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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 245,610 | $43.3M | 0.01% | +1,002+0.4% | Added |
| Morgan Stanley | 254,201 | $44.8M | 0.01% | −40,715−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 276,844 | $48.8M | 0.02% | +13,100+5.0% | Added |
| Bank of America Corp | 279,176 | $49.2M | 0.01% | −15,799−5.4% | Reduced |
| Westfield Capital Management Co LP | 280,272 | $49.4M | 0.30% | −189,376−40.3% | Reduced |
| Millennium Management LLC | 281,880 | $49.6M | 0.07% | +96,684+52.2% | Added |
| Jennison Associates LLC | 284,183 | $50.1M | 0.03% | −28,483−9.1% | Reduced |
| Bamco Inc | 329,284 | $58.0M | 0.13% | −45,716−12.2% | Reduced |
| Ardevora Asset Management LLP | 332,731 | $58.6M | 0.74% | +30,800+10.2% | Added |
| Nuveen Asset Management, LLC | 341,767 | $60.2M | 0.02% | −68,181−16.6% | Reduced |
| Northern Trust Corp | 374,903 | $66.0M | 0.01% | −5,773−1.5% | Reduced |
| Stephens Investment Management Group LLC | 394,090 | $69.4M | 0.94% | −892−0.2% | Reduced |
| Bank of New York Mellon Corp | 414,342 | $73.0M | 0.01% | −38,365−8.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 421,770 | $74.3M | 0.74% | −25,846−5.8% | Reduced |
| Bank of Montreal | 431,401 | $75.8M | 0.04% | +63,859+17.4% | Added |
| Norges Bank | 445,855 | $78.5M | 0.02% | +59,136+15.3% | Added |
| Brown Advisory Inc | 451,979 | $79.6M | 0.12% | −3,541−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 454,606 | $80.1M | 0.13% | +52,263+13.0% | Added |
| FMR LLC | 526,473 | $92.7M | 0.01% | +168,248+47.0% | Added |
| Geode Capital Management, LLC | 538,951 | $94.9M | 0.01% | +3,695+0.7% | Added |
| Warburg Pincus LLC | 577,254 | $101.7M | 2.54% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 608,169 | $107.1M | 0.56% | +430,260+241.8% | Added |
| Federated Hermes, Inc. | 623,481 | $109.8M | 0.21% | +39,800+6.8% | Added |
| Wasatch Advisors Inc | 629,059 | $110.8M | 0.45% | −2,882−0.5% | Reduced |
| Bessemer Group Inc | 674,545 | $118.8M | 0.25% | −423,238−38.6% | Reduced |
| Impactive Capital LP | 718,168 | $126.5M | 9.92% | +163,636+29.5% | Added |
| Artemis Investment Management LLP | 855,299 | $150.6M | 1.19% | +87,226+11.4% | Added |
| Primecap Management Co | 1,119,630 | $197.2M | 0.14% | +319,866+40.0% | Added |
| State Street Corp | 1,126,961 | $198.5M | 0.01% | +8,613+0.8% | Added |
| Par Capital Management Inc | 1,400,000 | $246.6M | 5.92% | +250,000+21.7% | Added |
| Neuberger Berman Group LLC | 1,976,332 | $347.9M | 0.30% | −215,479−9.8% | Reduced |
| Atlanta Capital Management Co L L C | 2,518,008 | $443.5M | 1.58% | −4,872−0.2% | Reduced |
| JPMorgan Chase & Co | 3,329,867 | $586.5M | 0.08% | +153,404+4.8% | Added |
| Janus Henderson Group PLC | 3,370,384 | $593.7M | 0.26% | +39,842+1.2% | Added |
| Wellington Management Group LLP | 3,484,343 | $613.7M | 0.10% | −447,049−11.4% | Reduced |
| BlackRock Inc. | 3,917,522 | $690.0M | 0.02% | −6,981−0.2% | Reduced |
| Vanguard Group Inc | 4,194,865 | $738.9M | 0.02% | −19,336−0.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −116,504−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −48,610−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −31,817−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −19,864−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −17,187−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,041−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,392−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |