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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.

Institutional holdersQ3 2021: 337 institutions
Q1 2021: 362 institutionsQ2 2021: 352 institutionsQ3 2021: 337 institutionsQ4 2021: 345 institutionsQ1 2022: 368 institutionsQ2 2022: 356 institutionsQ3 2022: 354 institutionsQ4 2022: 366 institutionsQ1 2023: 405 institutionsQ2 2023: 408 institutionsQ3 2023: 412 institutionsQ4 2023: 418 institutionsQ1 2024: 421 institutionsQ2 2024: 442 institutionsQ3 2024: 434 institutionsQ4 2024: 431 institutionsQ1 2025: 422 institutionsQ2 2025: 386 institutionsQ3 2025: 392 institutionsQ4 2025: 428 institutionsQ1 2026: 434 institutionsQ2 2026: 416 institutions
Value heldQ3 2021: $7.93B
Q1 2021: $9.48BQ2 2021: $8.78BQ3 2021: $7.93BQ4 2021: $6.17BQ1 2022: $7.90BQ2 2022: $6.85BQ3 2022: $5.61BQ4 2022: $7.10BQ1 2023: $7.88BQ2 2023: $7.69BQ3 2023: $7.88BQ4 2023: $8.16BQ1 2024: $9.92BQ2 2024: $7.28BQ3 2024: $8.83BQ4 2024: $7.06BQ1 2025: $6.18BQ2 2025: $5.60BQ3 2025: $5.95BQ4 2025: $5.73BQ1 2026: $5.92BQ2 2026: $5.61B
Institutions holding WEX and their total value by quarter
QuarterHoldersValue
Q2 2026416$5.61B
Q1 2026434$5.92B
Q4 2025428$5.73B
Q3 2025392$5.95B
Q2 2025386$5.60B
Q1 2025422$6.18B
Q4 2024431$7.06B
Q3 2024434$8.83B
Q2 2024442$7.28B
Q1 2024421$9.92B
Q4 2023418$8.16B
Q3 2023412$7.88B
Q2 2023408$7.69B
Q1 2023405$7.88B
Q4 2022366$7.10B
Q3 2022354$5.61B
Q2 2022356$6.85B
Q1 2022368$7.90B
Q4 2021345$6.17B
Q3 2021337$7.93B
Q2 2021352$8.78B
Q1 2021362$9.48B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2021.

Institutions holding WEX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC3,021$532.0K0.05%+1,445+91.7%Added
TownSquare Capital, LLC3,002$529.0K0.02%00.0%Unchanged
Pictet Asset Management SA2,992$527.0K0.00%+2,992New
Oppenheimer & Co Inc2,973$524.0K0.01%−398−11.8%Reduced
Russell Investments Group, Ltd.2,964$521.0K0.00%00.0%Unchanged
Chilton Investment Co LLC2,888$509.0K0.01%+2,888New
Franklin Resources Inc2,791$492.0K0.00%+276+11.0%Added
Raymond James & Associates2,780$490.0K0.00%+368+15.3%Added
Baird Financial Group, Inc.2,767$487.0K0.00%+2,767New
Eukles Asset Management2,760$486.0K0.27%+374+15.7%Added
Ballentine Partners, LLC2,754$485.0K0.02%00.0%Unchanged
Zions Bancorporation, N.A.2,756$485.0K0.05%+305+12.4%Added
Belpointe Asset Management LLC2,750$484.0K0.03%−50−1.8%Reduced
Procyon Private Wealth Partners, LLC2,620$461.0K0.12%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,616$461.0K0.00%+93+3.7%Added
Commonwealth Equity Services, LLC2,580$454.0K0.00%−220−7.9%Reduced
Citadel Advisors LLC2,559$451.0K0.00%−4,390−63.2%Reduced
Welch & Forbes LLC2,525$445.0K0.01%00.0%Unchanged
HighTower Advisors, LLC2,501$440.0K0.00%−280−10.1%Reduced
Captrust Financial Advisors2,466$434.0K0.00%+162+7.0%Added
Flagship Harbor Advisors, LLC2,239$434.0K0.05%00.0%Unchanged
Wilkinson Global Asset Management LLC2,450$432.0K0.03%00.0%Unchanged
Shelton Capital Management2,445$431.0K0.02%00.0%Unchanged
Janney Capital Management LLC2,415$425.0K0.03%−19−0.8%Reduced
Profund Advisors LLC2,397$422.0K0.01%−329−12.1%Reduced
Whittier Trust Co2,369$417.0K0.01%−55−2.3%Reduced
Twinbeech Capital LP2,287$403.0K0.03%−8,180−78.2%Reduced
FORA Capital, LLC2,280$402.0K0.10%+2,075+1,012.2%Added
HSBC Holdings PLC2,256$396.0K0.00%−3,166−58.4%Reduced
Raymond James Trust N.A.2,250$396.0K0.01%+50+2.3%Added
Snowden Capital Advisors LLC2,169$382.0K0.02%+20+0.9%Added
Keybank National Association2,115$373.0K0.00%−5−0.2%Reduced
Tower Research Capital LLC (TRC)2,114$372.0K0.01%−3,161−59.9%Reduced
Seven Eight Capital, LP2,107$371.0K0.04%−300−12.5%Reduced
Woodmont Investment Counsel LLC2,048$361.0K0.05%00.0%Unchanged
