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, Q2 2022
Institutional positions in WEX Inc. as of Jun 30, 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
- 356
- −3 vs. Q1 2022
- Shares held
- 44.0M
- +136.0K (+0.3%) vs. Q1 2022
- Total value
- $6.85B
- −$974.9M (−12.5%) vs. Q1 2022
- New holders
- 41
- 115 more added
- Sold out
- 44
- 122 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 1,758 | $273.0K | 0.01% | +318+22.1% | Added |
| Tortoise Index Solutions, LLC | 1,768 | $275.0K | 0.05% | +86+5.1% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $283.0K | 0.17% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,850 | $288.0K | 0.38% | 00.0% | Unchanged |
| M&T Bank Corp | 1,851 | $288.0K | 0.00% | +338+22.3% | Added |
| Profund Advisors LLC | 1,860 | $289.0K | 0.02% | −579−23.7% | Reduced |
| Cornerstone Investment Partners, LLC | 1,865 | $290.0K | 0.02% | +420+29.1% | Added |
| Pinebridge Investments, L.P. | 1,877 | $292.0K | 0.00% | −42,742−95.8% | Reduced |
| Vident Investment Advisory, LLC | 1,947 | $298.0K | 0.01% | +181+10.2% | Added |
| Woodmont Investment Counsel LLC | 1,925 | $299.0K | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,961 | $305.0K | 0.01% | +1,961 | New |
| Hirtle Callaghan & Co LLC | 2,100 | $327.0K | 0.02% | −501−19.3% | Reduced |
| Coldstream Capital Management Inc | 2,099 | $327.0K | 0.01% | +121+6.1% | Added |
| Schechter Investment Advisors, LLC | 2,104 | $327.0K | 0.03% | +2,104 | New |
| Moody Aldrich Partners LLC | 2,124 | $330.0K | 0.06% | −21−1.0% | Reduced |
| Whittier Trust Co | 2,197 | $342.0K | 0.01% | −25−1.1% | Reduced |
| Ballentine Partners, LLC | 2,202 | $343.0K | 0.01% | −75−3.3% | Reduced |
| First Republic Investment Management, Inc. | 2,219 | $345.0K | 0.00% | −1,160−34.3% | Reduced |
| Belpointe Asset Management LLC | 2,250 | $350.0K | 0.02% | −50−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,257 | $351.0K | 0.00% | −129−5.4% | Reduced |
| Convergence Investment Partners, LLC | 2,254 | $351.0K | 0.21% | +2,254 | New |
| Snowden Capital Advisors LLC | 2,308 | $359.0K | 0.02% | +112+5.1% | Added |
| Yarbrough Capital, LLC | 2,318 | $361.0K | 0.03% | −483−17.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,169 | $361.0K | 0.15% | +2,169 | New |
| PEAK6 Investments LLC | 2,218 | $371.1K | 0.01% | −8,762−79.8% | Reduced |
| HighTower Advisors, LLC | 2,379 | $372.0K | 0.00% | +18+0.8% | Added |
| Commerce Bank | 2,410 | $374.0K | 0.00% | +2,410 | New |
| Shelton Capital Management | 2,445 | $380.0K | 0.02% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $381.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,510 | $390.0K | 0.00% | −69−2.7% | Reduced |
| Welch & Forbes LLC | 2,525 | $393.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,607 | $405.0K | 0.00% | −1,020−28.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,623 | $408.0K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,690 | $419.0K | 0.00% | +11+0.4% | Added |
| Gsa Capital Partners LLP | 2,700 | $420.0K | 0.06% | −2,799−50.9% | Reduced |
| Eukles Asset Management | 2,711 | $422.0K | 0.27% | +18+0.7% | Added |
| Susquehanna International Group, LLP | 2,754 | $428.0K | 0.00% | +2,754 | New |
| Echo Street Capital Management LLC | 2,857 | $444.0K | 0.00% | −4,212−59.6% | Reduced |
| Verition Fund Management LLC | 2,868 | $446.0K | 0.01% | +2,868 | New |
| TownSquare Capital, LLC | 2,894 | $450.0K | 0.01% | −2−0.1% | Reduced |
| Pictet Asset Management SA | 2,992 | $465.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,093 | $481.0K | 0.01% | −6,208−66.7% | Reduced |
| Shell Asset Management Co | 3,111 | $484.0K | 0.01% | +4+0.1% | Added |
| Advisor Group Holdings, Inc. | 3,226 | $501.0K | 0.00% | +358+12.5% | Added |
| Maryland State Retirement & Pension System | 3,367 | $524.0K | 0.02% | 00.0% | Unchanged |
| AtonRa Partners | 3,449 | $537.0K | 0.49% | +3,449 | New |
| First Manhattan Co | 3,478 | $541.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,735 | $581.0K | 0.02% | −120−3.1% | Reduced |
