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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 5,024 | $708.8K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,009 | $706.7K | 0.00% | +5,009 | New |
| Sanctuary Advisors, LLC | 4,981 | $702.7K | 0.00% | −38−0.8% | Reduced |
| State of Alaska, Department of Revenue | 4,964 | $700.0K | 0.01% | +76+1.6% | Added |
| Storgate, LLC | 4,770 | $673.0K | 0.14% | +2,657+125.7% | Added |
| Bank of Montreal | 4,758 | $671.3K | 0.00% | −740−13.5% | Reduced |
| Ensign Peak Advisors, Inc | 4,751 | $670.3K | 0.00% | +2,254+90.3% | Added |
| Verition Fund Management LLC | 4,652 | $656.4K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 4,540 | $640.5K | 0.03% | +4,540 | New |
| Xponance, Inc. | 4,366 | $616.0K | 0.00% | −33−0.8% | Reduced |
| Dockside LLC | 4,276 | $603.3K | 0.14% | +4,276 | New |
| HighTower Advisors, LLC | 4,275 | $603.2K | 0.00% | −1,080−20.2% | Reduced |
| Bank of Nova Scotia | 4,200 | $592.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,171 | $588.4K | 0.00% | −208−4.7% | Reduced |
| Blueshift Asset Management, LLC | 4,123 | $581.7K | 0.13% | +4,123 | New |
| Watershed Asset Management, L.L.C. | 4,043 | $570.4K | 0.51% | +1,076+36.3% | Added |
| Inceptionr LLC | 4,030 | $568.6K | 0.14% | +2,656+193.3% | Added |
| Aurora Investment Counsel | 4,006 | $565.2K | 0.29% | −505−11.2% | Reduced |
| Jupiter Asset Management Ltd | 3,989 | $562.8K | 0.00% | +3,989 | New |
| Commerce Bank | 3,964 | $559.3K | 0.00% | +999+33.7% | Added |
| Swiss Life Asset Management Ltd | 3,896 | $549.7K | 0.00% | +1,705+77.8% | Added |
| ExodusPoint Capital Management, LP | 3,890 | $548.8K | 0.01% | +3,890 | New |
| Pacer Advisors, Inc. | 3,866 | $545.0K | 0.00% | −89−2.3% | Reduced |
| Truist Financial Corp | 3,812 | $537.8K | 0.00% | +6+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,711 | $523.6K | 0.00% | −10−0.3% | Reduced |
| Mirabella Financial Services LLP | 3,706 | $522.9K | 0.05% | +3,706 | New |
| D. E. Shaw & Co., Inc. | 3,700 | $522.0K | 0.00% | −6,000−61.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,627 | $511.7K | 0.18% | +2+0.1% | Added |
| Public Employees Retirement Association of Colorado | 3,593 | $507.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,577 | $504.7K | 0.05% | +3,577 | New |
| Custom Index Systems, LLC | 3,507 | $494.8K | 0.18% | −136−3.7% | Reduced |
| Zions Bancorporation, National Association | 3,491 | $492.5K | 0.03% | −3,977−53.3% | Reduced |
| Bath Savings Trust Co | 3,467 | $489.2K | 0.05% | −650−15.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,464 | $489.0K | 0.00% | −259−7.0% | Reduced |
| Logan Capital Management Inc | 3,462 | $488.5K | 0.02% | +3,462 | New |
| Janney Montgomery Scott LLC | 3,376 | $476.0K | 0.00% | −675−16.7% | Reduced |
| Brevan Howard Capital Management LP | 3,369 | $475.3K | 0.01% | −2,668−44.2% | Reduced |
| New Age Alpha Advisors, LLC | 3,309 | $466.9K | 0.02% | +3,309 | New |
| Clark Asset Management, LLC | 3,265 | $460.7K | 0.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,253 | $459.0K | 0.00% | −275−7.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,214 | $453.5K | 0.00% | −16,774−83.9% | Reduced |
| AlphaGrep UK Ltd | 3,100 | $437.4K | 0.13% | +3,100 | New |
| RSM US Wealth Management LLC | 3,077 | $434.1K | 0.00% | −324−9.5% | Reduced |
| Aquatic Capital Management LLC | 3,071 | $433.3K | 0.01% | +3,071 | New |
| Massachusetts Financial Services Co | 3,045 | $429.6K | 0.00% | +3,045 | New |
| Benin Management CORP | 3,041 | $429.1K | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,557 | $420.1K | 0.02% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,951 | $416.4K | 0.00% | −126−4.1% | Reduced |
