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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 29,496 | $4.14M | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 27,481 | $3.86M | 0.00% | −13,992−33.7% | Reduced |
| UBS Group AG | 27,141 | $3.81M | 0.00% | −2,219−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 27,116 | $3.81M | 0.01% | +2,204+8.8% | Added |
| Public Employees Retirement System of Ohio | 26,750 | $3.75M | 0.01% | +1,041+4.0% | Added |
| Nisa Investment Advisors, LLC | 23,100 | $3.72M | 0.03% | −650−2.7% | Reduced |
| Long Road Investment Counsel, LLC | 25,085 | $3.52M | 1.40% | +15,185+153.4% | Added |
| SG Americas Securities, LLC | 24,856 | $3.49M | 0.02% | +13,133+112.0% | Added |
| Bath Savings Trust Co | 24,793 | $3.48M | 0.36% | +395+1.6% | Added |
| Prana Capital Management, LP | 24,022 | $3.37M | 0.27% | +24,022 | New |
| Deutsche Bank AG | 23,940 | $3.36M | 0.00% | −929−3.7% | Reduced |
| Yousif Capital Management, LLC | 23,662 | $3.32M | 0.03% | +23,662 | New |
| Great West Life Assurance Co | 22,551 | $3.17M | 0.01% | +1,607+7.7% | Added |
| Tudor Investment Corp Et Al | 22,092 | $3.10M | 0.06% | +22,092 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,060 | $3.10M | 0.03% | +7,260+49.1% | Added |
| Comerica Bank | 20,660 | $3.09M | 0.02% | −102,348−83.2% | Reduced |
| MetLife Investment Management | 21,720 | $3.05M | 0.03% | +198+0.9% | Added |
| HM Payson & Co | 21,419 | $3.01M | 0.07% | −2,348−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 20,216 | $2.84M | 0.03% | +8,738+76.1% | Added |
| Bank of Nova Scotia | 19,000 | $2.67M | 0.00% | +19,000 | New |
| Natixis Advisors, L.P. | 18,788 | $2.64M | 0.01% | +3,574+23.5% | Added |
| Citigroup Inc | 17,216 | $2.42M | 0.00% | +364+2.2% | Added |
| Voya Investment Management LLC | 16,899 | $2.37M | 0.00% | +5,097+43.2% | Added |
| Formula Growth Ltd | 16,700 | $2.35M | 0.42% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,203 | $2.27M | 0.00% | −22,450−58.1% | Reduced |
| Treasurer of the State of North Carolina | 16,198 | $2.27M | 0.01% | +110+0.7% | Added |
| Spinnaker Trust | 16,151 | $2.27M | 0.15% | 00.0% | Unchanged |
| Henshaw Capital LLC | 16,118 | $2.26M | 0.13% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,964 | $2.24M | 0.77% | +15,964 | New |
| Martin & Co Inc | 15,799 | $2.22M | 0.51% | −387−2.4% | Reduced |
| Quadrature Capital Ltd | 15,435 | $2.17M | 0.11% | +6,366+70.2% | Added |
| SEI Investments Co | 15,376 | $2.16M | 0.00% | −32,219−67.7% | Reduced |
| Oregon Public Employees Retirement Fund | 14,557 | $2.04M | 0.02% | −435−2.9% | Reduced |
| Jump Financial, LLC | 14,403 | $2.02M | 0.13% | +14,403 | New |
| Jane Street Group, LLC | 14,055 | $1.97M | 0.00% | +14,055 | New |
| Macquarie Group Ltd | 13,665 | $1.92M | 0.00% | −40,851−74.9% | Reduced |
| Cubist Systematic Strategies, LLC | 13,605 | $1.91M | 0.02% | +10,445+330.5% | Added |
| Pinebridge Investments, L.P. | 13,480 | $1.89M | 0.02% | +13,480 | New |
| Blueshift Asset Management, LLC | 12,994 | $1.82M | 0.16% | +12,994 | New |
| Sepio Capital, LP | 12,891 | $1.81M | 0.14% | −1,297−9.1% | Reduced |
| Arizona State Retirement System | 12,057 | $1.69M | 0.01% | −130−1.1% | Reduced |
| Echo Street Capital Management LLC | 11,880 | $1.67M | 0.01% | +6,706+129.6% | Added |
| Ameritas Investment Partners, Inc. | 11,867 | $1.67M | 0.06% | −5,300−30.9% | Reduced |
| Engineers Gate Manager LP | 11,692 | $1.64M | 0.07% | +10,378+789.8% | Added |
| Raymond James & Associates | 11,525 | $1.62M | 0.00% | +8,745+314.6% | Added |
| Louisiana State Employees Retirement System | 11,500 | $1.61M | 0.04% | +100+0.9% | Added |
| State of Michigan Retirement System | 11,393 | $1.60M | 0.01% | +200+1.8% | Added |
| Logan Capital Management Inc | 11,092 | $1.56M | 0.07% | −1,525−12.1% | Reduced |
| Jupiter Asset Management Ltd | 10,890 | $1.54M | 0.02% | −3,229−22.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,800 | $1.52M | 0.00% | −6,200−36.5% | Reduced |
