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 |
|---|---|---|---|---|---|
| Swiss National Bank | 105,626 | $16.4M | 0.01% | −300−0.3% | Reduced |
| Hood River Capital Management LLC | 110,571 | $17.2M | 0.68% | +20,883+23.3% | Added |
| New York State Common Retirement Fund | 110,698 | $17.2M | 0.02% | −1,202−1.1% | Reduced |
| Citadel Advisors LLC | 112,170 | $17.4M | 0.02% | +53,609+91.5% | Added |
| Balyasny Asset Management LLC | 113,778 | $17.7M | 0.07% | −73,442−39.2% | Reduced |
| New South Capital Management Inc | 124,355 | $19.3M | 0.88% | −2,110−1.7% | Reduced |
| Wells Fargo & Company | 129,145 | $20.1M | 0.01% | −9,944−7.1% | Reduced |
| Marshall Wace, LLP | 136,576 | $21.2M | 0.05% | +25,352+22.8% | Added |
| Rhumbline Advisers | 138,243 | $21.5M | 0.03% | +5,521+4.2% | Added |
| Williams Jones Wealth Management, LLC. | 141,458 | $22.0M | 0.36% | −3,577−2.5% | Reduced |
| Royal Bank of Canada | 141,798 | $22.1M | 0.01% | +15,183+12.0% | Added |
| Incline Global Management LLC | 149,179 | $23.2M | 6.63% | −31,475−17.4% | Reduced |
| State of Wisconsin Investment Board | 149,716 | $23.3M | 0.06% | +668+0.4% | Added |
| Loomis Sayles & Co L P | 157,551 | $24.5M | 0.05% | −7,954−4.8% | Reduced |
| Blair William & Co | 168,398 | $26.2M | 0.12% | −9,872−5.5% | Reduced |
| Principal Financial Group Inc | 178,208 | $27.7M | 0.02% | +25,768+16.9% | Added |
| Lord, Abbett & Co. LLC | 201,563 | $31.4M | 0.11% | +201,563 | New |
| Maple Rock Capital Partners Inc. | 203,200 | $31.6M | 3.65% | +33,000+19.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 205,081 | $31.9M | 0.06% | +32,100+18.6% | Added |
| Holocene Advisors, LP | 231,362 | $36.0M | 0.22% | +41,556+21.9% | Added |
| Premier Fund Managers Ltd | 230,000 | $36.3M | 1.61% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 254,115 | $39.5M | 0.01% | +18,249+7.7% | Added |
| Dimensional Fund Advisors LP | 274,801 | $42.7M | 0.02% | +2,206+0.8% | Added |
| Bamco Inc | 275,300 | $42.8M | 0.14% | +25,300+10.1% | Added |
| Goldman Sachs Group Inc | 280,372 | $43.6M | 0.01% | −18,805−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 317,817 | $49.4M | 0.02% | +12,880+4.2% | Added |
| Nuveen Asset Management, LLC | 339,312 | $52.8M | 0.02% | −15,282−4.3% | Reduced |
| Northern Trust Corp | 355,348 | $55.3M | 0.01% | −12,002−3.3% | Reduced |
| Ameriprise Financial Inc | 392,240 | $58.9M | 0.02% | −32,458−7.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 387,397 | $60.3M | 0.74% | +25,954+7.2% | Added |
| Millennium Management LLC | 394,246 | $61.3M | 0.08% | −63,375−13.8% | Reduced |
| Stephens Investment Management Group LLC | 399,276 | $62.1M | 1.15% | +431+0.1% | Added |
| Jennison Associates LLC | 417,765 | $65.0M | 0.06% | +108,858+35.2% | Added |
| Norges Bank | 451,939 | $70.3M | 0.02% | −14,030−3.0% | Reduced |
| Morgan Stanley | 501,707 | $78.0M | 0.01% | +302,089+151.3% | Added |
| Federated Hermes, Inc. | 536,536 | $83.5M | 0.23% | −15,695−2.8% | Reduced |
| Brown Advisory Inc | 554,853 | $86.3M | 0.16% | +44,362+8.7% | Added |
| Geode Capital Management, LLC | 569,809 | $88.6M | 0.01% | −2,592−0.5% | Reduced |
| Anomaly Capital Management, LP | 572,392 | $89.0M | 4.77% | +268,871+88.6% | Added |
| Warburg Pincus LLC | 577,254 | $89.8M | 3.17% | 00.0% | Unchanged |
| Bank of America Corp | 584,332 | $90.9M | 0.01% | +39,727+7.3% | Added |
| Bank of New York Mellon Corp | 585,684 | $91.1M | 0.02% | +156,243+36.4% | Added |
| FMR LLC | 596,489 | $92.8M | 0.01% | +8,747+1.5% | Added |
| Bessemer Group Inc | 710,036 | $110.5M | 0.28% | −231,875−24.6% | Reduced |
| Rockefeller Capital Management L.P. | 712,794 | $110.9M | 0.59% | −3,018−0.4% | Reduced |
| Neuberger Berman Group LLC | 841,861 | $131.0M | 0.13% | −21,120−2.4% | Reduced |
| Primecap Management Co | 1,150,300 | $178.9M | 0.16% | −66,830−5.5% | Reduced |
| State Street Corp | 1,183,582 | $184.1M | 0.01% | −11,366−1.0% | Reduced |
| JPMorgan Chase & Co | 1,357,914 | $211.2M | 0.03% | −167,099−11.0% | Reduced |
| Atlanta Capital Management Co L L C | 1,646,378 | $256.1M | 1.10% | −5,522−0.3% | Reduced |
| Par Capital Management Inc | 1,807,300 | $281.1M | 9.43% | +102,210+6.0% | Added |
| Impactive Capital LP | 2,128,797 | $331.2M | 14.95% | +174,064+8.9% | Added |
| Janus Henderson Group PLC | 3,650,717 | $567.9M | 0.39% | +307,380+9.2% | Added |
| Wellington Management Group LLP | 3,686,329 | $573.4M | 0.12% | −415,237−10.1% | Reduced |
| BlackRock Inc. | 3,972,510 | $618.0M | 0.02% | −134,796−3.3% | Reduced |
| Vanguard Group Inc | 4,286,178 | $666.8M | 0.02% | +89,939+2.1% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −179,331−100.0% | Sold out |
| Bayberry Capital Partners LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −41,429−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,311−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −32,457−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,716−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,989−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −20,540−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,298−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,654−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |