WEX Inc. (WEX) — Institutional Holders, Q2 2026

417 institutional investment managers reported a WEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WEX stock profile

WEX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

120

Trimmed

166

Sold out

Biggest buyers

FMRAdded · +576,081 sh+$81.3M
Capital World InvestorsAdded · +336,442 sh+$47.5M
CITADEL ADVISORSAdded · +307,959 sh+$43.4M
NEW SOUTH CAPITAL MANAGEMENTAdded · +195,861 sh+$27.6M
Meridiem Capital PartnersNew · +160,776 sh+$22.7M

Biggest sellers

AQR CAPITAL MANAGEMENTTrimmed · -1,170,501 sh-$165.1M
SG Capital ManagementSold out · -303,280 sh-$42.8M
BALYASNY ASSET MANAGEMENT L.P.Sold out · -231,924 sh-$32.7M
Boston PartnersTrimmed · -167,745 sh-$23.7M
Longaeva Partners L.P.Sold out · -161,275 sh-$22.8M

WEX 13F holders ranked 1–100 of 417

Institutional investors reporting a position in WEX Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Jupiter Topco#1 · 3,967,061 sh	3,967,061	$559.7M	0.23%	—
2	BlackRock#2 · 3,167,005 sh	3,167,005	$446.8M	<0.01%	+2.0%
3	PAR CAPITAL MANAGEMENT#3 · 2,254,984 sh	2,254,984	$318.2M	7.89%	0.0%
4	MORGAN STANLEY#4 · 1,949,295 sh	1,949,295	$275.0M	0.01%	-7.2%
5	FMR#5 · 1,801,385 sh	1,801,385	$254.2M	0.01%	+47.0%
6	Impactive Capital#6 · 1,707,253 sh	1,707,253	$240.9M	17.19%	0.0%
7	VANGUARD CAPITAL MANAGEMENT#7 · 1,513,612 sh	1,513,612	$213.6M	<0.01%	-1.9%
8	Boston Partners#8 · 1,493,028 sh	1,493,028	$210.8M	0.19%	-10.1%
9	VANGUARD PORTFOLIO MANAGEMENT#9 · 1,430,765 sh	1,430,765	$201.9M	<0.01%	-3.6%
10	STATE STREET#10 · 1,133,228 sh	1,133,228	$159.9M	<0.01%	+3.8%
11	EARNEST PARTNERS#11 · 857,373 sh	857,373	$121.0M	0.44%	-2.9%
12	BANK OF AMERICA#12 · 815,695 sh	815,695	$115.1M	<0.01%	-1.0%
13	GEODE CAPITAL MANAGEMENT#13 · 671,582 sh	671,582	$110.4M	<0.01%	+2.4%
14	LYRICAL ASSET MANAGEMENT#14 · 770,524 sh	770,524	$108.7M	1.38%	+1.3%
15	DIMENSIONAL FUND ADVISORS#15 · 733,560 sh	733,560	$103.5M	0.02%	+6.9%
16	Turtle Creek Asset Management#16 · 728,088 sh	728,088	$102.7M	4.01%	+8.8%
17	CITADEL ADVISORS#17 · 582,786 sh	582,786	$82.2M	<0.01%	+112.1%
18	SEI INVESTMENTS#18 · 549,632 sh	549,632	$77.5M	0.07%	-8.0%
19	Capital World Investors#19 · 547,682 sh	547,682	$77.3M	<0.01%	+159.3%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 487,579 sh	487,579	$68.8M	<0.01%	+1.9%
21	SNYDER CAPITAL MANAGEMENT L P#21 · 466,244 sh	466,244	$65.8M	1.14%	+25.8%
22	NEW SOUTH CAPITAL MANAGEMENT#22 · 444,624 sh	444,624	$62.7M	2.75%	+78.7%
23	River Road Asset Management#23 · 424,915 sh	424,915	$60.0M	0.67%	-10.7%
24	HOTCHKIS & WILEY CAPITAL MANAGEMENT#24 · 386,978 sh	386,978	$54.6M	0.16%	+63.6%
25	JPMORGAN CHASE#25 · 381,242 sh	381,242	$52.3M	<0.01%	+12.6%
