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, Q3 2021
Institutional positions in WEX Inc. as of Sep 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
- 337
- −11 vs. Q2 2021
- Shares held
- 45.0M
- −249.6K (−0.6%) vs. Q2 2021
- Total value
- $7.93B
- −$845.7M (−9.6%) vs. Q2 2021
- New holders
- 31
- 106 more added
- Sold out
- 42
- 136 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,194,865 | $738.9M | 0.02% | −19,336−0.5% | Reduced |
| BlackRock Inc. | 3,917,522 | $690.0M | 0.02% | −6,981−0.2% | Reduced |
| Wellington Management Group LLP | 3,484,343 | $613.7M | 0.10% | −447,049−11.4% | Reduced |
| Janus Henderson Group PLC | 3,370,384 | $593.7M | 0.26% | +39,842+1.2% | Added |
| JPMorgan Chase & Co | 3,329,867 | $586.5M | 0.08% | +153,404+4.8% | Added |
| Atlanta Capital Management Co L L C | 2,518,008 | $443.5M | 1.58% | −4,872−0.2% | Reduced |
| Neuberger Berman Group LLC | 1,976,332 | $347.9M | 0.30% | −215,479−9.8% | Reduced |
| Par Capital Management Inc | 1,400,000 | $246.6M | 5.92% | +250,000+21.7% | Added |
| State Street Corp | 1,126,961 | $198.5M | 0.01% | +8,613+0.8% | Added |
| Primecap Management Co | 1,119,630 | $197.2M | 0.14% | +319,866+40.0% | Added |
| Artemis Investment Management LLP | 855,299 | $150.6M | 1.19% | +87,226+11.4% | Added |
| Impactive Capital LP | 718,168 | $126.5M | 9.92% | +163,636+29.5% | Added |
| Bessemer Group Inc | 674,545 | $118.8M | 0.25% | −423,238−38.6% | Reduced |
| Wasatch Advisors Inc | 629,059 | $110.8M | 0.45% | −2,882−0.5% | Reduced |
| Federated Hermes, Inc. | 623,481 | $109.8M | 0.21% | +39,800+6.8% | Added |
| Rockefeller Capital Management L.P. | 608,169 | $107.1M | 0.56% | +430,260+241.8% | Added |
| Warburg Pincus LLC | 577,254 | $101.7M | 2.54% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 538,951 | $94.9M | 0.01% | +3,695+0.7% | Added |
| FMR LLC | 526,473 | $92.7M | 0.01% | +168,248+47.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 454,606 | $80.1M | 0.13% | +52,263+13.0% | Added |
| Brown Advisory Inc | 451,979 | $79.6M | 0.12% | −3,541−0.8% | Reduced |
| Norges Bank | 445,855 | $78.5M | 0.02% | +59,136+15.3% | Added |
| Bank of Montreal | 431,401 | $75.8M | 0.04% | +63,859+17.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 421,770 | $74.3M | 0.74% | −25,846−5.8% | Reduced |
| Bank of New York Mellon Corp | 414,342 | $73.0M | 0.01% | −38,365−8.5% | Reduced |
| Stephens Investment Management Group LLC | 394,090 | $69.4M | 0.94% | −892−0.2% | Reduced |
| Northern Trust Corp | 374,903 | $66.0M | 0.01% | −5,773−1.5% | Reduced |
| Nuveen Asset Management, LLC | 341,767 | $60.2M | 0.02% | −68,181−16.6% | Reduced |
| Ardevora Asset Management LLP | 332,731 | $58.6M | 0.74% | +30,800+10.2% | Added |
| Bamco Inc | 329,284 | $58.0M | 0.13% | −45,716−12.2% | Reduced |
| Jennison Associates LLC | 284,183 | $50.1M | 0.03% | −28,483−9.1% | Reduced |
| Millennium Management LLC | 281,880 | $49.6M | 0.07% | +96,684+52.2% | Added |
| Westfield Capital Management Co LP | 280,272 | $49.4M | 0.30% | −189,376−40.3% | Reduced |
| Bank of America Corp | 279,176 | $49.2M | 0.01% | −15,799−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 276,844 | $48.8M | 0.02% | +13,100+5.0% | Added |
| Morgan Stanley | 254,201 | $44.8M | 0.01% | −40,715−13.8% | Reduced |
| Dimensional Fund Advisors LP | 245,610 | $43.3M | 0.01% | +1,002+0.4% | Added |
| Incline Global Management LLC | 245,127 | $43.2M | 6.22% | +94,904+63.2% | Added |
| Premier Fund Managers Ltd | 212,300 | $37.2M | 1.21% | −3,330−1.5% | Reduced |
| Goldman Sachs Group Inc | 204,786 | $36.1M | 0.01% | −85,457−29.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 198,900 | $35.0M | 0.49% | −20,830−9.5% | Reduced |
| Wells Fargo & Company | 181,999 | $32.1M | 0.01% | −205,014−53.0% | Reduced |
| Blair William & Co | 168,165 | $29.6M | 0.10% | −44,656−21.0% | Reduced |
| Massachusetts Financial Services Co | 156,381 | $27.5M | 0.01% | +142+0.1% | Added |
| Principal Financial Group Inc | 155,602 | $27.4M | 0.02% | −862−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 137,364 | $24.2M | 0.01% | +4,695+3.5% | Added |
| Loomis Sayles & Co L P | 133,396 | $23.5M | 0.03% | −2,680−2.0% | Reduced |
| Davis R M Inc | 131,868 | $23.2M | 0.58% | −2,821−2.1% | Reduced |
