WexWEX
13F holders, Q2 2025 (June 30)386holders −37
51new positions
89sold out
9famous investors
$147.37avg. 13F price*
At the end of Q2 2025, 386 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 37 from Q1 2025. 51 opened new positions and 89 sold out. The largest holders were Janus Henderson Group PLC ($568.5M), Vanguard Group Inc. ($477.4M) and BlackRock, Inc. ($454.5M). 9 famous investors held it, including John W. Rogers Jr. (0.7% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $285.3M |
| Exits | 89 | $283.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,694,278 shares bought and 5,223,222 shares sold, net −1,528,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Janus Henderson Group PLC | 0.28% | Reduce -3.5% | 3,870,484 | $568.5M |
| Vanguard Group Inc. | 0.01% | Add +0.3% | 3,250,156 | $477.4M |
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 3,094,030 | $454.5M |
| Morgan Stanley | 0.03% | Add +10.0% | 2,683,931 | $394.2M |
| Impactive Capital LP | 15.85% | Reduce -0.6% | 2,395,253 | $351.8M |
| Par Capital Management Inc. | 8.90% | Add +0.0% | 1,851,100 | $271.9M |
| Boston Partners | 0.21% | New | 1,269,136 | $187.1M |
| State Street Corp. | 0.01% | Reduce -6.3% | 1,093,072 | $160.6M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 1,085,795 | $159.5M |
| FMR LLC | 0.01% | Add +2.4% | 1,049,671 | $154.2M |
| River Road Asset Management, LLC | 1.72% | Add +20.9% | 797,871 | $135.4M |
| Earnest Partners LLC | 0.59% | Add +0.3% | 897,776 | $131.9M |
| Bank of America Corp. | 0.01% | Add +9.5% | 809,658 | $118.9M |
| Lyrical Asset Management LP | 1.64% | Reduce -6.5% | 772,113 | $113.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.00% | Reduce -3.2% | 768,238 | $112.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.5% | 634,819 | $93.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -5.8% | 613,283 | $90.1M |
| Sei Investments Co. | 0.08% | Add +2.3% | 485,491 | $71.3M |
| Hawk Ridge Capital Management LP | 2.47% | Add +911.5% | 403,271 | $59.2M |
| Federated Hermes, Inc. | 0.11% | Add +6.6% | 402,123 | $59.1M |
| Ariel Investments | 0.67% | Reduce -2.7% | 401,086 | $58.9M |
| Hotchkis & Wiley Capital Management LLC | 0.18% | Add +0.9% | 385,118 | $56.6M |
| Sunriver Management LLC | 5.37% | Add +8.6% | 340,956 | $50.1M |
| Wellington Management Group LLP | 0.01% | Reduce -37.9% | 334,865 | $49.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 316,322 | $46.5M |
| Northern Trust Corp. | 0.01% | Reduce -9.7% | 300,480 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 292,628 | $43.0M |
| Norges Bank | 0.01% | Reduce -25.7% | 291,453 | $42.8M |
| Barclays PLC | 0.02% | Reduce -53.8% | 291,069 | $42.8M |
| UBS Group AG | 0.01% | Add +3.2% | 258,106 | $37.9M |
| Primecap Management Co. | 0.03% | Reduce -20.3% | 241,660 | $35.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -13.7% | 239,137 | $35.1M |
| Gotham Asset Management | 0.17% | Add +158.3% | 193,788 | $28.5M |
| Rice Hall James & Associates, LLC | 1.50% | Add +31.1% | 189,944 | $27.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.4% | 187,425 | $27.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -24.4% | 178,840 | $26.3M |
| Lakewood Capital Management, LP | 1.99% | New | 177,968 | $26.1M |
| Loomis Sayles & Co. L P | 0.03% | Add +3.1% | 168,287 | $24.7M |
| JANA Partners Management, LP | 1.21% | New | 164,029 | $24.1M |
| Snyder Capital Management L P | 0.48% | Add +3.9% | 154,399 | $22.7M |
| AQR Capital Management | 0.02% | Add +77.1% | 150,858 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.6% | 124,299 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.0% | 121,469 | $17.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -25.0% | 120,021 | $17.6M |
| Freestone Grove Partners LP | 0.13% | New | 116,619 | $17.1M |