26	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#26 · 367,338 sh	367,338	$51.8M	—	-2.1%
27	NORGES BANK#27 · 365,109 sh	365,109	$51.5M	<0.01%	—
28	NORTHERN#28 · 351,672 sh	351,672	$49.6M	<0.01%	+5.7%
29	FEDERATED HERMES#29 · 349,233 sh	349,233	$49.3M	0.07%	-3.6%
30	UBS Group AG#30 · 342,363 sh	342,363	$48.3M	<0.01%	+18.2%
31	ARIEL INVESTMENTS#31 · 331,383 sh	331,383	$46.8M	0.47%	-1.9%
32	Gotham Asset Management#32 · 317,400 sh	317,400	$44.8M	0.10%	-15.4%
33	WELLINGTON MANAGEMENT GROUP LLP#33 · 306,816 sh	306,816	$43.3M	<0.01%	-0.2%
34	HAWK RIDGE CAPITAL MANAGEMENT#34 · 245,411 sh	245,411	$34.6M	1.11%	+50.1%
35	Solel Partners#35 · 222,387 sh	222,387	$31.4M	5.33%	+33.2%
36	VANGUARD FIDUCIARY#36 · 218,743 sh	218,743	$30.9M	<0.01%	+2.4%
37	Bank of New York Mellon#37 · 217,396 sh	217,396	$30.7M	<0.01%	-6.6%
38	Sunriver Management#38 · 202,518 sh	202,518	$28.6M	4.49%	-0.6%
39	LAKEWOOD CAPITAL MANAGEMENT#39 · 200,968 sh	200,968	$28.4M	1.46%	0.0%
40	Neuberger Berman Group#40 · 200,003 sh	200,003	$28.2M	0.02%	-0.8%
41	Quantinno Capital Management#41 · 185,702 sh	185,702	$26.2M	0.03%	-12.8%
42	RICE HALL JAMES & ASSOCIATES#42 · 178,606 sh	178,606	$25.2M	1.23%	-0.9%
43	Incline Global Management#43 · 174,922 sh	174,922	$24.7M	6.92%	+1016.8%
44	LOOMIS SAYLES & L P#44 · 170,685 sh	170,685	$24.1M	0.03%	-2.5%
45	Meridiem Capital Partners#45 · 160,776 sh	160,776	$22.7M	1.02%	New
46	GOLDMAN SACHS GROUP#46 · 153,020 sh	153,020	$21.6M	<0.01%	-8.3%
47	AQR CAPITAL MANAGEMENT#47 · 134,942 sh	134,942	$18.4M	<0.01%	-89.7%
48	CLIFFORD CAPITAL PARTNERS#48 · 127,062 sh	127,062	$17.9M	2.47%	+37.7%
49	NEW YORK STATE COMMON RETIREMENT FUND#49 · 120,532 sh	120,532	$17.0M	0.02%	0.0%
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#50 · 119,877 sh	119,877	$16.9M	<0.01%	-4.6%
51	JANE STREET GROUP#51 · 109,924 sh	109,924	$15.5M	<0.01%	New
52	RHUMBLINE ADVISERS#52 · 105,297 sh	105,297	$14.9M	0.01%	-0.3%
53	NATIXIS ADVISORS#53 · 101,925 sh	101,925	$14.4M	0.02%	-10.8%
54	BI Asset Management Fondsmaeglerselskab A/S#54 · 98,341 sh	98,341	$13.9M	—	New
55	JONES FINANCIAL COMPANIES LLLP#55 · 97,569 sh	97,569	$13.5M	<0.01%	-8.4%
56	ALTA FOX CAPITAL MANAGEMENT#56 · 91,000 sh	91,000	$12.8M	2.58%	New
57	Nuveen#57 · 90,827 sh	90,827	$12.8M	<0.01%	-1.2%
58	Point72 Asset Management, L.P.#58 · 88,419 sh	88,419	$12.5M	0.01%	New
59	Schonfeld Strategic Advisors#59 · 87,926 sh	87,926	$12.4M	0.04%	New
60	Invesco Ltd.#60 · 86,892 sh	86,892	$12.3M	<0.01%	+4.3%
61	Lightrock Netherlands B.V.#61 · 86,800 sh	86,800	$12.2M	2.42%	+44.7%
62	THOMPSON SIEGEL & WALMSLEY#62 · 85,428 sh	85,428	$12.1M	0.22%	+55.0%
