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, Q4 2021
Institutional positions in WEX Inc. as of Dec 31, 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
- 345
- +14 vs. Q3 2021
- Shares held
- 44.0M
- −1.02M (−2.3%) vs. Q3 2021
- Total value
- $6.17B
- −$1.76B (−22.2%) vs. Q3 2021
- New holders
- 60
- 115 more added
- Sold out
- 46
- 111 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,064,575 | $570.6M | 0.01% | −130,290−3.1% | Reduced |
| BlackRock Inc. | 4,057,826 | $569.7M | 0.01% | +140,304+3.6% | Added |
| Wellington Management Group LLP | 3,936,664 | $552.7M | 0.09% | +452,321+13.0% | Added |
| Janus Henderson Group PLC | 3,385,731 | $475.3M | 0.20% | +15,347+0.5% | Added |
| JPMorgan Chase & Co | 2,367,421 | $332.4M | 0.04% | −962,446−28.9% | Reduced |
| Atlanta Capital Management Co L L C | 2,231,519 | $313.3M | 1.06% | −286,489−11.4% | Reduced |
| Par Capital Management Inc | 1,703,190 | $239.1M | 6.46% | +303,190+21.7% | Added |
| Primecap Management Co | 1,280,730 | $179.8M | 0.12% | +161,100+14.4% | Added |
| Neuberger Berman Group LLC | 1,270,782 | $178.2M | 0.14% | −705,550−35.7% | Reduced |
| State Street Corp | 1,148,652 | $161.3M | 0.01% | +21,691+1.9% | Added |
| Impactive Capital LP | 1,098,827 | $154.3M | 9.51% | +380,659+53.0% | Added |
| Bessemer Group Inc | 902,393 | $126.7M | 0.25% | +227,848+33.8% | Added |
| Rockefeller Capital Management L.P. | 713,383 | $100.2M | 0.47% | +105,214+17.3% | Added |
| Federated Hermes, Inc. | 606,692 | $85.2M | 0.16% | −16,789−2.7% | Reduced |
| Warburg Pincus LLC | 577,254 | $81.0M | 2.48% | 00.0% | Unchanged |
| FMR LLC | 565,322 | $79.4M | 0.01% | +38,849+7.4% | Added |
| Geode Capital Management, LLC | 551,695 | $77.5M | 0.01% | +12,744+2.4% | Added |
| HG Vora Capital Management, LLC | 500,000 | $70.2M | 2.51% | +500,000 | New |
| Ameriprise Financial Inc | 551,593 | $67.9M | 0.02% | +475,450+624.4% | Added |
| Brown Advisory Inc | 474,848 | $66.7M | 0.08% | +22,869+5.1% | Added |
| Goldman Sachs Group Inc | 465,036 | $65.3M | 0.02% | +260,250+127.1% | Added |
| Norges Bank | 431,269 | $60.5M | 0.01% | −14,586−3.3% | Reduced |
| Bank of New York Mellon Corp | 423,431 | $59.4M | 0.01% | +9,089+2.2% | Added |
| Stephens Investment Management Group LLC | 393,745 | $55.3M | 0.71% | −345−0.1% | Reduced |
| Northern Trust Corp | 369,917 | $51.9M | 0.01% | −4,986−1.3% | Reduced |
| Millennium Management LLC | 362,933 | $51.0M | 0.06% | +81,053+28.8% | Added |
| Nuveen Asset Management, LLC | 344,661 | $48.4M | 0.01% | +2,894+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 335,313 | $47.1M | 0.43% | −86,457−20.5% | Reduced |
| Bamco Inc | 325,000 | $45.6M | 0.10% | −4,284−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 291,871 | $41.0M | 0.01% | +15,027+5.4% | Added |
| Jennison Associates LLC | 285,585 | $40.1M | 0.03% | +1,402+0.5% | Added |
| Bank of America Corp | 281,500 | $39.5M | 0.00% | +2,324+0.8% | Added |
| Dimensional Fund Advisors LP | 274,865 | $38.6M | 0.01% | +29,255+11.9% | Added |
| Premier Fund Managers Ltd | 230,000 | $32.6M | 1.05% | +17,700+8.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 216,560 | $30.6M | 0.04% | −238,046−52.4% | Reduced |
| Massachusetts Financial Services Co | 207,790 | $29.2M | 0.01% | +51,409+32.9% | Added |
| Morgan Stanley | 198,547 | $27.9M | 0.00% | −55,654−21.9% | Reduced |
| Loomis Sayles & Co L P | 196,823 | $27.6M | 0.03% | +63,427+47.5% | Added |
| Williams Jones Wealth Management, LLC. | 186,414 | $26.2M | 0.33% | −12,486−6.3% | Reduced |
| Citadel Advisors LLC | 182,122 | $25.6M | 0.03% | +179,563+7,016.9% | Added |
| Artemis Investment Management LLP | 175,491 | $24.6M | 0.18% | −679,808−79.5% | Reduced |
| Principal Financial Group Inc | 153,532 | $21.6M | 0.01% | −2,070−1.3% | Reduced |
| Blair William & Co | 152,331 | $21.4M | 0.07% | −15,834−9.4% | Reduced |
| Marshall Wace, LLP | 151,991 | $21.3M | 0.04% | +151,991 | New |
| Parametric Portfolio Associates LLC | 150,986 | $21.2M | 0.01% | +13,622+9.9% | Added |
| Voloridge Investment Management, LLC | 141,957 | $19.9M | 0.11% | +128,357+943.8% | Added |
| New South Capital Management Inc | 130,685 | $18.3M | 0.61% | +130,685 | New |
| Rhumbline Advisers | 128,001 | $18.0M | 0.02% | +3,393+2.7% | Added |
