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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 37,311 | $6.66M | 0.04% | −104,646−73.7% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 36,702 | $6.55M | 0.68% | −247−0.7% | Reduced |
| Oak Ridge Investments LLC | 32,827 | $5.86M | 0.65% | −14,169−30.1% | Reduced |
| Amalgamated Bank | 32,674 | $5.83M | 0.05% | −389−1.2% | Reduced |
| Amalgamated Financial Corp. | 32,674 | $5.83M | 0.05% | +32,674 | New |
| Azora Capital LP | 32,457 | $5.79M | 0.97% | +32,457 | New |
| SG Americas Securities, LLC | 31,846 | $5.68M | 0.05% | +6,990+28.1% | Added |
| Texas Permanent School Fund | 31,775 | $5.67M | 0.08% | −680−2.1% | Reduced |
| South Dakota Investment Council | 31,581 | $5.64M | 0.11% | −5,000−13.7% | Reduced |
| MetLife Investment Management | 30,323 | $5.41M | 0.04% | +8,603+39.6% | Added |
| Jane Street Group, LLC | 27,716 | $4.95M | 0.01% | +13,661+97.2% | Added |
| Long Road Investment Counsel, LLC | 27,214 | $4.86M | 2.18% | +2,129+8.5% | Added |
| Jacobs Levy Equity Management, Inc | 26,584 | $4.74M | 0.03% | +26,584 | New |
| Crestwood Capital Management, L.P. | 26,277 | $4.69M | 2.82% | −34,579−56.8% | Reduced |
| State of New Jersey Common Pension Fund D | 26,052 | $4.65M | 0.01% | −1,064−3.9% | Reduced |
| Bath Savings Trust Co | 25,884 | $4.62M | 0.53% | +1,091+4.4% | Added |
| Public Employees Retirement System of Ohio | 25,663 | $4.58M | 0.02% | −1,087−4.1% | Reduced |
| UBS Group AG | 25,270 | $4.51M | 0.00% | −1,871−6.9% | Reduced |
| Great West Life Assurance Co | 24,375 | $4.47M | 0.01% | +1,824+8.1% | Added |
| National Bank of Canada | 25,000 | $4.46M | 0.02% | −19,000−43.2% | Reduced |
| Deutsche Bank AG | 23,981 | $4.28M | 0.00% | +41+0.2% | Added |
| Yousif Capital Management, LLC | 23,972 | $4.28M | 0.05% | +310+1.3% | Added |
| Nisa Investment Advisors, LLC | 23,100 | $4.12M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 21,989 | $3.92M | 0.03% | +21,989 | New |
| SEI Investments Co | 21,260 | $3.79M | 0.01% | +5,884+38.3% | Added |
| Roubaix Capital, LLC | 20,540 | $3.67M | 2.53% | +20,540 | New |
| Comerica Bank | 20,906 | $3.64M | 0.03% | +246+1.2% | Added |
| HM Payson & Co | 20,019 | $3.57M | 0.08% | −1,400−6.5% | Reduced |
| Natixis Advisors, L.P. | 19,518 | $3.48M | 0.01% | +730+3.9% | Added |
| Ameritas Investment Partners, Inc. | 17,273 | $3.08M | 0.11% | +5,406+45.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,200 | $3.07M | 0.01% | +6,400+59.3% | Added |
| Macquarie Group Ltd | 16,953 | $3.02M | 0.00% | +3,288+24.1% | Added |
| Formula Growth Ltd | 16,700 | $2.98M | 0.57% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 16,458 | $2.94M | 0.02% | +260+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,426 | $2.93M | 0.03% | −5,634−25.5% | Reduced |
| ExodusPoint Capital Management, LP | 16,298 | $2.91M | 0.04% | −3,918−19.4% | Reduced |
| Ensign Peak Advisors, Inc | 16,203 | $2.89M | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 16,151 | $2.88M | 0.19% | 00.0% | Unchanged |
| Martin & Co Inc | 16,011 | $2.86M | 0.73% | +212+1.3% | Added |
| Acadian Asset Management LLC | 15,285 | $2.73M | 0.01% | +15,285 | New |
| Barclays PLC | 15,079 | $2.69M | 0.00% | +5,850+63.4% | Added |
| Maytus Capital Management, LLC | 15,000 | $2.68M | 0.66% | +15,000 | New |
| Citigroup Inc | 14,950 | $2.67M | 0.00% | −2,266−13.2% | Reduced |
| Oregon Public Employees Retirement Fund | 14,463 | $2.58M | 0.03% | −94−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 13,990 | $2.50M | 0.16% | +13,990 | New |
| Dynamic Technology Lab Private Ltd | 13,530 | $2.41M | 0.28% | +13,530 | New |
| B. Metzler seel. Sohn & Co. AG | 12,461 | $2.22M | 0.03% | +12,461 | New |
| Henshaw Capital LLC | 12,378 | $2.21M | 0.13% | −3,740−23.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,200 | $2.18M | 0.02% | −26,777−68.7% | Reduced |
