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 |
|---|---|---|---|---|---|
| Zeke Capital Advisors, LLC | 1,565 | $303.0K | 0.02% | +228+17.1% | Added |
| World Asset Management Inc | 1,573 | $305.0K | 0.03% | −46−2.8% | Reduced |
| JustInvest LLC | 1,576 | $306.0K | 0.03% | +428+37.3% | Added |
| Evercore Wealth Management, LLC | 1,582 | $307.0K | 0.01% | −19−1.2% | Reduced |
| Vident Investment Advisory, LLC | 1,616 | $313.0K | 0.01% | −69−4.1% | Reduced |
| Tortoise Index Solutions, LLC | 1,616 | $313.0K | 0.07% | −69−4.1% | Reduced |
| Wendell David Associates Inc | 1,624 | $315.0K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,625 | $315.0K | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,636 | $317.0K | 0.04% | −23−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,753 | $340.0K | 0.00% | +1,753 | New |
| Chicago Capital, LLC | 1,810 | $351.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,885 | $366.0K | 0.15% | −98−4.9% | Reduced |
| Woodmont Investment Counsel LLC | 2,048 | $397.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,045 | $397.0K | 0.00% | +103+5.3% | Added |
| Keybank National Association | 2,120 | $411.0K | 0.00% | −10.0% | Reduced |
| Panagora Asset Management Inc | 2,133 | $414.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,149 | $416.7K | 0.02% | +14+0.7% | Added |
| Raymond James Trust N.A. | 2,200 | $426.0K | 0.01% | −13−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 2,239 | $434.0K | 0.05% | +383+20.6% | Added |
| Captrust Financial Advisors | 2,304 | $447.0K | 0.00% | −698−23.3% | Reduced |
| Eukles Asset Management | 2,386 | $463.0K | 0.26% | +137+6.1% | Added |
| Alta Capital Management LLC | 2,406 | $466.0K | 0.01% | −300−11.1% | Reduced |
| Seven Eight Capital, LP | 2,407 | $467.0K | 0.07% | +2,407 | New |
| Raymond James & Associates | 2,412 | $468.0K | 0.00% | +47+2.0% | Added |
| Whittier Trust Co | 2,424 | $470.0K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,434 | $472.0K | 0.03% | +44+1.8% | Added |
| Shelton Capital Management | 2,445 | $474.0K | 0.02% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $475.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,451 | $475.0K | 0.05% | +315+14.7% | Added |
| Marshall Wace, LLP | 2,497 | $484.0K | 0.00% | −3,817−60.5% | Reduced |
| Franklin Resources Inc | 2,515 | $488.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,523 | $489.0K | 0.00% | +10.0% | Added |
| Welch & Forbes LLC | 2,525 | $490.0K | 0.01% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 2,525 | $490.0K | 0.08% | +2,525 | New |
| Procyon Private Wealth Partners, LLC | 2,620 | $508.0K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,726 | $529.0K | 0.02% | +51+1.9% | Added |
| Ballentine Partners, LLC | 2,754 | $534.0K | 0.02% | +8+0.3% | Added |
| Alta Wealth Advisors LLC | 2,761 | $535.0K | 0.39% | −49−1.7% | Reduced |
| HighTower Advisors, LLC | 2,781 | $539.0K | 0.00% | −236−7.8% | Reduced |
| Commonwealth Equity Services, LLC | 2,800 | $542.0K | 0.00% | +44+1.6% | Added |
| Belpointe Asset Management LLC | 2,800 | $543.0K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,964 | $574.0K | 0.00% | −1,652−35.8% | Reduced |
| Pictet Asset Management Ltd | 2,992 | $580.0K | 0.00% | −208−6.5% | Reduced |
| Virginia Retirement Systems Et Al | 3,000 | $582.0K | 0.01% | −2,100−41.2% | Reduced |
| TownSquare Capital, LLC | 3,002 | $592.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,076 | $596.0K | 0.06% | +82+2.7% | Added |
| First Republic Investment Management, Inc. | 3,174 | $615.0K | 0.00% | −177−5.3% | Reduced |
| Montag & Caldwell, LLC | 3,280 | $636.0K | 0.06% | +115+3.6% | Added |
| Crossmark Global Holdings, Inc. | 3,365 | $652.0K | 0.02% | −210−5.9% | Reduced |
| Oppenheimer & Co Inc | 3,371 | $654.0K | 0.01% | +305+9.9% | Added |