63	Russell Investments Group, Ltd.#63 · 83,127 sh	83,127	$11.7M	0.01%	+341.3%
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#64 · 82,330 sh	82,330	$11.6M	<0.01%	+7.5%
65	PRINCIPAL FINANCIAL GROUP#65 · 78,703 sh	78,703	$11.1M	<0.01%	+2.9%
66	ENVESTNET ASSET MANAGEMENT#66 · 70,802 sh	70,802	$10.0M	<0.01%	-6.0%
67	HRT FINANCIAL#67 · 66,411 sh	66,411	$9.4M	0.02%	New
68	Swiss National Bank#68 · 66,026 sh	66,026	$9.3M	<0.01%	+2.5%
69	SPINNAKER#69 · 65,963 sh	65,963	$9.3M	0.45%	0.0%
70	RAYMOND JAMES FINANCIAL#70 · 65,413 sh	65,413	$9.2M	<0.01%	-7.4%
71	XTX Topco Ltd#71 · 61,842 sh	61,842	$8.7M	0.11%	+1886.6%
72	rhino investment partners#72 · 57,705 sh	57,705	$8.1M	2.46%	-5.7%
73	CenterBook Partners#73 · 55,870 sh	55,870	$7.9M	0.39%	+460.8%
74	PRIMECAP MANAGEMENT#74 · 54,660 sh	54,660	$7.7M	<0.01%	-53.2%
75	Crossmark Global#75 · 54,014 sh	54,014	$7.6M	—	+29.5%
76	WELLS FARGO & COMPANY#76 · 47,663 sh	47,663	$6.7M	<0.01%	+7.6%
77	ALLIANCEBERNSTEIN L.P.#77 · 42,214 sh	42,214	$6.5M	<0.01%	+0.3%
78	Gillson Capital#78 · 45,608 sh	45,608	$6.4M	0.38%	New
79	STATE OF WISCONSIN INVESTMENT BOARD#79 · 43,625 sh	43,625	$6.2M	0.01%	-0.7%
80	Legal & General Group Plc#80 · 43,171 sh	43,171	$6.1M	<0.01%	-0.9%
81	Gator Capital Management#81 · 42,899 sh	42,899	$6.1M	1.27%	-12.9%
82	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#82 · 42,395 sh	42,395	$6.0M	0.02%	+116.5%
83	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#83 · 41,012 sh	41,012	$5.8M	—	-10.0%
84	AMERIPRISE FINANCIAL#84 · 40,128 sh	40,128	$5.7M	<0.01%	-49.6%
85	Connor, Clark & Lunn Investment Management Ltd.#85 · 38,186 sh	38,186	$5.4M	0.01%	+100.9%
86	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#86 · 38,008 sh	38,008	$5.4M	<0.01%	New
87	KESTREL INVESTMENT MANAGEMENT#87 · 36,900 sh	36,900	$5.2M	2.83%	New
88	SEIZERT CAPITAL PARTNERS#88 · 36,723 sh	36,723	$5.2M	0.21%	+51.0%
89	FIRST ADVISORS#89 · 36,621 sh	36,621	$5.2M	<0.01%	-30.1%
90	Empowered Funds#90 · 36,137 sh	36,137	$5.1M	0.03%	+1291.0%
91	Retirement Systems of Alabama#91 · 35,857 sh	35,857	$5.1M	0.02%	-14.7%
92	HSBC PLC#92 · 36,689 sh	36,689	$5.0M	<0.01%	+2250.4%
93	MILLENNIUM MANAGEMENT#93 · 35,391 sh	35,391	$5.0M	<0.01%	+112.4%
94	WINTON GROUP Ltd#94 · 35,308 sh	35,308	$5.0M	0.16%	New
95	Swedbank AB#95 · 35,300 sh	35,300	$5.0M	<0.01%	0.0%
96	PRICE T ROWE ASSOCIATES#96 · 34,923 sh	34,923	$4.9M	<0.01%	-0.6%
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP#97 · 33,156 sh	33,156	$4.7M	<0.01%	+1304.3%
98	Jump Financial#98 · 32,314 sh	32,314	$4.6M	0.04%	New
99	Foyston, Gordon, & Payne#99 · 31,162 sh	31,162	$4.4M	0.94%	+2.3%
100	Illinois Municipal Retirement Fund#100 · 30,917 sh	30,917	$4.4M	0.05%	+44.9%

