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 |
|---|---|---|---|---|---|
| Quantitative Systematic Strategies LLC | 3,592 | $696.0K | 0.24% | +3,592 | New |
| Maryland State Retirement & Pension System | 3,367 | $665.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,371 | $654.0K | 0.01% | +305+9.9% | Added |
| Crossmark Global Holdings, Inc. | 3,365 | $652.0K | 0.02% | −210−5.9% | Reduced |
| Montag & Caldwell, LLC | 3,280 | $636.0K | 0.06% | +115+3.6% | Added |
| First Republic Investment Management, Inc. | 3,174 | $615.0K | 0.00% | −177−5.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,076 | $596.0K | 0.06% | +82+2.7% | Added |
| TownSquare Capital, LLC | 3,002 | $592.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,000 | $582.0K | 0.01% | −2,100−41.2% | Reduced |
| Pictet Asset Management Ltd | 2,992 | $580.0K | 0.00% | −208−6.5% | Reduced |
| Russell Investments Group, Ltd. | 2,964 | $574.0K | 0.00% | −1,652−35.8% | Reduced |
| Belpointe Asset Management LLC | 2,800 | $543.0K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,800 | $542.0K | 0.00% | +44+1.6% | Added |
| HighTower Advisors, LLC | 2,781 | $539.0K | 0.00% | −236−7.8% | Reduced |
| Alta Wealth Advisors LLC | 2,761 | $535.0K | 0.39% | −49−1.7% | Reduced |
| Ballentine Partners, LLC | 2,754 | $534.0K | 0.02% | +8+0.3% | Added |
| Profund Advisors LLC | 2,726 | $529.0K | 0.02% | +51+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 2,620 | $508.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 2,523 | $489.0K | 0.00% | +10.0% | Added |
| Franklin Resources Inc | 2,515 | $488.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,497 | $484.0K | 0.00% | −3,817−60.5% | Reduced |
| 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 |
| Shelton Capital Management | 2,445 | $474.0K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,434 | $472.0K | 0.03% | +44+1.8% | Added |
| Whittier Trust Co | 2,424 | $470.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 2,412 | $468.0K | 0.00% | +47+2.0% | Added |
| Seven Eight Capital, LP | 2,407 | $467.0K | 0.07% | +2,407 | New |
| Alta Capital Management LLC | 2,406 | $466.0K | 0.01% | −300−11.1% | Reduced |
| Eukles Asset Management | 2,386 | $463.0K | 0.26% | +137+6.1% | Added |
| Captrust Financial Advisors | 2,304 | $447.0K | 0.00% | −698−23.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,239 | $434.0K | 0.05% | +383+20.6% | Added |
| Raymond James Trust N.A. | 2,200 | $426.0K | 0.01% | −13−0.6% | Reduced |
| Snowden Capital Advisors LLC | 2,149 | $416.7K | 0.02% | +14+0.7% | Added |
| Panagora Asset Management Inc | 2,133 | $414.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,120 | $411.0K | 0.00% | −10.0% | 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 |
| Cadent Capital Advisors, LLC | 1,885 | $366.0K | 0.15% | −98−4.9% | Reduced |
| Chicago Capital, LLC | 1,810 | $351.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,753 | $340.0K | 0.00% | +1,753 | New |
| Moody Aldrich Partners LLC | 1,636 | $317.0K | 0.04% | −23−1.4% | 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 |
| 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 |
| Evercore Wealth Management, LLC | 1,582 | $307.0K | 0.01% | −19−1.2% | Reduced |
| JustInvest LLC | 1,576 | $306.0K | 0.03% | +428+37.3% | Added |
| World Asset Management Inc | 1,573 | $305.0K | 0.03% | −46−2.8% | Reduced |
| Zeke Capital Advisors, LLC | 1,565 | $303.0K | 0.02% | +228+17.1% | Added |
