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, Q1 2022
Institutional positions in WEX Inc. as of Mar 31, 2022. 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
- 368
- +25 vs. Q4 2021
- Shares held
- 44.3M
- +295.9K (+0.7%) vs. Q4 2021
- Total value
- $7.90B
- +$1.73B (+28.0%) vs. Q4 2021
- New holders
- 67
- 125 more added
- Sold out
- 42
- 114 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,196,239 | $748.8M | 0.02% | +131,664+3.2% | Added |
| BlackRock Inc. | 4,107,306 | $733.0M | 0.02% | +49,480+1.2% | Added |
| Wellington Management Group LLP | 4,101,566 | $731.9M | 0.13% | +164,902+4.2% | Added |
| Janus Henderson Group PLC | 3,343,337 | $596.6M | 0.29% | −42,394−1.3% | Reduced |
| Impactive Capital LP | 1,954,733 | $348.8M | 15.31% | +855,906+77.9% | Added |
| Par Capital Management Inc | 1,705,090 | $304.3M | 7.27% | +1,900+0.1% | Added |
| Atlanta Capital Management Co L L C | 1,651,900 | $294.8M | 1.09% | −579,619−26.0% | Reduced |
| JPMorgan Chase & Co | 1,525,013 | $272.1M | 0.04% | −842,408−35.6% | Reduced |
| Primecap Management Co | 1,217,130 | $217.2M | 0.16% | −63,600−5.0% | Reduced |
| State Street Corp | 1,194,948 | $213.2M | 0.01% | +46,296+4.0% | Added |
| Bessemer Group Inc | 941,911 | $168.1M | 0.35% | +39,518+4.4% | Added |
| Neuberger Berman Group LLC | 862,981 | $154.0M | 0.13% | −407,801−32.1% | Reduced |
| Rockefeller Capital Management L.P. | 715,812 | $127.7M | 0.62% | +2,429+0.3% | Added |
| FMR LLC | 587,742 | $104.9M | 0.01% | +22,420+4.0% | Added |
| Warburg Pincus LLC | 577,254 | $103.0M | 3.25% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 572,401 | $102.1M | 0.01% | +20,706+3.8% | Added |
| Federated Hermes, Inc. | 552,231 | $98.5M | 0.22% | −54,461−9.0% | Reduced |
| Bank of America Corp | 544,605 | $97.2M | 0.01% | +263,105+93.5% | Added |
| Brown Advisory Inc | 510,491 | $91.1M | 0.14% | +35,643+7.5% | Added |
| Norges Bank | 465,969 | $83.2M | 0.02% | +34,700+8.0% | Added |
| Millennium Management LLC | 457,621 | $81.7M | 0.10% | +94,688+26.1% | Added |
| Bank of New York Mellon Corp | 429,441 | $76.6M | 0.01% | +6,010+1.4% | Added |
| Stephens Investment Management Group LLC | 398,845 | $71.2M | 1.04% | +5,100+1.3% | Added |
| Ameriprise Financial Inc | 424,698 | $68.4M | 0.02% | −126,895−23.0% | Reduced |
| Northern Trust Corp | 367,350 | $65.6M | 0.01% | −2,567−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 361,443 | $64.5M | 0.66% | +26,130+7.8% | Added |
| Nuveen Asset Management, LLC | 354,594 | $62.9M | 0.02% | +9,933+2.9% | Added |
| Jennison Associates LLC | 308,907 | $55.1M | 0.04% | +23,322+8.2% | Added |
| Charles Schwab Investment Management Inc | 304,937 | $54.4M | 0.02% | +13,066+4.5% | Added |
| Anomaly Capital Management, LP | 303,521 | $54.2M | 2.52% | +303,521 | New |
| Goldman Sachs Group Inc | 299,177 | $53.4M | 0.01% | −165,859−35.7% | Reduced |
| Dimensional Fund Advisors LP | 272,595 | $48.6M | 0.02% | −2,270−0.8% | Reduced |
| Bamco Inc | 250,000 | $44.6M | 0.11% | −75,000−23.1% | Reduced |
| Massachusetts Financial Services Co | 235,866 | $42.1M | 0.01% | +28,076+13.5% | Added |
| Premier Fund Managers Ltd | 230,000 | $40.0M | 1.40% | 00.0% | Unchanged |
| Morgan Stanley | 199,618 | $35.6M | 0.00% | +1,071+0.5% | Added |
| Holocene Advisors, LP | 189,806 | $33.9M | 0.18% | +150,186+379.1% | Added |
| Artemis Investment Management LLP | 189,731 | $33.8M | 0.27% | +14,240+8.1% | Added |
| Balyasny Asset Management LLC | 187,220 | $33.4M | 0.15% | +115,800+162.1% | Added |
| Incline Global Management LLC | 180,654 | $32.2M | 6.20% | +123,473+215.9% | Added |
| Two Sigma Investments, LP | 179,331 | $32.0M | 0.10% | +176,526+6,293.3% | Added |
| Blair William & Co | 178,270 | $31.8M | 0.11% | +25,939+17.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 172,981 | $30.9M | 0.05% | −43,579−20.1% | Reduced |
| Maple Rock Capital Partners Inc. | 170,200 | $30.4M | 3.36% | +170,200 | New |
| Loomis Sayles & Co L P | 165,505 | $29.5M | 0.04% | −31,318−15.9% | Reduced |
| Parametric Portfolio Associates LLC | 159,788 | $28.5M | 0.01% | +8,802+5.8% | Added |
| Principal Financial Group Inc | 152,440 | $27.2M | 0.02% | −1,092−0.7% | Reduced |
| State of Wisconsin Investment Board | 149,048 | $26.6M | 0.06% | +25,752+20.9% | Added |
