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, Q2 2021
Institutional positions in WEX Inc. as of Jun 30, 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
- 352
- −8 vs. Q1 2021
- Shares held
- 45.3M
- +140.1K (+0.3%) vs. Q1 2021
- Total value
- $8.78B
- −$670.8M (−7.1%) vs. Q1 2021
- New holders
- 45
- 121 more added
- Sold out
- 53
- 114 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,214,201 | $817.1M | 0.02% | +72,529+1.8% | Added |
| Wellington Management Group LLP | 3,931,392 | $762.3M | 0.13% | −31,260−0.8% | Reduced |
| BlackRock Inc. | 3,924,503 | $761.0M | 0.02% | −69,225−1.7% | Reduced |
| Janus Henderson Group PLC | 3,330,542 | $645.8M | 0.28% | +15,989+0.5% | Added |
| JPMorgan Chase & Co | 3,176,463 | $615.9M | 0.08% | +794,128+33.3% | Added |
| Atlanta Capital Management Co L L C | 2,522,880 | $489.2M | 1.69% | −6,307−0.2% | Reduced |
| Neuberger Berman Group LLC | 2,191,811 | $424.9M | 0.37% | +378,218+20.9% | Added |
| Par Capital Management Inc | 1,150,000 | $223.0M | 5.55% | +150,000+15.0% | Added |
| State Street Corp | 1,118,348 | $216.8M | 0.01% | +102,206+10.1% | Added |
| Bessemer Group Inc | 1,097,783 | $212.9M | 0.46% | +112,824+11.5% | Added |
| Primecap Management Co | 799,764 | $155.1M | 0.10% | +233,414+41.2% | Added |
| Artemis Investment Management LLP | 768,073 | $149.1M | 1.29% | +198,126+34.8% | Added |
| Wasatch Advisors Inc | 631,941 | $122.5M | 0.50% | −26,386−4.0% | Reduced |
| Federated Hermes, Inc. | 583,681 | $113.2M | 0.21% | +71,023+13.9% | Added |
| Warburg Pincus LLC | 577,254 | $111.9M | 2.38% | 00.0% | Unchanged |
| Impactive Capital LP | 554,532 | $107.5M | 8.92% | +215,611+63.6% | Added |
| Geode Capital Management, LLC | 535,256 | $103.8M | 0.01% | +7,835+1.5% | Added |
| Westfield Capital Management Co LP | 469,648 | $91.1M | 0.55% | +56,820+13.8% | Added |
| Brown Advisory Inc | 455,520 | $88.3M | 0.13% | +35,842+8.5% | Added |
| Bank of New York Mellon Corp | 452,707 | $87.8M | 0.02% | −28,879−6.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 447,616 | $86.8M | 0.88% | +2,318+0.5% | Added |
| Nuveen Asset Management, LLC | 409,948 | $79.5M | 0.02% | +63,774+18.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 402,343 | $78.0M | 0.13% | +205,183+104.1% | Added |
| Stephens Investment Management Group LLC | 394,982 | $76.6M | 1.05% | −4,694−1.2% | Reduced |
| Wells Fargo & Company | 387,013 | $75.0M | 0.02% | −760,784−66.3% | Reduced |
| Norges Bank | 386,719 | $75.0M | 0.02% | −50,819−11.6% | Reduced |
| Northern Trust Corp | 380,676 | $73.8M | 0.01% | +6,085+1.6% | Added |
| Bamco Inc | 375,000 | $72.7M | 0.17% | 00.0% | Unchanged |
| Bank of Montreal | 367,542 | $71.0M | 0.04% | +92,472+33.6% | Added |
| FMR LLC | 358,225 | $69.5M | 0.01% | −65,455−15.4% | Reduced |
| Jennison Associates LLC | 312,666 | $60.6M | 0.04% | +124,789+66.4% | Added |
| Ardevora Asset Management LLP | 301,931 | $58.5M | 0.74% | +49,327+19.5% | Added |
| Bank of America Corp | 294,975 | $57.2M | 0.01% | +3,162+1.1% | Added |
| Morgan Stanley | 294,916 | $57.2M | 0.01% | +129,958+78.8% | Added |
| Goldman Sachs Group Inc | 290,243 | $56.3M | 0.02% | −89,413−23.6% | Reduced |
| Charles Schwab Investment Management Inc | 263,744 | $51.1M | 0.02% | +11,036+4.4% | Added |
| Price T Rowe Associates Inc | 250,304 | $48.5M | 0.00% | −1,539,096−86.0% | Reduced |
| Dimensional Fund Advisors LP | 244,608 | $47.4M | 0.02% | −8,317−3.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 219,730 | $42.6M | 0.60% | −3,514−1.6% | Reduced |
| Premier Fund Managers Ltd | 215,630 | $41.4M | 1.40% | +41,130+23.6% | Added |
| Blair William & Co | 212,821 | $41.3M | 0.14% | −46,699−18.0% | Reduced |
| Citigroup Inc | 188,019 | $36.5M | 0.03% | −5,649−2.9% | Reduced |
| Millennium Management LLC | 185,196 | $35.9M | 0.05% | +166,459+888.4% | Added |
| Rockefeller Capital Management L.P. | 177,909 | $34.5M | 0.19% | +177,835+240,317.6% | Added |
| Principal Financial Group Inc | 156,464 | $30.3M | 0.02% | +4,406+2.9% | Added |
| Massachusetts Financial Services Co | 156,239 | $30.3M | 0.01% | +73,169+88.1% | Added |
| Incline Global Management LLC | 150,223 | $29.1M | 3.32% | +150,223 | New |
| Loomis Sayles & Co L P | 136,076 | $26.4M | 0.03% | +1,012+0.7% | Added |