| Cigna Investments Inc | 1,531 | $297.0K | 0.02% | −100−6.1% | Reduced |
| Susquehanna International Group, LLP | 1,497 | $290.0K | 0.00% | +1,497 | New |
| Ethic Inc. | 1,466 | $284.0K | 0.03% | +81+5.8% | Added |
| M&T Bank Corp | 1,426 | $277.0K | 0.00% | +15+1.1% | Added |
| Kore Private Wealth LLC | 1,406 | $273.0K | 0.03% | −3−0.2% | Reduced |
| Advisory Services Network, LLC | 1,362 | $264.0K | 0.01% | +1,362 | New |
| Kovack Advisors, Inc. | 1,358 | $263.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 1,349 | $262.0K | 0.00% | +1,349 | New |
| Kestra Advisory Services, LLC | 1,266 | $245.0K | 0.00% | +38+3.1% | Added |
| IBM Retirement Fund | 1,258 | $244.0K | 0.02% | −239−16.0% | Reduced |
| Pearl River Capital, LLC | 1,255 | $243.0K | 0.07% | −1,788−58.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,250 | $241.0K | 0.00% | −74−5.6% | Reduced |
| Boit C F David | 1,240 | $240.0K | 0.18% | +1,240 | New |
| Coldstream Capital Management Inc | 1,227 | $238.0K | 0.01% | +1+0.1% | Added |
| Creative Planning | 1,213 | $235.0K | 0.00% | +1,213 | New |
| Chicago Trust Co NA | 1,212 | $235.0K | 0.06% | +1,212 | New |
| Blueshift Asset Management, LLC | 1,154 | $224.0K | 0.01% | +1,154 | New |
| Spears Abacus Advisors LLC | 1,140 | $221.0K | 0.02% | −90−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,068 | $207.0K | 0.01% | −3−0.3% | Reduced |
| Point72 Hong Kong Ltd | 888 | $172.0K | 0.01% | −4,853−84.5% | Reduced |
| First Mercantile Trust Co | 885 | $172.0K | 0.02% | −49−5.2% | Reduced |
| Schroder Investment Management Group | 754 | $146.0K | 0.00% | −4,397−85.4% | Reduced |
| Column Capital Advisors, LLC | 738 | $143.0K | 0.03% | −45−5.7% | Reduced |
| Quantbot Technologies LP | 728 | $141.0K | 0.01% | +728 | New |
| Clearstead Advisors, LLC | 700 | $136.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 690 | $134.0K | 0.00% | −2,118−75.4% | Reduced |
| Ellevest, Inc. | 655 | $127.0K | 0.01% | −135−17.1% | Reduced |
| First Horizon Corp | 622 | $120.0K | 0.01% | −288−31.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 600 | $116.0K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 521 | $101.0K | 0.02% | +521 | New |
| First Bank & Trust | 481 | $93.0K | 0.04% | −663−58.0% | Reduced |
| Dark Forest Capital Management LP | 474 | $92.0K | 0.04% | +474 | New |
| Leonteq Securities AG | 467 | $90.6K | 0.01% | +63+15.6% | Added |
| Proequities, Inc. | 462 | $90.0K | 0.01% | −9−1.9% | Reduced |
| Signaturefd, LLC | 431 | $84.0K | 0.00% | −25−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 390 | $76.0K | 0.00% | +47+13.7% | Added |
| American Portfolios Advisors | 390 | $75.6K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 386 | $75.0K | 0.00% | +386 | New |
| Spire Wealth Management | 356 | $69.0K | 0.00% | −100−21.9% | Reduced |
| FourThought Financial, LLC | 327 | $63.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 305 | $59.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 300 | $58.0K | 0.00% | +300 | New |
| Cutler Group LP | 300 | $58.0K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 290 | $56.0K | 0.00% | −9−3.0% | Reduced |
| Berman Capital Advisors, LLC | 269 | $52.0K | 0.01% | +10+3.9% | Added |
| Creative Financial Designs Inc | 263 | $51.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 267 | $51.0K | 0.00% | +10+3.9% | Added |
| Banque Cantonale Vaudoise | 252 | $49.0K | 0.00% | 00.0% | Unchanged |