WexWEX
13F holders, Q1 2026 (March 31)434holders +6
60new positions
56sold out
8famous investors
$153.09avg. 13F price*
At the end of Q1 2026, 434 institutions reported holding Wex Inc. (WEX) in their 13F filings, up 6 from Q4 2025. 60 opened new positions and 56 sold out. The largest holders were Janus Henderson Group PLC ($599.3M), BlackRock, Inc. ($475.3M) and Par Capital Management Inc. ($345.1M). 8 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $179.6M |
| Exits | 56 | $80.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,429,509 shares bought and 2,876,822 shares sold, net +552,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| Janus Henderson Group PLC | 0.29% | Add +1.1% | 3,916,073 | $599.3M |
| BlackRock, Inc. | 0.01% | Add +1.5% | 3,105,441 | $475.3M |
| Par Capital Management Inc. | 10.03% | Add +0.1% | 2,254,984 | $345.1M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 2,100,268 | $321.4M |
| Impactive Capital LP | 18.95% | Reduce -22.2% | 1,707,253 | $261.3M |
| Boston Partners | 0.27% | Add +14.7% | 1,660,773 | $254.2M |
| Vanguard Capital Management LLC | 0.01% | — | 1,542,446 | $236.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,483,603 | $227.1M |
| AQR Capital Management | 0.09% | Add +46.7% | 1,305,443 | $199.8M |
| FMR LLC | 0.01% | Add +6.9% | 1,225,304 | $187.5M |
| State Street Corp. | 0.01% | Add +2.8% | 1,091,413 | $167.0M |
| Earnest Partners LLC | 0.56% | Reduce -0.8% | 883,005 | $135.1M |
| Bank of America Corp. | 0.01% | Add +13.6% | 823,681 | $126.1M |
| Lyrical Asset Management LP | 1.78% | Reduce -1.7% | 760,936 | $116.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 686,135 | $105.0M |
| Turtle Creek Asset Management Inc. | 3.83% | Add +58.5% | 669,335 | $102.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 655,837 | $100.4M |
| Sei Investments Co. | 0.08% | Add +8.7% | 597,600 | $91.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 478,553 | $73.2M |
| River Road Asset Management, LLC | 0.83% | Reduce -38.6% | 476,077 | $72.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.60% | Reduce -8.1% | 375,110 | $59.8M |
| Gotham Asset Management | 0.18% | Add +40.2% | 375,048 | $57.4M |
| Snyder Capital Management L P | 1.10% | Add +6.5% | 370,664 | $56.7M |
| Federated Hermes, Inc. | 0.09% | Add +3.7% | 362,372 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 338,457 | $51.9M |
| Ariel Investments | 0.58% | Add +0.3% | 337,724 | $51.7M |
| Northern Trust Corp. | 0.01% | Add +4.2% | 332,852 | $50.9M |
| Wellington Management Group LLP | 0.01% | Add +15.6% | 307,365 | $47.0M |
| SG Capital Management LLC | 3.82% | New | 303,280 | $46.4M |
| UBS Group AG | 0.01% | Reduce -32.6% | 289,761 | $44.3M |
| Citadel Advisors | 0.03% | New | 274,827 | $42.1M |
| New South Capital Management Inc. | 1.82% | Reduce -7.2% | 248,763 | $38.1M |
| Hotchkis & Wiley Capital Management LLC | 0.11% | Reduce -38.0% | 236,598 | $36.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 232,682 | $35.6M |
| Balyasny Asset Management L.P. | 0.07% | New | 231,924 | $35.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 213,657 | $32.7M |
| Quantinno Capital Management LP | 0.05% | Add +111.8% | 212,873 | $32.6M |
| Capital World Investors | 0.00% | Add +120.5% | 211,240 | $32.3M |
| Sunriver Management LLC | 5.27% | Reduce -38.1% | 203,694 | $31.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -6.1% | 201,674 | $30.9M |
| Lakewood Capital Management, LP | 1.97% | Reduce -11.8% | 200,968 | $30.8M |
| Rice Hall James & Associates, LLC | 1.54% | Add +3.5% | 180,314 | $27.6M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -2.5% | 175,138 | $26.8M |
| Solel Partners LP | 5.46% | No change | 167,000 | $25.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.3% | 166,904 | $25.5M |
