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 Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Impactive Capital Lp, Aqr Capital Management Llc, Hawk Ridge Capital Management Lp, Citadel Advisors Llc, and Turtle Creek Asset Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpSell-183,817-97.4%4,996$764.66KQ1 2026Sep 04, 2026
Ensign Peak Advisors, IncBuy+650+35.2%2,497$382.14KQ1 2026Aug 18, 2026
Brighton Jones LlcBuy+5,380—5,380$823.36KQ1 2026Aug 07, 2026
Wells Fargo & Company/MnBuy+5,455+14.0%44,308$6.78MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+98,524+13.6%823,681$126.06MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+22,875—22,875$2.23MQ1 2026May 18, 2026
Intrinsic Edge Capital Management LlcBuy+20,000—20,000$3.06MQ1 2026May 18, 2026
California State Teachers Retirement SystemBuy+7,303+23.6%38,221$5.85MQ1 2026May 18, 2026
Bull Harbor Capital LlcBuy+2,977—2,977$455.60KQ1 2026May 18, 2026
AmundiBuy+1,526+10.4%16,172$2.47MQ1 2026May 18, 2026
Impactive Capital LpSell-488,000-22.2%1,707,253$261.28MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+415,641+46.7%1,305,443$199.78MQ1 2026May 15, 2026
Hawk Ridge Capital Management LpSell-290,800-64.0%163,471$25.02MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+274,827—274,827$42.06MQ1 2026May 15, 2026
Turtle Creek Asset ManagementBuy+246,923+58.5%669,335$102.44MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Buy+231,924—231,924$35.49MQ1 2026May 15, 2026
Longaeva Partners L.P.Buy+161,275—161,275$24.68MQ1 2026May 15, 2026
Hotchkis & Wiley Capital Management LlcSell-144,733-38.0%236,598$36.21MQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+112,378+111.8%212,873$32.58MQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+107,610+40.2%375,048$57.40MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+106,331+45055.5%106,567$15.72MQ1 2026May 15, 2026
Fmr LlcBuy+78,778+6.9%1,225,304$187.52MQ1 2026May 15, 2026
Incline Global Management LlcSell-75,721-82.9%15,663$2.40MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-72,397-30.3%166,904$25.54MQ1 2026May 15, 2026
Nomura Holdings IncSell-59,839-87.4%8,647$1.32MQ1 2026May 15, 2026
Atom Investors LpBuy+56,949—56,949$8.72MQ1 2026May 15, 2026
Millennium Management LlcSell-52,279-75.8%16,663$2.55MQ1 2026May 15, 2026
Janus Henderson Group PlcBuy+44,031+1.1%3,916,073$599.31MQ1 2026May 15, 2026
Wellington Management Group LlpBuy+41,492+15.6%307,365$47.04MQ1 2026May 15, 2026
Ieq Capital, LlcBuy+38,956+56.4%108,008$16.53MQ1 2026May 15, 2026
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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.