WexWEX
13F holders, Q1 2025 (March 31)423holders −8
64new positions
69sold out
9famous investors
$156.10avg. 13F price*
At the end of Q1 2025, 423 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 8 from Q4 2024. 64 opened new positions and 69 sold out. The largest holders were Janus Henderson Group PLC ($620.1M), BlackRock, Inc. ($514.0M) and Vanguard Group Inc. ($508.8M). 9 famous investors held it, including John W. Rogers Jr. (0.8% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $222.7M |
| Exits | 69 | $239.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,336,207 shares bought and 5,983,613 shares sold, net −647,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Janus Henderson Group PLC | 0.34% | Reduce -1.0% | 4,011,730 | $620.1M |
| BlackRock, Inc. | 0.01% | Reduce -9.7% | 3,273,278 | $514.0M |
| Vanguard Group Inc. | 0.01% | Reduce -14.2% | 3,240,495 | $508.8M |
| Morgan Stanley | 0.03% | Add +11.0% | 2,439,646 | $383.1M |
| Impactive Capital LP | 17.31% | Add +13.8% | 2,409,572 | $378.4M |
| Par Capital Management Inc. | 9.74% | Add +0.0% | 1,850,500 | $290.6M |
| State Street Corp. | 0.01% | Reduce -6.3% | 1,166,576 | $183.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -47.8% | 1,068,104 | $167.7M |
| FMR LLC | 0.01% | Reduce -12.7% | 1,025,436 | $161.0M |
| Earnest Partners LLC | 0.67% | Add +2.6% | 895,406 | $140.6M |
| Lyrical Asset Management LP | 1.97% | Add +0.3% | 826,188 | $129.7M |
| Bank of America Corp. | 0.01% | Add +10.3% | 739,655 | $116.1M |
| River Road Asset Management, LLC | 1.41% | Reduce -9.0% | 660,198 | $103.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.0% | 651,004 | $102.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.98% | Reduce -10.2% | 793,857 | $100.4M |
| HSBC Holdings PLC | 0.07% | Add +20412.8% | 638,563 | $99.1M |
| Barclays PLC | 0.05% | Add +1751.3% | 630,558 | $99.0M |
| Balyasny Asset Management L.P. | 0.24% | New | 614,675 | $96.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 613,477 | $96.3M |
| Wellington Management Group LLP | 0.02% | Reduce -34.9% | 539,460 | $84.7M |
| Sei Investments Co. | 0.10% | Reduce -1.5% | 474,443 | $74.5M |
| Millennium Management | 0.07% | Add +652.7% | 412,665 | $64.8M |
| Ariel Investments | 0.76% | Add +29.5% | 412,247 | $64.7M |
| Norges Bank | 0.01% | Reduce -14.6% | 392,340 | $61.6M |
| Hotchkis & Wiley Capital Management LLC | 0.20% | Add +79.5% | 381,767 | $59.9M |
| Federated Hermes, Inc. | 0.13% | Reduce -6.5% | 377,076 | $59.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +158.3% | 350,892 | $55.1M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 332,733 | $52.2M |
| Sunriver Management LLC | 6.09% | Add +75.9% | 314,069 | $49.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.8% | 307,961 | $48.4M |
| Primecap Management Co. | 0.04% | Reduce -3.8% | 303,190 | $47.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -20.9% | 295,947 | $46.5M |
| Neuberger Berman Group LLC | 0.04% | Reduce -22.5% | 276,978 | $43.5M |
| UBS Group AG | 0.01% | Add +21.0% | 250,169 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.2% | 236,626 | $37.2M |
| Jane Street Group, LLC | 0.06% | Add +462.6% | 210,707 | $33.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.0% | 190,171 | $29.9M |
| Two Sigma Investments, LP | 0.06% | Add +14509.7% | 179,261 | $28.1M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -46.8% | 163,202 | $25.6M |
| D. E. Shaw & Co. | 0.03% | Reduce -20.7% | 160,078 | $25.1M |
| Snyder Capital Management L P | 0.51% | Reduce -2.0% | 148,561 | $23.3M |
| Rice Hall James & Associates, LLC | 1.34% | Add +0.6% | 144,854 | $22.7M |
| Citadel Advisors | 0.02% | New | 139,833 | $22.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -1.3% | 123,975 | $19.5M |
