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 |
|---|---|---|---|---|---|
| Keybank National Association | 1,884 | $264.0K | 0.00% | −231−10.9% | Reduced |
| Fox Run Management, L.L.C. | 1,916 | $269.0K | 0.16% | +1,916 | New |
| Woodmont Investment Counsel LLC | 1,925 | $270.0K | 0.03% | −123−6.0% | Reduced |
| Boit C F David | 1,940 | $272.0K | 0.17% | +200+11.5% | Added |
| Raymond James Trust N.A. | 2,198 | $308.0K | 0.01% | −52−2.3% | Reduced |
| Quantamental Technologies LLC | 2,225 | $312.0K | 0.16% | +2,225 | New |
| Profund Advisors LLC | 2,243 | $315.0K | 0.01% | −154−6.4% | Reduced |
| Whittier Trust Co | 2,261 | $317.0K | 0.01% | −108−4.6% | Reduced |
| Bridgewater Associates, LP | 2,325 | $326.0K | 0.00% | +2,325 | New |
| Belpointe Asset Management LLC | 2,350 | $330.0K | 0.02% | −400−14.5% | Reduced |
| Teza Capital Management LLC | 2,355 | $331.0K | 0.09% | +2,355 | New |
| Cambridge Investment Research Advisors, Inc. | 2,437 | $342.0K | 0.00% | −179−6.8% | Reduced |
| Apollon Wealth Management, LLC | 2,435 | $342.0K | 0.03% | +2,435 | New |
| Shelton Capital Management | 2,445 | $343.0K | 0.01% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $344.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,449 | $345.0K | 0.00% | −52−2.1% | Reduced |
| Welch & Forbes LLC | 2,525 | $354.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,520 | $354.0K | 0.01% | +2,520 | New |
| Russell Investments Group, Ltd. | 2,622 | $367.0K | 0.00% | −342−11.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,620 | $368.0K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,689 | $377.0K | 0.00% | +109+4.2% | Added |
| Creative Planning | 2,710 | $380.0K | 0.00% | +1,561+135.9% | Added |
| HSBC Holdings PLC | 2,710 | $383.0K | 0.00% | +454+20.1% | Added |
| Franklin Resources Inc | 2,744 | $385.0K | 0.00% | −47−1.7% | Reduced |
| Ballentine Partners, LLC | 2,754 | $387.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,767 | $388.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2,794 | $392.0K | 0.19% | +34+1.2% | Added |
| Two Sigma Investments, LP | 2,805 | $394.0K | 0.00% | −9,081−76.4% | Reduced |
| TownSquare Capital, LLC | 2,896 | $407.0K | 0.01% | −106−3.5% | Reduced |
| Graham Capital Management, L.P. | 2,931 | $411.0K | 0.02% | +2,931 | New |
| Westfield Capital Management Co LP | 2,980 | $418.0K | 0.00% | −277,292−98.9% | Reduced |
| Pictet Asset Management SA | 2,992 | $420.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,000 | $421.0K | 0.01% | −2,003−40.0% | Reduced |
| First Republic Investment Management, Inc. | 3,036 | $426.0K | 0.00% | −722−19.2% | Reduced |
| Zions Bancorporation, N.A. | 3,290 | $462.0K | 0.04% | +534+19.4% | Added |
| Advisor Group Holdings, Inc. | 3,305 | $465.0K | 0.00% | −83−2.4% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $473.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,478 | $488.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,517 | $494.0K | 0.00% | −640−15.4% | Reduced |
| Shell Asset Management Co | 3,568 | $501.0K | 0.01% | +16+0.5% | Added |
| Montag & Caldwell, LLC | 3,716 | $522.0K | 0.05% | −66,461−94.7% | Reduced |
| Man Group plc | 3,728 | $523.0K | 0.00% | +89+2.4% | Added |
| Crossmark Global Holdings, Inc. | 3,785 | $531.0K | 0.01% | +500+15.2% | Added |
| Gotham Asset Management, LLC | 3,794 | $533.0K | 0.02% | +3,794 | New |
| Cna Financial Corp | 3,848 | $540.0K | 0.14% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,870 | $543.0K | 0.01% | −1,448−27.2% | Reduced |
| Bank of Montreal | 3,866 | $551.0K | 0.00% | −427,535−99.1% | Reduced |
| Securian Asset Management, Inc | 3,982 | $559.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,000 | $562.0K | 0.03% | −1,500−27.3% | Reduced |
| ProShare Advisors LLC | 4,268 | $599.0K | 0.00% | +980+29.8% | Added |
| Quantinno Capital Management LP | 4,629 | $650.0K | 0.12% | +4,629 | New |
