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WEX Inc. hedge fund holdings

WEXNYSE
$172.48+3.38 (+2.00%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WEX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025119178$341M$545M359Aug 14, 2025
Q3 2025103117$446M$421M372Nov 14, 2025
Q4 2025138112$478M$478M405Feb 14, 2026
Q1 2026164126$480M$391M414May 15, 2026
Q2 2026132172$545M$416M390Aug 14, 2026

Quarterly action breakdown

Q2 2026
390 filers
New position
55
$144M+1.02M sh
Increased
77
$401M+2.84M sh
Reduced
107
-$298M-2.11M sh
Out / sold
65
-$118M-837K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Capital World InvestorsAdded 159.27%+$47.5M$77.3M0.01%Aug 12, 2026
New South Capital Management IncAdded 78.73%+$27.6M$62.7M2.75%Aug 10, 2026
Longaeva Partners L.P.Sell 100%-$24.7M$00.00%Aug 14, 2026
Meridiem Capital Partners LPNew Buy+$22.7M$22.7M1.02%Aug 14, 2026
Incline Global Management LLCAdded 1016.78%+$22.5M$24.7M6.92%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 63.56%+$21.2M$54.6M0.16%Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/SNew Buy+$13.9M$13.9M0.11%Aug 10, 2026
Snyder Capital Management L PAdded 25.79%+$13.5M$65.8M1.14%Aug 13, 2026
Alta Fox Capital Management, LLCNew Buy+$12.8M$12.8M2.58%Aug 14, 2026
Hawk Ridge Capital Management LPAdded 50.13%+$11.6M$34.6M1.11%Aug 14, 2026
Primecap Management CoReduce 53.19%-$8.76M$7.71M0.00%Aug 14, 2026
Turtle Creek Asset Management Inc.Added 8.78%+$8.29M$103M4.01%Aug 14, 2026
Gotham Asset Management, LLCReduce 15.37%-$8.13M$44.8M0.10%Aug 14, 2026
Solel Partners LPAdded 33.17%+$7.81M$31.4M5.33%Aug 14, 2026
CenterBook Partners LPAdded 460.83%+$6.48M$7.88M0.39%Aug 11, 2026
Gillson Capital LPNew Buy+$6.44M$6.44M0.38%Aug 14, 2026
Kestrel Investment Management CorpNew Buy+$5.21M$5.21M2.83%Aug 4, 2026
Lone Peak Global Investors LLCAdded 37.73%+$4.91M$17.9M2.47%Aug 10, 2026
Empowered Funds, LLCAdded 1290.95%+$4.73M$5.1M0.03%Aug 17, 2026
Thompson Siegel & Walmsley LLCAdded 55.01%+$4.28M$12.1M0.22%Aug 11, 2026
Jacobs Asset Management, LLCNew Buy+$4.23M$4.23M2.66%Aug 14, 2026
Quantinno Capital Management LPReduce 12.76%-$3.83M$26.2M0.03%Aug 13, 2026
Lightrock Netherlands B.V.Added 44.67%+$3.78M$12.2M2.42%Aug 10, 2026
Earnest Partners LLCReduce 2.90%-$3.62M$121M0.44%Aug 13, 2026
Intrinsic Edge Capital Management LLCSell 100%-$3.06M$00.00%Aug 12, 2026
Factorial Partners, LLCSell 100%-$2.91M$00.00%Aug 14, 2026
Lighthouse Investment Partners, LLCNew Buy+$2.36M$2.36M0.06%Aug 14, 2026
Cander Asset Management LPNew Buy+$2.24M$2.24M0.42%Aug 14, 2026
First Trust Advisors LPReduce 30.11%-$2.23M$5.17M0.00%Aug 11, 2026
Seizert Capital Partners, LLCAdded 50.97%+$1.75M$5.18M0.21%Aug 5, 2026
Natixis Advisors, LLCReduce 10.84%-$1.75M$14.4M0.02%Aug 14, 2026
Bullseye Asset Management LLCSell 100%-$1.64M$00.00%Aug 12, 2026
IMC-Chicago, LLCNew Buy+$1.58M$1.58M0.00%Aug 6, 2026
Artemis Investment Management LLPNew Buy+$1.54M$1.54M0.01%Jul 23, 2026
Hussman Strategic Advisors, Inc.New Buy+$1.48M$1.48M0.34%Aug 3, 2026
Twin Tree Management, LPNew Buy+$1.38M$1.38M0.03%Aug 12, 2026
Lyrical Asset Management LPAdded 1.26%+$1.35M$109M1.38%Aug 12, 2026
Illinois Municipal Retirement FundAdded 44.95%+$1.35M$4.36M0.05%Aug 12, 2026
Williams Jones Wealth Management, LLC.Reduce 33.94%-$1.34M$2.61M0.03%Aug 5, 2026
VARCOV Co.New Buy+$1.26M$1.26M0.48%Aug 14, 2026
Loring Wolcott & Coolidge Fiduciary Advisors LLPReduce 2.07%-$1.1M$51.8M0.50%Jul 30, 2026
Clark Estates IncAdded 44.37%+$945K$3.08M0.71%Aug 5, 2026
Mitsubishi UFJ Trust & Banking CorpAdded 139.11%+$943K$1.62M0.00%Aug 6, 2026
Gator Capital Management, LLCReduce 12.92%-$898K$6.05M1.27%Aug 13, 2026