| Rhumbline Advisers | 0.01% | Reduce -6.6% | 107,403 | $15.8M |
| Fisher Asset Management | 0.01% | Add +0.0% | 96,642 | $14.2M |
| Point72 Asset Management | 0.04% | Add +1754.0% | 96,592 | $14.2M |
| Nuveen, LLC | 0.00% | Reduce -21.4% | 93,997 | $13.8M |
| BNP Paribas Financial Markets | 0.01% | Add +1660.4% | 93,353 | $13.7M |
| Incline Global Management LLC | 5.12% | Add +68.3% | 88,690 | $13.0M |
| Alliancebernstein L.P. | 0.00% | Add +22.2% | 87,700 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +26.2% | 87,530 | $12.9M |
| Hill City Capital, LP | 0.67% | No change | 85,000 | $12.5M |
| Natixis Advisors, LLC | 0.02% | Add +36.2% | 80,024 | $11.8M |
| Thompson Siegel & Walmsley LLC | 0.19% | Add +7.6% | 77,854 | $11.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 77,700 | $11.4M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 75,513 | $11.1M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.2% | 68,755 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.4% | 68,716 | $10.1M |
| Millennium Management | 0.01% | Reduce -83.5% | 68,251 | $10.0M |
| Spinnaker Trust | 0.58% | No change | 65,633 | $9.6M |
| Gator Capital Management, LLC | 3.00% | Add +2237.0% | 65,460 | $9.6M |
| Quantinno Capital Management LP | 0.04% | Add +127.3% | 62,611 | $9.2M |
| Swiss National Bank | 0.01% | No change | 62,126 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +11.7% | 58,656 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -17.3% | 55,675 | $8.2M |
| California Public Employees Retirement System | 0.01% | Reduce -22.7% | 54,891 | $8.1M |
| Cambiar Investors LLC | 0.32% | Add +2.4% | 52,406 | $7.7M |
| Penserra Capital Management LLC | 0.11% | Reduce -13.8% | 51,550 | $7.6M |
| Holocene Advisors, LP | 0.02% | Reduce -14.2% | 50,999 | $7.5M |
| Invenomic Capital Management LP | 0.42% | Reduce -16.4% | 50,683 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +117.2% | 47,708 | $7.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.5% | 47,563 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 44,683 | $6.6M |
| Rhino Investment Partners, Inc | 1.63% | New | 40,462 | $5.9M |
| Algert Global LLC | 0.12% | Add +1.2% | 40,161 | $5.9M |
| Williams Jones Wealth Management, LLC. | 0.07% | Reduce -36.2% | 39,171 | $5.8M |
| Gillson Capital LP | 0.41% | New | 36,400 | $5.3M |
| New South Capital Management Inc. | 0.26% | Add +2.2% | 36,286 | $5.3M |
| Verdence Capital Advisors LLC | 0.36% | Add +14.9% | 35,442 | $5.2M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 35,083 | $5.2M |
| Harbor Capital Advisors, Inc. | 0.21% | Reduce -1.8% | 33,948 | $5.0M |
| Lightrock Netherlands B.V. | 1.26% | Add +205.0% | 36,600 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -5.1% | 30,959 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.5% | 30,895 | $4.5M |
| California State Teachers Retirement System | 0.00% | Reduce -20.1% | 30,298 | $4.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Reduce -0.6% | 30,275 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 30,044 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -20.4% | 28,862 | $4.2M |
| HM Payson & Co. | 0.06% | Reduce -23.7% | 27,877 | $4.1M |
| Long Road Investment Counsel, LLC | 1.52% | Reduce -0.4% | 27,674 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.9% | 27,459 | $4.0M |
| Capital World Investors | 0.00% | New | 27,012 | $4.0M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -1.6% | 24,842 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -58.5% | 24,426 | $3.6M |
| Bank of Montreal | 0.00% | Add +9.3% | 24,244 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +22.7% | 23,660 | $3.5M |
| Quantbot Technologies LP | 0.09% | Reduce -77.9% | 22,929 | $3.4M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.