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 |
|---|---|---|---|---|---|
| Watershed Asset Management, L.L.C. | 4,043 | $570.4K | 0.51% | +1,076+36.3% | Added |
| Blueshift Asset Management, LLC | 4,123 | $581.7K | 0.13% | +4,123 | New |
| Cetera Investment Advisers | 4,171 | $588.4K | 0.00% | −208−4.7% | Reduced |
| Bank of Nova Scotia | 4,200 | $592.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,275 | $603.2K | 0.00% | −1,080−20.2% | Reduced |
| Dockside LLC | 4,276 | $603.3K | 0.14% | +4,276 | New |
| Xponance, Inc. | 4,366 | $616.0K | 0.00% | −33−0.8% | Reduced |
| CSS LLC | 4,540 | $640.5K | 0.03% | +4,540 | New |
| Verition Fund Management LLC | 4,652 | $656.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,751 | $670.3K | 0.00% | +2,254+90.3% | Added |
| Bank of Montreal | 4,758 | $671.3K | 0.00% | −740−13.5% | Reduced |
| Storgate, LLC | 4,770 | $673.0K | 0.14% | +2,657+125.7% | Added |
| State of Alaska, Department of Revenue | 4,964 | $700.0K | 0.01% | +76+1.6% | Added |
| Sanctuary Advisors, LLC | 4,981 | $702.7K | 0.00% | −38−0.8% | Reduced |
| Bridgewater Associates, LP | 5,009 | $706.7K | 0.00% | +5,009 | New |
| Pictet Asset Management Holding SA | 5,024 | $708.8K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,036 | $710.5K | 0.01% | −3,902−43.7% | Reduced |
| Quadrature Capital Ltd | 5,084 | $717.3K | 0.01% | +5,084 | New |
| Sepio Capital, LP | 5,301 | $747.9K | 0.04% | −129−2.4% | Reduced |
| Snowden Capital Advisors LLC | 5,386 | $759.9K | 0.02% | +937+21.1% | Added |
| CWM Advisors, LLC | 5,717 | $806.5K | 0.03% | +1,575+38.0% | Added |
| Captrust Financial Advisors | 5,817 | $820.7K | 0.00% | −11,302−66.0% | Reduced |
| M&T Bank Corp | 5,842 | $823.8K | 0.00% | +846+16.9% | Added |
| Callan Family Office, LLC | 6,016 | $848.8K | 0.02% | +1,492+33.0% | Added |
| SG Americas Securities, LLC | 6,172 | $871.0K | 0.00% | −61,755−90.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,202 | $875.0K | 0.02% | −78−1.2% | Reduced |
| Prelude Capital Management, LLC | 6,233 | $879.4K | 0.06% | +1,233+24.7% | Added |
| Creative Planning | 6,356 | $896.8K | 0.00% | −14,264−69.2% | Reduced |
| Daiwa Securities Group Inc. | 6,534 | $921.9K | 0.00% | −163−2.4% | Reduced |
| Vident Advisory, LLC | 6,741 | $951.1K | 0.01% | +363+5.7% | Added |
| Toroso Investments, LLC | 6,868 | $969.0K | 0.00% | +2,642+62.5% | Added |
| Mercer Global Advisors Inc | 6,934 | $978.3K | 0.00% | −15,625−69.3% | Reduced |
| Cerity Partners LLC | 6,982 | $985.1K | 0.00% | −44,383−86.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,179 | $1.01M | 0.01% | +200+2.9% | Added |
| New Mexico Educational Retirement Board | 7,200 | $1.02M | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7,697 | $1.09M | 0.04% | −185−2.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,798 | $1.10M | 0.01% | +116+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,865 | $1.11M | 0.00% | +348+4.6% | Added |
| Radnor Capital Management, LLC | 7,890 | $1.11M | 0.16% | −1,040−11.6% | Reduced |
| State of Michigan Retirement System | 8,075 | $1.14M | 0.01% | −200−2.4% | Reduced |
| Algert Global LLC | 8,190 | $1.16M | 0.01% | +8,190 | New |
| Formula Growth Ltd | 8,200 | $1.16M | 0.41% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $1.16M | 0.00% | +1,000+13.9% | Added |
| Atria Investments LLC | 8,275 | $1.17M | 0.01% | +2,528+44.0% | Added |
| Fulcrum Asset Management LLP | 8,557 | $1.17M | 0.12% | −5,748−40.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 8,297 | $1.17M | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 8,924 | $1.26M | 0.48% | +8,924 | New |
| Arizona State Retirement System | 9,087 | $1.28M | 0.01% | +135+1.5% | Added |
| Barclays PLC | 9,168 | $1.29M | 0.00% | −5,571−37.8% | Reduced |
| Yousif Capital Management, LLC | 9,473 | $1.34M | 0.01% | −539−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,568 | $1.35M | 0.00% | −16,725−66.1% | Reduced |