| Maryland State Retirement & Pension System | 3,367 | $665.0K | 0.02% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 3,592 | $696.0K | 0.24% | +3,592 | New |
| First Manhattan Co | 3,628 | $703.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,681 | $714.0K | 0.01% | +888+31.8% | Added |
| ProShare Advisors LLC | 3,696 | $717.0K | 0.00% | +105+2.9% | Added |
| Shell Asset Management Co | 3,702 | $718.0K | 0.01% | +200+5.7% | Added |
| Advisor Group Holdings, Inc. | 3,845 | $748.0K | 0.00% | −1,487−27.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,014 | $778.0K | 0.33% | +4,014 | New |
| Securian Asset Management, Inc | 4,082 | $791.0K | 0.02% | −100−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,130 | $801.0K | 0.00% | −633−13.3% | Reduced |
| Boyd Watterson Asset Management LLC | 4,243 | $823.0K | 0.33% | +15+0.4% | Added |
| NN Investment Partners Holdings N.V. | 4,400 | $853.0K | 0.00% | +4,400 | New |
| Prudential Financial Inc | 4,415 | $856.0K | 0.00% | −2,174−33.0% | Reduced |
| Cna Financial Corp | 4,430 | $859.0K | 0.24% | 00.0% | Unchanged |
| STRS Ohio | 4,702 | $911.0K | 0.00% | −891−15.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 4,702 | $912.0K | 0.02% | +4,702 | New |
| Davy Global Fund Management Ltd | 4,924 | $955.0K | 0.15% | −522−9.6% | Reduced |
| Jefferies Group LLC | 5,026 | $974.5K | 0.02% | −20,974−80.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,120 | $993.0K | 0.20% | +810+18.8% | Added |
| Caas Capital Management LP | 5,200 | $1.01M | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,275 | $1.02M | 0.03% | +3,347+173.6% | Added |
| BNP Paribas Arbitrage, SA | 5,303 | $1.03M | 0.00% | −2,420−31.3% | Reduced |
| Pathstone Family Office, LLC | 5,360 | $1.04M | 0.03% | +1,640+44.1% | Added |
| Johnson Investment Counsel Inc | 5,410 | $1.05M | 0.01% | +1,750+47.8% | Added |
| HSBC Holdings PLC | 5,422 | $1.05M | 0.00% | +4,286+377.3% | Added |
| Exencial Wealth Advisors, LLC | 5,500 | $1.07M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,798 | $1.13M | 0.00% | +77+1.3% | Added |
| Teacher Retirement System of Texas | 5,867 | $1.14M | 0.01% | +863+17.2% | Added |
| Psagot Investment House Ltd. | 6,083 | $1.18M | 0.04% | +6,083 | New |
| Pacer Advisors, Inc. | 6,165 | $1.20M | 0.02% | −5,545−47.4% | Reduced |
| Wolverine Trading, LLC | 6,293 | $1.21M | 0.03% | +6,293 | New |
| Public Employees Retirement Association of Colorado | 6,366 | $1.23M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,392 | $1.24M | 0.05% | +1,567+32.5% | Added |
| Illinois Municipal Retirement Fund | 6,518 | $1.26M | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,949 | $1.35M | 0.00% | −6,015−46.4% | Reduced |
| State of Alaska, Department of Revenue | 6,947 | $1.35M | 0.01% | +26+0.4% | Added |
| Pendal Group Limited | 7,012 | $1.36M | 0.01% | +4,215+150.7% | Added |
| Envestnet Asset Management Inc | 7,289 | $1.41M | 0.00% | +29+0.4% | Added |
| LPL Financial LLC | 7,299 | $1.42M | 0.00% | +132+1.8% | Added |
| Paradigm Asset Management Co LLC | 7,300 | $1.42M | 0.36% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,452 | $1.45M | 0.03% | +81+1.1% | Added |
| Bullseye Asset Management LLC | 7,640 | $1.48M | 0.50% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 7,773 | $1.51M | 0.02% | −224−2.8% | Reduced |
| US Bancorp | 7,971 | $1.54M | 0.00% | +212+2.7% | Added |
| Handelsbanken Fonder AB | 8,044 | $1.56M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 8,246 | $1.60M | 0.03% | +3,242+64.8% | Added |
| Utah Retirement Systems | 8,422 | $1.63M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,466 | $1.64M | 0.01% | −5,769−40.5% | Reduced |
| Oppenheimer Asset Management Inc. | 8,882 | $1.72M | 0.02% | +306+3.6% | Added |
| UBS Group AG | 8,903 | $1.73M | 0.00% | −37,878−81.0% | Reduced |