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 |
|---|---|---|---|---|---|
| Turtle Creek Asset Management Inc. | 728,088 | $102.7M | 4.01% | +58,753+8.8% | Added |
| Dimensional Fund Advisors LP | 733,560 | $103.5M | 0.02% | +47,425+6.9% | Added |
| Lyrical Asset Management LP | 770,524 | $108.7M | 1.38% | +9,588+1.3% | Added |
| Geode Capital Management, LLC | 671,582 | $110.4M | 0.01% | +15,745+2.4% | Added |
| Bank of America Corp | 815,695 | $115.1M | 0.01% | −7,986−1.0% | Reduced |
| Earnest Partners LLC | 857,373 | $121.0M | 0.44% | −25,632−2.9% | Reduced |
| State Street Corp | 1,133,228 | $159.9M | 0.00% | +41,815+3.8% | Added |
| Vanguard Portfolio Management LLC | 1,430,765 | $201.9M | 0.01% | −52,838−3.6% | Reduced |
| Boston Partners | 1,493,028 | $210.8M | 0.19% | −167,745−10.1% | Reduced |
| Vanguard Capital Management LLC | 1,513,612 | $213.6M | 0.00% | −28,834−1.9% | Reduced |
| Impactive Capital LP | 1,707,253 | $240.9M | 17.19% | 00.0% | Unchanged |
| FMR LLC | 1,801,385 | $254.2M | 0.01% | +576,081+47.0% | Added |
| Morgan Stanley | 1,949,295 | $275.0M | 0.01% | −150,973−7.2% | Reduced |
| Par Capital Management Inc | 2,254,984 | $318.2M | 7.89% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,167,005 | $446.8M | 0.01% | +61,564+2.0% | Added |
| Jupiter Topco LLC | 3,967,061 | $559.7M | 0.23% | +3,967,061 | New |
| SG Capital Management LLC | 0 | $0 | 0.00% | −303,280−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −231,924−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −161,275−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −108,008−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −56,949−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −54,635−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −25,598−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −14,013−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,647−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −8,591−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,654−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −4,104−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Bull Harbor Capital LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Cache Advisors, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| AREX Capital Management, LP | – | – | – | – | Not filed |