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Disclosery

WEX WEX INC

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COM (common), issuer CIK 1309108

420 managers (434 13F filers) reported a position in WEX shares at 2026-03-31, 38,690,886 shares in all. 60 filers opened a position and 59 filers sold out during the quarter.

Managers
420
13F filers
434
New
60
Added
178
Reduced
119
Sold out
59
Shares held by filers
38,690,886

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bath Savings Trust Co4,117$630K0.07%-49513F-HRTimeline
Janney Montgomery Scott LLC4,051$620K<0.01%new13F-HRTimeline
Pacer Advisors, Inc.3,955$605K<0.01%-15213F-HR/ATimeline
GAMCO Investors (Gabelli)group of 2 filers holding3,857$590K-674Timeline
INTECH INVESTMENT MANAGEMENT LLC3,853$590K0.01%-8,95513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,806$582K<0.01%+1,17413F-HRTimelineGroup
&PARTNERS3,723$570K<0.01%+79613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,721$569K<0.01%-88213F-HRTimeline
Quantum Portfolio Management LLC3,643$558K0.24%-18913F-HR/ATimeline
Retirement Planning Co of New England, …3,625$555K0.23%+3013F-HRTimeline
Pallas Capital Advisors LLC3,597$550K0.02%+7313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,593$550K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,528$540K<0.01%+50613F-HRTimelineGroup
CHOREO, LLC3,401$520K0.01%+39813F-HRTimeline
Curi Capital, LLC3,315$507K0.01%+70613F-HRTimeline
Clark Asset Management, LLC3,265$500K0.05%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS3,181$487K<0.01%+42813F-HRTimeline
GM Advisory Group, LLC3,177$486K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,113$476K0.01%-6,20213F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,077$471K<0.01%13F-HRTimelineGroup
Benin Management CORP3,041$465K0.1%013F-HRTimeline
AREX Capital Management, LP3,000$459K0.76%new13F-HRTimeline
Bull Harbor Capital LLC2,977$456K0.12%13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,970$455K<0.01%+48313F-HRTimelineGroup
Watershed Asset Management, L.L.C.2,967$454K0.47%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,965$454K<0.01%-16013F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,930$448K<0.01%+7313F-HRTimeline
Procyon Advisors, LLC2,891$442K0.02%+3813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,859$438K0.01%-40013F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.2,850$436K0.21%+17713F-HRTimeline
Cornerstone Investment Partners, LLC2,784$426K0.02%+18013F-HRTimeline
Blue Trust, Inc.2,740$419K<0.01%+62513F-HRTimeline
MML INVESTORS SERVICES, LLC2,730$418K<0.01%-47913F-HRTimeline
Kera Capital Partners, Inc.2,615$400K0.05%+82613F-HRTimeline
Empowered Funds, LLC2,598$398K<0.01%+1,12713F-HR/ATimeline
SECURIAN ASSET MANAGEMENT, INC2,557$391K0.02%+10013F-HRTimeline
ISTHMUS PARTNERS, LLC2,549$390K0.04%+47213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC2,543$389K<0.01%-2913F-HRTimelineGroup
Ensign Peak Advisors, Inc2,497$382K<0.01%+65013F-HR/ATimeline
Wilkinson Global Asset Management LLC2,450$375K0.03%013F-HRTimeline
State of Wyoming2,364$362K0.04%-3,05713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,361$361K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,300$352K<0.01%new13F-HRTimelineGroup
DekaBank Deutsche Girozentrale2,193$342K<0.01%013F-HRTimeline
Index Technologies Group LLC2,220$340K0.37%-13413F-HRTimeline
Eukles Asset Management2,216$339K0.15%-1,21313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,191$335K<0.01%-61113F-HRTimelineGroup
Ballentine Partners, LLC2,153$329K<0.01%+713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,140$328K0.1%013F-HRTimeline
Legato Capital Management LLC2,134$327K0.03%-33613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,130$326K<0.01%-6,02213F-HRTimelineGroup
Havemeyer Place LP2,115$324K0.04%-80113F-HRTimeline
Storgate, LLC2,113$323K0.25%+16213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,113$323K0.02%+47513F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,101$322K0.01%-5413F-HRTimeline
Qsemble Capital Management, LP2,070$317K0.02%+33113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,019$309K0.01%-3613F-HRTimelineGroup
Baker Avenue Asset Management, LP1,998$306K0.01%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,993$305K<0.01%-5613F-HRTimelineGroup
