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 |
|---|---|---|---|---|---|
| Cna Financial Corp | 3,848 | $540.0K | 0.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,794 | $533.0K | 0.02% | +3,794 | New |
| Crossmark Global Holdings, Inc. | 3,785 | $531.0K | 0.01% | +500+15.2% | Added |
| Man Group plc | 3,728 | $523.0K | 0.00% | +89+2.4% | Added |
| Montag & Caldwell, LLC | 3,716 | $522.0K | 0.05% | −66,461−94.7% | Reduced |
| Shell Asset Management Co | 3,568 | $501.0K | 0.01% | +16+0.5% | Added |
| Prudential Financial Inc | 3,517 | $494.0K | 0.00% | −640−15.4% | Reduced |
| First Manhattan Co | 3,478 | $488.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,367 | $473.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,305 | $465.0K | 0.00% | −83−2.4% | Reduced |
| Zions Bancorporation, N.A. | 3,290 | $462.0K | 0.04% | +534+19.4% | Added |
| First Republic Investment Management, Inc. | 3,036 | $426.0K | 0.00% | −722−19.2% | Reduced |
| Group One Trading, L.P. | 3,000 | $421.0K | 0.01% | −2,003−40.0% | Reduced |
| Pictet Asset Management SA | 2,992 | $420.0K | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 2,980 | $418.0K | 0.00% | −277,292−98.9% | Reduced |
| Graham Capital Management, L.P. | 2,931 | $411.0K | 0.02% | +2,931 | New |
| TownSquare Capital, LLC | 2,896 | $407.0K | 0.01% | −106−3.5% | Reduced |
| Two Sigma Investments, LP | 2,805 | $394.0K | 0.00% | −9,081−76.4% | Reduced |
| Eukles Asset Management | 2,794 | $392.0K | 0.19% | +34+1.2% | Added |
| Baird Financial Group, Inc. | 2,767 | $388.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,754 | $387.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,744 | $385.0K | 0.00% | −47−1.7% | Reduced |
| HSBC Holdings PLC | 2,710 | $383.0K | 0.00% | +454+20.1% | Added |
| Creative Planning | 2,710 | $380.0K | 0.00% | +1,561+135.9% | Added |
| Commonwealth Equity Services, LLC | 2,689 | $377.0K | 0.00% | +109+4.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,620 | $368.0K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,622 | $367.0K | 0.00% | −342−11.5% | 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 |
| HighTower Advisors, LLC | 2,449 | $345.0K | 0.00% | −52−2.1% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $344.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 2,445 | $343.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Teza Capital Management LLC | 2,355 | $331.0K | 0.09% | +2,355 | New |
| Belpointe Asset Management LLC | 2,350 | $330.0K | 0.02% | −400−14.5% | Reduced |
| Bridgewater Associates, LP | 2,325 | $326.0K | 0.00% | +2,325 | New |
| Whittier Trust Co | 2,261 | $317.0K | 0.01% | −108−4.6% | Reduced |
| Profund Advisors LLC | 2,243 | $315.0K | 0.01% | −154−6.4% | Reduced |
| Quantamental Technologies LLC | 2,225 | $312.0K | 0.16% | +2,225 | New |
| Raymond James Trust N.A. | 2,198 | $308.0K | 0.01% | −52−2.3% | Reduced |
| Boit C F David | 1,940 | $272.0K | 0.17% | +200+11.5% | Added |
| Woodmont Investment Counsel LLC | 1,925 | $270.0K | 0.03% | −123−6.0% | Reduced |
| Fox Run Management, L.L.C. | 1,916 | $269.0K | 0.16% | +1,916 | New |
| Keybank National Association | 1,884 | $264.0K | 0.00% | −231−10.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $255.0K | 0.11% | −66−3.5% | Reduced |
| Astrantus Ltd | 1,782 | $250.0K | 0.19% | +1,782 | New |
| CIBC Asset Management Inc | 1,776 | $249.0K | 0.00% | +39+2.2% | Added |
| CWM Advisors, LLC | 1,775 | $249.0K | 0.03% | +410+30.0% | Added |
| Chicago Capital, LLC | 1,768 | $248.0K | 0.01% | −42−2.3% | Reduced |
| Coury Firm Asset Management LLC | 1,755 | $246.0K | 0.19% | +1,755 | New |
| Coldstream Capital Management Inc | 1,742 | $245.0K | 0.01% | +1,742 | New |
| Wendell David Associates Inc | 1,683 | $236.0K | 0.02% | +75+4.7% | Added |
| Cerity Partners LLC | 1,667 | $235.0K | 0.00% | +1,667 | New |
| Oppenheimer Asset Management Inc. | 1,655 | $233.0K | 0.00% | −11,534−87.5% | Reduced |
| Moody Aldrich Partners LLC | 1,613 | $226.0K | 0.03% | −22−1.3% | Reduced |
| Captrust Financial Advisors | 1,600 | $225.0K | 0.00% | −866−35.1% | Reduced |
| Fractal Investments LLC | 1,585 | $222.0K | 0.08% | +1,585 | New |
| Seven Eight Capital, LP | 1,568 | $220.0K | 0.04% | −539−25.6% | Reduced |
| Evercore Wealth Management, LLC | 1,559 | $219.0K | 0.00% | −23−1.5% | Reduced |
| Vident Investment Advisory, LLC | 1,543 | $216.0K | 0.01% | +87+6.0% | Added |
| Panagora Asset Management Inc | 1,520 | $213.0K | 0.00% | −72−4.5% | Reduced |
| Oppenheimer & Co Inc | 1,506 | $211.0K | 0.00% | −1,467−49.3% | Reduced |
| Magnetar Financial LLC | 1,489 | $209.0K | 0.00% | −2,943−66.4% | Reduced |
| Tortoise Index Solutions, LLC | 1,486 | $209.0K | 0.05% | +30+2.1% | Added |
| Fenimore Asset Management Inc | 1,467 | $206.0K | 0.00% | +1,467 | New |
| JustInvest LLC | 1,462 | $205.0K | 0.01% | −1,559−51.6% | Reduced |
| Chicago Trust Co NA | 1,455 | $204.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 1,456 | $204.0K | 0.01% | +1,456 | New |
| Ethic Inc. | 1,453 | $204.0K | 0.02% | +1,453 | New |
| Snowden Capital Advisors LLC | 1,217 | $170.0K | 0.01% | −952−43.9% | Reduced |
| Quantbot Technologies LP | 1,100 | $154.0K | 0.01% | +1,100 | New |
| Signaturefd, LLC | 917 | $129.0K | 0.00% | +506+123.1% | Added |
| First Horizon Advisors, Inc. | 827 | $116.0K | 0.00% | −85−9.3% | Reduced |
| Schroder Investment Management Group | 754 | $106.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 706 | $99.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 700 | $98.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 700 | $98.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 457 | $94.0K | 0.00% | +48+11.7% | Added |
| Proequities, Inc. | 520 | $73.0K | 0.00% | −13−2.4% | Reduced |
| Ellevest, Inc. | 481 | $68.0K | 0.01% | −51−9.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 450 | $63.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 404 | $56.7K | 0.00% | −154−27.6% | Reduced |
| American Portfolios Advisors | 390 | $54.8K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 388 | $54.0K | 0.02% | +388 | New |
| Spire Wealth Management | 364 | $51.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 362 | $50.0K | 0.03% | +362 | New |
| MUFG Americas Holdings Corp | 349 | $49.0K | 0.00% | +349 | New |
| Cribstone Capital Management, LLC | 305 | $43.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 268 | $38.0K | 0.00% | +200+294.1% | Added |
| Creative Financial Designs Inc | 263 | $37.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 251 | $35.0K | 0.00% | −4−1.6% | Reduced |
| Banque Cantonale Vaudoise | 252 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 240 | $34.0K | 0.01% | −201−45.6% | Reduced |
| FourThought Financial, LLC | 232 | $33.0K | 0.00% | −92−28.4% | Reduced |
| Fifth Third Bancorp | 227 | $32.0K | 0.00% | +63+38.4% | Added |
| CVA Family Office, LLC | 225 | $32.0K | 0.01% | +225 | New |
| Dougherty Wealth Advisers LLC | 214 | $30.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 163 | $23.0K | 0.04% | +163 | New |