| Royal Bank of Canada | 128,366 | $22.6M | 0.01% | +1,258+1.0% | Added |
| Comerica Bank | 123,008 | $22.3M | 0.13% | +58,805+91.6% | Added |
| Rhumbline Advisers | 124,608 | $21.9M | 0.03% | −1,657−1.3% | Reduced |
| State of Wisconsin Investment Board | 114,665 | $20.2M | 0.04% | −6,572−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 107,840 | $19.0M | 0.02% | +42,856+65.9% | Added |
| New York State Common Retirement Fund | 103,566 | $18.2M | 0.02% | +28,384+37.8% | Added |
| ETF Managers Group, LLC | 101,966 | $17.9M | 0.34% | −5,843−5.4% | Reduced |
| California Public Employees Retirement System | 99,581 | $17.5M | 0.01% | +709+0.7% | Added |
| Swiss National Bank | 98,826 | $17.4M | 0.01% | +1,600+1.6% | Added |
| Amundi | 93,163 | $16.4M | 0.01% | −2,062−2.2% | Reduced |
| AXA S.A. | 93,129 | $16.4M | 0.05% | +10,011+12.0% | Added |
| Price T Rowe Associates Inc | 92,937 | $16.4M | 0.00% | −157,367−62.9% | Reduced |
| Crestwood Capital Management, L.P. | 86,140 | $15.2M | 6.32% | +71,090+472.4% | Added |
| Frontier Capital Management Co LLC | 81,139 | $14.3M | 0.11% | +14,368+21.5% | Added |
| WCM Investment Management, LLC | 78,836 | $13.9M | 0.03% | +24,781+45.8% | Added |
| California State Teachers Retirement System | 78,709 | $13.9M | 0.02% | −2,896−3.5% | Reduced |
| American International Group, Inc. | 77,405 | $13.6M | 0.07% | −2,333−2.9% | Reduced |
| Ameriprise Financial Inc | 76,143 | $13.4M | 0.00% | −7,426−8.9% | Reduced |
| Credit Suisse AG | 70,879 | $12.5M | 0.01% | +10,146+16.7% | Added |
| Alliancebernstein L.P. | 70,632 | $12.4M | 0.00% | −912−1.3% | Reduced |
| Montag & Caldwell, LLC | 70,177 | $12.4M | 1.14% | +66,897+2,039.5% | Added |
| UBS Asset Management Americas Inc | 67,262 | $11.8M | 0.00% | +441+0.7% | Added |
| Legal & General Group Plc | 65,096 | $11.5M | 0.00% | +5,822+9.8% | Added |
| Thompson Siegel & Walmsley LLC | 64,050 | $11.3M | 0.16% | −431−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,505 | $10.7M | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 58,683 | $10.3M | 0.00% | +3,726+6.8% | Added |
| Retirement Systems of Alabama | 58,004 | $10.2M | 0.04% | −283−0.5% | Reduced |
| Hill City Capital, LP | 55,000 | $9.69M | 2.46% | +15,000+37.5% | Added |
| Macquarie Group Ltd | 54,516 | $9.60M | 0.01% | −3,562−6.1% | Reduced |
| Oak Ridge Investments LLC | 54,331 | $9.57M | 0.84% | −878−1.6% | Reduced |
| New York State Teachers Retirement System | 51,911 | $9.14M | 0.02% | +2,528+5.1% | Added |
| Peregrine Capital Management LLC | 51,489 | $9.07M | 0.19% | −10,184−16.5% | Reduced |
| State Board of Administration of Florida Retirement System | 50,193 | $8.84M | 0.02% | −806−1.6% | Reduced |
| Squarepoint Ops LLC | 49,837 | $8.78M | 0.06% | −2,523−4.8% | Reduced |
| SEI Investments Co | 47,595 | $8.38M | 0.02% | +7,640+19.1% | Added |
| Cambiar Investors LLC | 47,521 | $8.37M | 0.29% | −3,158−6.2% | Reduced |
| Marsico Capital Management LLC | 47,247 | $8.32M | 0.25% | 00.0% | Unchanged |
| Stephens Inc | 45,341 | $7.99M | 0.12% | +5,175+12.9% | Added |
| Susquehanna Fundamental Investments, LLC | 44,422 | $7.82M | 0.14% | +29,003+188.1% | Added |
| Holocene Advisors, LP | 43,611 | $7.68M | 0.04% | +43,611 | New |
| Parallax Volatility Advisers, L.P. | 43,605 | $7.68M | 0.08% | +7,325+20.2% | Added |
| Eaton Vance Management | 41,473 | $7.27M | 0.01% | +3,539+9.3% | Added |
| Westpac Banking Corp | 40,629 | $7.16M | 0.08% | +4,600+12.8% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 39,943 | $7.04M | 0.71% | −3,416−7.9% | Reduced |
| Mutual of America Capital Management LLC | 39,489 | $6.96M | 0.07% | +23+0.1% | Added |
| Ensign Peak Advisors, Inc | 38,653 | $6.81M | 0.01% | −180−0.5% | Reduced |
| Thrivent Financial for Lutherans | 37,216 | $6.55M | 0.01% | +25,339+213.3% | Added |
| South Dakota Investment Council | 36,581 | $6.44M | 0.12% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 36,444 | $6.42M | 2.63% | −1,000−2.7% | Reduced |
| Texas Permanent School Fund | 33,139 | $5.84M | 0.07% | −203−0.6% | Reduced |
| Amalgamated Bank | 31,913 | $5.62M | 0.05% | −3,314−9.4% | Reduced |
| State of Tennessee, Treasury Department | 29,496 | $5.20M | 0.02% | −2,938−9.1% | Reduced |