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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 30,917 | $4.36M | 0.05% | +9,587+44.9% | Added |
| Vanguard Asset Management, Ltd | 30,791 | $4.34M | 0.00% | +496+1.6% | Added |
| American Century Companies Inc | 30,165 | $4.26M | 0.00% | +27,195+915.7% | Added |
| Cambiar Investors LLC | 30,009 | $4.23M | 0.18% | −1,922−6.0% | Reduced |
| Jacobs Asset Management, LLC | 30,000 | $4.23M | 3.19% | +30,000 | New |
| CI Private Wealth, LLC | 29,984 | $4.23M | 0.01% | +15,733+110.4% | Added |
| State Board of Administration of Florida Retirement System | 29,538 | $4.17M | 0.01% | −610−2.0% | Reduced |
| HM Payson & Co | 29,500 | $4.16M | 0.06% | +1,808+6.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 29,325 | $4.14M | 0.17% | −50−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 28,019 | $3.95M | 0.02% | +14,000+99.9% | Added |
| Long Road Investment Counsel, LLC | 27,904 | $3.94M | 1.45% | −130−0.5% | Reduced |
| Penserra Capital Management LLC | 27,036 | $3.81M | 0.03% | −1,082−3.8% | Reduced |
| Sone Capital Management, LLC | 26,285 | $3.71M | 0.28% | −3,119−10.6% | Reduced |
| Fifth Third Bancorp | 25,373 | $3.58M | 0.01% | −3,373−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 24,664 | $3.48M | 0.00% | −1,552−5.9% | Reduced |
| Dana Investment Advisors, Inc. | 24,181 | $3.41M | 0.09% | −401−1.6% | Reduced |
| Bessemer Group Inc | 23,741 | $3.35M | 0.00% | −112−0.5% | Reduced |
| Clark Estates Inc | 21,800 | $3.08M | 0.71% | +6,700+44.4% | Added |
| Great West Life Assurance Co | 19,656 | $2.77M | 0.00% | +30+0.2% | Added |
| Lazard Asset Management LLC | 19,479 | $2.75M | 0.00% | +422+2.2% | Added |
| Squarepoint Ops LLC | 18,537 | $2.62M | 0.01% | −7,187−27.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,476 | $2.61M | 0.03% | −9,491−33.9% | Reduced |
| Martin & Co Inc | 17,690 | $2.50M | 0.39% | +514+3.0% | Added |
| Walleye Trading LLC | 16,977 | $2.40M | 0.03% | +16,977 | New |
| Blair William & Co | 16,861 | $2.38M | 0.01% | −1,983−10.5% | Reduced |
| MetLife Investment Management | 16,777 | $2.37M | 0.01% | −209−1.2% | Reduced |
| Lighthouse Investment Partners, LLC | 16,747 | $2.36M | 0.07% | +16,747 | New |
| Cander Asset Management LP | 15,900 | $2.24M | 0.42% | +15,900 | New |
| Citigroup Inc | 15,898 | $2.24M | 0.00% | −714−4.3% | Reduced |
| Vanguard Global Advisers, LLC | 15,871 | $2.24M | 0.00% | −2,100−11.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,473 | $2.18M | 0.02% | +902+6.2% | Added |
| Amalgamated Bank | 15,387 | $2.17M | 0.02% | −104−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 15,379 | $2.17M | 0.02% | −449−2.8% | Reduced |
| Burney Co | 15,123 | $2.13M | 0.06% | +15,123 | New |
| Y-Intercept (Hong Kong) Ltd | 15,000 | $2.12M | 0.04% | +15,000 | New |
| Amundi | 14,784 | $2.09M | 0.00% | −1,388−8.6% | Reduced |
| Treasurer of the State of North Carolina | 14,569 | $2.06M | 0.01% | +40+0.3% | Added |
| State of Tennessee, Treasury Department | 14,385 | $2.03M | 0.01% | +642+4.7% | Added |
| LPL Financial LLC | 13,868 | $1.96M | 0.00% | −6,883−33.2% | Reduced |
| Henshaw Capital LLC | 13,362 | $1.89M | 0.06% | −2,247−14.4% | Reduced |
| Royal Bank of Canada | 12,990 | $1.83M | 0.00% | −2,117−14.0% | Reduced |
| Mutual of America Capital Management LLC | 12,865 | $1.82M | 0.02% | −275−2.1% | Reduced |
| Palisade Capital Management LLC | 12,616 | $1.78M | 0.08% | +1,163+10.2% | Added |
| State of New Jersey Common Pension Fund D | 12,304 | $1.74M | 0.01% | −2,231−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,090 | $1.71M | 0.05% | +63+0.5% | Added |
| Nisa Investment Advisors, LLC | 11,741 | $1.66M | 0.01% | −91−0.8% | Reduced |
| Thrivent Financial for Lutherans | 11,636 | $1.64M | 0.00% | +3,910+50.6% | Added |
| Handelsbanken Fonder AB | 11,544 | $1.63M | 0.00% | −700−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,487 | $1.62M | 0.00% | +6,683+139.1% | Added |
