# WEX INC (WEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WEX/

- Reporting holders: 10
- Reported value: $3.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $2.2M | 13,201 | 0.0% | 2 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $485.9K | 2,880 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $152.8K | 906 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $104.6K | 620 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $87.6K | 519 | 0.0% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $64.1K | 380 | 0.0% | 18 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $16.4K | 97 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $7.3K | 43 | 0.0% | 3 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.0K | 6 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $675 | 4 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $3.1M |
| Q2 2026 | 416 | $6.0B |
| Q1 2026 | 436 | $6.0B |
| Q4 2025 | 429 | $5.7B |
| Q3 2025 | 394 | $6.0B |
| Q2 2025 | 389 | $5.6B |
| Q1 2025 | 425 | $6.5B |
| Q4 2024 | 435 | $7.2B |
| Q3 2024 | 434 | $9.1B |
| Q2 2024 | 442 | $7.6B |
| Q1 2024 | 428 | $11.2B |
| Q4 2023 | 420 | $8.8B |