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 |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 150,986 | $21.2M | 0.01% | +13,622+9.9% | Added |
| Marshall Wace, LLP | 151,991 | $21.3M | 0.04% | +151,991 | New |
| Blair William & Co | 152,331 | $21.4M | 0.07% | −15,834−9.4% | Reduced |
| Principal Financial Group Inc | 153,532 | $21.6M | 0.01% | −2,070−1.3% | Reduced |
| Artemis Investment Management LLP | 175,491 | $24.6M | 0.18% | −679,808−79.5% | Reduced |
| Citadel Advisors LLC | 182,122 | $25.6M | 0.03% | +179,563+7,016.9% | Added |
| Williams Jones Wealth Management, LLC. | 186,414 | $26.2M | 0.33% | −12,486−6.3% | Reduced |
| Loomis Sayles & Co L P | 196,823 | $27.6M | 0.03% | +63,427+47.5% | Added |
| Morgan Stanley | 198,547 | $27.9M | 0.00% | −55,654−21.9% | Reduced |
| Massachusetts Financial Services Co | 207,790 | $29.2M | 0.01% | +51,409+32.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 216,560 | $30.6M | 0.04% | −238,046−52.4% | Reduced |
| Premier Fund Managers Ltd | 230,000 | $32.6M | 1.05% | +17,700+8.3% | Added |
| Dimensional Fund Advisors LP | 274,865 | $38.6M | 0.01% | +29,255+11.9% | Added |
| Bank of America Corp | 281,500 | $39.5M | 0.00% | +2,324+0.8% | Added |
| Jennison Associates LLC | 285,585 | $40.1M | 0.03% | +1,402+0.5% | Added |
| Charles Schwab Investment Management Inc | 291,871 | $41.0M | 0.01% | +15,027+5.4% | Added |
| Bamco Inc | 325,000 | $45.6M | 0.10% | −4,284−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 335,313 | $47.1M | 0.43% | −86,457−20.5% | Reduced |
| Nuveen Asset Management, LLC | 344,661 | $48.4M | 0.01% | +2,894+0.8% | Added |
| Millennium Management LLC | 362,933 | $51.0M | 0.06% | +81,053+28.8% | Added |
| Northern Trust Corp | 369,917 | $51.9M | 0.01% | −4,986−1.3% | Reduced |
| Stephens Investment Management Group LLC | 393,745 | $55.3M | 0.71% | −345−0.1% | Reduced |
| Bank of New York Mellon Corp | 423,431 | $59.4M | 0.01% | +9,089+2.2% | Added |
| Norges Bank | 431,269 | $60.5M | 0.01% | −14,586−3.3% | Reduced |
| Goldman Sachs Group Inc | 465,036 | $65.3M | 0.02% | +260,250+127.1% | Added |
| Brown Advisory Inc | 474,848 | $66.7M | 0.08% | +22,869+5.1% | Added |
| Ameriprise Financial Inc | 551,593 | $67.9M | 0.02% | +475,450+624.4% | Added |
| HG Vora Capital Management, LLC | 500,000 | $70.2M | 2.51% | +500,000 | New |
| Geode Capital Management, LLC | 551,695 | $77.5M | 0.01% | +12,744+2.4% | Added |
| FMR LLC | 565,322 | $79.4M | 0.01% | +38,849+7.4% | Added |
| Warburg Pincus LLC | 577,254 | $81.0M | 2.48% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 606,692 | $85.2M | 0.16% | −16,789−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 713,383 | $100.2M | 0.47% | +105,214+17.3% | Added |
| Bessemer Group Inc | 902,393 | $126.7M | 0.25% | +227,848+33.8% | Added |
| Impactive Capital LP | 1,098,827 | $154.3M | 9.51% | +380,659+53.0% | Added |
| State Street Corp | 1,148,652 | $161.3M | 0.01% | +21,691+1.9% | Added |
| Neuberger Berman Group LLC | 1,270,782 | $178.2M | 0.14% | −705,550−35.7% | Reduced |
| Primecap Management Co | 1,280,730 | $179.8M | 0.12% | +161,100+14.4% | Added |
| Par Capital Management Inc | 1,703,190 | $239.1M | 6.46% | +303,190+21.7% | Added |
| Atlanta Capital Management Co L L C | 2,231,519 | $313.3M | 1.06% | −286,489−11.4% | Reduced |
| JPMorgan Chase & Co | 2,367,421 | $332.4M | 0.04% | −962,446−28.9% | Reduced |
| Janus Henderson Group PLC | 3,385,731 | $475.3M | 0.20% | +15,347+0.5% | Added |
| Wellington Management Group LLP | 3,936,664 | $552.7M | 0.09% | +452,321+13.0% | Added |
| BlackRock Inc. | 4,057,826 | $569.7M | 0.01% | +140,304+3.6% | Added |
| Vanguard Group Inc | 4,064,575 | $570.6M | 0.01% | −130,290−3.1% | Reduced |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −629,059−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −332,731−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −93,163−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −43,605−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −40,629−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −17,176−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,395−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,403−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |