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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
Occudo Quantitative Strategies LP5,491$980.0K0.08%−706−11.4%Reduced
Psagot Value Holdings Ltd. / (Israel)5,463$975.0K0.21%−620−10.2%Reduced
Allspring Global Investments Holdings, LLC5,393$962.0K0.00%−320−5.6%Reduced
Johnson Investment Counsel Inc5,370$958.0K0.01%00.0%Unchanged
Sompo Asset Management Co., Ltd.5,260$938.0K0.20%−5,040−48.9%Reduced
Pathstone Family Office, LLC4,661$938.0K0.02%+791+20.4%Added
Quantinno Capital Management LP5,166$922.0K0.14%+537+11.6%Added
AGF Investments LLC5,142$918.0K0.08%+5,142New
Aureus Asset Management, LLC5,038$899.0K0.06%+5,038New
Zions Bancorporation, N.A.4,992$891.0K0.08%+1,702+51.7%Added
Group One Trading, L.P.4,722$843.0K0.02%+1,722+57.4%Added
Montag & Caldwell, LLC4,497$802.0K0.09%+781+21.0%Added
Man Group plc4,317$770.0K0.00%+589+15.8%Added
Fox Run Management, L.L.C.4,274$763.0K0.42%+2,358+123.1%Added
Bank of Nova Scotia4,204$750.0K0.00%−14,796−77.9%Reduced
Stableford Capital II LLC4,442$741.0K0.31%+4,442New
Bank of Montreal4,181$732.0K0.00%+315+8.1%Added
Securian Asset Management, Inc4,082$728.0K0.01%+100+2.5%Added
Exencial Wealth Advisors, LLC4,000$714.0K0.04%00.0%Unchanged
Crossmark Global Holdings, Inc.3,855$688.0K0.02%+70+1.8%Added
Cna Financial Corp3,848$687.0K0.21%00.0%Unchanged
Advisor Group Holdings, Inc.2,868$668.0K0.00%−437−13.2%Reduced
ProShare Advisors LLC3,627$648.0K0.00%−641−15.0%Reduced
First Manhattan Co3,478$620.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC3,449$615.0K0.04%+2,749+392.7%Added
Connor, Clark & Lunn Investment Management Ltd.3,445$615.0K0.00%+3,445New
First Republic Investment Management, Inc.3,379$603.0K0.00%+343+11.3%Added
Maryland State Retirement & Pension System3,367$601.0K0.02%00.0%Unchanged
AE Wealth Management LLC3,342$596.0K0.00%+3,342New
Walleye Trading LLC3,294$588.0K0.01%+3,294New
J. Goldman & Co LP3,288$587.0K0.04%+3,288New
JustInvest LLC3,142$561.0K0.03%+1,680+114.9%Added
Shell Asset Management Co3,107$554.0K0.01%−461−12.9%Reduced
Prudential Financial Inc3,077$549.0K0.00%−440−12.5%Reduced
Pictet Asset Management SA2,992$534.0K0.00%00.0%Unchanged
Dakota Wealth Management2,961$528.0K0.04%+2,961New
TownSquare Capital, LLC2,896$517.0K0.01%00.0%Unchanged
Apollon Wealth Management, LLC2,814$502.0K0.04%+379+15.6%Added
Yarbrough Capital, LLC2,801$500.0K0.03%+2,801New
Eukles Asset Management2,693$481.0K0.26%−101−3.6%Reduced
Baird Financial Group, Inc.2,679$478.0K0.00%−88−3.2%Reduced
Procyon Private Wealth Partners, LLC2,623$468.0K0.10%+3+0.1%Added
Hirtle Callaghan & Co LLC2,601$464.0K0.02%+2,601New
Commonwealth Equity Services, LLC2,579$460.0K0.00%−110−4.1%Reduced
Engineers Gate Manager LP2,540$453.0K0.02%−9,152−78.3%Reduced
Welch & Forbes LLC2,525$451.0K0.01%00.0%Unchanged
Bridgewater Associates, LP2,507$447.0K0.00%+182+7.8%Added
Raymond James & Associates2,452$438.0K0.00%−9,073−78.7%Reduced
