WEX Inc.
US ˙ NYSE ˙ US96208T1043

SecurityWEX / WEX Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership23,853 shares
Latest Disclosed Value $ 3,650
Bessemer Group Inc reports 0.25% decrease in ownership of WEX / WEX Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 23,853 shares of WEX Inc. (US:WEX) valued at $3,650,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 23,912 shares of WEX Inc.. This represents a change in shares of -0.25% during the quarter. The current value of the position is $3,479,437 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F WEX SC 96208T104 23,853 -59 -0.25 4 0.00 0.0057
2026-02-05 2025-12-31 13F WEX SC 96208T104 23,912 20,564 614.22 4 0.0055
2025-11-05 2025-09-30 13F WEX SC 96208T104 3,348 -900 -21.19 1 0.0008
2025-08-01 2025-06-30 13F WEX SC 96208T104 4,248 1,316 44.88 1 0.0010
2025-04-23 2025-03-31 13F WEX SC 96208T104 2,932 -645,616 -99.55 0 -100.00 0.0008
2025-02-13 2024-12-31 13F WEX SC 96208T104 648,548 -137,423 -17.48 114 -31.10 0.1856
2024-11-12 2024-09-30 13F WEX SC 96208T104 785,971 9,551 1.23 165 19.71 0.2715
2024-08-13 2024-06-30 13F WEX SC 96208T104 776,420 41,107 5.59 138 -21.26 0.2426
2024-08-13 2024-03-31 13F/A-1 WEX SC 96208T104 735,313 4,262 0.58 175 22.54 0.3157
2024-05-13 2024-03-31 13F WEX SC 96208T104 735,313 4,262 175 0.3157
2024-02-09 2023-12-31 13F WEX SC 96208T104 731,051 -13,245 -1.78 142 2.16 0.2771
2023-11-13 2023-09-30 13F WEX SC 96208T104 744,296 133,099 21.78 140 25.23 0.3074
2023-08-10 2023-06-30 13F WEX SC 96208T104 611,197 950 0.16 111 -0.89 0.2361
2023-05-10 2023-03-31 13F WEX SC 96208T104 610,247 -73,132 -10.70 112 0.90 0.2664
2023-02-13 2022-12-31 13F WEX SC 96208T104 683,379 -22,347 -3.17 112 -99.88 0.2724
2022-11-09 2022-09-30 13F WEX SC 96208T104 705,726 -4,310 -0.61 89,585 -18.89 0.2338
2022-08-10 2022-06-30 13F WEX SC 96208T104 710,036 -231,875 -24.62 110,453 -34.29 0.2754
2022-05-12 2022-03-31 13F WEX SC 96208T104 941,911 39,518 4.38 168,086 32.68 0.3526
2022-01-27 2021-12-31 13F WEX SC 96208T104 902,393 227,848 33.78 126,688 6.63 0.2539
2021-11-12 2021-09-30 13F WEX SC 96208T104 674,545 -423,238 -38.55 118,815 -44.18 0.2534
2021-08-06 2021-06-30 13F WEX SC 96208T104 1,097,783 112,824 11.45 212,860 3.29 0.4620
2021-05-13 2021-03-31 13F WEX SC 96208T104 984,959 28,247 2.95 206,072 5.83 0.4938
2021-02-09 2020-12-31 13F WEX SC 96208T104 956,712 114,733 13.63 194,719 66.41 0.5145
2020-11-12 2020-09-30 13F WEX SC 96208T104 841,979 -11,463 -1.34 117,011 -16.91 0.3458
2020-08-05 2020-06-30 13F WEX SC 96208T104 853,442 288,104 50.96 140,828 138.26 0.4445
2020-04-30 2020-03-31 13F WEX SC 96208T104 565,338 565,338 59,106 0.2381
2019-05-13 2019-03-31 13F WEX SC 96208T104 0 -285 -100.00 0 -100.00
2019-05-21 2018-12-31 13F/A-1 WEX SC 96208T104 285 0 0.00 40 -29.82 0.0002
2019-02-12 2018-12-31 13F WEX SC 96208T104 285 0 40 0.0002
2018-11-06 2018-09-30 13F WEX SC 96208T104 285 42 17.28 57 23.91 0.0002
2018-07-25 2018-06-30 13F WEX SC 96208T104 243 0 0.00 46 21.05 0.0002
2018-05-10 2018-03-31 13F WEX SC 96208T104 243 0 0.00 38 8.57 0.0001
2018-01-30 2017-12-31 13F WEX SC 96208T104 243 -21 -7.95 35 16.67 0.0001
2017-11-03 2017-09-30 13F WEX SC 96208T104 264 0 0.00 30 11.11 0.0001
2017-07-27 2017-06-30 13F WEX SC 96208T104 264 0 0.00 27 0.00 0.0001
2017-05-12 2017-03-31 13F WEX SC 96208T104 264 -10 -3.65 27 -10.00 0.0001
2017-02-07 2016-12-31 13F WEX SC 96208T104 274 -5 -1.79 30 -3.23 0.0001
2016-11-10 2016-09-30 13F WEX SC 96208T104 279 83 42.35 31 82.35 0.0002
2016-08-11 2016-06-30 13F WEX SC 96208T104 196 129 192.54 17 183.33 0.0001
2016-05-11 2016-03-31 13F WEX SC 96208T104 67 30 81.08 6 100.00 0.0000
2016-02-12 2015-12-31 13F WEX SC 96208T104 37 -1 -2.63 3 0.00 0.0000
2015-11-16 2015-09-30 13F WEX SC 96208T104 38 0 0.00 3 -25.00 0.0000
2015-08-14 2015-06-30 13F WEX SC 96208T104 38 0 0.00 4 0.00 0.0000
2015-06-18 2015-03-31 13F/A-1 WEX SC 96208T104 38 -40 -51.28 4 -50.00 0.0000
2015-05-14 2015-03-31 13F WEX SC 96208T104 38 4
2015-02-17 2014-12-31 13F WEX SC 96208T104 78 -41 -34.45 8 -38.46 0.0000
2014-12-11 2014-09-30 13F/A-1 WEX SC 96208T104 119 -36 -23.23 13 -18.75 0.0001
2014-11-13 2014-09-30 13F WEX SC 96208T104 119 -36 13 0.0001
2014-08-13 2014-06-30 13F WEX SC 96208T104 155 36 30.25 16 45.45 0.0001
2014-05-14 2014-03-31 13F WEX SC 96208T104 119 -6 -4.80 11 -8.33 0.0001
2014-02-18 2013-12-31 13F WEX SC 96208T104 125 -6 -4.58 12 9.09 0.0001
2013-11-08 2013-09-30 13F WEX SC 96208T104 131 -74 -36.10 11 -26.67 0.0001
2013-08-14 2013-06-30 13F WEX SC 96208T104 205 205 15 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.