| Bessemer Securities LLC | 10,732 | $1.51M | 0.41% | +3,769+54.1% | Added |
| Twinbeech Capital LP | 10,503 | $1.48M | 0.08% | +8,216+359.2% | Added |
| Sompo Asset Management Co., Ltd. | 10,300 | $1.45M | 0.29% | +2,650+34.6% | Added |
| Allstate Corp | 10,138 | $1.42M | 0.03% | −917−8.3% | Reduced |
| Stifel Financial Corp | 10,023 | $1.41M | 0.00% | +10,023 | New |
| Banc Funds Co LLC | 9,955 | $1.40M | 0.11% | +5,035+102.3% | Added |
| Pendal Group Limited | 9,899 | $1.39M | 0.01% | +2,809+39.6% | Added |
| Keeley-Teton Advisors, LLC | 9,894 | $1.39M | 0.15% | −3,497−26.1% | Reduced |
| Virginia Retirement Systems Et Al | 9,500 | $1.33M | 0.01% | +5,000+111.1% | Added |
| Metropolitan Life Insurance Co | 9,411 | $1.32M | 0.02% | −179−1.9% | Reduced |
| US Bancorp | 9,368 | $1.32M | 0.00% | −154−1.6% | Reduced |
| Barclays PLC | 9,229 | $1.30M | 0.00% | −13,330−59.1% | Reduced |
| New Mexico Educational Retirement Board | 9,200 | $1.29M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,053 | $1.28M | 0.02% | −6,901−43.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,088 | $1.28M | 0.00% | +1,031+12.8% | Added |
| Teacher Retirement System of Texas | 8,744 | $1.23M | 0.01% | +1,632+22.9% | Added |
| LPL Financial LLC | 8,657 | $1.22M | 0.00% | +911+11.8% | Added |
| Daiwa Securities Group Inc. | 8,100 | $1.14M | 0.01% | −1,065−11.6% | Reduced |
| Xponance, Inc. | 8,076 | $1.13M | 0.02% | −90−1.1% | Reduced |
| Handelsbanken Fonder AB | 8,044 | $1.13M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 8,022 | $1.13M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 7,643 | $1.07M | 0.16% | +7,643 | New |
| Bullseye Asset Management LLC | 7,616 | $1.06M | 0.42% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,480 | $1.05M | 0.26% | +480+6.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,430 | $1.04M | 0.02% | +30+0.4% | Added |
| Envestnet Asset Management Inc | 7,360 | $1.03M | 0.00% | −703−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,656 | $934.0K | 0.00% | −675−9.2% | Reduced |
| BNP Paribas Arbitrage, SA | 6,554 | $920.1K | 0.00% | +926+16.5% | Added |
| Centiva Capital, LP | 6,549 | $919.0K | 0.06% | +1,916+41.4% | Added |
| State of Alaska, Department of Revenue | 6,489 | $910.0K | 0.01% | −390−5.7% | Reduced |
| Verition Fund Management LLC | 6,416 | $901.0K | 0.01% | +6,416 | New |
| Public Employees Retirement Association of Colorado | 6,366 | $894.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,263 | $879.0K | 0.01% | +108+1.8% | Added |
| Occudo Quantitative Strategies LP | 6,197 | $870.0K | 0.08% | +2,715+78.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,083 | $854.0K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 5,965 | $837.0K | 0.02% | −125,903−95.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,713 | $801.0K | 0.00% | +5,713 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,665 | $795.0K | 0.00% | +1,272+29.0% | Added |
| Tower Research Capital LLC (TRC) | 5,593 | $785.0K | 0.01% | +3,479+164.6% | Added |
| Johnson Investment Counsel Inc | 5,370 | $754.0K | 0.01% | −40−0.7% | Reduced |
| Victory Capital Management Inc | 5,347 | $751.0K | 0.00% | −165−3.0% | Reduced |
| Davy Global Fund Management Ltd | 5,311 | $746.0K | 0.11% | +387+7.9% | Added |
| AlphaCrest Capital Management LLC | 5,073 | $712.0K | 0.03% | +5,073 | New |
| Aigen Investment Management, LP | 5,045 | $657.0K | 0.04% | +5,045 | New |
| Quantinno Capital Management LP | 4,629 | $650.0K | 0.12% | +4,629 | New |
| ProShare Advisors LLC | 4,268 | $599.0K | 0.00% | +980+29.8% | Added |
| Exencial Wealth Advisors, LLC | 4,000 | $562.0K | 0.03% | −1,500−27.3% | Reduced |
| Securian Asset Management, Inc | 3,982 | $559.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 3,866 | $551.0K | 0.00% | −427,535−99.1% | Reduced |
| Pathstone Family Office, LLC | 3,870 | $543.0K | 0.01% | −1,448−27.2% | Reduced |