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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 24,181 | $3.41M | 0.09% | −401−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 24,664 | $3.48M | 0.00% | −1,552−5.9% | Reduced |
| Fifth Third Bancorp | 25,373 | $3.58M | 0.01% | −3,373−11.7% | Reduced |
| Sone Capital Management, LLC | 26,285 | $3.71M | 0.28% | −3,119−10.6% | Reduced |
| Penserra Capital Management LLC | 27,036 | $3.81M | 0.03% | −1,082−3.8% | Reduced |
| Long Road Investment Counsel, LLC | 27,904 | $3.94M | 1.45% | −130−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 28,019 | $3.95M | 0.02% | +14,000+99.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 29,325 | $4.14M | 0.17% | −50−0.2% | Reduced |
| HM Payson & Co | 29,500 | $4.16M | 0.06% | +1,808+6.5% | Added |
| State Board of Administration of Florida Retirement System | 29,538 | $4.17M | 0.01% | −610−2.0% | Reduced |
| CI Private Wealth, LLC | 29,984 | $4.23M | 0.01% | +15,733+110.4% | Added |
| Jacobs Asset Management, LLC | 30,000 | $4.23M | 3.19% | +30,000 | New |
| Cambiar Investors LLC | 30,009 | $4.23M | 0.18% | −1,922−6.0% | Reduced |
| American Century Companies Inc | 30,165 | $4.26M | 0.00% | +27,195+915.7% | Added |
| Vanguard Asset Management, Ltd | 30,791 | $4.34M | 0.00% | +496+1.6% | Added |
| Illinois Municipal Retirement Fund | 30,917 | $4.36M | 0.05% | +9,587+44.9% | Added |
| Foyston, Gordon, & Payne Inc | 31,162 | $4.40M | 0.94% | +715+2.3% | Added |
| Jump Financial, LLC | 32,314 | $4.56M | 0.04% | +32,314 | New |
| Susquehanna International Group, LLP | 33,156 | $4.68M | 0.00% | +30,795+1,304.3% | Added |
| Price T Rowe Associates Inc | 34,923 | $4.93M | 0.00% | −195−0.6% | Reduced |
| Swedbank AB | 35,300 | $4.98M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 35,308 | $4.98M | 0.16% | +35,308 | New |
| Millennium Management LLC | 35,391 | $4.99M | 0.00% | +18,728+112.4% | Added |
| HSBC Holdings PLC | 36,689 | $5.04M | 0.00% | +35,128+2,250.4% | Added |
| Retirement Systems of Alabama | 35,857 | $5.06M | 0.02% | −6,179−14.7% | Reduced |
| Empowered Funds, LLC | 36,137 | $5.10M | 0.03% | +33,539+1,291.0% | Added |
| First Trust Advisors LP | 36,621 | $5.17M | 0.00% | −15,774−30.1% | Reduced |
| Seizert Capital Partners, LLC | 36,723 | $5.18M | 0.21% | +12,398+51.0% | Added |
| Kestrel Investment Management Corp | 36,900 | $5.21M | 2.83% | +36,900 | New |
| California State Teachers Retirement System | 38,004 | $5.36M | 0.00% | −217−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 38,008 | $5.36M | 0.00% | +38,008 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 38,186 | $5.39M | 0.01% | +19,177+100.9% | Added |
| Ameriprise Financial Inc | 40,128 | $5.66M | 0.00% | −39,428−49.6% | Reduced |
| New York State Teachers Retirement System | 41,012 | $5.79M | 0.01% | −4,556−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 42,395 | $5.98M | 0.02% | +22,816+116.5% | Added |
| Gator Capital Management, LLC | 42,899 | $6.05M | 1.30% | −6,365−12.9% | Reduced |
| Legal & General Group Plc | 43,171 | $6.09M | 0.00% | −405−0.9% | Reduced |
| State of Wisconsin Investment Board | 43,625 | $6.16M | 0.01% | −287−0.7% | Reduced |
| Gillson Capital LP | 45,608 | $6.43M | 0.38% | +45,608 | New |
| Alliancebernstein L.P. | 42,214 | $6.46M | 0.00% | +112+0.3% | Added |
| Wells Fargo & Company | 47,663 | $6.72M | 0.00% | +3,355+7.6% | Added |
| Crossmark Global Holdings, Inc. | 54,014 | $7.62M | 0.10% | +12,300+29.5% | Added |
| Primecap Management Co | 54,660 | $7.71M | 0.00% | −62,100−53.2% | Reduced |
| CenterBook Partners LP | 55,870 | $7.88M | 0.39% | +45,908+460.8% | Added |
| rhino investment partners, Inc | 57,705 | $8.14M | 2.46% | −3,500−5.7% | Reduced |
| XTX Topco Ltd | 61,842 | $8.73M | 0.11% | +58,729+1,886.6% | Added |
| Raymond James Financial Inc | 65,413 | $9.23M | 0.00% | −5,200−7.4% | Reduced |
| Spinnaker Trust | 65,963 | $9.31M | 0.45% | 00.0% | Unchanged |
| Swiss National Bank | 66,026 | $9.32M | 0.00% | +1,600+2.5% | Added |
| HRT Financial LP | 66,411 | $9.37M | 0.02% | +66,411 | New |