| Aigen Investment Management, LP | 5,045 | $657.0K | 0.04% | +5,045 | New |
| AlphaCrest Capital Management LLC | 5,073 | $712.0K | 0.03% | +5,073 | New |
| Davy Global Fund Management Ltd | 5,311 | $746.0K | 0.11% | +387+7.9% | Added |
| Victory Capital Management Inc | 5,347 | $751.0K | 0.00% | −165−3.0% | Reduced |
| Johnson Investment Counsel Inc | 5,370 | $754.0K | 0.01% | −40−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,593 | $785.0K | 0.01% | +3,479+164.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,665 | $795.0K | 0.00% | +1,272+29.0% | Added |
| Allspring Global Investments Holdings, LLC | 5,713 | $801.0K | 0.00% | +5,713 | New |
| Davis R M Inc | 5,965 | $837.0K | 0.02% | −125,903−95.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,083 | $854.0K | 0.16% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,197 | $870.0K | 0.08% | +2,715+78.0% | Added |
| Pacer Advisors, Inc. | 6,263 | $879.0K | 0.01% | +108+1.8% | Added |
| Public Employees Retirement Association of Colorado | 6,366 | $894.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,416 | $901.0K | 0.01% | +6,416 | New |
| State of Alaska, Department of Revenue | 6,489 | $910.0K | 0.01% | −390−5.7% | Reduced |
| Centiva Capital, LP | 6,549 | $919.0K | 0.06% | +1,916+41.4% | Added |
| BNP Paribas Arbitrage, SA | 6,554 | $920.1K | 0.00% | +926+16.5% | Added |
| The PNC Financial Services Group, Inc. | 6,656 | $934.0K | 0.00% | −675−9.2% | Reduced |
| Envestnet Asset Management Inc | 7,360 | $1.03M | 0.00% | −703−8.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,430 | $1.04M | 0.02% | +30+0.4% | Added |
| Paradigm Asset Management Co LLC | 7,480 | $1.05M | 0.26% | +480+6.9% | Added |
| Bullseye Asset Management LLC | 7,616 | $1.06M | 0.42% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 7,643 | $1.07M | 0.16% | +7,643 | New |
| Utah Retirement Systems | 8,022 | $1.13M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,044 | $1.13M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 8,076 | $1.13M | 0.02% | −90−1.1% | Reduced |
| Daiwa Securities Group Inc. | 8,100 | $1.14M | 0.01% | −1,065−11.6% | Reduced |
| LPL Financial LLC | 8,657 | $1.22M | 0.00% | +911+11.8% | Added |
| Teacher Retirement System of Texas | 8,744 | $1.23M | 0.01% | +1,632+22.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,088 | $1.28M | 0.00% | +1,031+12.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,053 | $1.28M | 0.02% | −6,901−43.3% | Reduced |
| New Mexico Educational Retirement Board | 9,200 | $1.29M | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 9,229 | $1.30M | 0.00% | −13,330−59.1% | Reduced |
| US Bancorp | 9,368 | $1.32M | 0.00% | −154−1.6% | Reduced |
| Metropolitan Life Insurance Co | 9,411 | $1.32M | 0.02% | −179−1.9% | Reduced |
| Virginia Retirement Systems Et Al | 9,500 | $1.33M | 0.01% | +5,000+111.1% | Added |
| Keeley-Teton Advisors, LLC | 9,894 | $1.39M | 0.15% | −3,497−26.1% | Reduced |
| Pendal Group Limited | 9,899 | $1.39M | 0.01% | +2,809+39.6% | Added |
| Banc Funds Co LLC | 9,955 | $1.40M | 0.11% | +5,035+102.3% | Added |
| Stifel Financial Corp | 10,023 | $1.41M | 0.00% | +10,023 | New |
| Allstate Corp | 10,138 | $1.42M | 0.03% | −917−8.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,300 | $1.45M | 0.29% | +2,650+34.6% | Added |
| Twinbeech Capital LP | 10,503 | $1.48M | 0.08% | +8,216+359.2% | Added |
| Bessemer Securities LLC | 10,732 | $1.51M | 0.41% | +3,769+54.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,800 | $1.52M | 0.00% | −6,200−36.5% | Reduced |
| Jupiter Asset Management Ltd | 10,890 | $1.54M | 0.02% | −3,229−22.9% | Reduced |
| Logan Capital Management Inc | 11,092 | $1.56M | 0.07% | −1,525−12.1% | Reduced |
| State of Michigan Retirement System | 11,393 | $1.60M | 0.01% | +200+1.8% | Added |
| Louisiana State Employees Retirement System | 11,500 | $1.61M | 0.04% | +100+0.9% | Added |