| Walleye Trading LLC | 3,787 | $589.0K | 0.01% | +493+15.0% | Added |
| Cna Financial Corp | 3,848 | $599.0K | 0.21% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,004 | $623.0K | 0.04% | +4+0.1% | Added |
| Securian Asset Management, Inc | 4,082 | $635.0K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,145 | $648.0K | 0.00% | +2,514+154.1% | Added |
| Occudo Quantitative Strategies LP | 4,278 | $665.0K | 0.05% | −1,213−22.1% | Reduced |
| Stableford Capital II LLC | 4,352 | $723.0K | 0.33% | −90−2.0% | Reduced |
| Gyon Technologies Capital Management, LP | 4,664 | $726.0K | 0.20% | +4,664 | New |
| Sompo Asset Management Co., Ltd. | 4,690 | $729.0K | 0.18% | −570−10.8% | Reduced |
| Centiva Capital, LP | 4,866 | $757.0K | 0.04% | −722−12.9% | Reduced |
| Pathstone Family Office, LLC | 4,918 | $765.0K | 0.02% | +257+5.5% | Added |
| BNP Paribas Arbitrage, SA | 4,942 | $768.8K | 0.00% | −4,654−48.5% | Reduced |
| Montag & Caldwell, LLC | 5,073 | $789.0K | 0.11% | +576+12.8% | Added |
| Man Group plc | – | $800.0K | 0.00% | – | – |
| SG Americas Securities, LLC | 5,209 | $810.0K | 0.01% | −26,637−83.6% | Reduced |
| JustInvest LLC | 5,308 | $826.0K | 0.04% | +2,166+68.9% | Added |
| Johnson Investment Counsel Inc | 5,370 | $835.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,393 | $838.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,402 | $840.0K | 0.00% | −661−10.9% | Reduced |
| Canada Pension Plan Investment Board | 5,470 | $851.0K | 0.00% | +3,270+148.6% | Added |
| Quantinno Capital Management LP | 5,598 | $871.0K | 0.13% | +432+8.4% | Added |
| Handelsbanken Fonder AB | 5,744 | $894.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,797 | $902.0K | 0.08% | +5,797 | New |
| STRS Ohio | 5,831 | $907.0K | 0.00% | +5,831 | New |
| Public Employees Retirement Association of Colorado | 5,899 | $918.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 5,990 | $932.0K | 0.18% | −254−4.1% | Reduced |
| Zions Bancorporation, N.A. | 6,117 | $952.0K | 0.10% | +1,125+22.5% | Added |
| AGF Investments LLC | 6,174 | $960.0K | 0.09% | +1,032+20.1% | Added |
| Brookfield Asset Management Inc. | 6,430 | $1.00M | 0.00% | +6,430 | New |
| Cornercap Investment Counsel Inc | 6,443 | $1.00M | 0.17% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,464 | $1.00M | 0.01% | +155+2.5% | Added |
| The PNC Financial Services Group, Inc. | 6,567 | $1.02M | 0.00% | −322−4.7% | Reduced |
| Trexquant Investment LP | 6,611 | $1.03M | 0.05% | −51,705−88.7% | Reduced |
| Teacher Retirement System of Texas | 7,041 | $1.09M | 0.01% | −2,210−23.9% | Reduced |
| Prana Capital Management, LP | 7,089 | $1.10M | 0.08% | −239−3.3% | Reduced |
| New Mexico Educational Retirement Board | 7,100 | $1.10M | 0.05% | −2,100−22.8% | Reduced |
| Daiwa Securities Group Inc. | 7,274 | $1.13M | 0.01% | −761−9.5% | Reduced |
| Paradigm Asset Management Co LLC | 7,480 | $1.16M | 0.36% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,531 | $1.17M | 0.03% | +87+1.2% | Added |
| Bullseye Asset Management LLC | 7,624 | $1.19M | 0.67% | +8+0.1% | Added |
| Utah Retirement Systems | 7,922 | $1.23M | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8,000 | $1.24M | 0.29% | +2,537+46.4% | Added |
| Envestnet Asset Management Inc | 8,111 | $1.26M | 0.00% | +635+8.5% | Added |
| Sepio Capital, LP | 8,295 | $1.29M | 0.13% | −159−1.9% | Reduced |
| Xponance, Inc. | 8,603 | $1.34M | 0.03% | +556+6.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,606 | $1.34M | 0.00% | −255−2.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,686 | $1.35M | 0.01% | +5,241+152.1% | Added |
| Bank of Montreal | 8,676 | $1.37M | 0.00% | +4,495+107.5% | Added |
| Prudential Financial Inc | 8,832 | $1.37M | 0.00% | +5,755+187.0% | Added |
| Keeley-Teton Advisors, LLC | 9,249 | $1.44M | 0.18% | −592−6.0% | Reduced |
| Pendal Group Limited | 9,515 | $1.48M | 0.01% | +912+10.6% | Added |
| Cordatus Wealth Management LLC | 9,603 | $1.49M | 0.70% | −614−6.0% | Reduced |