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
FourThought Financial, LLC327$68.0K0.01%––
Cribstone Capital Management, LLC305$64.0K0.04%––
First Horizon Advisors, Inc.299$62.0K0.00%––
Creative Financial Designs Inc263$55.0K0.01%––
Berman Capital Advisors, LLC259$54.0K0.01%––
Northwestern Mutual Wealth Management Co257$53.0K0.00%––
Banque Cantonale Vaudoise252$53.0K0.00%––
Parallel Advisors, LLC216$45.0K0.00%––
Dougherty Wealth Advisers LLC214$45.0K0.07%––
IFP Advisors, Inc237$44.0K0.00%––
Solstein Capital, LLC179$37.0K0.05%––
Fifth Third Bancorp165$35.0K0.00%––
Harbour Investments, Inc.165$35.0K0.00%––
Quadrant Capital Group LLC141$30.0K0.00%––
AdvisorNet Financial, Inc125$26.0K0.00%––
Larson Financial Group LLC124$26.0K0.01%––
Canada Pension Plan Investment Board100$21.0K0.00%––
Vigilant Capital Management, LLC100$21.0K0.00%––
Valeo Financial Advisors, LLC100$21.0K0.00%––
Reilly Financial Advisors, LLC94$20.0K0.00%––
Whittier Trust Co of Nevada Inc80$17.0K0.00%––
Horan Securities, Inc.82$17.0K0.01%––
Center for Financial Planning, Inc.80$17.0K0.00%––
Benjamin F. Edwards & Company, Inc.76$16.0K0.00%––
Meeder Asset Management Inc73$15.0K0.00%––
Rockefeller Capital Management L.P.74$15.0K0.00%––
Smithfield Trust Co67$14.0K0.00%––
Holloway Wealth Management, LLC–$13.0K0.00%––
Gemmer Asset Management LLC61$13.0K0.00%––
Steward Partners Investment Advisory, LLC56$11.7K0.00%––
Tradewinds Capital Management, LLC48$10.0K0.00%––
Huntington National Bank42$9.00K0.00%––
Essex Investment Management Co LLC43$9.00K0.00%––
CX Institutional44$9.00K0.00%––
Glassman Wealth Services37$8.00K0.00%––
Wealthcare Advisory Partners LLC40$8.00K0.00%––
Lindbrook Capital, LLC38$8.00K0.00%––
Charter Oak Capital Management, LLC68$8.00K0.00%––
CWM, LLC34$7.00K0.00%––
Fieldpoint Private Securities, LLC30$6.00K0.00%––
Eudaimonia Partners, LLC29$6.00K0.00%––
Atlas Private Wealth Advisors30$6.00K0.00%––
Earnest Partners LLC26$5.00K0.00%––
Meridian Wealth Partners, LLC22$5.00K0.00%––
Harvest Fund Management Co., Ltd20$4.00K0.00%––
Concord Wealth Partners20$4.00K0.00%––
Sutton Wealth Advisors Inc.16$3.35K0.00%––
Sound Income Strategies, LLC15$3.14K0.00%––
Wealthcare Capital Management LLC14$3.00K0.00%––
Jacobi Capital Management LLC15$3.00K0.00%––
Aua Capital Management, LLC12$3.00K0.00%––
CVA Family Office, LLC15$3.00K0.00%––
TD Private Client Wealth LLC12$2.51K0.00%––
GPS Wealth Strategies Group, LLC14$2.00K0.00%––
Geneos Wealth Management Inc.13$2.00K0.00%––
Disciplined Investments, LLC10$2.00K0.00%––
Ameritas Investment Company, LLC8$1.67K0.00%––
Enterprise Financial Services Corp4$1.00K0.00%––
BDO Wealth Advisors, LLC5$1.00K0.00%––
Aspire Private Capital, LLC6$1.00K0.00%––
Raffa Wealth Management, LLC3$6280.00%––
HHM Wealth Advisors, LLC1$00.00%––