| Williams Jones Wealth Management, LLC. | 145,035 | $25.9M | 0.36% | −41,379−22.2% | Reduced |
| Wells Fargo & Company | 139,089 | $24.8M | 0.01% | +23,441+20.3% | Added |
| Rhumbline Advisers | 132,722 | $23.7M | 0.03% | +4,721+3.7% | Added |
| Voya Investment Management LLC | 128,947 | $23.0M | 0.05% | +112,048+663.0% | Added |
| Royal Bank of Canada | 126,615 | $22.6M | 0.01% | +18,814+17.5% | Added |
| New South Capital Management Inc | 126,465 | $22.6M | 0.85% | −4,220−3.2% | Reduced |
| AXA S.A. | 114,994 | $20.5M | 0.06% | +29,237+34.1% | Added |
| New York State Common Retirement Fund | 111,900 | $20.0M | 0.02% | −2,038−1.8% | Reduced |
| Marshall Wace, LLP | 111,224 | $19.8M | 0.04% | −40,767−26.8% | Reduced |
| Swiss National Bank | 105,926 | $18.9M | 0.01% | +7,300+7.4% | Added |
| Two Sigma Advisers, LP | 95,700 | $17.1M | 0.05% | +95,700 | New |
| WCM Investment Management, LLC | 95,495 | $17.0M | 0.05% | +11,357+13.5% | Added |
| Price T Rowe Associates Inc | 95,365 | $17.0M | 0.00% | +373+0.4% | Added |
| Bayberry Capital Partners LP | 95,000 | $17.0M | 5.41% | +95,000 | New |
| Alliancebernstein L.P. | 93,117 | $16.6M | 0.01% | +23,985+34.7% | Added |
| Hood River Capital Management LLC | 89,688 | $16.0M | 0.53% | +89,688 | New |
| Hill City Capital, LP | 82,000 | $14.6M | 2.79% | 00.0% | Unchanged |
| California Public Employees Retirement System | 80,882 | $14.4M | 0.01% | −13,582−14.4% | Reduced |
| ETF Managers Group, LLC | 80,506 | $14.0M | 0.28% | −22,675−22.0% | Reduced |
| AQR Capital Management LLC | 78,822 | $13.9M | 0.03% | +78,822 | New |
| American International Group, Inc. | 76,179 | $13.6M | 0.07% | +139+0.2% | Added |
| UBS Asset Management Americas Inc | 74,115 | $13.2M | 0.01% | +2,958+4.2% | Added |
| Thrivent Financial for Lutherans | 73,634 | $13.1M | 0.03% | −256−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 70,396 | $12.6M | 0.12% | −400−0.6% | Reduced |
| THRC Management, LLC | 70,000 | $12.5M | 1.97% | −30,000−30.0% | Reduced |
| Cambiar Investors LLC | 66,969 | $12.0M | 0.45% | −2,179−3.2% | Reduced |
| Legal & General Group Plc | 66,364 | $11.8M | 0.00% | +960+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 64,552 | $11.5M | 0.16% | −45,245−41.2% | Reduced |
| Invesco Ltd. | 61,728 | $11.0M | 0.00% | −392−0.6% | Reduced |
| Peregrine Capital Management LLC | 61,490 | $11.0M | 0.26% | +8,512+16.1% | Added |
| Intrinsic Edge Capital Management LLC | 60,804 | $10.8M | 0.86% | +60,804 | New |
| California State Teachers Retirement System | 60,770 | $10.8M | 0.01% | −4,937−7.5% | Reduced |
| Retirement Systems of Alabama | 58,808 | $10.5M | 0.04% | +118+0.2% | Added |
| Citadel Advisors LLC | 58,561 | $10.4M | 0.01% | −123,561−67.8% | Reduced |
| Trexquant Investment LP | 58,316 | $10.4M | 0.49% | +58,316 | New |
| Cubist Systematic Strategies, LLC | 57,534 | $10.3M | 0.09% | +43,929+322.9% | Added |
| New York State Teachers Retirement System | 57,045 | $10.2M | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 53,055 | $9.47M | 0.01% | +2,683+5.3% | Added |
| Eaton Vance Management | 51,121 | $9.12M | 0.01% | +23,640+86.0% | Added |
| Walleye Capital LLC | 50,392 | $8.99M | 0.26% | +50,392 | New |
| State Board of Administration of Florida Retirement System | 49,983 | $8.92M | 0.02% | −210−0.4% | Reduced |
| Wisconsin Capital Management LLC | 46,270 | $8.26M | 3.98% | −2,015−4.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 46,024 | $8.21M | 0.16% | +15,197+49.3% | Added |
| Pinebridge Investments, L.P. | 44,619 | $7.96M | 0.09% | +31,139+231.0% | Added |
| Stephens Inc | 43,931 | $7.84M | 0.13% | +7,068+19.2% | Added |
| Frontier Capital Management Co LLC | 42,039 | $7.50M | 0.07% | −12,064−22.3% | Reduced |
| Assenagon Asset Management S.A. | 41,429 | $7.39M | 0.02% | −21,923−34.6% | Reduced |
| Mutual of America Capital Management LLC | 40,868 | $7.29M | 0.08% | +788+2.0% | Added |
| Marsico Capital Management LLC | 40,603 | $7.25M | 0.25% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 40,429 | $7.21M | 0.00% | −10,180−20.1% | Reduced |
| Squarepoint Ops LLC | 40,053 | $7.15M | 0.05% | −6,485−13.9% | Reduced |
| State of Tennessee, Treasury Department | 39,496 | $7.05M | 0.03% | +10,000+33.9% | Added |