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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 1,967 | $346.0K | 0.00% | −78−3.8% | Reduced |
| Alta Wealth Advisors LLC | 2,021 | $356.0K | 0.26% | −740−26.8% | Reduced |
| Woodmont Investment Counsel LLC | 2,048 | $361.0K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,107 | $371.0K | 0.04% | −300−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,114 | $372.0K | 0.01% | −3,161−59.9% | Reduced |
| Keybank National Association | 2,115 | $373.0K | 0.00% | −5−0.2% | Reduced |
| Snowden Capital Advisors LLC | 2,169 | $382.0K | 0.02% | +20+0.9% | Added |
| HSBC Holdings PLC | 2,256 | $396.0K | 0.00% | −3,166−58.4% | Reduced |
| Raymond James Trust N.A. | 2,250 | $396.0K | 0.01% | +50+2.3% | Added |
| FORA Capital, LLC | 2,280 | $402.0K | 0.10% | +2,075+1,012.2% | Added |
| Twinbeech Capital LP | 2,287 | $403.0K | 0.03% | −8,180−78.2% | Reduced |
| Whittier Trust Co | 2,369 | $417.0K | 0.01% | −55−2.3% | Reduced |
| Profund Advisors LLC | 2,397 | $422.0K | 0.01% | −329−12.1% | Reduced |
| Janney Capital Management LLC | 2,415 | $425.0K | 0.03% | −19−0.8% | Reduced |
| Shelton Capital Management | 2,445 | $431.0K | 0.02% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $432.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,466 | $434.0K | 0.00% | +162+7.0% | Added |
| Flagship Harbor Advisors, LLC | 2,239 | $434.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,501 | $440.0K | 0.00% | −280−10.1% | Reduced |
| Welch & Forbes LLC | 2,525 | $445.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,559 | $451.0K | 0.00% | −4,390−63.2% | Reduced |
| Commonwealth Equity Services, LLC | 2,580 | $454.0K | 0.00% | −220−7.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,620 | $461.0K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,616 | $461.0K | 0.00% | +93+3.7% | Added |
| Belpointe Asset Management LLC | 2,750 | $484.0K | 0.03% | −50−1.8% | Reduced |
| Ballentine Partners, LLC | 2,754 | $485.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,756 | $485.0K | 0.05% | +305+12.4% | Added |
| Eukles Asset Management | 2,760 | $486.0K | 0.27% | +374+15.7% | Added |
| Baird Financial Group, Inc. | 2,767 | $487.0K | 0.00% | +2,767 | New |
| Raymond James & Associates | 2,780 | $490.0K | 0.00% | +368+15.3% | Added |
| Franklin Resources Inc | 2,791 | $492.0K | 0.00% | +276+11.0% | Added |
| Chilton Investment Co LLC | 2,888 | $509.0K | 0.01% | +2,888 | New |
| Russell Investments Group, Ltd. | 2,964 | $521.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,973 | $524.0K | 0.01% | −398−11.8% | Reduced |
| Pictet Asset Management SA | 2,992 | $527.0K | 0.00% | +2,992 | New |
| TownSquare Capital, LLC | 3,002 | $529.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 3,021 | $532.0K | 0.05% | +1,445+91.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,076 | $541.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,160 | $557.0K | 0.01% | −9,029−74.1% | Reduced |
| ProShare Advisors LLC | 3,288 | $579.0K | 0.00% | −408−11.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,285 | $579.0K | 0.01% | −80−2.4% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $595.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,388 | $601.0K | 0.00% | −457−11.9% | Reduced |
| First Manhattan Co | 3,478 | $612.0K | 0.00% | −150−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,482 | $613.0K | 0.07% | +3,482 | New |
| Shell Asset Management Co | 3,552 | $626.0K | 0.01% | −150−4.1% | Reduced |
| Man Group plc | 3,639 | $641.0K | 0.00% | +3,639 | New |
| First Republic Investment Management, Inc. | 3,758 | $662.0K | 0.00% | +584+18.4% | Added |
| Cna Financial Corp | 3,848 | $678.0K | 0.18% | −582−13.1% | Reduced |
| Securian Asset Management, Inc | 3,982 | $701.0K | 0.01% | −100−2.4% | Reduced |
