WEX

Wex INC

-$6.0B

Net Activity

Institutions Holding

19

Popularity Rank

#1574

Avg Weight

0.01%

Total Value

$3.7M

Ownership Trend

19 institutions currently hold WEX, with 5 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

HF
Handelsbanken Fonder AB
$1.6M
BS
Bath Savings Trust Co
$489.2K
CA
Clark Asset Management, LLC
$460.7K
BM
Benin Management CORP
$429.1K
AA
Assenagon Asset Management S.A.
$207.7K

Top 5 by Conviction

BM
Benin Management CORP
0.09%
BS
Bath Savings Trust Co
0.05%
NW
Net Worth Advisory Group
0.05%
CA
Clark Asset Management, LLC
0.04%
HN
Hilltop National Bank
0.02%
View all 19 holding institutions

Quarterly Activity

Recent Activity

+$229.8K

Total Buy Value

$3.6M

Total Sell Value

New buy3
Trim5
Add2
Sold out6

5

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$297K

Total Est. Value

2K shares

Planned Shares

Last Filed 2026-07-06
FilerFiling DateEst. Value
Robert Deshaies2026-07-06$297K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WEX INC (WEX)?
Major stakeholders currently include Handelsbanken Fonder AB ($1.6M), Bath Savings Trust Co ($489.2K), Clark Asset Management, LLC ($460.7K). Based on the latest 13F filings, there are a total of 19 tracked investment funds and institutions maintaining positions in WEX.
What is the overall institutional sentiment toward WEX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $6.0B, driven by 5 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their WEX positions?
In the latest period, 5 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $3.6M.
Are there any notable investors adding WEX to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $229.8K.

Related Stocks

Same Sector

Other stocks in the same GICS sector

AAPL

Apple INC

Institutions Holding

614

Total reported value

$26.2B

19 institutions currently hold both WEX and this stock

View detail
MSFT

Microsoft CORP

Institutions Holding

601

Total reported value

$20.1B

19 institutions currently hold both WEX and this stock

View detail
NVDA

Nvidia CORP

Institutions Holding

563

Total reported value

$25.2B

19 institutions currently hold both WEX and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

601

Total reported value

$20.1B

310 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

563

Total reported value

$25.2B

299 13F institutions increased their position this quarter

View detail
VUG

Vanguard Growth ETF

Institutions Holding

302

Total reported value

$4.3B

269 13F institutions increased their position this quarter

View detail