| Marshall Wace, LLP | 9,680 | $1.37M | 0.00% | +2,000+26.0% | Added |
| Engineers Gate Manager LP | 9,768 | $1.38M | 0.02% | +9,768 | New |
| Twin Tree Management, LP | 9,793 | $1.38M | 0.22% | +9,793 | New |
| Axxion S.A. | 10,000 | $1.41M | 0.10% | +10,000 | New |
| Louisiana State Employees Retirement System | 10,100 | $1.43M | 0.02% | +200+2.0% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.48M | 0.34% | +10,500 | New |
| Victory Capital Management Inc | 10,513 | $1.48M | 0.00% | +4,965+89.5% | Added |
| Canada Pension Plan Investment Board | 10,600 | $1.50M | 0.00% | +5,400+103.8% | Added |
| Deutsche Bank AG | 10,662 | $1.50M | 0.00% | −3,803−26.3% | Reduced |
| Harbor Capital Advisors, Inc. | 10,733 | $1.51M | 0.10% | +4,313+67.2% | Added |
| The PNC Financial Services Group, Inc. | 10,749 | $1.52M | 0.00% | −521−4.6% | Reduced |
| EJF Capital LLC | 10,800 | $1.52M | 1.02% | +1,500+16.1% | Added |
| Artemis Investment Management LLP | 10,908 | $1.54M | 0.01% | +10,908 | New |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.55M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,097 | $1.57M | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,164 | $1.58M | 0.01% | +11,164 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,487 | $1.62M | 0.00% | +6,683+139.1% | Added |
| Handelsbanken Fonder AB | 11,544 | $1.63M | 0.00% | −700−5.7% | Reduced |
| Thrivent Financial for Lutherans | 11,636 | $1.64M | 0.00% | +3,910+50.6% | Added |
| Nisa Investment Advisors, LLC | 11,741 | $1.66M | 0.01% | −91−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 12,090 | $1.71M | 0.05% | +63+0.5% | Added |
| State of New Jersey Common Pension Fund D | 12,304 | $1.74M | 0.01% | −2,231−15.3% | Reduced |
| Palisade Capital Management LLC | 12,616 | $1.78M | 0.08% | +1,163+10.2% | Added |
| Mutual of America Capital Management LLC | 12,865 | $1.82M | 0.02% | −275−2.1% | Reduced |
| Royal Bank of Canada | 12,990 | $1.83M | 0.00% | −2,117−14.0% | Reduced |
| Henshaw Capital LLC | 13,362 | $1.89M | 0.06% | −2,247−14.4% | Reduced |
| LPL Financial LLC | 13,868 | $1.96M | 0.00% | −6,883−33.2% | Reduced |
| State of Tennessee, Treasury Department | 14,385 | $2.03M | 0.01% | +642+4.7% | Added |
| Treasurer of the State of North Carolina | 14,569 | $2.06M | 0.01% | +40+0.3% | Added |
| Amundi | 14,784 | $2.09M | 0.00% | −1,388−8.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,000 | $2.12M | 0.04% | +15,000 | New |
| Burney Co | 15,123 | $2.13M | 0.06% | +15,123 | New |
| Oppenheimer Asset Management Inc. | 15,379 | $2.17M | 0.02% | −449−2.8% | Reduced |
| Amalgamated Bank | 15,387 | $2.17M | 0.02% | −104−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,473 | $2.18M | 0.02% | +902+6.2% | Added |
| Vanguard Global Advisers, LLC | 15,871 | $2.24M | 0.00% | −2,100−11.7% | Reduced |
| Citigroup Inc | 15,898 | $2.24M | 0.00% | −714−4.3% | Reduced |
| Cander Asset Management LP | 15,900 | $2.24M | 0.42% | +15,900 | New |
| Lighthouse Investment Partners, LLC | 16,747 | $2.36M | 0.07% | +16,747 | New |
| MetLife Investment Management | 16,777 | $2.37M | 0.01% | −209−1.2% | Reduced |
| Blair William & Co | 16,861 | $2.38M | 0.01% | −1,983−10.5% | Reduced |
| Walleye Trading LLC | 16,977 | $2.40M | 0.03% | +16,977 | New |
| Martin & Co Inc | 17,690 | $2.50M | 0.39% | +514+3.0% | Added |
| Williams Jones Wealth Management, LLC. | 18,476 | $2.61M | 0.03% | −9,491−33.9% | Reduced |
| Squarepoint Ops LLC | 18,537 | $2.62M | 0.01% | −7,187−27.9% | Reduced |
| Lazard Asset Management LLC | 19,479 | $2.75M | 0.00% | +422+2.2% | Added |
| Great West Life Assurance Co | 19,656 | $2.77M | 0.00% | +30+0.2% | Added |
| Clark Estates Inc | 21,800 | $3.08M | 0.71% | +6,700+44.4% | Added |
| Bessemer Group Inc | 23,741 | $3.35M | 0.00% | −112−0.5% | Reduced |