WexWEX
13F holders, Q3 2025 (September 30)392holders +6
46new positions
37sold out
9famous investors
$157.54avg. 13F price*
At the end of Q3 2025, 392 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 6 from Q2 2025. 46 opened new positions and 37 sold out. The largest holders were Janus Henderson Group PLC ($608.9M), Vanguard Group Inc. ($513.9M) and BlackRock, Inc. ($481.5M). 9 famous investors held it, including John W. Rogers Jr. (0.6% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $156.0M |
| Exits | 37 | $80.5M |
All 13F filers, Q2 2025 → Q3 2025: 3,055,220 shares bought and 3,038,974 shares sold, net +16,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 392 holders
| Janus Henderson Group PLC | 0.28% | Reduce -0.1% | 3,865,082 | $608.9M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 3,262,255 | $513.9M |
| BlackRock, Inc. | 0.01% | Reduce -1.2% | 3,056,335 | $481.5M |
| Morgan Stanley | 0.03% | Add +1.8% | 2,731,682 | $430.3M |
| Impactive Capital LP | 16.62% | Reduce -8.3% | 2,195,253 | $345.8M |
| Par Capital Management Inc. | 8.61% | Add +0.0% | 1,851,500 | $291.7M |
| Boston Partners | 0.21% | Add +0.3% | 1,273,363 | $200.7M |
| FMR LLC | 0.01% | Add +2.2% | 1,073,061 | $169.0M |
| State Street Corp. | 0.01% | Reduce -2.0% | 1,071,657 | $168.8M |
| Earnest Partners LLC | 0.62% | Add +1.1% | 907,803 | $143.0M |
| Bank of America Corp. | 0.01% | Add +8.6% | 879,033 | $138.5M |
| Citadel Advisors | 0.11% | Add +58078.0% | 869,761 | $137.0M |
| Lyrical Asset Management LP | 1.84% | Add +7.5% | 830,349 | $130.8M |
| River Road Asset Management, LLC | 1.39% | Reduce -1.2% | 788,041 | $124.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 642,813 | $101.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 631,986 | $99.6M |
| Turtle Creek Asset Management Inc. | 2.82% | New | 592,200 | $93.3M |
| Sei Investments Co. | 0.08% | Add +2.3% | 496,735 | $78.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.67% | Reduce -38.1% | 475,427 | $76.1M |
| Hawk Ridge Capital Management LP | 3.35% | Add +10.6% | 446,171 | $70.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +37.3% | 434,218 | $68.4M |
| UBS Group AG | 0.01% | Add +68.2% | 434,148 | $68.4M |
| Federated Hermes, Inc. | 0.11% | Reduce -2.5% | 392,280 | $61.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.0% | 380,467 | $59.9M |
| Hotchkis & Wiley Capital Management LLC | 0.17% | Reduce -9.9% | 346,822 | $54.6M |
| Ariel Investments | 0.57% | Reduce -15.0% | 340,936 | $53.7M |
| Sunriver Management LLC | 5.28% | Reduce -9.6% | 308,081 | $48.5M |
| Wellington Management Group LLP | 0.01% | Reduce -8.5% | 306,421 | $48.3M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 301,366 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 288,196 | $45.4M |
| Gotham Asset Management | 0.19% | Add +39.8% | 270,964 | $42.7M |
| Primecap Management Co. | 0.03% | Reduce -3.4% | 233,560 | $36.8M |
| Neuberger Berman Group LLC | 0.03% | Reduce -3.7% | 230,270 | $36.3M |
| Lakewood Capital Management, LP | 2.45% | Add +15.4% | 205,468 | $32.4M |
| BNP Paribas Financial Markets | 0.03% | Add +119.8% | 205,153 | $32.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.6% | 198,440 | $31.3M |
| Snyder Capital Management L P | 0.52% | Add +13.6% | 175,427 | $27.6M |
| Rice Hall James & Associates, LLC | 1.49% | Reduce -8.4% | 173,985 | $27.4M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -7.0% | 156,469 | $24.6M |
| Cooper Creek Partners Management LLC | 0.78% | New | 131,675 | $20.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.2% | 129,025 | $20.3M |
| New York State Common Retirement Fund | 0.02% | Add +0.5% | 122,070 | $19.2M |
| Solel Partners LP | 3.58% | New | 118,100 | $18.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 106,231 | $16.7M |