Funds that sold out of WEX in Q2 2026 (81)

Held WEX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WEX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
SG Capital Management303,280 sh	303,280	$46.4M
BALYASNY ASSET MANAGEMENT L.P.231,924 sh	231,924	$35.5M
Longaeva Partners L.P.161,275 sh	161,275	$24.7M
IEQ CAPITAL108,008 sh	108,008	$16.5M
Atom Investors56,949 sh	56,949	$8.7M
Mariner54,635 sh	54,635	$8.4M
Man Group plc25,598 sh	25,598	$3.9M
Intrinsic Edge Capital Management20,000 sh	20,000	$3.1M
Factorial Partners19,000 sh	19,000	$2.9M
Arete Wealth Advisors22,875 sh	22,875	$2.2M
Focus Partners Wealth14,013 sh	14,013	$2.2M
Bullseye Asset Management10,742 sh	10,742	$1.6M
NOMURA8,647 sh	8,647	$1.3M
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS8,591 sh	8,591	$1.3M
Merit Financial Group7,044 sh	7,044	$1.1M
Entropy Technologies6,654 sh	6,654	$1.0M
Numerai GP5,404 sh	5,404	$827.0K
BRIGHTON JONES5,380 sh	5,380	$823.4K
Krilogy Financial3,900 sh	3,900	$684.5K
Trexquant Investment4,446 sh	4,446	$680.4K
TradeLink Capital4,104 sh	4,104	$656.0K
Pallas Capital Advisors3,597 sh	3,597	$550.5K
Focus Partners Advisor Solutions3,384 sh	3,384	$517.9K
RMB Capital Management3,315 sh	3,315	$507.3K
Bull Harbor Capital2,977 sh	2,977	$455.6K
Procyon Advisors2,891 sh	2,891	$442.4K
Cornerstone Investment Partners2,784 sh	2,784	$426.1K
ISTHMUS PARTNERS2,549 sh	2,549	$390.1K
B.O.S.S. Retirement Advisors2,140 sh	2,140	$327.5K
Legato Capital Management2,134 sh	2,134	$326.6K
Havemeyer Place2,115 sh	2,115	$323.7K
Hennion & Walsh Asset Management2,101 sh	2,101	$321.5K
Qsemble Capital Management2,070 sh	2,070	$316.8K
Baker Avenue Asset Management1,998 sh	1,998	$305.8K
Waverly Advisors1,948 sh	1,948	$298.1K
RENAISSANCE TECHNOLOGIES1,900 sh	1,900	$290.8K
NorthCrest Asset Manangement1,862 sh	1,862	$288.0K
HB Wealth Management1,871 sh	1,871	$286.3K
MAI Capital Management1,716 sh	1,716	$262.6K
Parcion Private Wealth1,650 sh	1,650	$252.5K
BEESE FULMER INVESTMENT MANAGEMENT1,590 sh	1,590	$243.3K
Sentinus1,507 sh	1,507	$230.6K
Compound Planning1,504 sh	1,504	$230.2K
EVOKE WEALTH1,469 sh	1,469	$224.8K
FLPUTNAM INVESTMENT MANAGEMENT1,467 sh	1,467	$224.5K
Empirical Financial Services, d.b.a. Empirical Wealth Ma1,465 sh	1,465	$224.2K
CERTUITY1,456 sh	1,456	$222.8K
Venturi Wealth Management1,440 sh	1,440	$220.4K
Beverly Hills Private Wealth1,382 sh	1,382	$211.5K
ProShare Advisors1,375 sh	1,375	$210.4K
Cadent Capital Advisors1,351 sh	1,351	$206.8K
Lido Advisors1,319 sh	1,319	$201.9K
QRG CAPITAL MANAGEMENT1,315 sh	1,315	$201.2K
Rehmann Capital Advisory Group1,314 sh	1,314	$201.1K
Advisory Services Network1,258 sh	1,258	$192.5K
QUADRANT CAPITAL GROUP1,754 sh	1,754	$183.2K
Annis Gardner Whiting Capital Advisors464 sh	464	$71.0K
Cache Advisors389 sh	389	$59.5K
Root Financial Partners355 sh	355	$54.3K
SITTNER & NELSON275 sh	275	$42.1K
Ancora Advisors218 sh	218	$33.4K
Wealth Preservation Advisors182 sh	182	$27.9K
Destiny Wealth Partners100 sh	100	$15.3K
Asset Dedication25 sh	25	$3.8K
Bravera Wealth22 sh	22	$3.4K
Basecamp Wealth Advisors19 sh	19	$2.9K
Bogart Wealth15 sh	15	$2.3K
Capital Analysts10 sh	10	$2.0K
JPL Wealth Management13 sh	13	$2.0K
Retirement Wealth Solutions7 sh	7	$1.1K
TWIN PEAKS WEALTH ADVISORS6 sh	6	$918.00
SouthState Bank5 sh	5	$766.00
Horizon Investments4 sh	4	$612.00
1620 INVESTMENT ADVISORS3 sh	3	$459.00
Vermillion Wealth Management2 sh	2	$306.00
Innovative Asset Advisors Group2 sh	2	$306.00
Measured Wealth Private Client Group1 sh	1	$153.00
Rakuten Securities1 sh	1	$153.00
CURIO WEALTH1 sh	1	$153.00
James T. Borello RIA1 sh	1	$153.00
TORONTO DOMINION BANK1 sh	1	$119.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.