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WEX Inc.

WEX
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001309108

In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in WEX Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
362
No complete 13F data for Q4 2020
Shares held
45.3M
No complete 13F data for Q4 2020
Total value
$9.48B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 362 institutions
Q1 2021: 362 institutionsQ2 2021: 352 institutionsQ3 2021: 337 institutionsQ4 2021: 345 institutionsQ1 2022: 368 institutionsQ2 2022: 356 institutionsQ3 2022: 354 institutionsQ4 2022: 366 institutionsQ1 2023: 405 institutionsQ2 2023: 408 institutionsQ3 2023: 412 institutionsQ4 2023: 418 institutionsQ1 2024: 421 institutionsQ2 2024: 442 institutionsQ3 2024: 434 institutionsQ4 2024: 431 institutionsQ1 2025: 422 institutionsQ2 2025: 386 institutionsQ3 2025: 392 institutionsQ4 2025: 428 institutionsQ1 2026: 434 institutionsQ2 2026: 416 institutions
Value heldQ1 2021: $9.48B
Q1 2021: $9.48BQ2 2021: $8.78BQ3 2021: $7.93BQ4 2021: $6.17BQ1 2022: $7.90BQ2 2022: $6.85BQ3 2022: $5.61BQ4 2022: $7.10BQ1 2023: $7.88BQ2 2023: $7.69BQ3 2023: $7.88BQ4 2023: $8.16BQ1 2024: $9.92BQ2 2024: $7.28BQ3 2024: $8.83BQ4 2024: $7.06BQ1 2025: $6.18BQ2 2025: $5.60BQ3 2025: $5.95BQ4 2025: $5.73BQ1 2026: $5.92BQ2 2026: $5.61B
Institutions holding WEX and their total value by quarter
QuarterHoldersValue
Q2 2026416$5.61B
Q1 2026434$5.92B
Q4 2025428$5.73B
Q3 2025392$5.95B
Q2 2025386$5.60B
Q1 2025422$6.18B
Q4 2024431$7.06B
Q3 2024434$8.83B
Q2 2024442$7.28B
Q1 2024421$9.92B
Q4 2023418$8.16B
Q3 2023412$7.88B
Q2 2023408$7.69B
Q1 2023405$7.88B
Q4 2022366$7.10B
Q3 2022354$5.61B
Q2 2022356$6.85B
Q1 2022368$7.90B
Q4 2021345$6.17B
Q3 2021337$7.93B
Q2 2021352$8.78B
Q1 2021362$9.48B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding WEX Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WEX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,141,672$866.5M0.02%––
BlackRock Inc.3,993,728$835.6M0.02%––
Wellington Management Group LLP3,962,652$829.1M0.15%––
Janus Henderson Group PLC3,314,553$693.5M0.32%––
Atlanta Capital Management Co L L C2,529,187$529.2M1.87%––
JPMorgan Chase & Co2,382,335$498.4M0.07%––
Neuberger Berman Group LLC1,813,593$379.4M0.36%––
Price T Rowe Associates Inc1,789,400$374.4M0.04%––
Wells Fargo & Company1,147,797$240.1M0.06%––
State Street Corp1,016,142$212.6M0.01%––
Par Capital Management Inc1,000,000$209.2M4.94%––
Bessemer Group Inc984,959$206.1M0.49%––
Wasatch Advisors Inc658,327$137.7M0.62%––
Warburg Pincus LLC577,254$120.8M2.57%––
Artemis Investment Management LLP569,947$119.2M1.13%––
Primecap Management Co566,350$118.5M0.08%––
Geode Capital Management, LLC527,421$110.3M0.02%––
Federated Hermes, Inc.512,658$107.3M0.21%––
Bank of New York Mellon Corp481,586$100.8M0.02%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP445,298$93.2M1.03%––
Norges Bank437,538$91.5M0.02%––
FMR LLC423,680$88.6M0.01%––
Brown Advisory Inc419,678$87.8M0.15%––
Westfield Capital Management Co LP412,828$86.4M0.54%––
Stephens Investment Management Group LLC399,676$83.6M1.21%––
Goldman Sachs Group Inc379,656$79.4M0.02%––
Bamco Inc375,000$78.5M0.19%––
Northern Trust Corp374,591$78.4M0.01%––
Nuveen Asset Management, LLC346,174$72.4M0.02%––
Impactive Capital LP338,921$70.9M8.77%––
Tremblant Capital Group307,474$64.3M2.11%––
