WexWEX
13F holders, Q4 2025 (December 31)428holders +36
64new positions
38sold out
8famous investors
$149.08avg. 13F price*
At the end of Q4 2025, 428 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 36 from Q3 2025. 64 opened new positions and 38 sold out. The largest holders were Janus Henderson Group PLC ($576.9M), Vanguard Group Inc. ($480.1M) and BlackRock, Inc. ($455.7M). 8 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 Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $68.7M |
| Exits | 38 | $185.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,307,450 shares bought and 3,000,485 shares sold, net +306,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 428 holders
| Janus Henderson Group PLC | 0.26% | Add +0.2% | 3,872,042 | $576.9M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 3,222,345 | $480.1M |
| BlackRock, Inc. | 0.01% | Add +0.1% | 3,058,759 | $455.7M |
| Par Capital Management Inc. | 8.90% | Add +21.6% | 2,252,000 | $335.5M |
| Impactive Capital LP | 20.82% | No change | 2,195,253 | $327.0M |
| Morgan Stanley | 0.02% | Reduce -22.7% | 2,111,108 | $314.5M |
| Boston Partners | 0.22% | Add +13.7% | 1,447,442 | $216.0M |
| FMR LLC | 0.01% | Add +6.8% | 1,146,526 | $170.8M |
| State Street Corp. | 0.01% | Reduce -0.9% | 1,061,776 | $158.2M |
| AQR Capital Management | 0.07% | Add +794.0% | 889,802 | $132.6M |
| Earnest Partners LLC | 0.57% | Reduce -2.0% | 889,664 | $132.5M |
| River Road Asset Management, LLC | 1.27% | Reduce -1.5% | 776,008 | $115.6M |
| Lyrical Asset Management LP | 1.51% | Reduce -6.8% | 773,908 | $115.3M |
| Bank of America Corp. | 0.01% | Reduce -17.5% | 725,157 | $108.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.0% | 687,655 | $102.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 638,957 | $95.2M |
| Sei Investments Co. | 0.08% | Add +10.7% | 549,775 | $81.9M |
| Hawk Ridge Capital Management LP | 3.12% | Add +1.8% | 454,271 | $67.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 445,585 | $66.4M |
| UBS Group AG | 0.01% | Reduce -1.0% | 429,828 | $64.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.58% | Reduce -14.2% | 408,015 | $63.9M |
| Turtle Creek Asset Management Inc. | 2.77% | Reduce -28.7% | 422,412 | $62.9M |
| Hotchkis & Wiley Capital Management LLC | 0.17% | Add +9.9% | 381,331 | $56.8M |
| Federated Hermes, Inc. | 0.09% | Reduce -10.9% | 349,451 | $52.1M |
| Snyder Capital Management L P | 0.97% | Add +98.5% | 348,166 | $51.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.4% | 340,834 | $50.8M |
| Norges Bank | 0.01% | — | 336,973 | $50.2M |
| Ariel Investments | 0.54% | Reduce -1.2% | 336,797 | $50.2M |
| Sunriver Management LLC | 5.14% | Add +6.8% | 329,177 | $49.0M |
| Northern Trust Corp. | 0.01% | Add +6.0% | 319,456 | $47.6M |
| New South Capital Management Inc. | 1.84% | Add +627.0% | 268,023 | $39.9M |
| Gotham Asset Management | 0.15% | Reduce -1.3% | 267,438 | $39.8M |
| Wellington Management Group LLP | 0.01% | Reduce -13.2% | 265,873 | $39.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.6% | 239,301 | $35.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.6% | 231,594 | $34.5M |
| Lakewood Capital Management, LP | 2.36% | Add +10.9% | 227,968 | $34.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -6.7% | 214,818 | $32.0M |
| Primecap Management Co. | 0.02% | Reduce -8.1% | 214,560 | $32.0M |
| Loomis Sayles & Co. L P | 0.03% | Add +14.8% | 179,578 | $26.8M |
| Rice Hall James & Associates, LLC | 1.43% | Add +0.1% | 174,138 | $25.9M |
| Solel Partners LP | 4.02% | Add +41.4% | 167,000 | $24.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 124,184 | $18.5M |
| Point72 Asset Management | 0.03% | Add +176.5% | 122,827 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.7% | 121,272 | $18.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 104,215 | $15.5M |
