Skip to main content

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.

Institutional holdersQ1 2022: 368 institutions
Q1 2021: 362 institutionsQ2 2021: 352 institutionsQ3 2021: 337 institutionsQ4 2021: 345 institutionsQ1 2022: 368 institutionsQ2 2022: 356 institutionsQ3 2022: 354 institutionsQ4 2022: 366 institutionsQ1 2023: 405 institutionsQ2 2023: 408 institutionsQ3 2023: 412 institutionsQ4 2023: 418 institutionsQ1 2024: 421 institutionsQ2 2024: 442 institutionsQ3 2024: 434 institutionsQ4 2024: 431 institutionsQ1 2025: 422 institutionsQ2 2025: 386 institutionsQ3 2025: 392 institutionsQ4 2025: 428 institutionsQ1 2026: 434 institutionsQ2 2026: 416 institutions
Value heldQ1 2022: $7.90B
Q1 2021: $9.48BQ2 2021: $8.78BQ3 2021: $7.93BQ4 2021: $6.17BQ1 2022: $7.90BQ2 2022: $6.85BQ3 2022: $5.61BQ4 2022: $7.10BQ1 2023: $7.88BQ2 2023: $7.69BQ3 2023: $7.88BQ4 2023: $8.16BQ1 2024: $9.92BQ2 2024: $7.28BQ3 2024: $8.83BQ4 2024: $7.06BQ1 2025: $6.18BQ2 2025: $5.60BQ3 2025: $5.95BQ4 2025: $5.73BQ1 2026: $5.92BQ2 2026: $5.61B
Institutions holding WEX and their total value by quarter
QuarterHoldersValue
Q2 2026416$5.61B
Q1 2026434$5.92B
Q4 2025428$5.73B
Q3 2025392$5.95B
Q2 2025386$5.60B
Q1 2025422$6.18B
Q4 2024431$7.06B
Q3 2024434$8.83B
Q2 2024442$7.28B
Q1 2024421$9.92B
Q4 2023418$8.16B
Q3 2023412$7.88B
Q2 2023408$7.69B
Q1 2023405$7.88B
Q4 2022366$7.10B
Q3 2022354$5.61B
Q2 2022356$6.85B
Q1 2022368$7.90B
Q4 2021345$6.17B
Q3 2021337$7.93B
Q2 2021352$8.78B
Q1 2021362$9.48B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2021.

