3,893−61.5% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $345.7K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,478 | $349.6K | 0.00% | −1,375−35.7% | Reduced |
| Syon Capital LLC | 2,497 | $352.3K | 0.02% | −2,702−52.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,529 | $356.8K | 0.01% | +1,369+118.0% | Added |
| Ronald Blue Trust, Inc. | 2,587 | $365.0K | 0.00% | −153−5.6% | Reduced |
| Voya Investment Management LLC | 2,667 | $376.3K | 0.00% | +124+4.9% | Added |
| SEB Asset Management AB | 2,790 | $393.6K | 0.00% | +2,790 | New |
| EP Wealth Advisors, LLC | 2,810 | $396.5K | 0.00% | +1,168+71.1% | Added |
| Nordea Investment Management AB | 2,965 | $397.9K | 0.00% | +2,965 | New |
| Optimize Financial Inc | 2,841 | $400.8K | 0.14% | −9−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,841 | $400.8K | 0.09% | +2,841 | New |
| Stephens Inc | 2,859 | $403.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,884 | $406.9K | 0.00% | −297−9.3% | Reduced |
| Coppell Advisory Solutions LLC | 5,986 | $413.5K | 0.12% | +5,986 | New |
| nVerses Capital, LLC | 2,939 | $414.7K | 0.64% | +2,939 | New |
| William Blair Investment Management, LLC | 2,943 | $415.2K | 0.00% | +13+0.4% | Added |
| Bridgefront Capital, LLC | 2,946 | $415.7K | 0.11% | −1,677−36.3% | Reduced |
| CIBC Bancorp USA Inc. | 2,951 | $416.4K | 0.00% | −126−4.1% | Reduced |
| Securian Asset Management, Inc | 2,557 | $420.1K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 3,041 | $429.1K | 0.09% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 3,045 | $429.6K | 0.00% | +3,045 | New |
| Aquatic Capital Management LLC | 3,071 | $433.3K | 0.01% | +3,071 | New |
| RSM US Wealth Management LLC | 3,077 | $434.1K | 0.00% | −324−9.5% | Reduced |
| AlphaGrep UK Ltd | 3,100 | $437.4K | 0.13% | +3,100 | New |
| BNP Paribas Arbitrage, SA | 3,214 | $453.5K | 0.00% | −16,774−83.9% | Reduced |
| Pathstone Holdings, LLC | 3,253 | $459.0K | 0.00% | −275−7.8% | Reduced |
| Clark Asset Management, LLC | 3,265 | $460.7K | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,309 | $466.9K | 0.02% | +3,309 | New |
| Brevan Howard Capital Management LP | 3,369 | $475.3K | 0.01% | −2,668−44.2% | Reduced |
| Janney Montgomery Scott LLC | 3,376 | $476.0K | 0.00% | −675−16.7% | Reduced |
| Logan Capital Management Inc | 3,462 | $488.5K | 0.02% | +3,462 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,464 | $489.0K | 0.00% | −259−7.0% | Reduced |
| Bath Savings Trust Co | 3,467 | $489.2K | 0.05% | −650−15.8% | Reduced |
| Zions Bancorporation, National Association | 3,491 | $492.5K | 0.03% | −3,977−53.3% | Reduced |
| Custom Index Systems, LLC | 3,507 | $494.8K | 0.18% | −136−3.7% | Reduced |
| Oak Thistle LLC | 3,577 | $504.7K | 0.05% | +3,577 | New |
| Public Employees Retirement Association of Colorado | 3,593 | $507.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,627 | $511.7K | 0.18% | +2+0.1% | Added |
| D. E. Shaw & Co., Inc. | 3,700 | $522.0K | 0.00% | −6,000−61.9% | Reduced |
| Mirabella Financial Services LLP | 3,706 | $522.9K | 0.05% | +3,706 | New |
| O'Shaughnessy Asset Management, LLC | 3,711 | $523.6K | 0.00% | −10−0.3% | Reduced |
| Truist Financial Corp | 3,812 | $537.8K | 0.00% | +6+0.2% | Added |
| Pacer Advisors, Inc. | 3,866 | $545.0K | 0.00% | −89−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 3,890 | $548.8K | 0.01% | +3,890 | New |
| Swiss Life Asset Management Ltd | 3,896 | $549.7K | 0.00% | +1,705+77.8% | Added |
| Commerce Bank | 3,964 | $559.3K | 0.00% | +999+33.7% | Added |
| Jupiter Asset Management Ltd | 3,989 | $562.8K | 0.00% | +3,989 | New |
| Aurora Investment Counsel | 4,006 | $565.2K | 0.29% | −505−11.2% | Reduced |
| Inceptionr LLC | 4,030 | $568.6K | 0.14% | +2,656+193.3% | Added |