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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $154,411,085 | 1,008,959 |
| Q4 2025 | 2 | $113,106,956 | 759,209 |
| Q3 2025 | 2 | $146,996,914 | 933,136 |
| Q2 2025 | 1 | $58,915,522 | 401,086 |
| Q1 2025 | 1 | $64,731,025 | 412,247 |
| Q4 2024 | 1 | $55,799,448 | 318,272 |
| Q3 2024 | 1 | $31,342,052 | 149,440 |
| Q1 2024 | 1 | $950 | 4,000 |
| Q4 2023 | 1 | $6,265 | 32,200 |
| Q3 2023 | 1 | $6,320 | 33,600 |
| Q2 2023 | 1 | $11,252 | 61,800 |
| Q1 2022 | 1 | $1,428 | 8,000 |
Related WEX Institutional Insights:
- WEX Institutional Ownership & Insiders Activity
- WEX Institutional Ownership & 13F Activity
- WEX Top Institutional Shareholders
- WEX Institutional Buying Activity
- WEX Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- WEX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings