Skip to main content

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.

Institutional holdersQ2 2022: 356 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 heldQ2 2022: $6.85B
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, Q2 2022

Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2022.

Institutions holding WEX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oak Ridge Investments LLC31,233$4.86M0.71%−1,594−4.9%Reduced
MetLife Investment Management30,587$4.76M0.04%+264+0.9%Added
Great West Life Assurance Co27,548$4.29M0.01%+3,173+13.0%Added
Acadian Asset Management LLC27,500$4.28M0.02%+12,215+79.9%Added
Long Road Investment Counsel, LLC27,109$4.22M2.16%−105−0.4%Reduced
South Dakota Investment Council26,344$4.10M0.09%−5,237−16.6%Reduced
State of New Jersey Common Pension Fund D26,052$4.05M0.02%00.0%Unchanged
Crestwood Capital Management, L.P.25,870$4.02M3.78%−407−1.5%Reduced
Bath Savings Trust Co25,684$4.00M0.53%−200−0.8%Reduced
Yousif Capital Management, LLC25,122$3.91M0.05%+1,150+4.8%Added
Public Employees Retirement System of Ohio24,614$3.83M0.02%−1,049−4.1%Reduced
Deutsche Bank AG23,897$3.72M0.00%−84−0.4%Reduced
TimesSquare Capital Management, LLC23,700$3.69M0.05%+23,700New
Nisa Investment Advisors, LLC23,100$3.59M0.03%00.0%Unchanged
Jupiter Asset Management Ltd22,800$3.55M0.05%+22,800New
Comerica Bank20,601$3.43M0.03%−305−1.5%Reduced
Squarepoint Ops LLC21,294$3.31M0.03%−18,759−46.8%Reduced
Natixis Advisors, L.P.21,022$3.27M0.01%+1,504+7.7%Added
Eagle Asset Management Inc20,833$3.24M0.02%+20,833New
Citigroup Inc19,985$3.11M0.00%+5,035+33.7%Added
HM Payson & Co19,919$3.10M0.08%−100−0.5%Reduced
Treasurer of the State of North Carolina18,995$2.96M0.02%+2,537+15.4%Added
Raymond James & Associates18,041$2.81M0.00%+15,589+635.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,811$2.77M0.03%+1,385+8.4%Added
Ameritas Investment Partners, Inc.17,273$2.69M0.12%00.0%Unchanged
Martin & Co Inc16,763$2.61M0.74%+752+4.7%Added
Formula Growth Ltd16,700$2.60M0.72%00.0%Unchanged
Macquarie Group Ltd16,471$2.56M0.00%−482−2.8%Reduced
Ensign Peak Advisors, Inc16,203$2.52M0.01%00.0%Unchanged
Spinnaker Trust16,151$2.51M0.19%00.0%Unchanged
Barclays PLC15,502$2.41M0.00%+423+2.8%Added
Voya Investment Management LLC15,426$2.40M0.01%−113,521−88.0%Reduced
UBS Group AG14,345$2.23M0.00%−10,925−43.2%Reduced
GHP Investment Advisors, Inc.13,738$2.14M0.16%−252−1.8%Reduced
Gotham Asset Management, LLC13,547$2.11M0.07%+6,843+102.1%Added
Cubist Systematic Strategies, LLC13,235$2.06M0.02%−44,299−77.0%Reduced
Oregon Public Employees Retirement Fund12,963$2.02M0.03%−1,500−10.4%Reduced
Louisiana State Employees Retirement System11,800$1.97M0.05%+100+0.9%Added
B. Metzler seel. Sohn & Co. AG12,461$1.94M0.03%00.0%Unchanged
Henshaw Capital LLC12,378$1.93M0.13%00.0%Unchanged
Arizona State Retirement System12,146$1.89M0.02%+31+0.3%Added
Arrowstreet Capital, Limited Partnership12,004$1.87M0.00%+12,004New
Graham Capital Management, L.P.11,957$1.86M0.09%+10,429+682.5%Added
State of Michigan Retirement System11,475$1.78M0.01%+100+0.9%Added
LPL Financial LLC11,285$1.75M0.00%+1,583+16.3%Added
Employees Retirement System of Texas11,000$1.71M0.02%+11,000New
Logan Capital Management Inc10,908$1.70M0.10%+93+0.9%Added