| Bridgefront Capital, LLC | 2,946 | $415.7K | 0.11% | −1,677−36.3% | Reduced |
| William Blair Investment Management, LLC | 2,943 | $415.2K | 0.00% | +13+0.4% | Added |
| nVerses Capital, LLC | 2,939 | $414.7K | 0.64% | +2,939 | New |
| Coppell Advisory Solutions LLC | 5,986 | $413.5K | 0.12% | +5,986 | New |
| Teacher Retirement System of Texas | 2,884 | $406.9K | 0.00% | −297−9.3% | Reduced |
| Stephens Inc | 2,859 | $403.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nordea Investment Management AB | 2,965 | $397.9K | 0.00% | +2,965 | New |
| EP Wealth Advisors, LLC | 2,810 | $396.5K | 0.00% | +1,168+71.1% | Added |
| SEB Asset Management AB | 2,790 | $393.6K | 0.00% | +2,790 | New |
| Voya Investment Management LLC | 2,667 | $376.3K | 0.00% | +124+4.9% | Added |
| Ronald Blue Trust, Inc. | 2,587 | $365.0K | 0.00% | −153−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,529 | $356.8K | 0.01% | +1,369+118.0% | Added |
| Syon Capital LLC | 2,497 | $352.3K | 0.02% | −2,702−52.0% | Reduced |
| Intech Investment Management LLC | 2,478 | $349.6K | 0.00% | −1,375−35.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $345.7K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,440 | $344.3K | 0.01% | −3,893−61.5% | Reduced |
| Simplex Trading, LLC | 2,399 | $338.5K | 0.01% | +2,399 | New |
| Equitable Trust Co | 2,387 | $336.8K | 0.01% | +542+29.4% | Added |
| DekaBank Deutsche Girozentrale | 2,193 | $335.0K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,283 | $322.1K | 0.03% | −332−12.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,852 | $317.6K | 0.01% | −2,979−61.7% | Reduced |
| Ballentine Partners, LLC | 2,151 | $303.5K | 0.00% | −2−0.1% | Reduced |
| Index Technologies Group LLC | 2,112 | $298.0K | 0.24% | −108−4.9% | Reduced |
| Eukles Asset Management | 2,092 | $295.2K | 0.12% | −124−5.6% | Reduced |
| Laird Norton Trust Company, LLC | 2,082 | $293.7K | 0.01% | +63+3.1% | Added |
| Gabelli Funds LLC | 2,027 | $286.0K | 0.00% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 1,976 | $278.8K | 0.00% | +1,976 | New |
| MML Investors Services, LLC | 1,971 | $278.1K | 0.00% | −759−27.8% | Reduced |
| Portside Wealth Group, LLC | 1,959 | $276.4K | 0.03% | +6+0.3% | Added |
| Evolve Private Wealth, LLC | 1,906 | $268.9K | 0.02% | −207−9.8% | Reduced |
| Two Sigma Investments, LP | 1,900 | $268.1K | 0.00% | −400−17.4% | Reduced |
| US Bancorp | 1,899 | $267.9K | 0.00% | −14−0.7% | Reduced |
| Prudential Financial Inc | 1,879 | $265.1K | 0.00% | −114−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,853 | $261.4K | 0.00% | −277−13.0% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $261.3K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,794 | $253.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,736 | $244.9K | 0.00% | −94−5.1% | Reduced |
| Chicago Capital, LLC | 1,728 | $243.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,687 | $238.0K | 0.00% | −51−2.9% | Reduced |
| Bridgewater Advisors Inc. | 1,312 | $236.4K | 0.01% | +1,312 | New |
| Knollwood Investment Advisory, LLC | 1,674 | $236.2K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 1,657 | $233.8K | 0.00% | −954−36.5% | Reduced |
| Claret Asset Management Corp | 1,650 | $233.0K | 0.03% | +92+5.9% | Added |
| DnB Asset Management AS | 1,579 | $222.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,571 | $221.7K | 0.01% | −168−9.7% | Reduced |
| Two Sigma Securities, LLC | 1,562 | $220.4K | 0.02% | +1,562 | New |
| Panagora Asset Management Inc | 1,558 | $219.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,496 | $211.1K | 0.00% | +753+101.3% | Added |
| Assenagon Asset Management S.A. | 1,472 | $207.7K | 0.00% | +1,472 | New |
| Inspire Advisors, LLC | 1,439 | $203.3K | 0.01% | +14+1.0% | Added |