WEX INC (WEX) Institutional Ownership

WEX is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $154.41M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Turtle Creek Asset Management, which reported ownership valued at approximately $102.44M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Turtle Creek Asset Management's WEX position is now estimated to be worth approximately $87.19M, representing an estimated loss of -14.88% since the filing period.

Major shareholders tracked on this page include Turtle Creek Asset Management, Ariel Appreciation Fund, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WEX INC (WEX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$154,411,0851,008,959
Q4 20252$113,106,956759,209
Q3 20252$146,996,914933,136
Q2 20251$58,915,522401,086
Q1 20251$64,731,025412,247
Q4 20241$55,799,448318,272
Q3 20241$31,342,052149,440
Q1 20241$9504,000
Q4 20231$6,26532,200
Q3 20231$6,32033,600
Q2 20231$11,25261,800
Q1 20221$1,4288,000