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 |
|---|---|---|---|---|---|
| UBS Group AG | 29,360 | $5.17M | 0.00% | +20,457+229.8% | Added |
| Public Employees Retirement System of Ohio | 25,709 | $4.53M | 0.02% | −1,274−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 24,912 | $4.39M | 0.01% | −202−0.8% | Reduced |
| Deutsche Bank AG | 24,869 | $4.38M | 0.00% | −2,529−9.2% | Reduced |
| Bath Savings Trust Co | 24,398 | $4.30M | 0.50% | +194+0.8% | Added |
| HM Payson & Co | 23,767 | $4.19M | 0.10% | −200−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 23,750 | $4.18M | 0.03% | −100−0.4% | Reduced |
| Clearline Capital LP | 23,196 | $4.09M | 0.54% | −873−3.6% | Reduced |
| Barclays PLC | 22,559 | $3.97M | 0.00% | −8,595−27.6% | Reduced |
| MetLife Investment Management | 21,522 | $3.79M | 0.03% | −834−3.7% | Reduced |
| Great West Life Assurance Co | 20,944 | $3.72M | 0.01% | +3,662+21.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,176 | $3.02M | 0.00% | −325−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 17,167 | $3.02M | 0.11% | −249−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,000 | $2.99M | 0.01% | +17,000 | New |
| Citigroup Inc | 16,852 | $2.97M | 0.00% | −171,167−91.0% | Reduced |
| Formula Growth Ltd | 16,700 | $2.94M | 0.43% | 00.0% | Unchanged |
| Martin & Co Inc | 16,186 | $2.85M | 0.67% | +350+2.2% | Added |
| Spinnaker Trust | 16,151 | $2.85M | 0.20% | +50+0.3% | Added |
| Henshaw Capital LLC | 16,118 | $2.84M | 0.18% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 16,088 | $2.83M | 0.02% | +549+3.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,954 | $2.81M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,214 | $2.68M | 0.01% | −39−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 14,992 | $2.64M | 0.03% | −266−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,800 | $2.61M | 0.03% | −105−0.7% | Reduced |
| Sepio Capital, LP | 14,188 | $2.50M | 0.21% | −495−3.4% | Reduced |
| Jupiter Asset Management Ltd | 14,119 | $2.49M | 0.03% | −1,858−11.6% | Reduced |
| Voloridge Investment Management, LLC | 13,600 | $2.40M | 0.02% | −985−6.8% | Reduced |
| Keeley-Teton Advisors, LLC | 13,391 | $2.36M | 0.26% | −872−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 13,189 | $2.32M | 0.03% | +4,307+48.5% | Added |
| Logan Capital Management Inc | 12,617 | $2.22M | 0.10% | −60.0% | Reduced |
| Arizona State Retirement System | 12,187 | $2.15M | 0.02% | +191+1.6% | Added |
| Twin Tree Management, LP | 11,897 | $2.10M | 0.06% | +11,897 | New |
| Two Sigma Investments, LP | 11,886 | $2.09M | 0.01% | −34,152−74.2% | Reduced |
| Voya Investment Management LLC | 11,802 | $2.08M | 0.00% | −205−1.7% | Reduced |
| SG Americas Securities, LLC | 11,723 | $2.06M | 0.01% | +3,257+38.5% | Added |
| ExodusPoint Capital Management, LP | 11,478 | $2.02M | 0.03% | −16,897−59.5% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $2.01M | 0.05% | −200−1.7% | Reduced |
| State of Michigan Retirement System | 11,193 | $1.97M | 0.01% | −100−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,128 | $1.96M | 0.02% | −35,402−76.1% | Reduced |
| Caas Capital Management LP | 11,088 | $1.95M | 0.15% | +5,888+113.2% | Added |
| Allstate Corp | 11,055 | $1.95M | 0.08% | +1,681+17.9% | Added |
| Natixis | 10,388 | $1.83M | 0.01% | +10,388 | New |
| Long Road Investment Counsel, LLC | 9,900 | $1.74M | 0.77% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,590 | $1.69M | 0.02% | −318−3.2% | Reduced |
| US Bancorp | 9,522 | $1.68M | 0.00% | +1,551+19.5% | Added |
| New Mexico Educational Retirement Board | 9,200 | $1.62M | 0.06% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 9,165 | $1.61M | 0.01% | +55+0.6% | Added |
| Quadrature Capital Ltd | 9,069 | $1.60M | 0.06% | +9,069 | New |