| IMC-Chicago, LLC | 11,164 | $1.58M | 0.01% | +11,164 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,097 | $1.57M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,020 | $1.55M | 0.01% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 10,908 | $1.54M | 0.01% | +10,908 | New |
| EJF Capital LLC | 10,800 | $1.52M | 1.02% | +1,500+16.1% | Added |
| The PNC Financial Services Group, Inc. | 10,749 | $1.52M | 0.00% | −521−4.6% | Reduced |
| Harbor Capital Advisors, Inc. | 10,733 | $1.51M | 0.10% | +4,313+67.2% | Added |
| Deutsche Bank AG | 10,662 | $1.50M | 0.00% | −3,803−26.3% | Reduced |
| Canada Pension Plan Investment Board | 10,600 | $1.50M | 0.00% | +5,400+103.8% | Added |
| Victory Capital Management Inc | 10,513 | $1.48M | 0.00% | +4,965+89.5% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.48M | 0.34% | +10,500 | New |
| Louisiana State Employees Retirement System | 10,100 | $1.43M | 0.02% | +200+2.0% | Added |
| Axxion S.A. | 10,000 | $1.41M | 0.10% | +10,000 | New |
| Twin Tree Management, LP | 9,793 | $1.38M | 0.22% | +9,793 | New |
| Engineers Gate Manager LP | 9,768 | $1.38M | 0.02% | +9,768 | New |
| Marshall Wace, LLP | 9,680 | $1.37M | 0.00% | +2,000+26.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,568 | $1.35M | 0.00% | −16,725−66.1% | Reduced |
| Yousif Capital Management, LLC | 9,473 | $1.34M | 0.01% | −539−5.4% | Reduced |
| Barclays PLC | 9,168 | $1.29M | 0.00% | −5,571−37.8% | Reduced |
| Arizona State Retirement System | 9,087 | $1.28M | 0.01% | +135+1.5% | Added |
| VARCOV Co. | 8,924 | $1.26M | 0.48% | +8,924 | New |
| Vanguard Investments Australia, Ltd. | 8,297 | $1.17M | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 8,557 | $1.17M | 0.12% | −5,748−40.2% | Reduced |
| Atria Investments LLC | 8,275 | $1.17M | 0.01% | +2,528+44.0% | Added |
| 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 |
| Algert Global LLC | 8,190 | $1.16M | 0.01% | +8,190 | New |
| State of Michigan Retirement System | 8,075 | $1.14M | 0.01% | −200−2.4% | Reduced |
| Radnor Capital Management, LLC | 7,890 | $1.11M | 0.16% | −1,040−11.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,865 | $1.11M | 0.00% | +348+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,798 | $1.10M | 0.01% | +116+1.5% | Added |
| GHP Investment Advisors, Inc. | 7,697 | $1.09M | 0.04% | −185−2.3% | Reduced |
| New Mexico Educational Retirement Board | 7,200 | $1.02M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,179 | $1.01M | 0.01% | +200+2.9% | Added |
| Cerity Partners LLC | 6,982 | $985.1K | 0.00% | −44,383−86.4% | Reduced |
| Mercer Global Advisors Inc | 6,934 | $978.3K | 0.00% | −15,625−69.3% | Reduced |
| Toroso Investments, LLC | 6,868 | $969.0K | 0.00% | +2,642+62.5% | Added |
| Vident Advisory, LLC | 6,741 | $951.1K | 0.01% | +363+5.7% | Added |
| Daiwa Securities Group Inc. | 6,534 | $921.9K | 0.00% | −163−2.4% | Reduced |
| Creative Planning | 6,356 | $896.8K | 0.00% | −14,264−69.2% | Reduced |
| Prelude Capital Management, LLC | 6,233 | $879.4K | 0.06% | +1,233+24.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,202 | $875.0K | 0.02% | −78−1.2% | Reduced |
| SG Americas Securities, LLC | 6,172 | $871.0K | 0.00% | −61,755−90.9% | Reduced |
| Callan Family Office, LLC | 6,016 | $848.8K | 0.02% | +1,492+33.0% | Added |
| M&T Bank Corp | 5,842 | $823.8K | 0.00% | +846+16.9% | Added |
| Captrust Financial Advisors | 5,817 | $820.7K | 0.00% | −11,302−66.0% | Reduced |
| CWM Advisors, LLC | 5,717 | $806.5K | 0.03% | +1,575+38.0% | Added |
| Snowden Capital Advisors LLC | 5,386 | $759.9K | 0.02% | +937+21.1% | Added |
| Sepio Capital, LP | 5,301 | $747.9K | 0.04% | −129−2.4% | Reduced |
| Quadrature Capital Ltd | 5,084 | $717.3K | 0.01% | +5,084 | New |
| Summit Trail Advisors, LLC | 5,036 | $710.5K | 0.01% | −3,902−43.7% | Reduced |