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Disclosery

WEX WEX INC

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COM (common), issuer CIK 1309108

379 managers (387 13F filers) reported a position in WEX shares at 2025-06-30, 38,032,466 shares in all. 52 filers opened a position and 90 filers sold out during the quarter.

Managers
379
13F filers
387
New
52
Added
119
Reduced
159
Sold out
90
Shares held by filers
38,032,466

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-88 S$175.71Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-615 S$174.94Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-549 S$173.54Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-602 S$172.63Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-48 S$171.3Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-98 S$169.81Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding3,680$541K-29,385Timeline
Retirement Planning Co of New England, …3,654$537K0.24%+99713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,614$531K<0.01%-78113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC3,612$531K<0.01%+1,80313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,345$491K<0.01%-27113F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,341$491K<0.01%+17813F-HRTimelineGroup
Eukles Asset Management3,283$482K0.2%+5713F-HRTimeline
Clark Asset Management, LLC3,265$480K0.07%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC3,244$477K0.05%+65613F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,222$473K<0.01%+70913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,222$473K<0.01%-4313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,205$471K<0.01%+6013F-HRTimelineGroup
Procyon Advisors, LLC3,202$470K0.04%+313F-HRTimeline
Creative Planningin group Creative Planning3,097$455K<0.01%-83,57813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,090$454K<0.01%-51213F-HRTimelineGroup
Benin Management CORP3,041$447K0.12%013F-HRTimeline
Portside Wealth Group, LLC2,935$431K0.06%+813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,901$426K0.01%-413F-HRTimelineGroup
SG Americas Securities, LLC2,820$414K<0.01%+1,04413F-HRTimeline
CHOREO, LLC2,799$411K0.01%new13F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC2,737$402K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP2,738$402K0.03%-2,94113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,725$400K<0.01%+21913F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,698$396K0.04%-51113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,661$391K0.01%-88213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,657$390K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,600$382K<0.01%-1,13513F-HRTimelineGroup
Blue Trust, Inc.2,563$376K<0.01%+14313F-HRTimeline
OPTIMIZE FINANCIAL INC.2,463$362K0.22%-1613F-HRTimeline
Wilkinson Global Asset Management LLC2,450$360K0.02%013F-HRTimeline
Schonfeld Strategic Advisors LLC2,428$357K<0.01%-109,98813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,346$345K0.01%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…2,304$338K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,277$334K<0.01%-35913F-HRTimelineGroup
SYON CAPITAL LLC2,196$323K0.02%new13F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,173$319K+2,072Timeline
DekaBank Deutsche Girozentrale2,193$319K<0.01%013F-HRTimeline
Ballentine Partners, LLC2,147$315K<0.01%+2113F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,141$314K0.01%-1,06713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,140$314K0.08%new13F-HRTimeline
Net Worth Advisory Group2,123$312K0.07%+7013F-HRTimeline
Sterling Capital Management LLC2,080$306K<0.01%+5513F-HR/ATimeline
Legato Capital Management LLC2,072$304K0.04%+50513F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,063$303K0.05%-33513F-HRTimeline
SageView Advisory Group, LLC1,704$300K0.01%+2413F-HRTimeline
SHELL ASSET MANAGEMENT CO2,032$298K0.01%-35113F-HRTimeline
Cadent Capital Advisors, LLC2,026$298K0.1%+20713F-HRTimeline
ISTHMUS PARTNERS, LLC2,013$296K0.03%+2613F-HRTimeline
Boit C F David2,000$294K0.14%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,867$274K<0.01%+23313F-HRTimeline
Maryland State Retirement & Pension Sys…1,852$272K0.01%013F-HRTimeline
Bridgewater Advisors Inc.1,558$269K0.02%+1213F-HRTimeline
Blueshift Asset Management, LLC1,815$267K0.08%new13F-HRTimeline
Utah Retirement Systems1,794$264K<0.01%-30613F-HRTimeline
Snowden Capital Advisors LLC1,775$261K0.01%-24413F-HRTimeline
Knollwood Investment Advisory, LLC1,744$256K0.02%013F-HRTimeline
Chicago Capital, LLC1,728$254K0.01%013F-HRTimeline
Dynamic Technology Lab Private Ltd1,682$247K0.03%new13F-HRTimeline
Beverly Hills Private Wealth, LLC1,616$237K0.04%-12,77913F-HRTimeline
Claret Asset Management Corp1,584$233K0.03%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,557$229K<0.01%-1,04313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,532$225K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC1,532$225K<0.01%+22313F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,520$223K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,519$223K<0.01%new13F-HRTimeline
ProShare Advisors LLC1,518$223K<0.01%+3613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,495$220K<0.01%-138,33813F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,260$210K0.02%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.1,425$209K<0.01%-24913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,409$207K0.01%-1,11613F-HRTimelineGroup
Moody Aldrich Partners LLC1,369$201K0.04%-2513F-HRTimeline
AlphaQuest LLC1,121$165K0.02%-4,28313F-HRTimeline
KBC Group NVin group KBC Group NV1,046$154K<0.01%-74113F-HRTimelineGroup
GAMMA Investing LLC920$135K0.01%+48013F-HRTimeline
Gitterman Wealth Management, LLC868$127K0.03%new13F-HRTimeline
STRS OHIO811$119K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…765$112K<0.01%-70713F-HRTimeline
Hamilton Capital Partners Inc.753$111K0.01%013F-HRTimeline
Hilltop National Bank644$94.6K0.02%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.636$93.5K<0.01%+19613F-HR/ATimelineGroup
