WexWEX
13F holders, Q2 2026 (June 30)416holders −18
60new positions
78sold out
9famous investors
$141.43avg. 13F price*
At the end of Q2 2026, 416 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 18 from Q1 2026. 60 opened new positions and 78 sold out. The largest holders were Jupiter Topco LLC ($559.7M), BlackRock, Inc. ($446.8M) and Par Capital Management Inc. ($318.2M). 9 famous investors held it, including John W. Rogers Jr. (0.5% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $160.6M |
| Exits | 78 | $170.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,064,534 shares bought and 3,444,306 shares sold, net +620,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Jupiter Topco LLC | 0.23% | — | 3,967,061 | $559.7M |
| BlackRock, Inc. | 0.01% | Add +2.0% | 3,167,005 | $446.8M |
| Par Capital Management Inc. | 7.89% | No change | 2,254,984 | $318.2M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 1,949,295 | $275.0M |
| FMR LLC | 0.01% | Add +47.0% | 1,801,385 | $254.2M |
| Impactive Capital LP | 17.19% | No change | 1,707,253 | $240.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.9% | 1,513,612 | $213.6M |
| Boston Partners | 0.19% | Reduce -10.1% | 1,493,028 | $210.8M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -3.6% | 1,430,765 | $201.9M |
| State Street Corp. | 0.00% | Add +3.8% | 1,133,228 | $159.9M |
| Earnest Partners LLC | 0.44% | Reduce -2.9% | 857,373 | $121.0M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 815,695 | $115.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 671,582 | $110.4M |
| Lyrical Asset Management LP | 1.38% | Add +1.3% | 770,524 | $108.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.9% | 733,560 | $103.5M |
| Turtle Creek Asset Management Inc. | 4.01% | Add +8.8% | 728,088 | $102.7M |
| Citadel Advisors | 0.05% | Add +112.1% | 582,786 | $82.2M |
| Sei Investments Co. | 0.07% | Reduce -8.0% | 549,632 | $77.5M |
| Capital World Investors | 0.01% | Add +159.3% | 547,682 | $77.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 487,579 | $68.8M |
| Snyder Capital Management L P | 1.14% | Add +25.8% | 466,244 | $65.8M |
| New South Capital Management Inc. | 2.75% | Add +78.7% | 444,624 | $62.7M |
| River Road Asset Management, LLC | 0.67% | Reduce -10.8% | 424,915 | $60.0M |
| Hotchkis & Wiley Capital Management LLC | 0.16% | Add +63.6% | 386,978 | $54.6M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 381,242 | $52.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.50% | Reduce -2.1% | 367,338 | $51.8M |
| Norges Bank | 0.01% | — | 365,109 | $51.5M |
| Northern Trust Corp. | 0.01% | Add +5.7% | 351,672 | $49.6M |
| Federated Hermes, Inc. | 0.07% | Reduce -3.6% | 349,233 | $49.3M |
| UBS Group AG | 0.01% | Add +18.1% | 342,363 | $48.3M |
| Ariel Investments | 0.47% | Reduce -1.9% | 331,383 | $46.8M |
| Gotham Asset Management | 0.10% | Reduce -15.4% | 317,400 | $44.8M |
| Wellington Management Group LLP | 0.01% | Reduce -0.2% | 306,816 | $43.3M |
| Hawk Ridge Capital Management LP | 1.13% | Add +50.1% | 245,411 | $34.6M |
| Solel Partners LP | 5.33% | Add +33.2% | 222,387 | $31.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.4% | 218,743 | $30.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.6% | 217,396 | $30.7M |
| Sunriver Management LLC | 4.49% | Reduce -0.6% | 202,518 | $28.6M |
| Lakewood Capital Management, LP | 1.47% | No change | 200,968 | $28.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.8% | 200,003 | $28.2M |
| Quantinno Capital Management LP | 0.03% | Reduce -12.8% | 185,702 | $26.2M |
| Rice Hall James & Associates, LLC | 1.23% | Reduce -0.9% | 178,606 | $25.2M |
| Incline Global Management LLC | 6.92% | Add +1016.8% | 174,922 | $24.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.5% | 170,685 | $24.1M |