Alta Wealth Advisors LLC2,021$356.0K0.26%−740−26.8%Reduced
Raymond James Financial Services Advisors, Inc.1,967$346.0K0.00%−78−3.8%Reduced
Veritable, L.P.1,950$343.0K0.01%+1,950New
Cadent Capital Advisors, LLC1,885$332.0K0.15%00.0%Unchanged
Chicago Capital, LLC1,810$319.0K0.01%00.0%Unchanged
Boit C F David1,740$317.0K0.22%+500+40.3%Added
CIBC Asset Management Inc1,737$306.0K0.00%+112+6.9%Added
Moody Aldrich Partners LLC1,635$288.0K0.04%−1−0.1%Reduced
Wendell David Associates Inc1,608$283.0K0.03%−16−1.0%Reduced
Panagora Asset Management Inc1,592$280.0K0.00%−541−25.4%Reduced
Evercore Wealth Management, LLC1,582$279.0K0.01%00.0%Unchanged
Zeke Capital Advisors, LLC1,570$277.0K0.02%+5+0.3%Added
World Asset Management Inc1,498$264.0K0.03%−75−4.8%Reduced
Vident Investment Advisory, LLC1,456$256.0K0.01%−160−9.9%Reduced
Tortoise Index Solutions, LLC1,456$256.0K0.06%−160−9.9%Reduced
Chicago Trust Co NA1,455$256.0K0.06%+243+20.0%Added
Cigna Investments Inc1,431$253.0K0.02%−100−6.5%Reduced
M&T Bank Corp1,412$249.0K0.00%−14−1.0%Reduced
Kore Private Wealth LLC1,406$248.0K0.03%00.0%Unchanged
Truist Financial Corp1,362$240.0K0.00%+13+1.0%Added
CWM Advisors, LLC1,365$240.0K0.03%+1,365New
Engineers Gate Manager LP1,314$231.0K0.01%−7,837−85.6%Reduced
Kestra Advisory Services, LLC1,309$231.0K0.00%+43+3.4%Added
55I, LLC1,296$228.0K0.01%+1,296New
IBM Retirement Fund1,258$222.0K0.02%00.0%Unchanged
Alta Capital Management LLC1,203$211.0K0.01%−1,203−50.0%Reduced
Mirabella Financial Services LLP1,175$207.0K0.03%+1,175New
Creative Planning1,149$202.0K0.00%−64−5.3%Reduced
First Mercantile Trust Co1,111$196.0K0.03%+226+25.5%Added
First Horizon Advisors, Inc.912$161.0K0.01%+622+214.5%Added
Schroder Investment Management Group754$133.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC706$124.0K0.03%−32−4.3%Reduced
Clearstead Advisors, LLC700$123.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.700$123.0K0.07%+100+16.7%Added
Leonteq Securities AG558$98.3K0.01%+91+19.5%Added
Ellevest, Inc.532$94.0K0.01%−123−18.8%Reduced
Proequities, Inc.533$94.0K0.01%+71+15.4%Added
IFP Advisors, Inc409$90.0K0.00%+163+66.3%Added
O'Shaughnessy Asset Management, LLC468$83.0K0.00%+78+20.0%Added
Mitsubishi UFJ Trust & Banking Corp450$79.0K0.00%−800−64.0%Reduced
First Bank & Trust441$78.0K0.04%−40−8.3%Reduced
Signaturefd, LLC411$72.0K0.00%−20−4.6%Reduced
Berman Capital Advisors, LLC414$72.0K0.01%+145+53.9%Added
American Portfolios Advisors390$68.7K0.00%00.0%Unchanged
CenterStar Asset Management, LLC–$68.0K0.05%–New
Spire Wealth Management364$64.0K0.00%+8+2.2%Added
FourThought Financial, LLC324$57.0K0.01%−3−0.9%Reduced
Cribstone Capital Management, LLC305$54.0K0.03%00.0%Unchanged
Creative Financial Designs Inc263$46.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co255$45.0K0.00%−12−4.5%Reduced
Banque Cantonale Vaudoise252$44.0K0.00%00.0%Unchanged
Sageworth Trust Co220$39.0K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC214$38.0K0.06%00.0%Unchanged
Parallel Advisors, LLC218$38.0K0.00%+13+6.3%Added
Solstein Capital, LLC179$32.0K0.02%00.0%Unchanged
Simplex Trading, LLC155$30.0K0.00%00.0%Unchanged
Harbour Investments, Inc.165$29.0K0.00%00.0%Unchanged
Fifth Third Bancorp164$29.0K0.00%+52+46.4%Added
Vigilant Capital Management, LLC150$26.0K0.00%+50+50.0%Added
Graves-Light Private Wealth Management, Inc.128$23.0K0.00%+128New
Quadrant Capital Group LLC127$22.0K0.00%−1−0.8%Reduced
AdvisorNet Financial, Inc125$22.0K0.00%00.0%Unchanged
Larson Financial Group LLC124$22.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP122$21.0K0.01%−352−74.3%Reduced
Reilly Financial Advisors, LLC94$17.0K0.00%00.0%Unchanged