MAI Capital Management529$77.7K<0.01%-1913F-HRTimeline
DANSKE BANK A/S500$73.4K<0.01%+30013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC480$70.5K0.02%013F-HRTimeline
Parkside Financial Bank & Trust458$67.3K0.01%+38113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO402$59K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…395$58K<0.01%+38713F-HRTimelineGroup
Truvestments Capital LLC386$56.7K0.01%-6713F-HRTimeline
Brooklyn Investment Group386$56.7K0.01%-3613F-HR/ATimeline
Bangor Savings Bank380$55.8K<0.01%013F-HRTimeline
UMB Bank, n.a.376$55.2K<0.01%+6813F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …371$54K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.324$47.6K<0.01%13F-HRTimeline
North Star Investment Management Corp.300$44.1K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding300$44.1K-19,016Timeline
Plante Moran Financial Advisors, LLC250$36.7K<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD235$34.5K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC226$33.2K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…214$31.4K<0.01%+15813F-HRTimeline
Legacies Wealth LLC214$31.4K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP210$30.8K<0.01%+1013F-HRTimelineGroup
NewEdge Advisors, LLC203$29.8K<0.01%013F-HRTimeline
Essential Partners LLC184$27K0.01%13F-HRTimeline
Core Alternative Capital171$25.1K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd166$24.4K<0.01%-4713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB164$24.1K<0.01%-513F-HRTimeline
State of Wyoming160$23.5K<0.01%-51813F-HRTimeline
Clearstead Advisors, LLC143$21K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.143$21K<0.01%-7513F-HRTimeline
IFP Advisors, Inc59$19.5K<0.01%-4713F-HRTimeline
MassMutual Private Wealth & Trust, FSB128$18.8K<0.01%+713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.121$18K<0.01%-313F-HRTimelineGroup
Rise Advisors, LLC110$16.2K0.01%+213F-HRTimeline
CENTRAL TRUST Co95$14K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC95$14K<0.01%-20413F-HRTimeline
Farther Finance Advisors, LLC93$13.7K<0.01%-17913F-HRTimeline
Covestor Ltd90$13K0.01%+3213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.87$13K<0.01%+7813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.86$12.6K<0.01%-3413F-HRTimeline
Steward Partners Investment Advisory, L…80$11.8K<0.01%-2413F-HRTimeline
Compass Planning Associates Inc75$11K0.01%013F-HRTimeline
Smithfield Trust Co67$10K<0.01%013F-HRTimeline
Arax Advisory Partners60$8.81K<0.01%-8513F-HRTimeline
Parallel Advisors, LLC59$8.67K<0.01%-4113F-HRTimeline
J.Safra Asset Management Corp55$8.08K<0.01%-2313F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC51$7.49K<0.01%+4813F-HRTimeline
Versant Capital Management, Inc51$7.49K<0.01%+1813F-HRTimeline
Larson Financial Group LLC49$7.2K<0.01%+2913F-HRTimeline
Allworth Financial LP48$7.05K<0.01%+613F-HRTimeline
Caitong International Asset Management …47$6.9K<0.01%-1,23413F-HRTimeline
Frazier Financial Advisors, LLC43$6.32K<0.01%013F-HRTimeline
SIGNATUREFD, LLC41$6.02K<0.01%-2413F-HRTimeline
Hemington Wealth Management43$6K<0.01%+1813F-HRTimeline
Capital Advisors, Ltd. LLC38$6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37$5.43K<0.01%-1613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…30$4.41K<0.01%-313F-HRTimelineGroup
Asset Dedication, LLC25$3.67K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$3.52K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC19$3.22K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC20$2.94K<0.01%+513F-HRTimeline
PFS Partners, LLC18$2.65K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.18$2.64K<0.01%-13913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17$2.5K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA16$2.35K<0.01%013F-HRTimeline
WHITTIER TRUST CO15$2.2K<0.01%013F-HRTimeline
True Wealth Design, LLC14$2.06K<0.01%+1113F-HRTimeline
TRUST CO OF VERMONT14$2.06K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$2.06K<0.01%-2213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC15$2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12$1.76K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.11$1.62K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc8$1.18K<0.01%-2213F-HRTimeline
DiNuzzo Private Wealth, Inc.8$1.18K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$1.03K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC7$1.03K<0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6$882<0.01%-5513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6$881<0.01%-713F-HRTimeline
NFSG Corp6$881<0.01%013F-HRTimeline
Cromwell Holdings LLC6$881<0.01%+413F-HRTimeline
Fortitude Family Office, LLC6$881<0.01%new13F-HRTimeline
Nemes Rush Group LLC6$881<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$735<0.01%-913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$734<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5$734<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4$683<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$588<0.01%-1413F-HRTimeline
Private Wealth Management Group, LLC4$588<0.01%-1313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3$441<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3$441<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$441<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC3$441<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$440<0.01%new13F-HRTimeline
Horizon Investments, LLC2$294<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2$294<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2$294<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC1$147<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$147<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$147<0.01%013F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.1$147<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Deshaies Robert Joseph sold 2,000 WEX shares on 2026-10-05, Form 4 filed 2026-10-07. 0001788329-26-000019

    Accepted , ingested