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 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 1,850 | $330.0K | 0.29% | +95+5.4% | Added |
| Woodmont Investment Counsel LLC | 1,925 | $344.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,934 | $345.0K | 0.00% | +334+20.9% | Added |
| Versor Investments LP | 1,944 | $347.0K | 0.01% | +1,944 | New |
| Coldstream Capital Management Inc | 1,978 | $353.0K | 0.01% | +236+13.5% | Added |
| Keybank National Association | 2,036 | $363.0K | 0.00% | +152+8.1% | Added |
| Simplex Trading, LLC | 2,107 | $375.0K | 0.01% | +2,107 | New |
| Bailard, Inc. | 2,113 | $377.0K | 0.01% | +2,113 | New |
| Moody Aldrich Partners LLC | 2,145 | $383.0K | 0.05% | +532+33.0% | Added |
| Snowden Capital Advisors LLC | 2,196 | $391.0K | 0.02% | +979+80.4% | Added |
| Canada Pension Plan Investment Board | 2,200 | $393.0K | 0.00% | +2,200 | New |
| Whittier Trust Co | 2,222 | $397.0K | 0.01% | −39−1.7% | Reduced |
| Ballentine Partners, LLC | 2,277 | $406.0K | 0.01% | −477−17.3% | Reduced |
| Blueshift Asset Management, LLC | 2,280 | $407.0K | 0.04% | −10,714−82.5% | Reduced |
| Belpointe Asset Management LLC | 2,300 | $410.0K | 0.02% | −50−2.1% | Reduced |
| HighTower Advisors, LLC | 2,361 | $421.0K | 0.00% | −88−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,386 | $426.0K | 0.00% | −51−2.1% | Reduced |
| Profund Advisors LLC | 2,439 | $435.0K | 0.02% | +196+8.7% | Added |
| Shelton Capital Management | 2,445 | $436.0K | 0.02% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $437.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 2,452 | $438.0K | 0.00% | −9,073−78.7% | Reduced |
| Bridgewater Associates, LP | 2,507 | $447.0K | 0.00% | +182+7.8% | Added |
| Welch & Forbes LLC | 2,525 | $451.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,540 | $453.0K | 0.02% | −9,152−78.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,579 | $460.0K | 0.00% | −110−4.1% | Reduced |
| Hirtle Callaghan & Co LLC | 2,601 | $464.0K | 0.02% | +2,601 | New |
| Procyon Private Wealth Partners, LLC | 2,623 | $468.0K | 0.10% | +3+0.1% | Added |
| Baird Financial Group, Inc. | 2,679 | $478.0K | 0.00% | −88−3.2% | Reduced |
| Eukles Asset Management | 2,693 | $481.0K | 0.26% | −101−3.6% | Reduced |
| Yarbrough Capital, LLC | 2,801 | $500.0K | 0.03% | +2,801 | New |
| Apollon Wealth Management, LLC | 2,814 | $502.0K | 0.04% | +379+15.6% | Added |
| TownSquare Capital, LLC | 2,896 | $517.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,961 | $528.0K | 0.04% | +2,961 | New |
| Pictet Asset Management SA | 2,992 | $534.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,077 | $549.0K | 0.00% | −440−12.5% | Reduced |
| Shell Asset Management Co | 3,107 | $554.0K | 0.01% | −461−12.9% | Reduced |
| JustInvest LLC | 3,142 | $561.0K | 0.03% | +1,680+114.9% | Added |
| J. Goldman & Co LP | 3,288 | $587.0K | 0.04% | +3,288 | New |
| Walleye Trading LLC | 3,294 | $588.0K | 0.01% | +3,294 | New |
| AE Wealth Management LLC | 3,342 | $596.0K | 0.00% | +3,342 | New |
| Maryland State Retirement & Pension System | 3,367 | $601.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,379 | $603.0K | 0.00% | +343+11.3% | Added |
| Clearstead Advisors, LLC | 3,449 | $615.0K | 0.04% | +2,749+392.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,445 | $615.0K | 0.00% | +3,445 | New |
| First Manhattan Co | 3,478 | $620.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,627 | $648.0K | 0.00% | −641−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,868 | $668.0K | 0.00% | −437−13.2% | Reduced |
| Cna Financial Corp | 3,848 | $687.0K | 0.21% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,855 | $688.0K | 0.02% | +70+1.8% | Added |
| Exencial Wealth Advisors, LLC | 4,000 | $714.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,082 | $728.0K | 0.01% | +100+2.5% | Added |
