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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 246 | $47.0K | 0.00% | +9+3.8% | Added |
| Sageworth Trust Co | 220 | $43.0K | 0.00% | +220 | New |
| Dougherty Wealth Advisers LLC | 214 | $41.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 205 | $40.0K | 0.00% | −11−5.1% | Reduced |
| FORA Capital, LLC | 205 | $40.0K | 0.01% | +205 | New |
| Solstein Capital, LLC | 179 | $35.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 165 | $32.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 155 | $30.0K | 0.00% | −10,033−98.5% | Reduced |
| Quadrant Capital Group LLC | 128 | $25.0K | 0.00% | −13−9.2% | Reduced |
| AdvisorNet Financial, Inc | 125 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $24.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 112 | $22.0K | 0.00% | −53−32.1% | Reduced |
| Vigilant Capital Management, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 94 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 82 | $16.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $16.0K | 0.00% | +8+11.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | – |
| Gemmer Asset Management LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $12.0K | 0.00% | +60 | New |
| Steward Partners Investment Advisory, LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $10.0K | 0.00% | +11+26.2% | Added |
| Tradewinds Capital Management, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 38 | $7.00K | 0.00% | +1+2.7% | Added |
| Lindbrook Capital, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 35 | $7.00K | 0.00% | +30+600.0% | Added |
| Earnest Partners LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 24 | $5.00K | 0.00% | +24 | New |
| Fieldpoint Private Securities, LLC | 20 | $4.00K | 0.00% | −10−33.3% | Reduced |
| Concord Wealth Partners | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $3.00K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Parisi Gray Wealth Management | 13 | $3.00K | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 11 | $2.00K | 0.00% | +11 | New |
| Lee Financial Co | 9 | $2.00K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 9 | $1.75K | 0.00% | +9 | New |
| Enterprise Financial Services Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −19−95.0% | Reduced |
| Tremblant Capital Group | 0 | $0 | 0.00% | −307,474−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −269,606−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −209,089−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −94,574−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −37,676−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −36,680−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −19,043−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −17,840−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,991−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −8,155−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,245−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,414−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,221−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,583−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |