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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 78,822 | $13.9M | 0.03% | +78,822 | New |
| ETF Managers Group, LLC | 80,506 | $14.0M | 0.28% | −22,675−22.0% | Reduced |
| California Public Employees Retirement System | 80,882 | $14.4M | 0.01% | −13,582−14.4% | Reduced |
| Hill City Capital, LP | 82,000 | $14.6M | 2.79% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 89,688 | $16.0M | 0.53% | +89,688 | New |
| Alliancebernstein L.P. | 93,117 | $16.6M | 0.01% | +23,985+34.7% | Added |
| Bayberry Capital Partners LP | 95,000 | $17.0M | 5.41% | +95,000 | New |
| Price T Rowe Associates Inc | 95,365 | $17.0M | 0.00% | +373+0.4% | Added |
| WCM Investment Management, LLC | 95,495 | $17.0M | 0.05% | +11,357+13.5% | Added |
| Two Sigma Advisers, LP | 95,700 | $17.1M | 0.05% | +95,700 | New |
| Swiss National Bank | 105,926 | $18.9M | 0.01% | +7,300+7.4% | Added |
| Marshall Wace, LLP | 111,224 | $19.8M | 0.04% | −40,767−26.8% | Reduced |
| New York State Common Retirement Fund | 111,900 | $20.0M | 0.02% | −2,038−1.8% | Reduced |
| AXA S.A. | 114,994 | $20.5M | 0.06% | +29,237+34.1% | Added |
| New South Capital Management Inc | 126,465 | $22.6M | 0.85% | −4,220−3.2% | Reduced |
| Royal Bank of Canada | 126,615 | $22.6M | 0.01% | +18,814+17.5% | Added |
| Voya Investment Management LLC | 128,947 | $23.0M | 0.05% | +112,048+663.0% | Added |
| Rhumbline Advisers | 132,722 | $23.7M | 0.03% | +4,721+3.7% | Added |
| Wells Fargo & Company | 139,089 | $24.8M | 0.01% | +23,441+20.3% | Added |
| Williams Jones Wealth Management, LLC. | 145,035 | $25.9M | 0.36% | −41,379−22.2% | Reduced |
| State of Wisconsin Investment Board | 149,048 | $26.6M | 0.06% | +25,752+20.9% | Added |
| Principal Financial Group Inc | 152,440 | $27.2M | 0.02% | −1,092−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 159,788 | $28.5M | 0.01% | +8,802+5.8% | Added |
| Loomis Sayles & Co L P | 165,505 | $29.5M | 0.04% | −31,318−15.9% | Reduced |
| Maple Rock Capital Partners Inc. | 170,200 | $30.4M | 3.36% | +170,200 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 172,981 | $30.9M | 0.05% | −43,579−20.1% | Reduced |
| Blair William & Co | 178,270 | $31.8M | 0.11% | +25,939+17.0% | Added |
| Two Sigma Investments, LP | 179,331 | $32.0M | 0.10% | +176,526+6,293.3% | Added |
| Incline Global Management LLC | 180,654 | $32.2M | 6.20% | +123,473+215.9% | Added |
| Balyasny Asset Management LLC | 187,220 | $33.4M | 0.15% | +115,800+162.1% | Added |
| Artemis Investment Management LLP | 189,731 | $33.8M | 0.27% | +14,240+8.1% | Added |
| Holocene Advisors, LP | 189,806 | $33.9M | 0.18% | +150,186+379.1% | Added |
| Morgan Stanley | 199,618 | $35.6M | 0.00% | +1,071+0.5% | Added |
| Premier Fund Managers Ltd | 230,000 | $40.0M | 1.40% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 235,866 | $42.1M | 0.01% | +28,076+13.5% | Added |
| Bamco Inc | 250,000 | $44.6M | 0.11% | −75,000−23.1% | Reduced |
| Dimensional Fund Advisors LP | 272,595 | $48.6M | 0.02% | −2,270−0.8% | Reduced |
| Goldman Sachs Group Inc | 299,177 | $53.4M | 0.01% | −165,859−35.7% | Reduced |
| Anomaly Capital Management, LP | 303,521 | $54.2M | 2.52% | +303,521 | New |
| Charles Schwab Investment Management Inc | 304,937 | $54.4M | 0.02% | +13,066+4.5% | Added |
| Jennison Associates LLC | 308,907 | $55.1M | 0.04% | +23,322+8.2% | Added |
| Nuveen Asset Management, LLC | 354,594 | $62.9M | 0.02% | +9,933+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 361,443 | $64.5M | 0.66% | +26,130+7.8% | Added |
| Northern Trust Corp | 367,350 | $65.6M | 0.01% | −2,567−0.7% | Reduced |
| Ameriprise Financial Inc | 424,698 | $68.4M | 0.02% | −126,895−23.0% | Reduced |
| Stephens Investment Management Group LLC | 398,845 | $71.2M | 1.04% | +5,100+1.3% | Added |
| Bank of New York Mellon Corp | 429,441 | $76.6M | 0.01% | +6,010+1.4% | Added |
| Millennium Management LLC | 457,621 | $81.7M | 0.10% | +94,688+26.1% | Added |
| Norges Bank | 465,969 | $83.2M | 0.02% | +34,700+8.0% | Added |
| Brown Advisory Inc | 510,491 | $91.1M | 0.14% | +35,643+7.5% | Added |
| Bank of America Corp | 544,605 | $97.2M | 0.01% | +263,105+93.5% | Added |
| Federated Hermes, Inc. | 552,231 | $98.5M | 0.22% | −54,461−9.0% | Reduced |
| Geode Capital Management, LLC | 572,401 | $102.1M | 0.01% | +20,706+3.8% | Added |
| Warburg Pincus LLC | 577,254 | $103.0M | 3.25% | 00.0% | Unchanged |
| FMR LLC | 587,742 | $104.9M | 0.01% | +22,420+4.0% | Added |
| Rockefeller Capital Management L.P. | 715,812 | $127.7M | 0.62% | +2,429+0.3% | Added |
| Neuberger Berman Group LLC | 862,981 | $154.0M | 0.13% | −407,801−32.1% | Reduced |
| Bessemer Group Inc | 941,911 | $168.1M | 0.35% | +39,518+4.4% | Added |
| State Street Corp | 1,194,948 | $213.2M | 0.01% | +46,296+4.0% | Added |
| Primecap Management Co | 1,217,130 | $217.2M | 0.16% | −63,600−5.0% | Reduced |
| JPMorgan Chase & Co | 1,525,013 | $272.1M | 0.04% | −842,408−35.6% | Reduced |
| Atlanta Capital Management Co L L C | 1,651,900 | $294.8M | 1.09% | −579,619−26.0% | Reduced |
| Par Capital Management Inc | 1,705,090 | $304.3M | 7.27% | +1,900+0.1% | Added |
| Impactive Capital LP | 1,954,733 | $348.8M | 15.31% | +855,906+77.9% | Added |
| Janus Henderson Group PLC | 3,343,337 | $596.6M | 0.29% | −42,394−1.3% | Reduced |
| Wellington Management Group LLP | 4,101,566 | $731.9M | 0.13% | +164,902+4.2% | Added |
| BlackRock Inc. | 4,107,306 | $733.0M | 0.02% | +49,480+1.2% | Added |
| Vanguard Group Inc | 4,196,239 | $748.8M | 0.02% | +131,664+3.2% | Added |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −77,800−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −45,564−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −32,082−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −30,952−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,964−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,503−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −9,053−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,416−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,263−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −252−100.0% | Sold out |