| Xponance, Inc. | 8,166 | $1.44M | 0.03% | −80−1.0% | Reduced |
| Envestnet Asset Management Inc | 8,063 | $1.42M | 0.00% | +774+10.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,057 | $1.42M | 0.00% | +6,304+359.6% | Added |
| Handelsbanken Fonder AB | 8,044 | $1.42M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,022 | $1.41M | 0.02% | −400−4.7% | Reduced |
| LPL Financial LLC | 7,746 | $1.38M | 0.00% | +447+6.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 7,773 | $1.37M | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,650 | $1.35M | 0.31% | +2,530+49.4% | Added |
| Bullseye Asset Management LLC | 7,616 | $1.34M | 0.46% | −24−0.3% | Reduced |
| HRT Financial LP | 7,414 | $1.30M | 0.01% | +7,414 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,400 | $1.30M | 0.03% | −52−0.7% | Reduced |
| Wolverine Trading, LLC | 7,395 | $1.29M | 0.03% | +1,102+17.5% | Added |
| The PNC Financial Services Group, Inc. | 7,331 | $1.29M | 0.00% | −2,395−24.6% | Reduced |
| Teacher Retirement System of Texas | 7,112 | $1.25M | 0.01% | +1,245+21.2% | Added |
| Pendal Group Limited | 7,090 | $1.25M | 0.01% | +78+1.1% | Added |
| Paradigm Asset Management Co LLC | 7,000 | $1.23M | 0.34% | −300−4.1% | Reduced |
| Bessemer Securities LLC | 6,963 | $1.23M | 0.42% | −2,200−24.0% | Reduced |
| State of Alaska, Department of Revenue | 6,879 | $1.21M | 0.01% | −68−1.0% | Reduced |
| STRS Ohio | 6,403 | $1.13M | 0.00% | +1,701+36.2% | Added |
| Public Employees Retirement Association of Colorado | 6,366 | $1.12M | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,155 | $1.08M | 0.01% | −10−0.2% | Reduced |
| 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 |
| BNP Paribas Arbitrage, SA | 5,628 | $991.3K | 0.00% | +325+6.1% | Added |
| Victory Capital Management Inc | 5,512 | $971.0K | 0.00% | −124,417−95.8% | Reduced |
| Exencial Wealth Advisors, LLC | 5,500 | $969.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,410 | $953.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,318 | $937.0K | 0.03% | −42−0.8% | Reduced |
| Echo Street Capital Management LLC | 5,174 | $911.0K | 0.01% | +5,174 | New |
| Group One Trading, L.P. | 5,003 | $881.0K | 0.02% | +4,703+1,567.7% | Added |
| 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 |
| Centiva Capital, LP | 4,633 | $816.0K | 0.07% | +4,633 | New |
| Virginia Retirement Systems Et Al | 4,500 | $793.0K | 0.01% | +1,500+50.0% | Added |
| Magnetar Financial LLC | 4,432 | $781.0K | 0.01% | −4,898−52.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,393 | $774.0K | 0.00% | +263+6.4% | Added |
| Boyd Watterson Asset Management LLC | 4,288 | $755.0K | 0.28% | +45+1.1% | Added |
| Illinois Municipal Retirement Fund | 4,171 | $735.0K | 0.03% | −2,347−36.0% | Reduced |
| Prudential Financial Inc | 4,157 | $732.0K | 0.00% | −258−5.8% | Reduced |
| Securian Asset Management, Inc | 3,982 | $701.0K | 0.01% | −100−2.4% | Reduced |
| Cna Financial Corp | 3,848 | $678.0K | 0.18% | −582−13.1% | Reduced |
| First Republic Investment Management, Inc. | 3,758 | $662.0K | 0.00% | +584+18.4% | Added |
| Man Group plc | 3,639 | $641.0K | 0.00% | +3,639 | New |
| Shell Asset Management Co | 3,552 | $626.0K | 0.01% | −150−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,482 | $613.0K | 0.07% | +3,482 | New |
| First Manhattan Co | 3,478 | $612.0K | 0.00% | −150−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,388 | $601.0K | 0.00% | −457−11.9% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $595.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Cubist Systematic Strategies, LLC | 3,160 | $557.0K | 0.01% | −9,029−74.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,076 | $541.0K | 0.04% | 00.0% | Unchanged |