Wilkinson Global Asset Management LLC2,450$437.0K0.03%00.0%Unchanged
Shelton Capital Management2,445$436.0K0.02%00.0%Unchanged
Profund Advisors LLC2,439$435.0K0.02%+196+8.7%Added
Cambridge Investment Research Advisors, Inc.2,386$426.0K0.00%−51−2.1%Reduced
HighTower Advisors, LLC2,361$421.0K0.00%−88−3.6%Reduced
Belpointe Asset Management LLC2,300$410.0K0.02%−50−2.1%Reduced
Blueshift Asset Management, LLC2,280$407.0K0.04%−10,714−82.5%Reduced
Ballentine Partners, LLC2,277$406.0K0.01%−477−17.3%Reduced
Whittier Trust Co2,222$397.0K0.01%−39−1.7%Reduced
Canada Pension Plan Investment Board2,200$393.0K0.00%+2,200New
Snowden Capital Advisors LLC2,196$391.0K0.02%+979+80.4%Added
Moody Aldrich Partners LLC2,145$383.0K0.05%+532+33.0%Added
Bailard, Inc.2,113$377.0K0.01%+2,113New
Simplex Trading, LLC2,107$375.0K0.01%+2,107New
Keybank National Association2,036$363.0K0.00%+152+8.1%Added
Coldstream Capital Management Inc1,978$353.0K0.01%+236+13.5%Added
Versor Investments LP1,944$347.0K0.01%+1,944New
Captrust Financial Advisors1,934$345.0K0.00%+334+20.9%Added
Woodmont Investment Counsel LLC1,925$344.0K0.04%00.0%Unchanged
Coury Firm Asset Management LLC1,850$330.0K0.29%+95+5.4%Added
Cadent Capital Advisors, LLC1,819$325.0K0.15%00.0%Unchanged
CIBC Asset Management Inc1,776$317.0K0.00%00.0%Unchanged
Chicago Capital, LLC1,768$315.0K0.01%00.0%Unchanged
Vident Investment Advisory, LLC1,766$315.0K0.01%+223+14.5%Added
C M Bidwell & Associates Ltd1,755$313.0K0.21%+1,755New
Tortoise Index Solutions, LLC1,682$300.0K0.05%+196+13.2%Added
CWM Advisors, LLC1,647$294.0K0.03%−128−7.2%Reduced
Russell Investments Group, Ltd.1,631$289.0K0.00%−991−37.8%Reduced
Fractal Investments LLC1,581$282.0K0.08%−4−0.3%Reduced
Graham Capital Management, L.P.1,528$272.0K0.01%−1,403−47.9%Reduced
Boit C F David1,440$272.0K0.18%−500−25.8%Reduced
Panagora Asset Management Inc1,520$271.0K0.00%00.0%Unchanged
M&T Bank Corp1,513$271.0K0.00%+1,513New
Evercore Wealth Management, LLC1,516$270.0K0.00%−43−2.8%Reduced
Oppenheimer Asset Management Inc.1,490$266.0K0.00%−165−10.0%Reduced
Chicago Trust Co NA1,455$260.0K0.06%00.0%Unchanged
Cornerstone Investment Partners, LLC1,445$258.0K0.01%−11−0.8%Reduced
Raymond James Trust N.A.1,440$256.0K0.01%−758−34.5%Reduced
Ethic Inc.1,383$247.0K0.02%−70−4.8%Reduced
Transcend Wealth Collective, LLC1,354$242.0K0.02%+1,354New
Harvest Fund Management Co., Ltd1,326$236.0K0.05%+1,325+132,500.0%Added
NorthRock Partners, LLC1,169$209.0K0.02%+1,169New
Veriti Management LLC1,164$208.0K0.03%+1,164New
Truist Financial Corp1,156$206.0K0.00%+1,156New
Edgestream Partners, L.P.1,157$206.0K0.02%+1,157New
Ieq Capital, LLC1,152$206.0K0.00%+1,152New
Wendell David Associates Inc1,147$205.0K0.02%−536−31.8%Reduced
IFP Advisors, Inc848$194.0K0.00%+391+85.6%Added
AdvisorShares Investments LLC1,038$185.0K0.03%+1,038New
Mitsubishi UFJ Trust & Banking Corp950$170.0K0.00%+500+111.1%Added
Carmichael Hill & Associates, Inc.750$134.0K0.07%+50+7.1%Added
First Horizon Advisors, Inc.700$125.0K0.01%−127−15.4%Reduced