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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 11,525 | $1.62M | 0.00% | +8,745+314.6% | Added |
| Engineers Gate Manager LP | 11,692 | $1.64M | 0.07% | +10,378+789.8% | Added |
| Ameritas Investment Partners, Inc. | 11,867 | $1.67M | 0.06% | −5,300−30.9% | Reduced |
| Echo Street Capital Management LLC | 11,880 | $1.67M | 0.01% | +6,706+129.6% | Added |
| Arizona State Retirement System | 12,057 | $1.69M | 0.01% | −130−1.1% | Reduced |
| Sepio Capital, LP | 12,891 | $1.81M | 0.14% | −1,297−9.1% | Reduced |
| Blueshift Asset Management, LLC | 12,994 | $1.82M | 0.16% | +12,994 | New |
| Pinebridge Investments, L.P. | 13,480 | $1.89M | 0.02% | +13,480 | New |
| Cubist Systematic Strategies, LLC | 13,605 | $1.91M | 0.02% | +10,445+330.5% | Added |
| Macquarie Group Ltd | 13,665 | $1.92M | 0.00% | −40,851−74.9% | Reduced |
| Jane Street Group, LLC | 14,055 | $1.97M | 0.00% | +14,055 | New |
| Jump Financial, LLC | 14,403 | $2.02M | 0.13% | +14,403 | New |
| Oregon Public Employees Retirement Fund | 14,557 | $2.04M | 0.02% | −435−2.9% | Reduced |
| SEI Investments Co | 15,376 | $2.16M | 0.00% | −32,219−67.7% | Reduced |
| Quadrature Capital Ltd | 15,435 | $2.17M | 0.11% | +6,366+70.2% | Added |
| Martin & Co Inc | 15,799 | $2.22M | 0.51% | −387−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,964 | $2.24M | 0.77% | +15,964 | New |
| Henshaw Capital LLC | 16,118 | $2.26M | 0.13% | 00.0% | Unchanged |
| Spinnaker Trust | 16,151 | $2.27M | 0.15% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 16,198 | $2.27M | 0.01% | +110+0.7% | Added |
| Ensign Peak Advisors, Inc | 16,203 | $2.27M | 0.00% | −22,450−58.1% | Reduced |
| Formula Growth Ltd | 16,700 | $2.35M | 0.42% | 00.0% | Unchanged |
| Voya Investment Management LLC | 16,899 | $2.37M | 0.00% | +5,097+43.2% | Added |
| Citigroup Inc | 17,216 | $2.42M | 0.00% | +364+2.2% | Added |
| Natixis Advisors, L.P. | 18,788 | $2.64M | 0.01% | +3,574+23.5% | Added |
| Bank of Nova Scotia | 19,000 | $2.67M | 0.00% | +19,000 | New |
| ExodusPoint Capital Management, LP | 20,216 | $2.84M | 0.03% | +8,738+76.1% | Added |
| HM Payson & Co | 21,419 | $3.01M | 0.07% | −2,348−9.9% | Reduced |
| MetLife Investment Management | 21,720 | $3.05M | 0.03% | +198+0.9% | Added |
| Comerica Bank | 20,660 | $3.09M | 0.02% | −102,348−83.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,060 | $3.10M | 0.03% | +7,260+49.1% | Added |
| Tudor Investment Corp Et Al | 22,092 | $3.10M | 0.06% | +22,092 | New |
| Great West Life Assurance Co | 22,551 | $3.17M | 0.01% | +1,607+7.7% | Added |
| Yousif Capital Management, LLC | 23,662 | $3.32M | 0.03% | +23,662 | New |
| Deutsche Bank AG | 23,940 | $3.36M | 0.00% | −929−3.7% | Reduced |
| Prana Capital Management, LP | 24,022 | $3.37M | 0.27% | +24,022 | New |
| Bath Savings Trust Co | 24,793 | $3.48M | 0.36% | +395+1.6% | Added |
| SG Americas Securities, LLC | 24,856 | $3.49M | 0.02% | +13,133+112.0% | Added |
| Long Road Investment Counsel, LLC | 25,085 | $3.52M | 1.40% | +15,185+153.4% | Added |
| Nisa Investment Advisors, LLC | 23,100 | $3.72M | 0.03% | −650−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 26,750 | $3.75M | 0.01% | +1,041+4.0% | Added |
| State of New Jersey Common Pension Fund D | 27,116 | $3.81M | 0.01% | +2,204+8.8% | Added |
| UBS Group AG | 27,141 | $3.81M | 0.00% | −2,219−7.6% | Reduced |
| Eaton Vance Management | 27,481 | $3.86M | 0.00% | −13,992−33.7% | Reduced |
| State of Tennessee, Treasury Department | 29,496 | $4.14M | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 30,827 | $4.33M | 0.11% | −13,595−30.6% | Reduced |
| Clearline Capital LP | 30,952 | $4.34M | 0.59% | +7,756+33.4% | Added |
| Twin Tree Management, LP | 32,082 | $4.50M | 0.11% | +20,185+169.7% | Added |
| Texas Permanent School Fund | 32,455 | $4.56M | 0.06% | −684−2.1% | Reduced |
| Amalgamated Bank | 33,063 | $4.64M | 0.03% | +1,150+3.6% | Added |
