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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
Moody Aldrich Partners LLC1,659$347.0K0.05%––
Vident Investment Advisory, LLC1,685$353.0K0.01%––
Tortoise Index Solutions, LLC1,685$353.0K0.08%––
LS Investment Advisors, LLC1,740$364.0K0.02%––
Chicago Capital, LLC1,810$379.0K0.02%––
Flagship Harbor Advisors, LLC1,856$388.0K0.04%––
Gotham Asset Management, LLC1,857$389.0K0.02%––
Guggenheim Capital LLC1,886$395.0K0.00%––
Tower Research Capital LLC (TRC)1,928$403.0K0.01%––
Raymond James Financial Services Advisors, Inc.1,942$406.0K0.00%––
Cadent Capital Advisors, LLC1,983$415.0K0.18%––
Woodmont Investment Counsel LLC2,048$428.0K0.07%––
Keybank National Association2,121$444.0K0.00%––
Panagora Asset Management Inc2,133$446.0K0.00%––
Snowden Capital Advisors LLC2,135$446.7K0.03%––
Zions Bancorporation, N.A.2,136$447.0K0.05%––
Raymond James Trust N.A.2,213$463.0K0.02%––
Eukles Asset Management2,249$471.0K0.30%––
Raymond James & Associates2,365$495.0K0.00%––
Gyon Technologies Capital Management, LP2,371$496.0K0.22%––
Janney Capital Management LLC2,390$500.0K0.03%––
Whittier Trust Co2,424$507.0K0.01%––
Sciencast Management LP2,367$508.0K0.10%––
Shelton Capital Management2,445$512.0K0.02%––
Wilkinson Global Asset Management LLC2,450$513.0K0.03%––
Franklin Resources Inc2,515$526.0K0.00%––
Welch & Forbes LLC2,525$528.0K0.01%––
Cambridge Investment Research Advisors, Inc.2,522$528.0K0.00%––
Silvercrest Asset Management Group LLC2,583$540.0K0.00%––
Procyon Private Wealth Partners, LLC2,620$548.0K0.25%––
Ontario Teachers Pension Plan Board2,624$549.0K0.01%––
Profund Advisors LLC2,675$560.0K0.02%––
Alta Capital Management LLC2,706$566.0K0.02%––
Ballentine Partners, LLC2,746$574.0K0.02%––
Commonwealth Equity Services, LLC2,756$576.0K0.00%––
Verition Fund Management LLC2,793$584.0K0.01%––
Pendal Group Limited2,797$585.0K0.01%––
Belpointe Asset Management LLC2,800$586.0K0.05%––
Advisors Asset Management, Inc.2,808$587.5K0.01%––
Alta Wealth Advisors LLC2,810$588.0K0.49%––
Athanor Capital, LP2,837$594.0K0.02%––
First Trust Advisors LP2,901$607.0K0.00%––
Engineers Gate Manager LP2,900$607.0K0.03%––
American Century Companies Inc2,956$618.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,994$626.0K0.07%––
Captrust Financial Advisors3,002$628.0K0.01%––
TownSquare Capital, LLC3,002$628.0K0.02%––
Sowell Financial Services LLC3,172$630.0K0.02%––
HighTower Advisors, LLC3,017$631.0K0.00%––
Pearl River Capital, LLC3,043$637.0K0.20%––
Oppenheimer & Co Inc3,066$641.0K0.01%––
Montag & Caldwell, LLC3,165$662.0K0.06%––
Pictet Asset Management Ltd3,200$670.0K0.00%––
Paloma Partners Management Co3,305$691.0K0.02%––
First Republic Investment Management, Inc.3,351$701.0K0.00%––
Maryland State Retirement & Pension System3,367$704.0K0.02%––
Shell Asset Management Co3,502$733.0K0.01%––
Crossmark Global Holdings, Inc.3,575$748.0K0.02%––
ProShare Advisors LLC3,591$751.0K0.00%––
First Manhattan Co3,628$759.0K0.00%––
Johnson Investment Counsel Inc3,660$766.0K0.01%––
Pathstone Family Office, LLC3,720$778.0K0.03%––
Securian Asset Management, Inc4,182$875.0K0.02%––
XTX Topco Ltd4,221$883.0K0.43%––
Boyd Watterson Asset Management LLC4,228$885.0K0.39%––
Sompo Asset Management Co., Ltd.4,310$902.0K0.21%––
Maverick Capital LtdSuperinvestorMaverick Capital4,414$923.0K0.01%––
Cna Financial Corp4,430$927.0K0.28%––
Russell Investments Group, Ltd.4,616$965.0K0.00%––
CIBC World Markets Corp4,745$993.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,763$997.0K0.01%––
Boothbay Fund Management, LLC4,825$1.01M0.05%––
Bridgefront Capital, LLC4,847$1.01M0.32%––
Teacher Retirement System of Texas5,004$1.05M0.01%––
Xponance, Inc.5,004$1.05M0.02%––
Virginia Retirement Systems Et Al5,100$1.07M0.01%––
Schroder Investment Management Group5,151$1.08M0.00%––
Caas Capital Management LP5,200$1.09M0.03%––
Advisor Group Holdings, Inc.5,332$1.12M0.00%––
Davy Global Fund Management Ltd5,446$1.14M0.20%––
Exencial Wealth Advisors, LLC5,500$1.15M0.07%––
STRS Ohio5,593$1.17M0.00%––
Healthcare of Ontario Pension Plan Trust Fund5,600$1.17M0.00%––
Jane Street Group, LLC5,721$1.20M0.00%––
Point72 Hong Kong Ltd5,741$1.20M0.10%––
Amalgamated Bank5,760$1.21M0.05%––
Bank of Nova Scotia6,245$1.31M0.00%––
Marshall Wace, LLP6,314$1.32M0.01%––
Public Employees Retirement Association of Colorado6,366$1.33M0.01%––
Illinois Municipal Retirement Fund6,518$1.36M0.06%––
Prudential Financial Inc6,589$1.38M0.00%––
Barclays PLC6,875$1.44M0.00%––
State of Alaska, Department of Revenue6,921$1.45M0.02%––
LPL Financial LLC7,167$1.50M0.00%––
Envestnet Asset Management Inc7,260$1.52M0.00%––
Paradigm Asset Management Co LLC7,300$1.53M0.41%––
Northwestern Mutual Investment Management Company, LLC7,371$1.54M0.03%––
Bullseye Asset Management LLC7,640$1.60M0.60%––
New Mexico Educational Retirement Board7,700$1.61M0.06%––
BNP Paribas Arbitrage, SA7,723$1.62M0.00%––