| AQR Capital Management | 0.01% | Reduce -34.0% | 99,531 | $15.7M |
| Incline Global Management LLC | 4.62% | Add +11.6% | 99,017 | $15.6M |
| Natixis Advisors, LLC | 0.02% | Add +23.1% | 98,498 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.6% | 91,977 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -8.6% | 85,929 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 83,898 | $13.2M |
| Quantinno Capital Management LP | 0.03% | Add +27.1% | 79,570 | $12.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 76,123 | $12.0M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 74,881 | $11.8M |
| California Public Employees Retirement System | 0.01% | Add +25.4% | 68,855 | $10.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.6% | 68,327 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 67,694 | $10.7M |
| Thompson Siegel & Walmsley LLC | 0.17% | Reduce -13.5% | 67,354 | $10.6M |
| Barclays PLC | 0.00% | Reduce -77.0% | 66,919 | $10.5M |
| Gator Capital Management, LLC | 2.66% | Add +0.8% | 65,960 | $10.4M |
| Spinnaker Trust | 0.57% | No change | 65,633 | $10.3M |
| Swiss National Bank | 0.01% | Add +1.6% | 63,126 | $9.9M |
| Capital World Investors | 0.00% | Add +126.1% | 61,083 | $9.6M |
| Freestone Grove Partners LP | 0.07% | Reduce -50.9% | 57,283 | $9.0M |
| Rhino Investment Partners, Inc | 2.79% | Add +39.0% | 56,230 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 54,074 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -12.9% | 51,098 | $8.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.8% | 47,203 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -48.2% | 45,451 | $7.2M |
| Penserra Capital Management LLC | 0.08% | Reduce -13.0% | 44,865 | $7.1M |
| Point72 Asset Management | 0.02% | Reduce -54.0% | 44,420 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 41,914 | $6.6M |
| Cambiar Investors LLC | 0.29% | Reduce -22.3% | 40,719 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -67.1% | 39,500 | $6.2M |
| Lightrock Netherlands B.V. | 1.54% | Add +19.7% | 43,800 | $5.9M |
| New South Capital Management Inc. | 0.26% | Add +1.6% | 36,865 | $5.8M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.6M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -19.5% | 31,518 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.5% | 31,398 | $4.9M |
| California State Teachers Retirement System | 0.01% | Add +2.1% | 30,948 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.7% | 30,673 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | No change | 30,275 | $4.8M |
| Empowered Funds, LLC | 0.05% | Add +666.0% | 29,344 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.2% | 27,510 | $4.4M |
| HM Payson & Co. | 0.06% | No change | 27,877 | $4.4M |
| Algert Global LLC | 0.07% | Reduce -31.1% | 27,692 | $4.4M |
| Long Road Investment Counsel, LLC | 1.54% | No change | 27,674 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 27,657 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.2% | 26,782 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -44.6% | 26,405 | $4.2M |
| Holocene Advisors, LP | 0.01% | Reduce -49.5% | 25,751 | $4.1M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.7% | 24,667 | $3.9M |
| Citigroup Inc. | 0.00% | Add +103.8% | 24,088 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 23,305 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -6.5% | 22,826 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Add +52.3% | 22,682 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.3% | 21,927 | $3.5M |
| Foyston, Gordon & Payne Inc | 0.75% | Reduce -1.9% | 21,831 | $3.4M |
| Comerica Bank | 0.01% | Add +2.7% | 21,288 | $3.4M |
| CenterBook Partners LP | 0.16% | New | 20,082 | $3.2M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +1289.3% | 19,797 | $3.1M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.