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WEX in the 13F filings

Wex Inc · CUSIP 96208T104

Sector · Business and payment services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed
7,938,786
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: 15 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +830,586.

Managers listing WEX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Janus Henderson Group Ltd3,916,073$599m0.29%Added+44,03118 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,305,443$200m0.09%Added+415,64115 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,225,304$188munder 0.1%Added+78,77815 May 2026 (the filing on sec.gov)
Wellington Management Group LLP307,365$47munder 0.1%Added+41,49215 May 2026 (the filing on sec.gov)
Citadel Advisors LLC274,827$42munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC231,924$35munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Capital World Investors211,240$32munder 0.1%Added+115,42713 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC201,674$31munder 0.1%Trimmed-13,14427 Oct 2026 (the filing on sec.gov)
Invesco Ltd83,271$13munder 0.1%Trimmed-2,14712 May 2026 (the filing on sec.gov)
AllianceBernstein LP42,102$6.3munder 0.1%Added+3,59215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc35,118$5.4munder 0.1%Added+3,63615 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC25,724$3.9munder 0.1%Added+20,10215 May 2026 (the filing on sec.gov)
Man Group PLC25,598$3.9munder 0.1%Added+8,87915 May 2026 (the filing on sec.gov)
Millennium Management LLC16,663$2.5munder 0.1%Trimmed-52,27915 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.9,700$1.5munder 0.1%Trimmed-21,83015 May 2026 (the filing on sec.gov)
Marshall Wace LLP7,680$1.2munder 0.1%Trimmed-2,38815 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP6,037$924kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC4,652$712kunder 0.1%Trimmed-10,22615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,361$361kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP2,300$352kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,900$291kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
GAMCO Investors Inc1,830$280kunder 0.1%Held014 May 2026 (the filing on sec.gov)

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

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

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (6)

Exited (7)

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.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WEX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$422mn.a.n.a.
Q3 20133$463mn.a.n.a.
Q4 20134$534mn.a.n.a.
Q1 20144$528mn.a.n.a.
Q2 20145$604mn.a.n.a.
Q3 20146$734mn.a.n.a.
Q4 20147$706mn.a.n.a.
Q1 20157$932mn.a.n.a.
Q2 20158$1.1bnn.a.n.a.
Q3 20157$827mn.a.n.a.
Q4 20157$586mn.a.n.a.
Q1 20165$496mn.a.n.a.
Q2 20165$649mn.a.n.a.
Q3 20167$898mn.a.n.a.
Q4 20167$874mn.a.n.a.
Q1 20179$659mn.a.n.a.
Q2 20176$1.1bnn.a.n.a.
Q3 20176$1.4bnn.a.n.a.
Q4 20177$1.6bnn.a.n.a.
Q1 201812$1.7bnn.a.n.a.
Q2 201814$2.1bnn.a.n.a.
Q3 20189$2.0bnn.a.n.a.
Q4 20188$1.5bnn.a.n.a.
Q1 201911$2.0bnn.a.n.a.
Q2 201911$2.1bnn.a.n.a.
Q3 20199$2.0bnn.a.n.a.
Q4 20198$2.3bnn.a.n.a.
Q1 202012$1.3bnn.a.n.a.
Q2 20206$1.8bnn.a.n.a.
Q3 202010$1.6bnn.a.n.a.
Q4 202010$2.3bnn.a.n.a.
Q1 20218$2.3bnn.a.n.a.
Q2 20218$1.9bnn.a.n.a.
Q3 20215$1.6bnn.a.n.a.
Q4 20218$1.3bnn.a.n.a.
Q1 20229$1.7bnn.a.n.a.
Q2 202212$1.4bnn.a.n.a.
Q3 202210$1.2bnn.a.n.a.
Q4 20229$1.5bnn.a.n.a.
Q1 20239$1.6bnn.a.n.a.
Q2 20239$1.5bnn.a.n.a.
Q3 20236$1.5bnn.a.n.a.
Q4 20237$1.6bn52
Q1 20247$1.9bn34
Q2 20248$1.4bn62
Q3 20246$1.5bn43
Q4 20248$941m34
Q1 20259$839m72
Q2 20255$621m25
Q3 20253$622m04
Q4 20256$740m1612
Q1 20263$835m1513
Q2 20264$654m1712

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 →