| Arizona State Retirement System | 12,115 | $2.16M | 0.02% | +58+0.5% | Added |
| Louisiana State Employees Retirement System | 11,700 | $2.04M | 0.05% | +200+1.7% | Added |
| State of Michigan Retirement System | 11,375 | $2.03M | 0.01% | −18−0.2% | Reduced |
| Tudor Investment Corp Et Al | 11,262 | $2.01M | 0.05% | −10,830−49.0% | Reduced |
| PEAK6 Investments LLC | 10,980 | $1.96M | 0.06% | +8,460+335.7% | Added |
| Logan Capital Management Inc | 10,815 | $1.93M | 0.09% | −277−2.5% | Reduced |
| Concentric Capital Strategies, LP | 10,800 | $1.93M | 0.74% | +10,800 | New |
| Bessemer Securities LLC | 10,732 | $1.92M | 0.56% | 00.0% | Unchanged |
| US Bancorp | 10,545 | $1.88M | 0.00% | +1,177+12.6% | Added |
| Prospera Financial Services Inc | 10,535 | $1.88M | 0.08% | +10,535 | New |
| Cordatus Wealth Management LLC | 10,217 | $1.82M | 0.64% | +10,217 | New |
| Virginia Retirement Systems Et Al | 10,100 | $1.80M | 0.02% | +600+6.3% | Added |
| Banc Funds Co LLC | 9,955 | $1.78M | 0.14% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 9,841 | $1.76M | 0.18% | −53−0.5% | Reduced |
| Victory Capital Management Inc | 10,323 | $1.72M | 0.00% | +4,976+93.1% | Added |
| LPL Financial LLC | 9,702 | $1.71M | 0.00% | +1,045+12.1% | Added |
| BNP Paribas Arbitrage, SA | 9,596 | $1.71M | 0.00% | +3,042+46.4% | Added |
| Tower Research Capital LLC (TRC) | 9,301 | $1.66M | 0.02% | +3,708+66.3% | Added |
| Teacher Retirement System of Texas | 9,251 | $1.65M | 0.01% | +507+5.8% | Added |
| New Mexico Educational Retirement Board | 9,200 | $1.64M | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 9,040 | $1.61M | 0.11% | +9,040 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,861 | $1.58M | 0.00% | −227−2.5% | Reduced |
| Pendal Group Limited | 8,603 | $1.53M | 0.01% | −1,296−13.1% | Reduced |
| Sepio Capital, LP | 8,454 | $1.51M | 0.13% | −4,437−34.4% | Reduced |
| L & S Advisors Inc | 8,167 | $1.46M | 0.17% | +8,167 | New |
| HSBC Holdings PLC | 8,049 | $1.44M | 0.00% | +5,339+197.0% | Added |
| Xponance, Inc. | 8,047 | $1.44M | 0.02% | −29−0.4% | Reduced |
| Daiwa Securities Group Inc. | 8,035 | $1.43M | 0.01% | −65−0.8% | Reduced |
| Renaissance Technologies LLC | 8,000 | $1.43M | 0.00% | +8,000 | New |
| Utah Retirement Systems | 7,922 | $1.41M | 0.02% | −100−1.2% | Reduced |
| Choate Investment Advisors | 7,787 | $1.39M | 0.07% | +7,787 | New |
| Bullseye Asset Management LLC | 7,616 | $1.36M | 0.62% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,480 | $1.33M | 0.35% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,476 | $1.33M | 0.00% | +116+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,444 | $1.33M | 0.03% | +14+0.2% | Added |
| Prana Capital Management, LP | 7,328 | $1.31M | 0.10% | −16,694−69.5% | Reduced |
| Echo Street Capital Management LLC | 7,069 | $1.26M | 0.01% | −4,811−40.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,889 | $1.23M | 0.00% | +233+3.5% | Added |
| Alpha DNA Investment Management LLC | 6,801 | $1.21M | 0.86% | +6,801 | New |
| Gotham Asset Management, LLC | 6,704 | $1.20M | 0.04% | +2,910+76.7% | Added |
| Point72 Hong Kong Ltd | 6,654 | $1.19M | 0.11% | +6,654 | New |
| Cornercap Investment Counsel Inc | 6,443 | $1.15M | 0.13% | −1,200−15.7% | 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 |
| Natixis | 6,249 | $1.11M | 0.00% | −70,251−91.8% | Reduced |
| Davy Global Fund Management Ltd | 6,244 | $1.11M | 0.18% | +933+17.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,063 | $1.08M | 0.01% | +398+7.0% | Added |
| Public Employees Retirement Association of Colorado | 5,899 | $1.05M | 0.00% | −467−7.3% | Reduced |
| Handelsbanken Fonder AB | 5,744 | $1.02M | 0.01% | −2,300−28.6% | Reduced |
| Centiva Capital, LP | 5,588 | $997.0K | 0.06% | −961−14.7% | Reduced |
| Gsa Capital Partners LLP | 5,499 | $981.0K | 0.13% | +5,499 | New |