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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
Pathstone Family Office, LLC3,720$778.0K0.03%––
Johnson Investment Counsel Inc3,660$766.0K0.01%––
First Manhattan Co3,628$759.0K0.00%––
ProShare Advisors LLC3,591$751.0K0.00%––
Crossmark Global Holdings, Inc.3,575$748.0K0.02%––
Shell Asset Management Co3,502$733.0K0.01%––
Maryland State Retirement & Pension System3,367$704.0K0.02%––
First Republic Investment Management, Inc.3,351$701.0K0.00%––
Paloma Partners Management Co3,305$691.0K0.02%––
Pictet Asset Management Ltd3,200$670.0K0.00%––
Montag & Caldwell, LLC3,165$662.0K0.06%––
Oppenheimer & Co Inc3,066$641.0K0.01%––
Pearl River Capital, LLC3,043$637.0K0.20%––
HighTower Advisors, LLC3,017$631.0K0.00%––
Sowell Financial Services LLC3,172$630.0K0.02%––
Captrust Financial Advisors3,002$628.0K0.01%––
TownSquare Capital, LLC3,002$628.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,994$626.0K0.07%––
American Century Companies Inc2,956$618.0K0.00%––
First Trust Advisors LP2,901$607.0K0.00%––
Engineers Gate Manager LP2,900$607.0K0.03%––
Athanor Capital, LP2,837$594.0K0.02%––
Alta Wealth Advisors LLC2,810$588.0K0.49%––
Advisors Asset Management, Inc.2,808$587.5K0.01%––
Belpointe Asset Management LLC2,800$586.0K0.05%––
Pendal Group Limited2,797$585.0K0.01%––
Verition Fund Management LLC2,793$584.0K0.01%––
Commonwealth Equity Services, LLC2,756$576.0K0.00%––
Ballentine Partners, LLC2,746$574.0K0.02%––
Alta Capital Management LLC2,706$566.0K0.02%––
Profund Advisors LLC2,675$560.0K0.02%––
Ontario Teachers Pension Plan Board2,624$549.0K0.01%––
Procyon Private Wealth Partners, LLC2,620$548.0K0.25%––
Silvercrest Asset Management Group LLC2,583$540.0K0.00%––
Welch & Forbes LLC2,525$528.0K0.01%––
Cambridge Investment Research Advisors, Inc.2,522$528.0K0.00%––
Franklin Resources Inc2,515$526.0K0.00%––
Wilkinson Global Asset Management LLC2,450$513.0K0.03%––
Shelton Capital Management2,445$512.0K0.02%––
Sciencast Management LP2,367$508.0K0.10%––
Whittier Trust Co2,424$507.0K0.01%––
Janney Capital Management LLC2,390$500.0K0.03%––
Gyon Technologies Capital Management, LP2,371$496.0K0.22%––
Raymond James & Associates2,365$495.0K0.00%––
Eukles Asset Management2,249$471.0K0.30%––
Raymond James Trust N.A.2,213$463.0K0.02%––
Zions Bancorporation, N.A.2,136$447.0K0.05%––
Snowden Capital Advisors LLC2,135$446.7K0.03%––
Panagora Asset Management Inc2,133$446.0K0.00%––
Keybank National Association2,121$444.0K0.00%––
Woodmont Investment Counsel LLC2,048$428.0K0.07%––
Cadent Capital Advisors, LLC1,983$415.0K0.18%––
Raymond James Financial Services Advisors, Inc.1,942$406.0K0.00%––
Tower Research Capital LLC (TRC)1,928$403.0K0.01%––
Guggenheim Capital LLC1,886$395.0K0.00%––
Gotham Asset Management, LLC1,857$389.0K0.02%––
Flagship Harbor Advisors, LLC1,856$388.0K0.04%––
Chicago Capital, LLC1,810$379.0K0.02%––
LS Investment Advisors, LLC1,740$364.0K0.02%––
Vident Investment Advisory, LLC1,685$353.0K0.01%––
Tortoise Index Solutions, LLC1,685$353.0K0.08%––
Moody Aldrich Partners LLC1,659$347.0K0.05%––
Tudor Investment Corp Et Al1,644$344.0K0.01%––
Cigna Investments Inc1,631$341.0K0.02%––
Wendell David Associates Inc1,624$340.0K0.04%––
CIBC Asset Management Inc1,625$340.0K0.00%––
Evercore Wealth Management, LLC1,601$335.0K0.01%––
World Asset Management Inc1,619$332.0K0.03%––
IBM Retirement Fund1,497$313.0K0.02%––
M&T Bank Corp1,411$295.0K0.00%––
Kore Private Wealth LLC1,409$295.0K0.04%––
Ethic Inc.1,385$290.0K0.05%––
Kovack Advisors, Inc.1,358$284.0K0.04%––
Los Angeles Capital Management LLC1,350$282.0K0.00%––
Zeke Capital Advisors, LLC1,337$280.0K0.02%––
Mitsubishi UFJ Trust & Banking Corp1,324$269.0K0.00%––
Coldstream Capital Management Inc1,226$257.0K0.02%––
Spears Abacus Advisors LLC1,230$257.0K0.02%––
Kestra Advisory Services, LLC1,228$257.0K0.00%––
Intrust Bank NA1,167$244.0K0.04%––
JustInvest LLC1,148$240.0K0.04%––
First Bank & Trust1,144$239.0K0.12%––
HSBC Holdings PLC1,136$238.0K0.00%––
Moneta Group Investment Advisors LLC1,071$224.0K0.01%––
Mitchell & Pahl Private Wealth, LLC1,015$212.0K0.16%––
Barings LLC996$208.0K0.01%––
Veritable, L.P.963$201.0K0.00%––
First Mercantile Trust Co934$195.0K0.02%––
First Horizon Corp910$190.0K0.02%––
Ellevest, Inc.790$165.0K0.02%––
Column Capital Advisors, LLC783$164.0K0.04%––
Clearstead Advisors, LLC700$146.0K0.01%––
Carmichael Hill & Associates, Inc.600$126.0K0.08%––
International Assets Investment Management, LLC545$112.0K0.01%––
Proequities, Inc.471$99.0K0.01%––
Signaturefd, LLC456$95.0K0.00%––
Spire Wealth Management456$95.0K0.00%––
Leonteq Securities AG404$84.5K0.01%––
American Portfolios Advisors390$81.6K0.00%––
O'Shaughnessy Asset Management, LLC343$72.0K0.00%––