Ariel Investments, LLCReduce 1.88%-$895K$46.8M0.47%Aug 14, 2026
Retirement Systems of AlabamaReduce 14.70%-$872K$5.06M0.02%Jul 28, 2026
Numerai GP LLCSell 100%-$827K$00.00%Aug 14, 2026
Fulcrum Asset Management LLPReduce 40.18%-$786K$1.17M0.12%Aug 18, 2026
Canada Pension Plan Investment BoardAdded 103.85%+$762K$1.5M0.00%Aug 14, 2026
Bridgewater Associates, LPNew Buy+$707K$707K0.00%Aug 14, 2026
Krilogy Financial LLCSell 100%-$684K$00.00%Jul 27, 2026
CSS LLCNew Buy+$641K$641K0.02%Aug 14, 2026
Loomis Sayles & Co L PReduce 2.54%-$628K$24.1M0.03%Aug 14, 2026
Harbor Capital Advisors, Inc.Added 67.18%+$608K$1.51M0.10%Aug 7, 2026
Dockside LLCNew Buy+$603K$603K0.14%Aug 3, 2026
Blueshift Asset Management, LLCNew Buy+$582K$582K0.13%Aug 14, 2026
Zions Bancorporation, National AssociationReduce 53.25%-$561K$493K0.03%Jul 31, 2026
Thrivent Financial for LutheransAdded 50.61%+$552K$1.64M0.00%Aug 14, 2026
Summit Trail Advisors, LLCReduce 43.66%-$551K$711K0.01%Aug 11, 2026
Caprock Group, LLCReduce 61.47%-$549K$344K0.01%Jul 27, 2026
Curi Capital, LLCSell 100%-$507K$00.00%Aug 14, 2026
Oak Thistle LLCNew Buy+$505K$505K0.05%Jul 21, 2026
Rhino Investment Partners, IncReduce 5.72%-$494K$8.14M2.46%Aug 14, 2026
New Age Alpha Advisors, LLCNew Buy+$467K$467K0.02%Aug 13, 2026
Bull Harbor Capital LLCSell 100%-$456K$00.00%Aug 10, 2026
Sone Capital Management, LLCReduce 10.61%-$440K$3.71M0.28%Aug 14, 2026
AlphaGrep UK LtdNew Buy+$437K$437K0.13%Aug 14, 2026
Massachusetts Financial Services CoNew Buy+$430K$430K0.00%Aug 3, 2026
nVerses Capital, LLCNew Buy+$415K$415K0.64%Aug 4, 2026
Nordea Investment Management ABNew Buy+$398K$398K0.00%Aug 5, 2026
SEB Asset Management ABNew Buy+$394K$394K0.00%Aug 4, 2026
Isthmus Partners, LLCSell 100%-$390K$00.00%Jul 20, 2026
Syon Capital LLCReduce 51.97%-$381K$352K0.02%Aug 14, 2026
Storgate, LLCAdded 125.75%+$375K$673K0.14%Aug 12, 2026
Inceptionr LLCAdded 193.30%+$375K$569K0.14%Aug 11, 2026
Tidal Investments LLCAdded 62.52%+$373K$969K0.00%Aug 13, 2026
Atria Investments, IncAdded 43.99%+$357K$1.17M0.01%Jul 28, 2026
Hennion & Walsh Asset Management, Inc.Sell 100%-$322K$00.00%Jul 8, 2026
Ensign Peak Advisors, IncAdded 90.27%+$318K$670K0.00%Aug 14, 2026
Henshaw Capital LLCReduce 14.40%-$317K$1.89M0.06%Aug 12, 2026
Qsemble Capital Management, LPSell 100%-$317K$00.00%Aug 3, 2026
State of New Jersey Common Pension Fund DReduce 15.35%-$315K$1.74M0.01%Aug 4, 2026
Baker Avenue Asset Management, LPSell 100%-$306K$00.00%Jul 28, 2026
NorthCrest Asset Manangement, LLCSell 100%-$288K$00.00%Jul 15, 2026
Blair William & CoReduce 10.52%-$280K$2.38M0.01%Aug 11, 2026
Worldquant Millennium Advisors LLCNew Buy+$279K$279K0.00%Aug 14, 2026
Cambiar Investors LLCReduce 6.02%-$271K$4.23M0.18%Jul 31, 2026
HM Payson & CoAdded 6.53%+$255K$4.16M0.06%Jul 17, 2026
Beese Fulmer Investment Management, Inc.Sell 100%-$243K$00.00%Jul 29, 2026
Rice Hall James & Associates, LLCReduce 0.95%-$241K$25.2M1.23%Aug 7, 2026
Swiss Life Asset Management LtdAdded 77.82%+$241K$550K0.00%Jul 29, 2026
Bridgefront Capital, LLCReduce 36.28%-$237K$416K0.11%Aug 14, 2026
Bridgewater Advisors Inc.New Buy+$236K$236K0.01%Aug 5, 2026
Rothschild Wealth LLCSell 100%-$231K$00.00%Aug 11, 2026
Evoke Wealth, LLCSell 100%-$225K$00.00%Aug 10, 2026
Flputnam Investment Management CoSell 100%-$225K$00.00%Aug 6, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementSell 100%-$224K$00.00%Jul 15, 2026
Certuity, LLCSell 100%-$223K$00.00%Jul 28, 2026
Inspire Investing, LLCAdded 38.03%+$222K$807K0.03%Aug 12, 2026
EJF Capital LPAdded 16.13%+$212K$1.52M1.02%Aug 13, 2026

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