Tudor Investment Corp Et Al10,696$1.66M0.05%−566−5.0%Reduced
Victory Capital Management Inc10,610$1.65M0.00%+287+2.8%Added
Versor Investments LP10,232$1.59M0.06%+8,288+426.3%Added
Bessemer Securities LLC10,117$1.57M0.55%−615−5.7%Reduced
Banc Funds Co LLC9,955$1.55M0.14%00.0%Unchanged
Prospera Financial Services Inc9,874$1.54M0.08%−661−6.3%Reduced
US Bancorp9,786$1.52M0.00%−759−7.2%Reduced
Algert Global LLC9,730$1.51M0.11%+690+7.6%Added
Eaton Vance Management9,694$1.51M0.00%−41,427−81.0%Reduced
Cordatus Wealth Management LLC9,603$1.49M0.70%−614−6.0%Reduced
Pendal Group Limited9,515$1.48M0.01%+912+10.6%Added
Keeley-Teton Advisors, LLC9,249$1.44M0.18%−592−6.0%Reduced
Prudential Financial Inc8,832$1.37M0.00%+5,755+187.0%Added
Bank of Montreal8,676$1.37M0.00%+4,495+107.5%Added
Connor, Clark & Lunn Investment Management Ltd.8,686$1.35M0.01%+5,241+152.1%Added
Sumitomo Mitsui Trust Holdings, Inc.8,606$1.34M0.00%−255−2.9%Reduced
Xponance, Inc.8,603$1.34M0.03%+556+6.9%Added
Sepio Capital, LP8,295$1.29M0.13%−159−1.9%Reduced
Envestnet Asset Management Inc8,111$1.26M0.00%+635+8.5%Added
Psagot Value Holdings Ltd. / (Israel)8,000$1.24M0.29%+2,537+46.4%Added
Utah Retirement Systems7,922$1.23M0.02%00.0%Unchanged
Bullseye Asset Management LLC7,624$1.19M0.67%+8+0.1%Added
Northwestern Mutual Investment Management Company, LLC7,531$1.17M0.03%+87+1.2%Added
Paradigm Asset Management Co LLC7,480$1.16M0.36%00.0%Unchanged
Daiwa Securities Group Inc.7,274$1.13M0.01%−761−9.5%Reduced
New Mexico Educational Retirement Board7,100$1.10M0.05%−2,100−22.8%Reduced
Prana Capital Management, LP7,089$1.10M0.08%−239−3.3%Reduced
Teacher Retirement System of Texas7,041$1.09M0.01%−2,210−23.9%Reduced
Trexquant Investment LP6,611$1.03M0.05%−51,705−88.7%Reduced
The PNC Financial Services Group, Inc.6,567$1.02M0.00%−322−4.7%Reduced
State of Alaska, Department of Revenue6,464$1.00M0.01%+155+2.5%Added
Cornercap Investment Counsel Inc6,443$1.00M0.17%00.0%Unchanged
Brookfield Asset Management Inc.6,430$1.00M0.00%+6,430New
AGF Investments LLC6,174$960.0K0.09%+1,032+20.1%Added
Zions Bancorporation, N.A.6,117$952.0K0.10%+1,125+22.5%Added
Davy Global Fund Management Ltd5,990$932.0K0.18%−254−4.1%Reduced
Public Employees Retirement Association of Colorado5,899$918.0K0.01%00.0%Unchanged
STRS Ohio5,831$907.0K0.00%+5,831New
PDT Partners, LLC5,797$902.0K0.08%+5,797New
Handelsbanken Fonder AB5,744$894.0K0.01%00.0%Unchanged
Quantinno Capital Management LP5,598$871.0K0.13%+432+8.4%Added
Canada Pension Plan Investment Board5,470$851.0K0.00%+3,270+148.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,402$840.0K0.00%−661−10.9%Reduced
Allspring Global Investments Holdings, LLC5,393$838.0K0.00%00.0%Unchanged
Johnson Investment Counsel Inc5,370$835.0K0.01%00.0%Unchanged
JustInvest LLC5,308$826.0K0.04%+2,166+68.9%Added
SG Americas Securities, LLC5,209$810.0K0.01%−26,637−83.6%Reduced
Man Group plc–$800.0K0.00%––
Montag & Caldwell, LLC5,073$789.0K0.11%+576+12.8%Added
BNP Paribas Arbitrage, SA4,942$768.8K0.00%−4,654−48.5%Reduced
Pathstone Family Office, LLC4,918$765.0K0.02%+257+5.5%Added
Centiva Capital, LP4,866$757.0K0.04%−722−12.9%Reduced
Sompo Asset Management Co., Ltd.4,690$729.0K0.18%−570−10.8%Reduced