WEX INC (WEX) Institutional Ownership Changes & 13F Activity

WEX INC (WEX) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Turtle Creek Asset Management, Renaissance Technologies LLC, Ariel Appreciation Fund, Matrix Private Capital Group, and Jensen Investment Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Turtle Creek Asset ManagementBuy246,923669,335$102,435,028
Q1 2026Renaissance Technologies LLCSell-2,1001,900$290,776
Q1 2026Ariel Appreciation FundBuy927337,724$51,685,281
Q4 2025Turtle Creek Asset ManagementSell-169,788422,412$62,930,940
Q4 2025Ariel Appreciation FundSell-4,139336,797$50,176,016
Q3 2025Turtle Creek Asset ManagementBuy592,200592,200$93,289,266
Q3 2025Ariel Appreciation FundSell-60,150340,936$53,707,648
Q2 2025Ariel Appreciation FundSell-11,161401,086$58,915,522
Q1 2025Ariel Appreciation FundBuy93,975412,247$64,731,025
Q4 2024Ariel Appreciation FundBuy168,832318,272$55,799,448
Q3 2024Ariel Appreciation FundBuy149,440149,440$31,342,052
Q1 2024Renaissance Technologies LLCSell-28,2004,000$950
Q4 2023Renaissance Technologies LLCSell-1,40032,200$6,265
Q3 2023Renaissance Technologies LLCSell-28,20033,600$6,320
Q2 2023Renaissance Technologies LLCBuy53,80061,800$11,252
Q1 2022Renaissance Technologies LLCSell-35,6008,000$1,428
Q2 2020Matrix Private Capital GroupBuy4361,400$231
Q4 2019Matrix Private Capital GroupBuy964964$202
Q1 2019Renaissance Technologies LLCSell-358,00043,600$8,371
Q4 2018Renaissance Technologies LLCBuy334,800401,600$56,248
Q3 2018Renaissance Technologies LLCSell-197,50066,800$13,411
Q1 2018Renaissance Technologies LLCBuy203,431264,300$41,395
Q4 2017Renaissance Technologies LLCSell-4,43160,869$8,597
Q3 2017Renaissance Technologies LLCBuy4,50065,300$7,328
Q2 2017Renaissance Technologies LLCSell-78,70060,800$6,340
Q1 2017Renaissance Technologies LLCBuy120,482139,500$14,438
Q4 2016Renaissance Technologies LLCSell-136,28219,018$2,122
Q1 2016Jensen Investment ManagementBuy6,1206,120$510
Q4 2015Renaissance Technologies LLCSell-6,860155,300$13,729
Q3 2015Renaissance Technologies LLCBuy155,960162,160$14,082

Frequently asked questions about WEX activity

  • Which institutional owners are buying WEX?

    Institutional owners buying WEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WEX activity?

    "Buy" means an investor increased their reported position in WEX compared to the prior reporting period. This reflects growing exposure to WEX INC (WEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WEX increasing?

    Institutional interest in WEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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