Skip to main content

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
US Bancorp7,759$1.62M0.00%––
B. Metzler seel. Sohn & Co. Holding AG7,997$1.67M0.03%––
Victory Capital Management Inc8,033$1.68M0.00%––
Handelsbanken Fonder AB8,044$1.68M0.01%––
AQR Capital Management LLC8,155$1.71M0.00%––
Bessemer Securities LLC8,263$1.73M0.73%––
Utah Retirement Systems8,422$1.76M0.02%––
Metropolitan Life Insurance Co8,552$1.79M0.03%––
Oppenheimer Asset Management Inc.8,576$1.79M0.03%––
The PNC Financial Services Group, Inc.9,463$1.98M0.00%––
Long Road Investment Counsel, LLC9,900$2.07M0.93%––
TimesSquare Capital Management, LLC9,910$2.07M0.02%––
Simplex Trading, LLC10,188$2.13M0.12%––
Allstate Corp10,288$2.15M0.07%––
Daiwa Securities Group Inc.10,472$2.19M0.02%––
Louisiana State Employees Retirement System11,500$2.41M0.06%––
Pacer Advisors, Inc.11,710$2.45M0.04%––
Thrivent Financial for Lutherans11,748$2.46M0.01%––
Logan Capital Management Inc12,516$2.62M0.13%––
Qube Research & Technologies Ltd12,840$2.69M0.04%––
Arizona State Retirement System12,846$2.69M0.02%––
Citadel Advisors LLC12,964$2.71M0.00%––
Nomura Holdings Inc13,991$2.94M0.02%––
Squarepoint Ops LLC14,040$2.94M0.03%––
SG Americas Securities, LLC14,235$2.98M0.02%––
Macquarie Group Ltd14,290$2.99M0.00%––
Keeley-Teton Advisors, LLC14,418$3.02M0.32%––
Oregon Public Employees Retirement Fund14,663$3.07M0.04%––
Sepio Capital, LP14,688$3.07M0.29%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,742$3.08M0.04%––
Banco Bilbao Vizcaya Argentaria, S.A.14,979$3.13M0.06%––
Spinnaker Trust16,101$3.37M0.25%––
Henshaw Capital LLC16,118$3.37M0.23%––
Treasurer of the State of North Carolina16,149$3.38M0.02%––
State of Michigan Retirement System16,393$3.43M0.02%––
Martin & Co Inc16,604$3.47M0.87%––
Natixis Advisors, L.P.16,630$3.48M0.02%––
Formula Growth Ltd16,700$3.49M0.50%––
Great West Life Assurance Co17,127$3.58M0.01%––
Ameritas Investment Partners, Inc.17,416$3.61M0.14%––
Cubist Systematic Strategies, LLC17,520$3.67M0.05%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)17,740$3.71M0.01%––
PEAK6 Investments LLC17,840$3.73M0.10%––
Millennium Management LLC18,737$3.92M0.01%––
Capital Fund Management S.A.19,043$3.98M0.14%––
HM Payson & Co20,237$4.23M0.11%––
Voya Investment Management LLC20,982$4.39M0.01%––
Oribel Capital Management, LP21,800$4.56M0.87%––
MetLife Investment Management22,827$4.78M0.04%––
Stephens Inc23,989$5.02M0.08%––
Bath Savings Trust Co24,104$5.04M0.64%––
Public Employees Retirement System of Ohio24,667$5.16M0.02%––
Nisa Investment Advisors, LLC25,450$5.33M0.03%––
Deutsche Bank AG25,551$5.35M0.00%––
State of New Jersey Common Pension Fund D25,778$5.39M0.02%––
Jefferies Group LLC26,000$5.44M0.13%––
Susquehanna Fundamental Investments, LLC30,102$6.30M0.11%––
Westpac Banking Corp30,929$6.47M0.07%––
State of Tennessee, Treasury Department32,434$6.79M0.03%––
Texas Permanent School Fund33,015$6.91M0.09%––
Marshall Wace North America L.P.33,554$7.02M0.03%––
Eaton Vance Management33,893$7.09M0.01%––
Cartenna Capital, LP34,000$7.11M3.26%––
Two Sigma Advisers, LP36,680$7.67M0.02%––
South Dakota Investment Council36,761$7.69M0.13%––
Assenagon Asset Management S.A.37,676$7.88M0.04%––
SEI Investments Co38,481$8.05M0.02%––
Ensign Peak Advisors, Inc38,653$8.09M0.02%––
Cambiar Investors LLC38,856$8.13M0.28%––
Mutual of America Capital Management LLC39,568$8.28M0.09%––
Wisconsin Capital Management LLC39,899$8.35M3.45%––
Adage Capital Partners GP, L.L.C.40,000$8.37M0.02%––
Hill City Capital, LP40,000$8.37M3.47%––
Prana Capital Management, LP44,190$9.24M0.76%––
Two Sigma Investments, LP46,567$9.74M0.03%––
UBS Group AG46,781$9.79M0.00%––
Waddell & Reed Financial Inc47,083$9.85M0.02%––
Marsico Capital Management LLC47,247$9.88M0.26%––
Schonfeld Strategic Advisors LLC48,150$10.1M0.13%––
Smith, Graham & Co., Investment Advisors, LP48,822$10.2M0.83%––
Manufacturers Life Insurance Company, The49,576$10.4M0.01%––
State Board of Administration of Florida Retirement System51,359$10.7M0.02%––
New York State Common Retirement Fund51,700$10.8M0.01%––
WCM Investment Management, LLC51,882$10.9M0.03%––
TD Asset Management Inc52,000$10.9M0.01%––
New York State Teachers Retirement System53,621$11.2M0.02%––
Comerica Bank50,556$11.5M0.07%––
Oak Ridge Investments LLC55,798$11.7M1.09%––
Thompson Siegel & Walmsley LLC57,794$12.1M0.17%––
Teachers Retirement System of the State of Kentucky59,946$12.5M0.12%––
Peregrine Capital Management LLC64,463$13.5M0.25%––
Point72 Asset Management, L.P.67,000$14.0M0.07%––
Credit Suisse AG67,378$14.1M0.01%––
Legal & General Group Plc68,140$14.3M0.01%––
Retirement Systems of Alabama68,680$14.4M0.05%––
UBS Asset Management Americas Inc69,305$14.5M0.01%––
Frontier Capital Management Co LLC71,695$15.0M0.11%––
Jupiter Asset Management Ltd74,604$15.6M0.15%––
American International Group, Inc.80,123$16.8M0.07%––
California State Teachers Retirement System81,136$17.0M0.02%––