| Envestnet Asset Management Inc | 70,802 | $9.99M | 0.00% | −4,496−6.0% | Reduced |
| Principal Financial Group Inc | 78,703 | $11.1M | 0.01% | +2,196+2.9% | Added |
| California Public Employees Retirement System | 82,330 | $11.6M | 0.01% | +5,726+7.5% | Added |
| Russell Investments Group, Ltd. | 83,127 | $11.7M | 0.01% | +64,290+341.3% | Added |
| Thompson Siegel & Walmsley LLC | 85,428 | $12.1M | 0.22% | +30,318+55.0% | Added |
| Lightrock Netherlands B.V. | 86,800 | $12.2M | 2.51% | +26,800+44.7% | Added |
| Invesco Ltd. | 86,892 | $12.3M | 0.00% | +3,621+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 87,926 | $12.4M | 0.07% | +87,926 | New |
| Point72 Asset Management, L.P. | 88,419 | $12.5M | 0.02% | +88,419 | New |
| Nuveen, LLC | 90,827 | $12.8M | 0.00% | −1,090−1.2% | Reduced |
| Alta Fox Capital Management, LLC | 91,000 | $12.8M | 2.58% | +91,000 | New |
| Jones Financial Companies LLLP | 97,569 | $13.5M | 0.01% | −8,998−8.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 98,341 | $13.9M | 0.11% | +98,341 | New |
| Natixis Advisors, L.P. | 101,925 | $14.4M | 0.02% | −12,388−10.8% | Reduced |
| Rhumbline Advisers | 105,297 | $14.9M | 0.01% | −336−0.3% | Reduced |
| Jane Street Group, LLC | 109,924 | $15.5M | 0.01% | +109,924 | New |
| UBS Asset Management Americas Inc | 119,877 | $16.9M | 0.00% | −5,754−4.6% | Reduced |
| New York State Common Retirement Fund | 120,532 | $17.0M | 0.02% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 127,062 | $17.9M | 2.47% | +34,805+37.7% | Added |
| AQR Capital Management LLC | 134,942 | $18.4M | 0.01% | −1,170,501−89.7% | Reduced |
| Goldman Sachs Group Inc | 153,020 | $21.6M | 0.00% | −13,884−8.3% | Reduced |
| Meridiem Capital Partners LP | 160,776 | $22.7M | 1.04% | +160,776 | New |
| Loomis Sayles & Co L P | 170,685 | $24.1M | 0.03% | −4,453−2.5% | Reduced |
| Incline Global Management LLC | 174,922 | $24.7M | 6.92% | +159,259+1,016.8% | Added |
| Rice Hall James & Associates, LLC | 178,606 | $25.2M | 1.23% | −1,708−0.9% | Reduced |
| Quantinno Capital Management LP | 185,702 | $26.2M | 0.03% | −27,171−12.8% | Reduced |
| Neuberger Berman Group LLC | 200,003 | $28.2M | 0.02% | −1,671−0.8% | Reduced |
| Lakewood Capital Management, LP | 200,968 | $28.4M | 1.47% | 00.0% | Unchanged |
| Sunriver Management LLC | 202,518 | $28.6M | 4.49% | −1,176−0.6% | Reduced |
| Bank of New York Mellon Corp | 217,396 | $30.7M | 0.01% | −15,286−6.6% | Reduced |
| Vanguard Fiduciary Trust Co | 218,743 | $30.9M | 0.01% | +5,086+2.4% | Added |
| Solel Partners LP | 222,387 | $31.4M | 5.33% | +55,387+33.2% | Added |
| Hawk Ridge Capital Management LP | 245,411 | $34.6M | 1.11% | +81,940+50.1% | Added |
| Wellington Management Group LLP | 306,816 | $43.3M | 0.01% | −549−0.2% | Reduced |
| Gotham Asset Management, LLC | 317,400 | $44.8M | 0.10% | −57,648−15.4% | Reduced |
| Ariel Investments, LLC | 331,383 | $46.8M | 0.47% | −6,341−1.9% | Reduced |
| UBS Group AG | 342,363 | $48.3M | 0.01% | +52,602+18.2% | Added |
| Federated Hermes, Inc. | 349,233 | $49.3M | 0.07% | −13,139−3.6% | Reduced |
| Northern Trust Corp | 351,672 | $49.6M | 0.01% | +18,820+5.7% | Added |
| Norges Bank | 365,109 | $51.5M | 0.01% | +365,109 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 367,338 | $51.8M | 0.50% | −7,772−2.1% | Reduced |
| JPMorgan Chase & Co | 381,242 | $52.3M | 0.00% | +42,785+12.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 386,978 | $54.6M | 0.16% | +150,380+63.6% | Added |
| River Road Asset Management, LLC | 424,915 | $60.0M | 0.67% | −51,162−10.7% | Reduced |
| New South Capital Management Inc | 444,624 | $62.7M | 2.75% | +195,861+78.7% | Added |
| Snyder Capital Management L P | 466,244 | $65.8M | 1.14% | +95,580+25.8% | Added |
| Charles Schwab Investment Management Inc | 487,579 | $68.8M | 0.01% | +9,026+1.9% | Added |
| Capital World Investors | 547,682 | $77.3M | 0.01% | +336,442+159.3% | Added |
| SEI Investments Co | 549,632 | $77.5M | 0.07% | −47,968−8.0% | Reduced |
| Citadel Advisors LLC | 582,786 | $82.2M | 0.05% | +307,959+112.1% | Added |