Bank of America Corp291,813$61.1M0.01%––
Bank of Montreal275,070$59.7M0.04%––
Junto Capital Management LP269,606$56.4M2.03%––
Blair William & Co259,520$54.3M0.20%––
Dimensional Fund Advisors LP252,925$52.9M0.02%––
Charles Schwab Investment Management Inc252,708$52.9M0.02%––
Ardevora Asset Management LLP252,604$52.9M0.79%––
Williams Jones Wealth Management, LLC.223,244$46.7M0.73%––
Select Equity Group, L.P.209,089$43.7M0.16%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main197,160$41.2M0.08%––
Citigroup Inc193,668$40.5M0.04%––
Jennison Associates LLC187,877$39.3M0.03%––
Premier Fund Managers Ltd174,500$37.1M1.44%––
Morgan Stanley164,958$34.5M0.01%––
Principal Financial Group Inc152,058$31.8M0.02%––
Alliancebernstein L.P.143,000$29.9M0.01%––
Loomis Sayles & Co L P135,064$28.3M0.04%––
Parametric Portfolio Associates LLC131,977$27.6M0.02%––
Davis R M Inc129,843$27.2M0.75%––
Rhumbline Advisers128,210$26.8M0.04%––
Royal Bank of Canada125,889$26.3M0.01%––
Ameriprise Financial Inc125,569$26.3M0.01%––
State of Wisconsin Investment Board121,488$25.4M0.05%––
Invesco Ltd.113,156$23.7M0.01%––
California Public Employees Retirement System108,706$22.7M0.02%––
ETF Managers Group, LLC101,973$21.7M0.39%––
Swiss National Bank100,826$21.1M0.01%––
Amundi Asset Management US, Inc.97,408$20.4M0.02%––
AXA S.A.94,686$19.8M0.06%––
Segall Bryant & Hamill, LLC94,574$19.8M0.20%––
Massachusetts Financial Services Co83,070$17.4M0.01%––
California State Teachers Retirement System81,136$17.0M0.02%––
American International Group, Inc.80,123$16.8M0.07%––
Jupiter Asset Management Ltd74,604$15.6M0.15%––
Frontier Capital Management Co LLC71,695$15.0M0.11%––
UBS Asset Management Americas Inc69,305$14.5M0.01%––
Retirement Systems of Alabama68,680$14.4M0.05%––
Legal & General Group Plc68,140$14.3M0.01%––
Credit Suisse AG67,378$14.1M0.01%––
Point72 Asset Management, L.P.67,000$14.0M0.07%––
Peregrine Capital Management LLC64,463$13.5M0.25%––
Teachers Retirement System of the State of Kentucky59,946$12.5M0.12%––
Thompson Siegel & Walmsley LLC57,794$12.1M0.17%––
Oak Ridge Investments LLC55,798$11.7M1.09%––
Comerica Bank50,556$11.5M0.07%––
New York State Teachers Retirement System53,621$11.2M0.02%––
TD Asset Management Inc52,000$10.9M0.01%––
WCM Investment Management, LLC51,882$10.9M0.03%––
New York State Common Retirement Fund51,700$10.8M0.01%––
State Board of Administration of Florida Retirement System51,359$10.7M0.02%––
Manufacturers Life Insurance Company, The49,576$10.4M0.01%––
Smith, Graham & Co., Investment Advisors, LP48,822$10.2M0.83%––
Schonfeld Strategic Advisors LLC48,150$10.1M0.13%––
Marsico Capital Management LLC47,247$9.88M0.26%––
Waddell & Reed Financial Inc47,083$9.85M0.02%––
UBS Group AG46,781$9.79M0.00%––
Two Sigma Investments, LP46,567$9.74M0.03%––
Prana Capital Management, LP44,190$9.24M0.76%––
Adage Capital Partners GP, L.L.C.40,000$8.37M0.02%––
Hill City Capital, LP40,000$8.37M3.47%––
Wisconsin Capital Management LLC39,899$8.35M3.45%––
Mutual of America Capital Management LLC39,568$8.28M0.09%––
Cambiar Investors LLC38,856$8.13M0.28%––
Ensign Peak Advisors, Inc38,653$8.09M0.02%––
SEI Investments Co38,481$8.05M0.02%––
Assenagon Asset Management S.A.37,676$7.88M0.04%––
South Dakota Investment Council36,761$7.69M0.13%––
Two Sigma Advisers, LP36,680$7.67M0.02%––
Cartenna Capital, LP34,000$7.11M3.26%––