Portside Wealth Group, LLC1,953$299K0.04%-513F-HRTimeline
Waverly Advisors, LLC1,948$298K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,913$293K<0.01%-25313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,900$291K<0.01%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,862$288K0.01%-43513F-HRTimeline
HB Wealth Management, LLC1,871$286K<0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…1,852$283K0.01%013F-HRTimeline
EQUITABLE TRUST CO1,845$282K0.01%-13713F-HRTimeline
Utah Retirement Systems1,794$275K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,739$266K0.01%+4913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,738$266K<0.01%-9813F-HRTimeline
Chicago Capital, LLC1,728$264K0.01%013F-HRTimeline
MAI Capital Management1,716$263K<0.01%+1,16513F-HRTimeline
Brooklyn Investment Group1,702$260K0.01%-51113F-HRTimeline
Knollwood Investment Advisory, LLC1,674$256K0.03%013F-HRTimeline
Parcion Private Wealth LLC1,650$253K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC1,642$251K<0.01%+7113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,590$243K0.02%new13F-HRTimeline
NewEdge Advisors, LLC1,583$242K<0.01%+1,38013F-HR/ATimeline
DNB Asset Management ASin group DNB Asset Management AS1,579$242K<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,561$239K<0.01%+413F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,558$238K<0.01%+3813F-HRTimeline
Claret Asset Management Corp1,558$238K0.03%013F-HRTimeline
Net Worth Advisory Group1,520$233K0.05%-20413F-HRTimeline
Rothschild Wealth LLC1,507$231K0.02%new13F-HRTimeline
Compound Planning, Inc.1,504$230K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,502$230K0.01%+41513F-HR/ATimelineGroup
EVOKE WEALTH, LLC1,469$225K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,467$225K<0.01%-49813F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,465$224K<0.01%new13F-HRTimeline
CERTUITY, LLC1,456$223K0.01%new13F-HRTimeline
Essential Partners LLC1,451$222K0.07%+24713F-HRTimeline
Venturi Wealth Management, LLC1,440$220K0.01%new13F-HRTimeline
Allworth Financial LP1,429$219K<0.01%+93113F-HRTimeline
Beverly Hills Private Wealth, LLC1,382$212K0.04%new13F-HRTimeline
ProShare Advisors LLC1,375$210K<0.01%-113F-HRTimeline
INCEPTIONR LLC1,374$210K0.05%new13F-HRTimeline
Cadent Capital Advisors, LLC1,351$207K0.05%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,319$202K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,315$201K<0.01%new13F-HRTimeline
Rehmann Capital Advisory Group1,314$201K0.01%new13F-HRTimeline
Advisory Services Network, LLC1,258$193K<0.01%new13F-HRTimeline
MCF Advisors LLC1,218$186K0.01%new13F-HRTimeline
GAMMA Investing LLC1,199$183K0.01%+18413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,160$178K<0.01%-58313F-HRTimelineGroup
Sterling Capital Management LLC1,066$163K<0.01%-79813F-HRTimeline
KBC Group NVin group KBC Group NV1,046$160K<0.01%013F-HRTimelineGroup
Eurizon Capital SGR S.p.A.1,029$159K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.916$140K<0.01%+16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
QUADRANT CAPITAL GROUP LLC877$134K<0.01%+4213F-HR/ATimeline
Clearstead Advisors, LLC849$130K<0.01%+39913F-HRTimeline
STRS OHIO812$124K<0.01%-113F-HRTimeline
Parkside Financial Bank & Trust774$118K0.01%+12113F-HRTimeline
Arax Advisory Partners743$114K<0.01%+62113F-HRTimeline
Farther Finance Advisors, LLC731$110K<0.01%+4213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …703$108K<0.01%-3,62813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.620$94.9K<0.01%+7713F-HRTimelineGroup
Hilltop National Bank577$88.3K0.02%+3613F-HRTimeline
UMB Bank, n.a.556$85.1K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC532$81.4K<0.01%+40313F-HRTimeline
Smartleaf Asset Management LLC487$74.7K<0.01%+6213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC480$73.5K0.02%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC474$72.5K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…464$71K0.01%013F-HRTimeline
Versant Capital Management, Inc422$64.6K0.01%+32613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO402$61.5K<0.01%013F-HRTimelineGroup
Cache Advisors, LLC389$59.5K0.01%new13F-HRTimeline
Bangor Savings Bank380$58.2K<0.01%013F-HRTimeline
Root Financial Partners, LLC355$54.3K<0.01%+25513F-HRTimeline
IFP Advisors, Inc325$49.7K<0.01%-4613F-HRTimeline
