undamentalytics Newsletter

WEX Inc.: which funds bought and sold

Institutions that bought and sold WEX shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 178 institutions that filed 13F reports for both quarters added to or opened positions in WEX, and 242 cut or closed them. Together they added a net 613K shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 142K shares (+1.0%); index fund managers were net buyers of 68K shares (+0.8%). 60 opened a new position and 76 sold out entirely.

Bought, Q2 2026 178 institutions, 60 of them new holders Sold, Q2 2026 242 institutions, 76 of them sold out
Net change, all compared +613K shares (+1.8%)
Net change, active managers +142K shares (+1.0%), 31 bought, 25 sold

Buyers versus sellers

institutions compared, 482
Active managers and hedge funds 31 bought · 25 sold · +142K
Index fund managers 6 bought · 5 sold · +68K
Other institutions 141 bought · 212 sold · +403K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +576K +47.0% 1.8M $254M
Capital World Investors Active manager +336K +159.3% 548K $77.3M
Citadel Advisors LLC Hedge fund +308K +112.1% 583K $82.2M
New South Capital Management Inc +196K +78.7% 445K $62.7M
Meridiem Capital Partners LP +161K New position 161K $22.7M
Incline Global Management LLC +159K +1016.8% 175K $24.7M
Hotchkis & Wiley Capital Management LLC Active manager +150K +63.6% 387K $54.6M
Jane Street Group, LLC +110K New position 110K $15.5M
Bi Asset Management Fondsmaeglerselskab A/S +98K New position 98K $13.9M
Snyder Capital Management L P Active manager +96K +25.8% 466K $65.8M
Alta Fox Capital Management, LLC +91K New position 91K $12.8M
Point72 Asset Management, L.P. Hedge fund +88K New position 88K $12.5M
Schonfeld Strategic Advisors LLC Hedge fund +88K New position 88K $12.4M
Hawk Ridge Capital Management LP Hedge fund +82K +50.1% 245K $34.6M
HRT Financial LP +66K New position 66K $9.4M
Russell Investments Group, Ltd. +64K +341.3% 83K $11.7M
Blackrock, Inc. Index funds +62K +2.0% 3.2M $447M
Turtle Creek Asset Management Inc. +59K +8.8% 728K $103M
Xtx Topco Ltd +59K +1886.6% 62K $8.7M
Solel Partners LP +55K +33.2% 222K $31.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund −1.2M −89.7% 135K $18.4M
SG Capital Management LLC −303K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −232K Sold out 0 —
Boston Partners Active manager −168K −10.1% 1.5M $211M
Longaeva Partners L.P. −161K Sold out 0 —
Morgan Stanley −151K −7.2% 1.9M $275M
Ieq Capital, LLC −108K Sold out 0 —
Primecap Management Co Active manager −62K −53.2% 55K $7.7M
SG Americas Securities, LLC −62K −90.9% 6,172 $871,000
Gotham Asset Management, LLC Hedge fund −58K −15.4% 317K $44.8M
Atom Investors LP −57K Sold out 0 —
Mariner, LLC −55K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −53K −3.6% 1.4M $202M
River Road Asset Management, LLC Active manager −51K −10.7% 425K $60M
Sei Investments Co −48K −8.0% 550K $77.5M
Cerity Partners LLC −44K −86.4% 6,982 $985,092
Ameriprise Financial Inc −39K −49.6% 40K $5.7M
Vanguard Capital Management LLC Index funds −29K −1.9% 1.5M $214M
Quantinno Capital Management LP −27K −12.8% 186K $26.2M
Earnest Partners LLC Active manager −26K −2.9% 857K $121M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
SG Capital Management LLC 303K $46.4M
Balyasny Asset Management L.P.Hedge fund 232K $35.5M
Longaeva Partners L.P. 161K $24.7M
Ieq Capital, LLC 108K $16.5M
Atom Investors LP 57K $8.7M
Mariner, LLC 55K $8.4M
Man Group PLCHedge fund 26K $3.9M
Intrinsic Edge Capital Management LLC 20K $3.1M
Factorial Partners, LLC 19K $2.9M
Focus Partners Wealth 14K $2.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
413
Ten largest holders
51.4%
of 13F-reported shares
Index fund managers
22.9%
of 13F-reported shares
Active managers and hedge funds
35.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 25 15 4 +142K +1.0%
Index fund managers 6 5 0 1 +68K +0.8%
Other institutions 141 212 45 71 +403K +3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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