| Prudential Financial Inc | 4,157 | $732.0K | 0.00% | −258−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 4,171 | $735.0K | 0.03% | −2,347−36.0% | Reduced |
| Boyd Watterson Asset Management LLC | 4,288 | $755.0K | 0.28% | +45+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,393 | $774.0K | 0.00% | +263+6.4% | Added |
| Magnetar Financial LLC | 4,432 | $781.0K | 0.01% | −4,898−52.5% | Reduced |
| Virginia Retirement Systems Et Al | 4,500 | $793.0K | 0.01% | +1,500+50.0% | Added |
| Centiva Capital, LP | 4,633 | $816.0K | 0.07% | +4,633 | New |
| Davy Global Fund Management Ltd | 4,924 | $867.0K | 0.13% | 00.0% | Unchanged |
| Banc Funds Co LLC | 4,920 | $867.0K | 0.07% | +4,920 | New |
| Group One Trading, L.P. | 5,003 | $881.0K | 0.02% | +4,703+1,567.7% | Added |
| Echo Street Capital Management LLC | 5,174 | $911.0K | 0.01% | +5,174 | New |
| Pathstone Family Office, LLC | 5,318 | $937.0K | 0.03% | −42−0.8% | Reduced |
| Johnson Investment Counsel Inc | 5,410 | $953.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,500 | $969.0K | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,512 | $971.0K | 0.00% | −124,417−95.8% | Reduced |
| BNP Paribas Arbitrage, SA | 5,628 | $991.3K | 0.00% | +325+6.1% | Added |
| Psagot Investment House Ltd. | 6,083 | $1.07M | 0.18% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,083 | $1.07M | 0.18% | +6,083 | New |
| Pacer Advisors, Inc. | 6,155 | $1.08M | 0.01% | −10−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,366 | $1.12M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,403 | $1.13M | 0.00% | +1,701+36.2% | Added |
| State of Alaska, Department of Revenue | 6,879 | $1.21M | 0.01% | −68−1.0% | Reduced |
| Bessemer Securities LLC | 6,963 | $1.23M | 0.42% | −2,200−24.0% | Reduced |
| Paradigm Asset Management Co LLC | 7,000 | $1.23M | 0.34% | −300−4.1% | Reduced |
| Pendal Group Limited | 7,090 | $1.25M | 0.01% | +78+1.1% | Added |
| Teacher Retirement System of Texas | 7,112 | $1.25M | 0.01% | +1,245+21.2% | Added |
| The PNC Financial Services Group, Inc. | 7,331 | $1.29M | 0.00% | −2,395−24.6% | Reduced |
| Wolverine Trading, LLC | 7,395 | $1.29M | 0.03% | +1,102+17.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,400 | $1.30M | 0.03% | −52−0.7% | Reduced |
| HRT Financial LP | 7,414 | $1.30M | 0.01% | +7,414 | New |
| Bullseye Asset Management LLC | 7,616 | $1.34M | 0.46% | −24−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,650 | $1.35M | 0.31% | +2,530+49.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 7,773 | $1.37M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 7,746 | $1.38M | 0.00% | +447+6.1% | Added |
| Utah Retirement Systems | 8,022 | $1.41M | 0.02% | −400−4.7% | Reduced |
| Handelsbanken Fonder AB | 8,044 | $1.42M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,057 | $1.42M | 0.00% | +6,304+359.6% | Added |
| Envestnet Asset Management Inc | 8,063 | $1.42M | 0.00% | +774+10.6% | Added |
| Xponance, Inc. | 8,166 | $1.44M | 0.03% | −80−1.0% | Reduced |
| Quadrature Capital Ltd | 9,069 | $1.60M | 0.06% | +9,069 | New |
| Daiwa Securities Group Inc. | 9,165 | $1.61M | 0.01% | +55+0.6% | Added |
| New Mexico Educational Retirement Board | 9,200 | $1.62M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 9,522 | $1.68M | 0.00% | +1,551+19.5% | Added |
| Metropolitan Life Insurance Co | 9,590 | $1.69M | 0.02% | −318−3.2% | Reduced |
| Long Road Investment Counsel, LLC | 9,900 | $1.74M | 0.77% | 00.0% | Unchanged |
| Natixis | 10,388 | $1.83M | 0.01% | +10,388 | New |
| Allstate Corp | 11,055 | $1.95M | 0.08% | +1,681+17.9% | Added |
| Caas Capital Management LP | 11,088 | $1.95M | 0.15% | +5,888+113.2% | Added |
| Schonfeld Strategic Advisors LLC | 11,128 | $1.96M | 0.02% | −35,402−76.1% | Reduced |
| State of Michigan Retirement System | 11,193 | $1.97M | 0.01% | −100−0.9% | Reduced |