North Star Investment Management Corp.300$45.9K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC275$42.1K0.02%new13F-HRTimeline
Quent Capital, LLC268$41K<0.01%+3113F-HRTimeline
FIRST HORIZON CORP260$39.8K<0.01%+2313F-HRTimeline
Plante Moran Financial Advisors, LLC250$38.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/236$36.5K<0.01%+9913F-HRTimelineGroup
Steward Partners Investment Advisory, L…233$35.7K<0.01%+13313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC218$33.4K<0.01%-1513F-HRTimelineGroup
True Wealth Design, LLC199$30.5K0.01%+9213F-HRTimeline
Ares Financial Consulting, LLC198$29.8K0.02%+19313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK192$29.4K<0.01%+9413F-HRTimelineGroup
SJS Investment Consulting Inc.182$27.9K<0.01%+5313F-HRTimeline
Wealth Preservation Advisors, LLC182$27.9K0.02%new13F-HRTimeline
Bayforest Capital Ltd173$26.5K0.03%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC168$25.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB161$24.6K<0.01%-613F-HRTimeline
Activest Wealth Management154$23.6K<0.01%+313F-HRTimeline
Core Alternative Capital146$22.3K0.01%-2513F-HRTimeline
Signature Equity Partners, LLC119$18.2K0.01%+9113F-HRTimeline
Larson Financial Group LLC117$17.9K<0.01%+8513F-HRTimeline
MassMutual Private Wealth & Trust, FSB103$15.8K<0.01%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…104$15.6K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC100$15.3K<0.01%new13F-HRTimeline
Truvestments Capital LLC97$14.8K<0.01%-11113F-HRTimeline
CENTRAL TRUST Co95$14.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC78$11.9K<0.01%+1113F-HR/ATimeline
Lodestone Wealth Management LLC74$11.3K<0.01%013F-HR/ATimeline
Smithfield Trust Co67$10K<0.01%013F-HRTimeline
Covestor Ltd64$10K0.01%+713F-HRTimeline
KELLEHER FINANCIAL ADVISORS65$9.55K<0.01%013F-HRTimeline
SIGNATUREFD, LLC45$6.89K<0.01%+313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$6.89K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC43$6.58K<0.01%013F-HRTimeline
CVA Family Office, LLC42$6.43K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41$6.28K<0.01%+1513F-HRTimelineGroup
Capital Advisors, Ltd. LLC38$6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…31$4.74K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC30$4.51K<0.01%+2013F-HRTimeline
Keating Financial Advisory Services, In…29$4.44K<0.01%+1513F-HRTimeline
JFS WEALTH ADVISORS, LLC26$3.98K<0.01%-213F-HRTimeline
Asset Dedication, LLC25$3.83K<0.01%013F-HRTimeline
Fortitude Family Office, LLC24$3.67K<0.01%+1613F-HRTimeline
PRIVATE TRUST CO NA23$3.52K<0.01%013F-HRTimeline
Bravera Wealth22$3.37K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC20$3.06K<0.01%13F-HRTimeline
Basecamp Wealth Advisors LLC19$2.91K<0.01%+113F-HRTimeline
PFS Partners, LLC18$2.75K<0.01%013F-HRTimeline
J.Safra Asset Management Corp17$2.6K<0.01%+813F-HRTimeline
Silver Grove Financial Group, Inc.16$2.45K<0.01%new13F-HRTimeline
Bogart Wealth, LLC15$2.3K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10$2K<0.01%-513F-HRTimelineGroup
JPL Wealth Management, LLC13$1.99K<0.01%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1.84K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC11$1.68K<0.01%+713F-HRTimeline
Financial Management Professionals, Inc.11$1.68K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC11$1.62K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.10$1.53K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.9$1.38K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9$1.38K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$1.23K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc8$1.23K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8$1.22K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8$1.22K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC7$1.07K<0.01%new13F-HRTimeline
Investors Research Corp7$1.07K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC7$1.07K<0.01%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.6$919<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$918<0.01%013F-HRTimeline
Cromwell Holdings LLC6$918<0.01%013F-HRTimeline
Nemes Rush Group LLC6$918<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6$918<0.01%new13F-HRTimeline

Events

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

    Accepted , ingested