| Nuveen, LLC | 0.01% | — | 119,622 | $18.8M |
| Rhumbline Advisers | 0.02% | Reduce -4.6% | 114,941 | $18.0M |
| Schonfeld Strategic Advisors LLC | 0.12% | Add +7171.4% | 112,416 | $17.7M |
| Quantbot Technologies LP | 0.52% | Add +678.9% | 103,926 | $16.3M |
| Murchinson Ltd. | 2.80% | New | 100,000 | $15.7M |
| Fisher Asset Management | 0.01% | Add +16.6% | 96,640 | $15.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 93,473 | $14.7M |
| Creative Planning | 0.01% | Add +2.2% | 86,675 | $13.6M |
| Hill City Capital, LP | 0.99% | No change | 85,000 | $13.3M |
| AQR Capital Management | 0.01% | Reduce -43.6% | 85,201 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.6% | 80,745 | $12.7M |
| Invesco Ltd. | 0.00% | Add +29.6% | 80,639 | $12.7M |
| Gotham Asset Management | 0.10% | Reduce -28.5% | 75,010 | $11.8M |
| Thompson Siegel & Walmsley LLC | 0.19% | Add +21.2% | 72,339 | $11.4M |
| Alliancebernstein L.P. | 0.00% | Add +34.3% | 71,748 | $11.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 71,025 | $11.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -7.5% | 69,621 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 69,379 | $10.9M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 67,348 | $10.6M |
| Spinnaker Trust | 0.67% | No change | 65,633 | $10.3M |
| Swiss National Bank | 0.01% | Reduce -23.0% | 62,126 | $9.8M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -40.5% | 61,425 | $9.6M |
| Invenomic Capital Management LP | 0.48% | Reduce -36.3% | 60,624 | $9.5M |
| Penserra Capital Management LLC | 0.17% | Reduce -0.7% | 59,796 | $9.4M |
| Holocene Advisors, LP | 0.03% | Add +37.3% | 59,458 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 59,053 | $9.3M |
| Blair William & Co. | 0.03% | Reduce -52.6% | 58,792 | $9.2M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.5% | 58,774 | $9.2M |
| Kodai Capital Management LP | 0.36% | New | 57,958 | $9.1M |
| Incline Global Management LLC | 5.10% | Add +16.3% | 52,707 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.7% | 52,500 | $8.2M |
| Cambiar Investors LLC | 0.34% | Reduce -10.6% | 51,156 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.8% | 48,768 | $7.7M |
| HRT Financial LP | 0.05% | Add +715.2% | 47,748 | $7.5M |
| Squarepoint Ops LLC | 0.02% | Add +1046.2% | 46,683 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 45,643 | $7.2M |
| Public Sector Pension Investment Board | 0.03% | New | 40,165 | $6.3M |
| Hawk Ridge Capital Management LP | 0.30% | New | 39,867 | $6.3M |
| Algert Global LLC | 0.15% | Add +58.7% | 39,682 | $6.2M |
| Corebridge Financial, Inc. | 0.03% | Reduce -14.3% | 38,635 | $6.1M |
| Boothbay Fund Management, LLC | 0.22% | New | 38,025 | $6.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 37,918 | $6.0M |
| Two Sigma Advisers, LP | 0.01% | New | 37,500 | $5.9M |
| HM Payson & Co. | 0.10% | Reduce -40.9% | 36,552 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.2% | 36,270 | $5.7M |
| New South Capital Management Inc. | 0.27% | Reduce -0.5% | 35,511 | $5.6M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.5M |
| ExodusPoint Capital Management, LP | 0.07% | Add +1838.5% | 34,990 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 34,973 | $5.5M |
| Harbor Capital Advisors, Inc. | 0.25% | Add +86.7% | 34,557 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -51.4% | 32,688 | $5.1M |
| First Trust Advisors LP | 0.00% | Add +1848.1% | 32,611 | $5.1M |
| Jain Global LLC | 0.10% | New | 32,063 | $5.0M |
| Verdence Capital Advisors LLC | 0.37% | Add +50.2% | 30,841 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +25.1% | 30,569 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | No change | 30,448 | $4.8M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.