| State of Wisconsin Investment Board | 123,296 | $17.3M | 0.03% | +8,631+7.5% | Added |
| Wells Fargo & Company | 115,648 | $16.2M | 0.00% | −66,351−36.5% | Reduced |
| New York State Common Retirement Fund | 113,938 | $16.0M | 0.02% | +10,372+10.0% | Added |
| Thompson Siegel & Walmsley LLC | 109,797 | $15.4M | 0.21% | +45,747+71.4% | Added |
| Royal Bank of Canada | 107,801 | $15.1M | 0.00% | −20,565−16.0% | Reduced |
| ETF Managers Group, LLC | 103,181 | $14.6M | 0.29% | +1,215+1.2% | Added |
| THRC Management, LLC | 100,000 | $14.0M | 2.53% | +100,000 | New |
| Swiss National Bank | 98,626 | $13.8M | 0.01% | −200−0.2% | Reduced |
| Price T Rowe Associates Inc | 94,992 | $13.3M | 0.00% | +2,055+2.2% | Added |
| California Public Employees Retirement System | 94,464 | $13.3M | 0.01% | −5,117−5.1% | Reduced |
| AXA S.A. | 85,757 | $12.0M | 0.03% | −7,372−7.9% | Reduced |
| WCM Investment Management, LLC | 84,138 | $11.8M | 0.03% | +5,302+6.7% | Added |
| Hill City Capital, LP | 82,000 | $11.5M | 2.62% | +27,000+49.1% | Added |
| Hawk Ridge Capital Management LP | 77,800 | $10.9M | 0.67% | +77,800 | New |
| Natixis | 76,500 | $10.7M | 0.04% | +66,112+636.4% | Added |
| American International Group, Inc. | 76,040 | $10.7M | 0.05% | −1,365−1.8% | Reduced |
| Thrivent Financial for Lutherans | 73,890 | $10.4M | 0.02% | +36,674+98.5% | Added |
| Balyasny Asset Management LLC | 71,420 | $10.0M | 0.04% | +71,420 | New |
| UBS Asset Management Americas Inc | 71,157 | $9.99M | 0.00% | +3,895+5.8% | Added |
| Teachers Retirement System of the State of Kentucky | 70,796 | $9.94M | 0.09% | +10,291+17.0% | Added |
| Cambiar Investors LLC | 69,148 | $9.71M | 0.33% | +21,627+45.5% | Added |
| Alliancebernstein L.P. | 69,132 | $9.71M | 0.00% | −1,500−2.1% | Reduced |
| California State Teachers Retirement System | 65,707 | $9.22M | 0.01% | −13,002−16.5% | Reduced |
| Legal & General Group Plc | 65,404 | $9.18M | 0.00% | +308+0.5% | Added |
| Assenagon Asset Management S.A. | 63,352 | $8.89M | 0.03% | +63,352 | New |
| Invesco Ltd. | 62,120 | $8.72M | 0.00% | +3,437+5.9% | Added |
| Crestwood Capital Management, L.P. | 60,856 | $8.54M | 3.83% | −25,284−29.4% | Reduced |
| Retirement Systems of Alabama | 58,690 | $8.24M | 0.03% | +686+1.2% | Added |
| Incline Global Management LLC | 57,181 | $8.03M | 1.69% | −187,946−76.7% | Reduced |
| New York State Teachers Retirement System | 57,045 | $8.01M | 0.02% | +5,134+9.9% | Added |
| Frontier Capital Management Co LLC | 54,103 | $7.60M | 0.06% | −27,036−33.3% | Reduced |
| Peregrine Capital Management LLC | 52,978 | $7.44M | 0.15% | +1,489+2.9% | Added |
| Manufacturers Life Insurance Company, The | 50,609 | $7.11M | 0.00% | −57,231−53.1% | Reduced |
| Credit Suisse AG | 50,372 | $7.07M | 0.01% | −20,507−28.9% | Reduced |
| State Board of Administration of Florida Retirement System | 50,193 | $7.05M | 0.01% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 48,285 | $6.78M | 2.79% | +11,841+32.5% | Added |
| Oak Ridge Investments LLC | 46,996 | $6.60M | 0.56% | −7,335−13.5% | Reduced |
| Squarepoint Ops LLC | 46,538 | $6.53M | 0.03% | −3,299−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 45,564 | $6.40M | 0.01% | +45,564 | New |
| National Bank of Canada | 44,000 | $6.18M | 0.03% | +44,000 | New |
| Marsico Capital Management LLC | 40,603 | $5.70M | 0.17% | −6,644−14.1% | Reduced |
| Mutual of America Capital Management LLC | 40,080 | $5.63M | 0.06% | +591+1.5% | Added |
| Holocene Advisors, LP | 39,620 | $5.56M | 0.03% | −3,991−9.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,977 | $5.47M | 0.05% | +27,849+250.3% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 36,949 | $5.19M | 0.52% | −2,994−7.5% | Reduced |
| Stephens Inc | 36,863 | $5.17M | 0.08% | −8,478−18.7% | Reduced |
| South Dakota Investment Council | 36,581 | $5.14M | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 33,063 | $4.64M | 0.03% | +1,150+3.6% | Added |
| Texas Permanent School Fund | 32,455 | $4.56M | 0.06% | −684−2.1% | Reduced |
| Twin Tree Management, LP | 32,082 | $4.50M | 0.11% | +20,185+169.7% | Added |
| Clearline Capital LP | 30,952 | $4.34M | 0.59% | +7,756+33.4% | Added |
| Susquehanna Fundamental Investments, LLC | 30,827 | $4.33M | 0.11% | −13,595−30.6% | Reduced |