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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Sell | -183,817 | -97.4% | 4,996 | $764.66K | Q1 2026 | Sep 04, 2026 |
| Ensign Peak Advisors, Inc | Buy | +650 | +35.2% | 2,497 | $382.14K | Q1 2026 | Aug 18, 2026 |
| Brighton Jones Llc | Buy | +5,380 | — | 5,380 | $823.36K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +5,455 | +14.0% | 44,308 | $6.78M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +98,524 | +13.6% | 823,681 | $126.06M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +22,875 | — | 22,875 | $2.23M | Q1 2026 | May 18, 2026 |
| Intrinsic Edge Capital Management Llc | Buy | +20,000 | — | 20,000 | $3.06M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Buy | +7,303 | +23.6% | 38,221 | $5.85M | Q1 2026 | May 18, 2026 |
| Bull Harbor Capital Llc | Buy | +2,977 | — | 2,977 | $455.60K | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +1,526 | +10.4% | 16,172 | $2.47M | Q1 2026 | May 18, 2026 |
| Impactive Capital Lp | Sell | -488,000 | -22.2% | 1,707,253 | $261.28M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +415,641 | +46.7% | 1,305,443 | $199.78M | Q1 2026 | May 15, 2026 |
| Hawk Ridge Capital Management Lp | Sell | -290,800 | -64.0% | 163,471 | $25.02M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +274,827 | — | 274,827 | $42.06M | Q1 2026 | May 15, 2026 |
| Turtle Creek Asset Management | Buy | +246,923 | +58.5% | 669,335 | $102.44M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +231,924 | — | 231,924 | $35.49M | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | Buy | +161,275 | — | 161,275 | $24.68M | Q1 2026 | May 15, 2026 |
| Hotchkis & Wiley Capital Management Llc | Sell | -144,733 | -38.0% | 236,598 | $36.21M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +112,378 | +111.8% | 212,873 | $32.58M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +107,610 | +40.2% | 375,048 | $57.40M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +106,331 | +45055.5% | 106,567 | $15.72M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +78,778 | +6.9% | 1,225,304 | $187.52M | Q1 2026 | May 15, 2026 |
| Incline Global Management Llc | Sell | -75,721 | -82.9% | 15,663 | $2.40M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -72,397 | -30.3% | 166,904 | $25.54M | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Sell | -59,839 | -87.4% | 8,647 | $1.32M | Q1 2026 | May 15, 2026 |
| Atom Investors Lp | Buy | +56,949 | — | 56,949 | $8.72M | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -52,279 | -75.8% | 16,663 | $2.55M | Q1 2026 | May 15, 2026 |
| Janus Henderson Group Plc | Buy | +44,031 | +1.1% | 3,916,073 | $599.31M | Q1 2026 | May 15, 2026 |
| Wellington Management Group Llp | Buy | +41,492 | +15.6% | 307,365 | $47.04M | Q1 2026 | May 15, 2026 |
| Ieq Capital, Llc | Buy | +38,956 | +56.4% | 108,008 | $16.53M | Q1 2026 | May 15, 2026 |
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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