| Natixis Advisors, LLC | 0.02% | Add +4.8% | 103,231 | $15.4M |
| Quantinno Capital Management LP | 0.03% | Add +26.3% | 100,495 | $15.0M |
| Capital World Investors | 0.00% | Add +56.9% | 95,813 | $14.3M |
| Lone Peak Global Investors LLC | 2.41% | New | 95,326 | $14.2M |
| Incline Global Management LLC | 4.65% | Reduce -7.7% | 91,384 | $13.6M |
| Invesco Ltd. | 0.00% | Add +14.1% | 85,418 | $12.7M |
| Nuveen, LLC | 0.00% | Reduce -1.7% | 84,435 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 80,725 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.4% | 74,343 | $11.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 73,754 | $11.0M |
| CenterBook Partners LP | 0.52% | Add +252.7% | 70,834 | $10.6M |
| Ieq Capital, LLC | 0.03% | Add +303.5% | 69,052 | $10.3M |
| Millennium Management | 0.01% | Add +249.6% | 68,942 | $10.3M |
| Nomura Holdings Inc. | 0.03% | New | 68,486 | $10.2M |
| Thompson Siegel & Walmsley LLC | 0.17% | Add +1.4% | 68,325 | $10.2M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.4% | 68,053 | $10.1M |
| Gator Capital Management, LLC | 2.05% | Add +0.8% | 66,515 | $9.9M |
| Spinnaker Trust | 0.53% | Add +0.5% | 65,963 | $9.8M |
| California Public Employees Retirement System | 0.01% | Reduce -4.3% | 65,874 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 65,353 | $9.7M |
| Swiss National Bank | 0.01% | Add +1.7% | 64,226 | $9.6M |
| Lightrock Netherlands B.V. | 1.93% | Add +42.7% | 62,500 | $9.3M |
| Bridgewater Associates | 0.03% | Add +202.1% | 57,869 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 51,909 | $7.7M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 49,472 | $7.4M |
| Triveni Capital Investments LP | 5.34% | — | 48,087 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 46,767 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +144.7% | 42,487 | $6.3M |
| Rhino Investment Partners, Inc | 1.77% | Reduce -25.3% | 42,005 | $6.3M |
| Penserra Capital Management LLC | 0.07% | Reduce -6.5% | 41,962 | $6.3M |
| Citigroup Inc. | 0.00% | Add +67.6% | 40,375 | $6.0M |
| First Trust Advisors LP | 0.00% | Add +142.5% | 39,853 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 38,853 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.3% | 38,510 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +606.9% | 37,755 | $5.6M |
| Cambiar Investors LLC | 0.24% | Reduce -12.5% | 35,633 | $5.3M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +31.8% | 34,798 | $5.2M |
| Comerica Bank | 0.02% | Add +49.3% | 31,774 | $4.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -20.2% | 31,530 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 31,482 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | New | 31,329 | $4.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Add +2.7% | 31,100 | $4.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 30,918 | $4.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.0% | 30,148 | $4.5M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -6.6% | 29,442 | $4.4M |
| 13D Management LLC | 5.20% | New | 29,350 | $4.4M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +47.5% | 29,207 | $4.4M |
| HM Payson & Co. | 0.06% | Add +2.9% | 28,692 | $4.3M |
| Long Road Investment Counsel, LLC | 1.55% | Reduce -0.9% | 27,434 | $4.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 27,176 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +43.5% | 26,780 | $4.0M |
| Mariner, LLC | 0.00% | New | 24,956 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -10.5% | 24,742 | $3.7M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.1% | 24,643 | $3.7M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.