| Meridiem Capital Partners LP | 1.04% | New | 160,776 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.3% | 153,020 | $21.6M |
| AQR Capital Management | 0.01% | Reduce -89.7% | 134,942 | $18.4M |
| Lone Peak Global Investors LLC | 2.47% | Add +37.7% | 127,062 | $17.9M |
| New York State Common Retirement Fund | 0.02% | No change | 120,532 | $17.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.6% | 119,877 | $16.9M |
| Jane Street Group, LLC | 0.01% | New | 109,924 | $15.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 105,297 | $14.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -10.8% | 101,925 | $14.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.11% | New | 98,341 | $13.9M |
| Jones Financial Companies LLLP | 0.01% | Reduce -8.4% | 97,569 | $13.5M |
| Alta Fox Capital Management, LLC | 2.58% | New | 91,000 | $12.8M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 90,827 | $12.8M |
| Point72 Asset Management | 0.02% | New | 88,419 | $12.5M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 87,926 | $12.4M |
| Invesco Ltd. | 0.00% | Add +4.3% | 86,892 | $12.3M |
| Lightrock Netherlands B.V. | 2.42% | Add +44.7% | 86,800 | $12.2M |
| Thompson Siegel & Walmsley LLC | 0.22% | Add +55.0% | 85,428 | $12.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +341.3% | 83,127 | $11.7M |
| California Public Employees Retirement System | 0.01% | Add +7.5% | 82,330 | $11.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 78,703 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 70,802 | $10.0M |
| HRT Financial LP | 0.02% | New | 66,411 | $9.4M |
| Swiss National Bank | 0.00% | Add +2.5% | 66,026 | $9.3M |
| Spinnaker Trust | 0.45% | No change | 65,963 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.4% | 65,413 | $9.2M |
| XTX Topco Ltd | 0.11% | Add +1886.6% | 61,842 | $8.7M |
| Rhino Investment Partners, Inc | 2.46% | Reduce -5.7% | 57,705 | $8.1M |
| CenterBook Partners LP | 0.39% | Add +460.8% | 55,870 | $7.9M |
| Primecap Management Co. | 0.00% | Reduce -53.2% | 54,660 | $7.7M |
| Crossmark Global Holdings, Inc. | 0.10% | Add +29.5% | 54,014 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 47,663 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 42,214 | $6.5M |
| Gillson Capital LP | 0.38% | New | 45,608 | $6.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.7% | 43,625 | $6.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 43,171 | $6.1M |
| Gator Capital Management, LLC | 1.30% | Reduce -12.9% | 42,899 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +116.5% | 42,395 | $6.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -10.0% | 41,012 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.6% | 40,128 | $5.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +100.9% | 38,186 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 38,008 | $5.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.6% | 38,004 | $5.4M |
| Kestrel Investment Management Corp. | 2.83% | New | 36,900 | $5.2M |
| Seizert Capital Partners, LLC | 0.21% | Add +51.0% | 36,723 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -30.1% | 36,621 | $5.2M |
| Empowered Funds, LLC | 0.03% | Add +1291.0% | 36,137 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Reduce -14.7% | 35,857 | $5.1M |
| HSBC Holdings PLC | 0.00% | Add +2250.3% | 36,689 | $5.0M |
| Millennium Management | 0.00% | Add +112.4% | 35,391 | $5.0M |
| WINTON GROUP Ltd | 0.16% | New | 35,308 | $5.0M |
| Swedbank AB | 0.00% | No change | 35,300 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.6% | 34,923 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1304.3% | 33,156 | $4.7M |
| Jump Financial, LLC | 0.04% | New | 32,314 | $4.6M |
| Foyston, Gordon & Payne Inc | 0.94% | Add +2.4% | 31,162 | $4.4M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.