| South Dakota Investment Council | 36,581 | $5.14M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 36,863 | $5.17M | 0.08% | −8,478−18.7% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 36,949 | $5.19M | 0.52% | −2,994−7.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,977 | $5.47M | 0.05% | +27,849+250.3% | Added |
| Holocene Advisors, LP | 39,620 | $5.56M | 0.03% | −3,991−9.2% | Reduced |
| Mutual of America Capital Management LLC | 40,080 | $5.63M | 0.06% | +591+1.5% | Added |
| Marsico Capital Management LLC | 40,603 | $5.70M | 0.17% | −6,644−14.1% | Reduced |
| National Bank of Canada | 44,000 | $6.18M | 0.03% | +44,000 | New |
| D. E. Shaw & Co., Inc. | 45,564 | $6.40M | 0.01% | +45,564 | New |
| Squarepoint Ops LLC | 46,538 | $6.53M | 0.03% | −3,299−6.6% | Reduced |
| Oak Ridge Investments LLC | 46,996 | $6.60M | 0.56% | −7,335−13.5% | Reduced |
| Wisconsin Capital Management LLC | 48,285 | $6.78M | 2.79% | +11,841+32.5% | Added |
| State Board of Administration of Florida Retirement System | 50,193 | $7.05M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 50,372 | $7.07M | 0.01% | −20,507−28.9% | Reduced |
| Manufacturers Life Insurance Company, The | 50,609 | $7.11M | 0.00% | −57,231−53.1% | Reduced |
| Peregrine Capital Management LLC | 52,978 | $7.44M | 0.15% | +1,489+2.9% | Added |
| Frontier Capital Management Co LLC | 54,103 | $7.60M | 0.06% | −27,036−33.3% | Reduced |
| New York State Teachers Retirement System | 57,045 | $8.01M | 0.02% | +5,134+9.9% | Added |
| Incline Global Management LLC | 57,181 | $8.03M | 1.69% | −187,946−76.7% | Reduced |
| Retirement Systems of Alabama | 58,690 | $8.24M | 0.03% | +686+1.2% | Added |
| Crestwood Capital Management, L.P. | 60,856 | $8.54M | 3.83% | −25,284−29.4% | Reduced |
| Invesco Ltd. | 62,120 | $8.72M | 0.00% | +3,437+5.9% | Added |
| Assenagon Asset Management S.A. | 63,352 | $8.89M | 0.03% | +63,352 | New |
| Legal & General Group Plc | 65,404 | $9.18M | 0.00% | +308+0.5% | Added |
| California State Teachers Retirement System | 65,707 | $9.22M | 0.01% | −13,002−16.5% | Reduced |
| Alliancebernstein L.P. | 69,132 | $9.71M | 0.00% | −1,500−2.1% | Reduced |
| Cambiar Investors LLC | 69,148 | $9.71M | 0.33% | +21,627+45.5% | Added |
| Teachers Retirement System of the State of Kentucky | 70,796 | $9.94M | 0.09% | +10,291+17.0% | Added |
| UBS Asset Management Americas Inc | 71,157 | $9.99M | 0.00% | +3,895+5.8% | Added |
| Balyasny Asset Management LLC | 71,420 | $10.0M | 0.04% | +71,420 | New |
| Thrivent Financial for Lutherans | 73,890 | $10.4M | 0.02% | +36,674+98.5% | Added |
| American International Group, Inc. | 76,040 | $10.7M | 0.05% | −1,365−1.8% | Reduced |
| Natixis | 76,500 | $10.7M | 0.04% | +66,112+636.4% | Added |
| Hawk Ridge Capital Management LP | 77,800 | $10.9M | 0.67% | +77,800 | New |
| Hill City Capital, LP | 82,000 | $11.5M | 2.62% | +27,000+49.1% | Added |
| WCM Investment Management, LLC | 84,138 | $11.8M | 0.03% | +5,302+6.7% | Added |
| AXA S.A. | 85,757 | $12.0M | 0.03% | −7,372−7.9% | Reduced |
| California Public Employees Retirement System | 94,464 | $13.3M | 0.01% | −5,117−5.1% | Reduced |
| Price T Rowe Associates Inc | 94,992 | $13.3M | 0.00% | +2,055+2.2% | Added |
| Swiss National Bank | 98,626 | $13.8M | 0.01% | −200−0.2% | Reduced |
| THRC Management, LLC | 100,000 | $14.0M | 2.53% | +100,000 | New |
| ETF Managers Group, LLC | 103,181 | $14.6M | 0.29% | +1,215+1.2% | Added |
| Royal Bank of Canada | 107,801 | $15.1M | 0.00% | −20,565−16.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 109,797 | $15.4M | 0.21% | +45,747+71.4% | Added |
| New York State Common Retirement Fund | 113,938 | $16.0M | 0.02% | +10,372+10.0% | Added |
| Wells Fargo & Company | 115,648 | $16.2M | 0.00% | −66,351−36.5% | Reduced |
| State of Wisconsin Investment Board | 123,296 | $17.3M | 0.03% | +8,631+7.5% | Added |
| Rhumbline Advisers | 128,001 | $18.0M | 0.02% | +3,393+2.7% | Added |
| New South Capital Management Inc | 130,685 | $18.3M | 0.61% | +130,685 | New |
| Voloridge Investment Management, LLC | 141,957 | $19.9M | 0.11% | +128,357+943.8% | Added |