Institutions holding WEX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Teacher Retirement System of Texas9,251$1.65M0.01%+507+5.8%Added
Tower Research Capital LLC (TRC)9,301$1.66M0.02%+3,708+66.3%Added
BNP Paribas Arbitrage, SA9,596$1.71M0.00%+3,042+46.4%Added
LPL Financial LLC9,702$1.71M0.00%+1,045+12.1%Added
Victory Capital Management Inc10,323$1.72M0.00%+4,976+93.1%Added
Keeley-Teton Advisors, LLC9,841$1.76M0.18%−53−0.5%Reduced
Banc Funds Co LLC9,955$1.78M0.14%00.0%Unchanged
Virginia Retirement Systems Et Al10,100$1.80M0.02%+600+6.3%Added
Cordatus Wealth Management LLC10,217$1.82M0.64%+10,217New
Prospera Financial Services Inc10,535$1.88M0.08%+10,535New
US Bancorp10,545$1.88M0.00%+1,177+12.6%Added
Bessemer Securities LLC10,732$1.92M0.56%00.0%Unchanged
Concentric Capital Strategies, LP10,800$1.93M0.74%+10,800New
Logan Capital Management Inc10,815$1.93M0.09%−277−2.5%Reduced
PEAK6 Investments LLC10,980$1.96M0.06%+8,460+335.7%Added
Tudor Investment Corp Et Al11,262$2.01M0.05%−10,830−49.0%Reduced
State of Michigan Retirement System11,375$2.03M0.01%−18−0.2%Reduced
Louisiana State Employees Retirement System11,700$2.04M0.05%+200+1.7%Added
Arizona State Retirement System12,115$2.16M0.02%+58+0.5%Added
Schonfeld Strategic Advisors LLC12,200$2.18M0.02%−26,777−68.7%Reduced
Henshaw Capital LLC12,378$2.21M0.13%−3,740−23.2%Reduced
B. Metzler seel. Sohn & Co. AG12,461$2.22M0.03%+12,461New
Dynamic Technology Lab Private Ltd13,530$2.41M0.28%+13,530New
GHP Investment Advisors, Inc.13,990$2.50M0.16%+13,990New
Oregon Public Employees Retirement Fund14,463$2.58M0.03%−94−0.6%Reduced
Citigroup Inc14,950$2.67M0.00%−2,266−13.2%Reduced
Maytus Capital Management, LLC15,000$2.68M0.66%+15,000New
Barclays PLC15,079$2.69M0.00%+5,850+63.4%Added
Acadian Asset Management LLC15,285$2.73M0.01%+15,285New
Martin & Co Inc16,011$2.86M0.73%+212+1.3%Added
Spinnaker Trust16,151$2.88M0.19%00.0%Unchanged
Ensign Peak Advisors, Inc16,203$2.89M0.01%00.0%Unchanged
ExodusPoint Capital Management, LP16,298$2.91M0.04%−3,918−19.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,426$2.93M0.03%−5,634−25.5%Reduced
Treasurer of the State of North Carolina16,458$2.94M0.02%+260+1.6%Added
Formula Growth Ltd16,700$2.98M0.57%00.0%Unchanged
Macquarie Group Ltd16,953$3.02M0.00%+3,288+24.1%Added
Healthcare of Ontario Pension Plan Trust Fund17,200$3.07M0.01%+6,400+59.3%Added
Ameritas Investment Partners, Inc.17,273$3.08M0.11%+5,406+45.6%Added
Natixis Advisors, L.P.19,518$3.48M0.01%+730+3.9%Added
HM Payson & Co20,019$3.57M0.08%−1,400−6.5%Reduced
Comerica Bank20,906$3.64M0.03%+246+1.2%Added
Roubaix Capital, LLC20,540$3.67M2.53%+20,540New
SEI Investments Co21,260$3.79M0.01%+5,884+38.3%Added
HRT Financial LP21,989$3.92M0.03%+21,989New
Nisa Investment Advisors, LLC23,100$4.12M0.03%00.0%Unchanged
Yousif Capital Management, LLC23,972$4.28M0.05%+310+1.3%Added
Deutsche Bank AG23,981$4.28M0.00%+41+0.2%Added
National Bank of Canada25,000$4.46M0.02%−19,000−43.2%Reduced
Great West Life Assurance Co24,375$4.47M0.01%+1,824+8.1%Added
UBS Group AG25,270$4.51M0.00%−1,871−6.9%Reduced
Public Employees Retirement System of Ohio25,663$4.58M0.02%−1,087−4.1%Reduced
Bath Savings Trust Co25,884$4.62M0.53%+1,091+4.4%Added
State of New Jersey Common Pension Fund D26,052$4.65M0.01%−1,064−3.9%Reduced
Crestwood Capital Management, L.P.26,277$4.69M2.82%−34,579−56.8%Reduced
Jacobs Levy Equity Management, Inc26,584$4.74M0.03%+26,584New
Long Road Investment Counsel, LLC27,214$4.86M2.18%+2,129+8.5%Added
Jane Street Group, LLC27,716$4.95M0.01%+13,661+97.2%Added
MetLife Investment Management30,323$5.41M0.04%+8,603+39.6%Added
South Dakota Investment Council31,581$5.64M0.11%−5,000−13.7%Reduced
Texas Permanent School Fund31,775$5.67M0.08%−680−2.1%Reduced
SG Americas Securities, LLC31,846$5.68M0.05%+6,990+28.1%Added
Azora Capital LP32,457$5.79M0.97%+32,457New
Amalgamated Bank32,674$5.83M0.05%−389−1.2%Reduced
Amalgamated Financial Corp.32,674$5.83M0.05%+32,674New
Oak Ridge Investments LLC32,827$5.86M0.65%−14,169−30.1%Reduced
Smith, Graham & Co., Investment Advisors, LP36,702$6.55M0.68%−247−0.7%Reduced
Voloridge Investment Management, LLC37,311$6.66M0.04%−104,646−73.7%Reduced
State of Tennessee, Treasury Department39,496$7.05M0.03%+10,000+33.9%Added
Squarepoint Ops LLC40,053$7.15M0.05%−6,485−13.9%Reduced
Manufacturers Life Insurance Company, The40,429$7.21M0.00%−10,180−20.1%Reduced
Marsico Capital Management LLC40,603$7.25M0.25%00.0%Unchanged
Mutual of America Capital Management LLC40,868$7.29M0.08%+788+2.0%Added
Assenagon Asset Management S.A.41,429$7.39M0.02%−21,923−34.6%Reduced
Frontier Capital Management Co LLC42,039$7.50M0.07%−12,064−22.3%Reduced
Stephens Inc43,931$7.84M0.13%+7,068+19.2%Added
Pinebridge Investments, L.P.44,619$7.96M0.09%+31,139+231.0%Added
Susquehanna Fundamental Investments, LLC46,024$8.21M0.16%+15,197+49.3%Added
Wisconsin Capital Management LLC46,270$8.26M3.98%−2,015−4.2%Reduced
State Board of Administration of Florida Retirement System49,983$8.92M0.02%−210−0.4%Reduced
Walleye Capital LLC50,392$8.99M0.26%+50,392New
Eaton Vance Management51,121$9.12M0.01%+23,640+86.0%Added
Credit Suisse AG53,055$9.47M0.01%+2,683+5.3%Added
New York State Teachers Retirement System57,045$10.2M0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC57,534$10.3M0.09%+43,929+322.9%Added
Trexquant Investment LP58,316$10.4M0.49%+58,316New
Citadel Advisors LLC58,561$10.4M0.01%−123,561−67.8%Reduced
Retirement Systems of Alabama58,808$10.5M0.04%+118+0.2%Added
California State Teachers Retirement System60,770$10.8M0.01%−4,937−7.5%Reduced
Intrinsic Edge Capital Management LLC60,804$10.8M0.86%+60,804New
Peregrine Capital Management LLC61,490$11.0M0.26%+8,512+16.1%Added
Invesco Ltd.61,728$11.0M0.00%−392−0.6%Reduced
Thompson Siegel & Walmsley LLC64,552$11.5M0.16%−45,245−41.2%Reduced
Legal & General Group Plc66,364$11.8M0.00%+960+1.5%Added
Cambiar Investors LLC66,969$12.0M0.45%−2,179−3.2%Reduced
THRC Management, LLC70,000$12.5M1.97%−30,000−30.0%Reduced
Teachers Retirement System of the State of Kentucky70,396$12.6M0.12%−400−0.6%Reduced
Thrivent Financial for Lutherans73,634$13.1M0.03%−256−0.3%Reduced
UBS Asset Management Americas Inc74,115$13.2M0.01%+2,958+4.2%Added
American International Group, Inc.76,179$13.6M0.07%+139+0.2%Added