| Hawk Ridge Capital Management LP | 0.91% | Reduce -64.0% | 163,471 | $25.0M |
| Longaeva Partners L.P. | 1.19% | New | 161,275 | $24.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 125,631 | $19.2M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.6% | 120,532 | $18.4M |
| Primecap Management Co. | 0.01% | Reduce -45.6% | 116,760 | $17.9M |
| Natixis Advisors, LLC | 0.02% | Add +10.7% | 114,313 | $17.5M |
| Ieq Capital, LLC | 0.08% | Add +56.4% | 108,008 | $16.5M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 105,633 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +45055.5% | 106,567 | $15.7M |
| Lone Peak Global Investors LLC | 2.35% | Reduce -3.2% | 92,257 | $14.1M |
| Nuveen, LLC | 0.00% | Add +8.9% | 91,917 | $14.1M |
| Invesco Ltd. | 0.00% | Reduce -2.5% | 83,271 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 79,556 | $12.2M |
| California Public Employees Retirement System | 0.01% | Add +16.3% | 76,604 | $11.7M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 76,507 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 75,298 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.0% | 70,613 | $10.8M |
| SG Americas Securities, LLC | 0.01% | Add +363.1% | 67,927 | $10.4M |
| Spinnaker Trust | 0.56% | No change | 65,963 | $10.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 64,426 | $9.9M |
| Rhino Investment Partners, Inc | 2.61% | Add +45.7% | 61,205 | $9.4M |
| Lightrock Netherlands B.V. | 1.96% | Reduce -4.0% | 60,000 | $9.2M |
| Atom Investors LP | 0.62% | New | 56,949 | $8.7M |
| Thompson Siegel & Walmsley LLC | 0.15% | Reduce -19.3% | 55,110 | $8.4M |
| Mariner, LLC | 0.01% | Add +118.9% | 54,635 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +31.5% | 52,395 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +36.0% | 51,365 | $7.9M |
| Gator Capital Management, LLC | 1.61% | Reduce -25.9% | 49,264 | $7.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.6% | 45,568 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 44,308 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -15.4% | 43,912 | $6.7M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 43,576 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -38.2% | 42,036 | $6.4M |
| Crossmark Global Holdings, Inc. | 0.09% | Add +42.8% | 41,714 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Add +9.3% | 42,102 | $6.3M |
| California State Teachers Retirement System | 0.01% | Add +23.6% | 38,221 | $5.8M |
| Swedbank AB | 0.01% | No change | 35,300 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 35,118 | $5.4M |
| Cambiar Investors LLC | 0.23% | Reduce -10.4% | 31,931 | $4.9M |
| Foyston, Gordon & Payne Inc | 1.07% | Add +40.8% | 30,447 | $4.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 30,295 | $4.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 30,148 | $4.6M |
| Sone Capital Management, LLC | 0.38% | New | 29,404 | $4.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Add +33.8% | 29,375 | $4.5M |
| Cwm, LLC | 0.01% | Add +66.2% | 28,913 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +387.1% | 28,746 | $4.4M |
| Penserra Capital Management LLC | 0.05% | Reduce -33.0% | 28,118 | $4.3M |
| Long Road Investment Counsel, LLC | 1.68% | Add +2.2% | 28,034 | $4.3M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -5.0% | 27,967 | $4.3M |
| HM Payson & Co. | 0.06% | Reduce -3.5% | 27,692 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 26,216 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Add +357.6% | 25,724 | $3.9M |
| Man Group plc | 0.01% | Add +53.1% | 25,598 | $3.9M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -0.3% | 24,582 | $3.8M |
| Seizert Capital Partners, LLC | 0.17% | New | 24,325 | $3.7M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.