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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.

Q4 2021 vs. Q3 2021

How the institutions holding WEX Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WEX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3376345+14
Shares45.0M16.9K44.0M−1.02M (−2.3%)
Value$7.93B$2.97M$6.17B−$1.76B (−22.2%)

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held WEX Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WEX in Q4 2021
InstitutionSharesValue% of portfolio
HG Vora Capital Management, LLC500,000$70.2M2.51%
Marshall Wace, LLP151,991$21.3M0.04%
New South Capital Management Inc130,685$18.3M0.61%
THRC Management, LLC100,000$14.0M2.53%
Hawk Ridge Capital Management LP77,800$10.9M0.67%
Balyasny Asset Management LLC71,420$10.0M0.04%
Assenagon Asset Management S.A.63,352$8.89M0.03%
D. E. Shaw & Co., Inc.45,564$6.40M0.01%
National Bank of Canada44,000$6.18M0.03%
Prana Capital Management, LP24,022$3.37M0.27%
Yousif Capital Management, LLC23,662$3.32M0.03%
Tudor Investment Corp Et Al22,092$3.10M0.06%
Bank of Nova Scotia19,000$2.67M0.00%
Campbell & CO Investment Adviser LLC15,964$2.24M0.77%
Jump Financial, LLC14,403$2.02M0.13%
Jane Street Group, LLC14,055$1.97M0.00%
Pinebridge Investments, L.P.13,480$1.89M0.02%
Blueshift Asset Management, LLC12,994$1.82M0.16%
Stifel Financial Corp10,023$1.41M0.00%
Cornercap Investment Counsel Inc7,643$1.07M0.16%
Verition Fund Management LLC6,416$901.0K0.01%
Allspring Global Investments Holdings, LLC5,713$801.0K0.00%
AlphaCrest Capital Management LLC5,073$712.0K0.03%
Aigen Investment Management, LP5,045$657.0K0.04%
Quantinno Capital Management LP4,629$650.0K0.12%
Gotham Asset Management, LLC3,794$533.0K0.02%
Graham Capital Management, L.P.2,931$411.0K0.02%
PEAK6 Investments LLC2,520$354.0K0.01%
Apollon Wealth Management, LLC2,435$342.0K0.03%
Teza Capital Management LLC2,355$331.0K0.09%
Bridgewater Associates, LP2,325$326.0K0.00%
Quantamental Technologies LLC2,225$312.0K0.16%
Fox Run Management, L.L.C.1,916$269.0K0.16%
Astrantus Ltd1,782$250.0K0.19%
Coury Firm Asset Management LLC1,755$246.0K0.19%
Coldstream Capital Management Inc1,742$245.0K0.01%
Cerity Partners LLC1,667$235.0K0.00%
Fractal Investments LLC1,585$222.0K0.08%
Fenimore Asset Management Inc1,467$206.0K0.00%
Cornerstone Investment Partners, LLC1,456$204.0K0.01%
Ethic Inc.1,453$204.0K0.02%
Quantbot Technologies LP1,100$154.0K0.01%
Okabena Investment Services Inc388$54.0K0.02%
Carroll Investors, Inc362$50.0K0.03%
MUFG Americas Holdings Corp349$49.0K0.00%
CVA Family Office, LLC225$32.0K0.01%
Sageworth Trust Co of South Dakota163$23.0K0.04%
Quent Capital, LLC126$18.0K0.00%
Horan Securities, Inc.82$12.0K0.01%
Cornerstone Advisory, LLC62$9.00K0.00%
Cambridge Trust Co48$7.00K0.00%
CWM, LLC43$6.00K0.00%
Covestor Ltd32$5.00K0.01%
Parkside Financial Bank & Trust28$4.00K0.00%
Plante Moran Financial Advisors, LLC18$3.00K0.00%
Motley Fool Asset Management LLC20$3.00K0.00%
Umb Bank N A13$2.00K0.00%
Dixon Hughes Goodman Wealth Advisors LLC17$2.00K0.00%
Tarbox Family Office, Inc.7$1.00K0.00%
Center for Financial Planning, Inc.5$1.00K0.00%

Sold out (46)

Institutions that held WEX Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WEX in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Wasatch Advisors Inc629,059$110.8M
Ardevora Asset Management LLP332,731$58.6M
Amundi93,163$16.4M
Parallax Volatility Advisers, L.P.43,605$7.68M
Westpac Banking Corp40,629$7.16M
Harris Associates L PSuperinvestorHarris Associates (Oakmark)17,176$3.02M
Caas Capital Management LP11,088$1.95M
HRT Financial LP7,414$1.30M
Wolverine Trading, LLC7,395$1.29M
STRS Ohio6,403$1.13M
Boyd Watterson Asset Management LLC4,288$755.0K
Illinois Municipal Retirement Fund4,171$735.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,076$541.0K
Chilton Investment Co LLC2,888$509.0K
Flagship Harbor Advisors, LLC2,239$434.0K
Janney Capital Management LLC2,415$425.0K
FORA Capital, LLC2,280$402.0K
Alta Wealth Advisors LLC2,021$356.0K
Raymond James Financial Services Advisors, Inc.1,967$346.0K
Veritable, L.P.1,950$343.0K
Zeke Capital Advisors, LLC1,570$277.0K
Cigna Investments Inc1,431$253.0K
M&T Bank Corp1,412$249.0K
Kore Private Wealth LLC1,406$248.0K
Truist Financial Corp1,362$240.0K
Kestra Advisory Services, LLC1,309$231.0K
55I, LLC1,296$228.0K
IBM Retirement Fund1,258$222.0K
Alta Capital Management LLC1,203$211.0K
Mirabella Financial Services LLP1,175$207.0K
O'Shaughnessy Asset Management, LLC468$83.0K
CenterStar Asset Management, LLC–$68.0K
Simplex Trading, LLC155$30.0K
Harbour Investments, Inc.165$29.0K
Graves-Light Private Wealth Management, Inc.128$23.0K
Larson Financial Group LLC124$22.0K
Whittier Trust Co of Nevada Inc80$14.0K
Meeder Asset Management Inc73$13.0K
Benjamin F. Edwards & Company, Inc.76$13.0K
Activest Wealth Management54$10.0K
Evolution Wealth Advisors, LLC52$9.00K
CX Institutional44$8.00K
Meridian Wealth Partners, LLC20$4.00K
Jacobi Capital Management LLC15$3.00K
Carolinas Wealth Consulting LLC15$3.00K
Farmers & Merchants Investments Inc2$0

Not filed for Q4 2021 yet (6)

Institutions that held WEX Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG7,773$1.37M
Psagot Investment House Ltd.6,083$1.07M
World Asset Management Inc1,498$264.0K
First Mercantile Trust Co1,111$196.0K
Berman Capital Advisors, LLC414$72.0K
BBVA USA11$2.00K