WEX in the 13F filings

Wex Inc · CUSIP 96208T104

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 27; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed: 8,188,354; combined, among listed positions
Reported value: $1.2bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +249,568.

Managers listing WEX in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

27 of 27 holders

				Action		Filing
Janus Henderson Group Ltd	3,967,061	$560m	0.23%	Added	+50,988	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	1,801,385	$254m	under 0.1%	Added	+576,081	13 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	582,786	$82m	under 0.1%	Added	+307,959	2 Sep 2026 (the filing on sec.gov)
Capital World Investors	547,682	$77m	under 0.1%	Added	+336,442	12 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	306,816	$43m	under 0.1%	Trimmed	-549	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	200,003	$28m	under 0.1%	Trimmed	-1,671	27 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC	134,942	$18m	under 0.1%	Trimmed	-1,170,501	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	109,924	$16m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	88,419	$12m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	87,926	$12m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	86,892	$12m	under 0.1%	Added	+3,621	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	42,214	$6.5m	under 0.1%	Added	+112	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	38,008	$5.4m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	35,391	$5.0m	under 0.1%	Added	+18,728	14 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	35,308	$5.0m	0.16%	New	new	7 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	34,923	$4.9m	under 0.1%	Trimmed	-195	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	33,156	$4.7m	under 0.1%	Added	+30,795	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	18,537	$2.6m	under 0.1%	Trimmed	-7,187	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	9,680	$1.4m	under 0.1%	Added	+2,000	13 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	5,009	$707k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	4,652	$656k	under 0.1%	Held	0	14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	3,890	$549k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	3,700	$522k	under 0.1%	Trimmed	-6,000	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	3,369	$475k	under 0.1%	Trimmed	-2,668	14 Aug 2026 (the filing on sec.gov)
MFS Investment Management	3,045	$430k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)

Page 1 of 2

What managers have written about WEX

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Impactive Capital's "Wake Up WEX" letter to WEX shareholders · Impactive Capital · 10 Apr 2026 · Subject of the letter

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 1,801,385 shares now+576,081
Capital World Investorsexisting position · 547,682 shares now+336,442
Citadel Advisors LLCexisting position · 582,786 shares now+307,959
Jane Street Group LLCnew position · 109,924 shares now+109,924
Point72 Asset Management LPnew position · 88,419 shares now+88,419

Reductions

AQR Capital Management LLCexisting position · 134,942 shares now-1,170,501
Squarepoint Ops LLCexisting position · 18,537 shares now-7,187
D. E. Shaw & Co.existing position · 3,700 shares now-6,000
Brevan Howard Capital Management LPexisting position · 3,369 shares now-2,668
Neuberger Berman Group LLCexisting position · 200,003 shares now-1,671

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (8)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

WEX by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	4	$422m	n.a.	n.a.
Q3 2013	3	$463m	n.a.	n.a.
Q4 2013	4	$534m	n.a.	n.a.
Q1 2014	4	$528m	n.a.	n.a.
Q2 2014	5	$604m	n.a.	n.a.
Q3 2014	6	$734m	n.a.	n.a.
Q4 2014	7	$706m	n.a.	n.a.
Q1 2015	7	$932m	n.a.	n.a.
Q2 2015	8	$1.1bn	n.a.	n.a.
Q3 2015	7	$827m	n.a.	n.a.
Q4 2015	7	$586m	n.a.	n.a.
Q1 2016	5	$496m	n.a.	n.a.
Q2 2016	5	$649m	n.a.	n.a.
Q3 2016	7	$898m	n.a.	n.a.
Q4 2016	7	$874m	n.a.	n.a.
Q1 2017	9	$659m	n.a.	n.a.
Q2 2017	6	$1.1bn	n.a.	n.a.
Q3 2017	6	$1.4bn	n.a.	n.a.
Q4 2017	7	$1.6bn	n.a.	n.a.
Q1 2018	12	$1.7bn	n.a.	n.a.
Q2 2018	14	$2.1bn	n.a.	n.a.
Q3 2018	9	$2.0bn	n.a.	n.a.
Q4 2018	8	$1.5bn	n.a.	n.a.
Q1 2019	11	$2.0bn	n.a.	n.a.
Q2 2019	11	$2.1bn	n.a.	n.a.
Q3 2019	9	$2.0bn	n.a.	n.a.
Q4 2019	8	$2.3bn	n.a.	n.a.
Q1 2020	12	$1.3bn	n.a.	n.a.
Q2 2020	6	$1.8bn	n.a.	n.a.
Q3 2020	10	$1.6bn	n.a.	n.a.
Q4 2020	10	$2.3bn	n.a.	n.a.
Q1 2021	8	$2.3bn	n.a.	n.a.
Q2 2021	8	$1.9bn	n.a.	n.a.
Q3 2021	5	$1.6bn	n.a.	n.a.
Q4 2021	8	$1.3bn	n.a.	n.a.
Q1 2022	9	$1.7bn	n.a.	n.a.
Q2 2022	12	$1.4bn	n.a.	n.a.
Q3 2022	10	$1.2bn	n.a.	n.a.
Q4 2022	9	$1.5bn	n.a.	n.a.
Q1 2023	9	$1.6bn	n.a.	n.a.
Q2 2023	9	$1.5bn	n.a.	n.a.
Q3 2023	6	$1.5bn	n.a.	n.a.
Q4 2023	7	$1.6bn	5	2
Q1 2024	7	$1.9bn	3	4
Q2 2024	8	$1.4bn	6	2
Q3 2024	6	$1.5bn	4	3
Q4 2024	8	$941m	3	4
Q1 2025	9	$839m	7	2
Q2 2025	5	$621m	2	5
Q3 2025	3	$622m	0	4
Q4 2025	6	$740m	16	12
Q1 2026	3	$835m	15	13
Q2 2026	4	$654m	17	12

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WEX and V →WEX and MA →WEX and MCO →Choose a stock to compare with WEX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WEX, latest filings →Back to the 13F Explorer →

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