| Bank of Montreal | 4,181 | $732.0K | 0.00% | +315+8.1% | Added |
| Stableford Capital II LLC | 4,442 | $741.0K | 0.31% | +4,442 | New |
| Bank of Nova Scotia | 4,204 | $750.0K | 0.00% | −14,796−77.9% | Reduced |
| Fox Run Management, L.L.C. | 4,274 | $763.0K | 0.42% | +2,358+123.1% | Added |
| Man Group plc | 4,317 | $770.0K | 0.00% | +589+15.8% | Added |
| Montag & Caldwell, LLC | 4,497 | $802.0K | 0.09% | +781+21.0% | Added |
| Group One Trading, L.P. | 4,722 | $843.0K | 0.02% | +1,722+57.4% | Added |
| Zions Bancorporation, N.A. | 4,992 | $891.0K | 0.08% | +1,702+51.7% | Added |
| Aureus Asset Management, LLC | 5,038 | $899.0K | 0.06% | +5,038 | New |
| AGF Investments LLC | 5,142 | $918.0K | 0.08% | +5,142 | New |
| Quantinno Capital Management LP | 5,166 | $922.0K | 0.14% | +537+11.6% | Added |
| Sompo Asset Management Co., Ltd. | 5,260 | $938.0K | 0.20% | −5,040−48.9% | Reduced |
| Pathstone Family Office, LLC | 4,661 | $938.0K | 0.02% | +791+20.4% | Added |
| Johnson Investment Counsel Inc | 5,370 | $958.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,393 | $962.0K | 0.00% | −320−5.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,463 | $975.0K | 0.21% | −620−10.2% | Reduced |
| Occudo Quantitative Strategies LP | 5,491 | $980.0K | 0.08% | −706−11.4% | Reduced |
| Gsa Capital Partners LLP | 5,499 | $981.0K | 0.13% | +5,499 | New |
| Centiva Capital, LP | 5,588 | $997.0K | 0.06% | −961−14.7% | Reduced |
| Handelsbanken Fonder AB | 5,744 | $1.02M | 0.01% | −2,300−28.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,899 | $1.05M | 0.00% | −467−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,063 | $1.08M | 0.01% | +398+7.0% | Added |
| Davy Global Fund Management Ltd | 6,244 | $1.11M | 0.18% | +933+17.6% | Added |
| Natixis | 6,249 | $1.11M | 0.00% | −70,251−91.8% | Reduced |
| Quadrature Capital Ltd | 6,300 | $1.13M | 0.05% | −9,135−59.2% | Reduced |
| State of Alaska, Department of Revenue | 6,309 | $1.13M | 0.01% | −180−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 6,443 | $1.15M | 0.13% | −1,200−15.7% | Reduced |
| Point72 Hong Kong Ltd | 6,654 | $1.19M | 0.11% | +6,654 | New |
| Gotham Asset Management, LLC | 6,704 | $1.20M | 0.04% | +2,910+76.7% | Added |
| Alpha DNA Investment Management LLC | 6,801 | $1.21M | 0.86% | +6,801 | New |
| The PNC Financial Services Group, Inc. | 6,889 | $1.23M | 0.00% | +233+3.5% | Added |
| Echo Street Capital Management LLC | 7,069 | $1.26M | 0.01% | −4,811−40.5% | Reduced |
| Prana Capital Management, LP | 7,328 | $1.31M | 0.10% | −16,694−69.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,444 | $1.33M | 0.03% | +14+0.2% | Added |
| Envestnet Asset Management Inc | 7,476 | $1.33M | 0.00% | +116+1.6% | Added |
| Paradigm Asset Management Co LLC | 7,480 | $1.33M | 0.35% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 7,616 | $1.36M | 0.62% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,787 | $1.39M | 0.07% | +7,787 | New |
| Utah Retirement Systems | 7,922 | $1.41M | 0.02% | −100−1.2% | Reduced |
| Renaissance Technologies LLC | 8,000 | $1.43M | 0.00% | +8,000 | New |
| Daiwa Securities Group Inc. | 8,035 | $1.43M | 0.01% | −65−0.8% | Reduced |
| Xponance, Inc. | 8,047 | $1.44M | 0.02% | −29−0.4% | Reduced |
| HSBC Holdings PLC | 8,049 | $1.44M | 0.00% | +5,339+197.0% | Added |
| L & S Advisors Inc | 8,167 | $1.46M | 0.17% | +8,167 | New |
| Sepio Capital, LP | 8,454 | $1.51M | 0.13% | −4,437−34.4% | Reduced |
| Pendal Group Limited | 8,603 | $1.53M | 0.01% | −1,296−13.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,861 | $1.58M | 0.00% | −227−2.5% | Reduced |
| Algert Global LLC | 9,040 | $1.61M | 0.11% | +9,040 | New |
| New Mexico Educational Retirement Board | 9,200 | $1.64M | 0.06% | 00.0% | Unchanged |