| Davis R M Inc | 134,689 | $26.1M | 0.66% | +4,846+3.7% | Added |
| Parametric Portfolio Associates LLC | 132,669 | $25.7M | 0.01% | +692+0.5% | Added |
| Victory Capital Management Inc | 129,929 | $25.2M | 0.02% | +121,896+1,517.4% | Added |
| Royal Bank of Canada | 127,108 | $24.6M | 0.01% | +1,219+1.0% | Added |
| Rhumbline Advisers | 126,265 | $24.5M | 0.03% | −1,945−1.5% | Reduced |
| State of Wisconsin Investment Board | 121,237 | $23.5M | 0.05% | −251−0.2% | Reduced |
| Balyasny Asset Management LLC | 116,504 | $22.6M | 0.12% | +116,504 | New |
| ETF Managers Group, LLC | 107,809 | $20.7M | 0.34% | +5,836+5.7% | Added |
| California Public Employees Retirement System | 98,872 | $19.2M | 0.01% | −9,834−9.0% | Reduced |
| Swiss National Bank | 97,226 | $18.9M | 0.01% | −3,600−3.6% | Reduced |
| Amundi | 95,225 | $18.5M | 0.01% | +95,225 | New |
| Ameriprise Financial Inc | 83,569 | $16.2M | 0.01% | −42,000−33.4% | Reduced |
| AXA S.A. | 83,118 | $16.1M | 0.05% | −11,568−12.2% | Reduced |
| California State Teachers Retirement System | 81,605 | $15.8M | 0.02% | +469+0.6% | Added |
| American International Group, Inc. | 79,738 | $15.5M | 0.06% | −385−0.5% | Reduced |
| New York State Common Retirement Fund | 75,182 | $14.6M | 0.02% | +23,482+45.4% | Added |
| Alliancebernstein L.P. | 71,544 | $13.9M | 0.01% | −71,456−50.0% | Reduced |
| UBS Asset Management Americas Inc | 66,821 | $13.0M | 0.01% | −2,484−3.6% | Reduced |
| Frontier Capital Management Co LLC | 66,771 | $12.9M | 0.09% | −4,924−6.9% | Reduced |
| Manufacturers Life Insurance Company, The | 64,984 | $12.6M | 0.01% | +15,408+31.1% | Added |
| Thompson Siegel & Walmsley LLC | 64,481 | $12.5M | 0.17% | +6,687+11.6% | Added |
| Peregrine Capital Management LLC | 61,673 | $12.0M | 0.21% | −2,790−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,505 | $11.7M | 0.11% | +559+0.9% | Added |
| Credit Suisse AG | 60,733 | $11.7M | 0.01% | −6,645−9.9% | Reduced |
| Legal & General Group Plc | 59,274 | $11.5M | 0.00% | −8,866−13.0% | Reduced |
| Retirement Systems of Alabama | 58,287 | $11.3M | 0.04% | −10,393−15.1% | Reduced |
| Macquarie Group Ltd | 58,078 | $11.3M | 0.01% | +43,788+306.4% | Added |
| Comerica Bank | 64,203 | $10.9M | 0.07% | +13,647+27.0% | Added |
| Oak Ridge Investments LLC | 55,209 | $10.7M | 0.93% | −589−1.1% | Reduced |
| Invesco Ltd. | 54,957 | $10.7M | 0.00% | −58,199−51.4% | Reduced |
| WCM Investment Management, LLC | 54,055 | $10.5M | 0.03% | +2,173+4.2% | Added |
| Squarepoint Ops LLC | 52,360 | $10.2M | 0.07% | +38,320+272.9% | Added |
| State Board of Administration of Florida Retirement System | 50,999 | $9.89M | 0.02% | −360−0.7% | Reduced |
| Cambiar Investors LLC | 50,679 | $9.83M | 0.32% | +11,823+30.4% | Added |
| New York State Teachers Retirement System | 49,383 | $9.57M | 0.02% | −4,238−7.9% | Reduced |
| Marshall Wace North America L.P. | 48,610 | $9.43M | 0.04% | +15,056+44.9% | Added |
| Marsico Capital Management LLC | 47,247 | $9.16M | 0.23% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 46,530 | $9.02M | 0.10% | −1,620−3.4% | Reduced |
| Two Sigma Investments, LP | 46,038 | $8.93M | 0.02% | −529−1.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 43,359 | $8.41M | 0.74% | −5,463−11.2% | Reduced |
| Stephens Inc | 40,166 | $7.79M | 0.12% | +16,177+67.4% | Added |
| Hill City Capital, LP | 40,000 | $7.76M | 2.35% | 00.0% | Unchanged |
| SEI Investments Co | 39,955 | $7.75M | 0.02% | +1,474+3.8% | Added |
| Mutual of America Capital Management LLC | 39,466 | $7.65M | 0.08% | −102−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 38,833 | $7.53M | 0.02% | +180+0.5% | Added |
| Eaton Vance Management | 37,934 | $7.36M | 0.01% | +4,041+11.9% | Added |
| Wisconsin Capital Management LLC | 37,444 | $7.26M | 2.84% | −2,455−6.2% | Reduced |
| South Dakota Investment Council | 36,581 | $7.09M | 0.12% | −180−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 36,280 | $7.04M | 0.09% | +36,280 | New |
| Westpac Banking Corp | 36,029 | $6.99M | 0.07% | +5,100+16.5% | Added |
| Amalgamated Bank | 35,227 | $6.83M | 0.05% | +29,467+511.6% | Added |
| Texas Permanent School Fund | 33,342 | $6.46M | 0.08% | +327+1.0% | Added |